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I will build an ai integrated professional tax filing software system with mobile app
Elonn D
About this gig
Manual data entry and fragmented intake processes slow down tax professionals during peak seasons. I build professional, AI integrated tax software platforms designed to modernize your firm's operations. This service provides a cloud based system similar in function to OLTPRO or TaxSlayer Pro, enhanced with a dedicated mobile app for client convenience.
I specialize in integrating AI assisted data extraction and document scanning, allowing your system to pull information from tax forms instantly. The platform is architected for scale, supporting a multi level hierarchy for service bureaus, EROs, and firms. Key features include smart intake questions that adapt to user needs, automated return preparation workflows, and white label reseller functionality.
By digitizing the entire filing lifecycle from 1040 returns to corporate business filings, I help you eliminate administrative bottlenecks.
Your custom solution will feature role based dashboards, secure document libraries, and automated status tracking to keep your team and clients updated without manual intervention.
Get to know Elonn D
Elonn D
We Are Experts
- FromThailand
- Member sinceAug 2024
Languages
English, Spanish
We specialize in developing end-to-end digital solutions, ranging from blockchain protocols to AI driven voice automation. Our expertise spans the full stack, allowing me to build specialized systems like HIPAA compliant EHR platforms and scalable LMS architectures. We focus on merging advanced AI capabilities with secure, custom built web and mobile applications. By prioritizing technical integrity and scalable code, We transform complex requirements into functional, enterprise grade software. Our goal is to deliver high performance tools that drive growth and operational success.
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FAQ
How does the AI assisted data extraction work for tax forms?
The system uses document intelligence to scan uploaded PDFs or photos. It "reads" the documents to identify and extract key data points (like vendor names, amounts, and dates) and maps them directly into your tax preparation workflow, reducing manual typing errors.
Can the system handle a service bureau model with multiple sub-firms?
Yes. The platform is designed with a multi level hierarchy. This allows for owner level control, service bureau/reseller access, and firm level dashboards. You can manage multiple preparers and locations under one ecosystem while maintaining strict role based access control for data security.
Does the mobile app support client document uploads and status checks?
Absolutely. The mobile app is designed for client convenience, allowing them to answer smart intake questions, scan tax documents directly via their camera for AI processing, and check their e-file status in real time without needing to call your office.
