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SMARTCENTER
Workflow management software for small tax firms
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
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.
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.
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