RDI Tax Incentives

A secure web application for a UK tax incentive specialist firm that streamlined the tax incentive application process

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RDI Tax Incentives | Tax Filler

A HIPAA-compliant web dashboard and mobile app streamlining R&D tax relief applications for businesses and individuals, with powerful admin tools for efficient tax return management. A secure web application for a UK tax incentive specialist firm that streamlined the tax incentive application process with online form submission, document upload, and status tracking.

Tax Filing Process via Dual Dashboard Solution

Developed an intuitive workflow enabling clients to submit applications online, upload documents, and track their status in real-time. Created two specialized interfaces: an intuitive client-facing dashboard with a guided wizard for tax filings, and an admin dashboard featuring real-time collaboration, progress tracking, and advanced analytics.

sequenceDiagram participant U as User participant A as App participant T as Twilio participant S as SendGrid participant M as MongoDB U->>A: Submit Application A->>A: Validate Data A->>M: Store Application A->>S: Send Confirmation Email A->>T: Send Status SMS U->>A: Upload Documents A->>M: Store Documents A->>S: Send Update Email U->>A: Check Status A->>M: Retrieve Status A->>U: Display Status

Integrated with Companies House (GOV.UK) for auto-fill capabilities and popular accounting systems, reducing manual data entry. Added secure document management and dynamic form validation with real-time assistance. Implemented communication services using Twilio and SendGrid for SMS notifications and email updates, ensuring clients stay informed throughout the process.

Technology Stack

pie title Tech Stack Distribution "Frontend (React)" : 30 "Backend (Node.js)" : 25 "Database (MongoDB)" : 15 "Cloud (AWS)" : 20 "Communication (Twilio, SendGrid)" : 10

Technical Architecture

Built with React.js for the frontend, Node.js for the backend, and MongoDB for the database. Deployed on AWS with secure document storage and global content delivery.

flowchart TD subgraph "Frontend (React)" A[User Dashboard] --> B[Tax Form Components] C[Document Upload] end subgraph "Backend (Node.js)" D[Authentication Service] E[Tax Incentive Engine] F[Document Processor] G[Status Tracker] end subgraph "Communication" H[Twilio SMS Service] I[SendGrid Email Service] end subgraph "Database (MongoDB)" J[(Tax Applications)] K[(User Profiles)] L[(Documents)] end subgraph "Cloud (AWS)" M[AWS S3 Storage] N[CloudFront CDN] end A --> D A --> E A --> G B --> E C --> F F --> M H --> A I --> A E --> J D --> K F --> L M --> F

Impact & Results

Significantly increased application processing efficiency and improved client satisfaction through the streamlined online platform.

Streamlined the tax incentive process with online submissions and status tracking, resulting in a 30% increase in processing efficiency. Multi-language support and mobile responsiveness improved client satisfaction significantly. The implementation resulted in a major improvement in processing speed and overall client experience.

graph TD A[Streamlined Process] --> B{Improved Client Satisfaction} C[Online Submission] --> B D[Status Tracking] --> E[Increased Efficiency] B --> E E --> F[Higher Client Retention]

Key Features | Technical Highlights

Implemented HIPAA-compliant features including role-based access control (RBAC), two-factor authentication (2FA), audit trails, and secure document upload systems to ensure data protection and regulatory compliance. Enhanced security with end-to-end encryption for all sensitive data and secure API integrations. Secure document uploads, real-time status tracking, automated notifications, and a user-friendly interface designed specifically for tax incentive applications.