Intelligent Taxation UK
Client Tim B.
Developed and delivered a complete Intelligent Taxation System featuring a responsive public website, secure client portal, and centralized admin dashboard. The platform streamlines taxation workflow…
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Project overview
Developed and delivered a complete Intelligent Taxation System featuring a responsive public website, secure client portal, and centralized admin dashboard. The platform streamlines taxation workflows and provides an efficient digital experience for both clients and administrators. Key Features Secure client onboarding and multi-case management Dedicated Client Portal and Admin Dashboard Secure document upload and management with Cloudflare R2 AI-powered Help Desk, Q&A, document analysis, and RAG capabilities using OpenAI Supabase-powered authentication, database, APIs, and notifications Zoom integration for online consultations and AI-assisted meeting summaries GoCardless integration for payments and direct debit TrueLayer integration for Open Banking services Scalable cloud deployment through Vercel The final solution provides a secure, scalable, AI-powered, and user-friendly ecosystem for managing complex taxation services and operations.
Client goals
Clean, modern, and fully responsive taxation platform
Budget-friendly and scalable solution built for long-term growth
Easy-to-use and well-organized client and admin experience
Dedicated dashboards for clients and administrators
Centralized management of complex client cases and activities
Secure document upload, storage, and management system
Cost-efficient AI-powered RAG system capable of processing hundreds of documents
AI-powered help desk for intelligent Q&A and document analysis
Zoom integration for online consultations with AI-generated meeting notes and summaries
Secure payment and direct debit functionality
Open Banking integration for streamlined financial data access
Results achieved
Fully optimized, professional, and responsive web platform
Comprehensive admin dashboard for managing users, cases, documents, and complex operational activities
Dedicated client portal allowing clients to manage multiple cases, upload documents, and communicate with professionals
Streamlined digital onboarding process for improved client registration and case management
Secure and scalable backend powered by Supabase, including authentication, PostgreSQL database, APIs, and notifications
Centralized and cost-efficient document storage powered by Cloudflare R2
AI-powered Help Desk with OpenAI integration for intelligent Q&A and document analysis
Efficient RAG system designed to process and retrieve information from hundreds of documents at a controlled operational cost
Integrated Zoom consultations with AI-assisted meeting notes and summaries
Secure payment and direct debit functionality through GoCardless
Open Banking integration through TrueLayer for secure banking connectivity and financial data synchronization
Scalable cloud deployment and hosting infrastructure through Vercel
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