Business Objective

Business Objective

The pandemic forced a lot of businesses to bring about revolutionary changes into their workflow, including Tax Magic. We helped this Canada-based Chartered Accounting firm shift their entire business process of helping clients fill and file taxes online.

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Business Challenge

1
Lack of Automation

The firm relied heavily on manual processes which required us to make some major changes to their existing work processes.

2
Less Time More Innovation

With lockdown, clients were looking for online avenues for tax filing. This made us time-bound, and a solution was needed, soon.

3
Not a streamlined Process

The workflow was not streamlined both between internal management —employees and employees — customers.

Business Solution

We approached Tax Magic with a three-step solution that was divided into Client, Sub Admin, and Admin Levels. With a front end that was easy to navigate for the client and a backend where sub-admins could receive notifications, check and verify forms in a systematic manner — we helped Tax Magic get online. We also added several layers of security and rendered the system user-friendly both for sub-admins and clients.

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