Tax Partners LLC

Tax Partners is a group of financial advisors who required a system capable of automating their complex, tax-related, manual workflows. They needed to distribute the latest version of their unique financial planning tools to each of their member clients who are spread across the US and who use these tools in a collaborative manner as they work together with the Tax Partners' nationwide network of CPAs, legal services providers and other professionals. We provided Tax Partners with an organizational framework through which the status of workflow tasks could be assigned and monitored.

Highlights

• Front-end and back-end design and development
• Secure Workflow Tracking System
• Password protected files and directories
• Secure client sign-in to online document repository
• All front-end HTML and CSS pass W3C guidelines.

URL

www.taxpartnersllc.com