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https://images.ctfassets.net/0nm5vlv2ad7a/1o5XxxNlW61tCW1gGBdjCP/d82cc62aab9fb4bb99e340137f8cd945/Ellipses.png?w&h&fm&fl

SMARTCENTER

Workflow management software for small tax firms

https://images.ctfassets.net/0nm5vlv2ad7a/5n42Es9hpXTuAIbWyglxul/b35f7172acf44c80c8045f73c476eb4e/content_smartcenter_3__2_.png?w&h&fm&fl

Time:

6 months

Type:

Cloud management system for tax companies

Industry:

Web development

Platform:

Web

User-friendliness

Easy to manage clients, tasks, and documents

One-for-all solution

All clients’ activity in one place

Smooth and secure communication

Chatting with clients right inside the app

Intelligent searching abilities

Not a single document is lost

About

Project Idea

Our client was looking to finish the development of a simple and functional platform for small tax companies to manage the activities of their clients.

The Сlient Had

  • The app code
  • Design
  • List of desired features

We were responsible for

  • Updating the existing code
  • Finishing the project

Team

Full-stack developer

QA specialist (part-time)

Designer (part-time)

Back-end developer

Project-manager (part-time)

Technology Stack

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CRM & Task manager

Our team created a multifunctional platform that combines features of a Customer Relationship Management system (CRM) and a task manager.

The main modules of SmartCenter are:

Dashboard

Shows all the profile activity on one page

Contacts

Contains all the necessary contact information about the clients

Work

Helps to control the current tasks and manage the whole company’s activity

Conversations

Connect a user and a customer

Documents

Stores all the client’s documentation that’s necessary for taxation

Resources

Contains useful links, guides, and templates for successful business management.

https://images.ctfassets.net/0nm5vlv2ad7a/5Z38lTfgN4uyflpRGlOWgd/3728d8f44388c159cb9462a32b5b34ce/Group_5590__1_.png?w&h&fm&fl

Challenges and Solutions

Ember.js framework

Problem:

The client came to us with a big part of the app that was already written in Ember.js. We had two options here: either to rewrite everything from scratch in something more future-proof like React or to update the existing part to the newest version of Ember.js and continue development.

Solution:

Despite the fact that React is more future-proof, there were two factors that stopped us from choosing the first variant:

  • rewriting was more resource-consuming than updating Ember.js. the client already had some customers that were using Smartcenter and the transfer of all their information to a new framework could make the development process even more complicated.

  • So, in order to save clients time, money, and customers, we opted for updating the existing part of the code.

Results

Our team developed a user-friendly cloud-based management platform that helps tax firms control all their activity. A nice user interface and detailed profiles make using Smartcenter for day-to-day work clear and simple.

https://images.ctfassets.net/0nm5vlv2ad7a/56pX5FwPcVNTvLojgkSIeC/052be82e76e171c0cd449add0fec2745/content_smartcenter_1-2_1.png

Let’s move forward

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