Tax Desk

Small
Professional Services · Accountant, taxpayers

Document and filing tracking for accountants.

Coding Ideas

Built in this build

  • Document upload
  • Filing/deadline tracking
  • Fee tracking
  • Taxpayer list
  • Document review
  • Settings
  • Data extraction from receipt photos
  • Simple workload summary

Vision (needs external services)

  • Deadline alert
  • Document/photo upload
  • Email
  • Taxpayer document upload (photo)

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Document upload
  • Filing/deadline tracking
  • Fee tracking

Admin modules

  • Taxpayer list
  • Document review
  • Settings

AI capabilities

  • Data extraction from receipt photos

Automations

  • Deadline alert

Analytics & reports

  • Simple workload summary

Integrations

  • Document/photo upload
  • Email

Mobile

  • Taxpayer document upload (photo)

Roles & permissions

  • Accountant
  • Taxpayer

Professional Services

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