Case Study
TaxSquare
Co-founded the technology side from day one
- Co-founder
- Build
- Automation
- Relationship
- I am a co-founder. This is my own firm's technology, not an outside client.
The Problem
A growing tax and accounting practice with a multi-person team was running on disconnected tools. Client communication, document collection, and workflow tracking all lived in different systems, and nothing scaled as the client base grew.
- Separate tools that did not talk to each other
- Manual document collection via email attachments
The Approach
Built the technology platform as a co-founding technical partner. Brand identity, client-facing portal, internal workflow systems, and automated document management, all designed around how tax prep actually works. Every decision was made from inside the business, not by an outside vendor guessing at requirements.
Brand & Identity
Created the full brand system from scratch, including logo, color palette, typography, and brand guidelines.
Client Portal
Custom portal for document upload, appointment scheduling, and real-time status tracking.
Workflow Automation
Automated document collection, intake forms, and client status notifications.
Internal Tools
Custom admin panel for managing clients, tracking workflow, and reporting.
The Outcome
The practice has its own brand, a client portal, and document workflows built for how its team works, in place of tools that did not talk to each other.
Tech Stack
next step
This is what a fixed stack looks like.
Tell me what is not working. I will tell you honestly if I can help.
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