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Technologies


Tax Record Keeping


Industry: Tax Return Preparation Services
Software Solution: Record Keeping Services
Technology Domain:   Web Application, .Net Development

CUSTOMER:

A US provider of tax return preparation services.

Business Challenge

Our customer decided to design a web application to help maintain tax records and related forms with easy retrieval for tax return preparation. Sending financial information over the Internet required a highly secure and reliable software solution.


Software Solution

Axmor’s .Net programmers designed a web application that allows the saving and categorizing of receipt images for long periods of time, and a simplified process of entering financial data and its retrieval in the form of a printable report or an export file over the Internet.

The user can assign a personal accountant to prepare a tax return, and generate a separate login and password specifically for this purpose. At tax time, the user retrieves data collected during the year, which is grouped by month. Expense items are available in .pdf reports. An additional option is to export the data file in a format accepted by any tax return preparation software.

In order to develop a software solution that would satisfy our customer, Axmor’s .Net programmers first had to overcome 2 common offshore outsourcing drawbacks:

  • Requirements:

When the project started, our customer was not sure about all functionality details. This is typical for custom software development. Axmor’s .Net programmers responded by developing the application in stages. After reviewing each new version, our customer suggested improvements and modifications. In return, the programmers provided technical advice and offered implementation options. Axmor’s flexibility afforded our customer application functionality in conjunction with the developed software, and at minimum cost.

  • Communication:

During the software development project, Axmor’s .Net development team kept in touch with our customer on a daily basis via chat; thus, allowing our customer to control project progress and development directions. All changes to the software were discussed in real time, which created mutual understanding and eliminated implementation errors.

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BRIEF:

The developed .Net software solution provides online service for, tax record keeping and retrieval, and for saving receipts.

BENEFITS:

The starting of a new business by our customer in very little time and at low cost through:

  • Additional functionality in iterative development;
  • Close daily communications.

TECHNOLOGIES:

  • Ñ#
  • ASP.NET
  • JavaScript
  • Custom ASP controls
  • SMTP.NET (Sending emails from site)
  • Customer email parsing (text data)
  • ADO.NET
  • MS SQL 2000
  • PDF Generation
  • TXF generation (tax software format)
  • Crystal Reports
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