Solution Overview

• The solution is SAAS (Solution as a service) based.
• It enable users to manage personal details, Income details, Investment details.
• It enables users to process online tax filing request. 
• An admin user with central control can manage content of the will, intermediate users/financial advisor.
• Multiple reports in admin panel as well as on going reports are emailed to the support team to keep them updated with the all the happenings in the application.

Challenges / Business Problem

Build product with features like:

• Enables a user to subscribe a service of Tax Filing.
• Facility to add personal details, income details and Investment details. 
• Request for tax filing and view the tax filing status
• Get the advise from the financial advisor.
• Facility of role based login for admin user, Financial advisor user with/out edit right and user as individual.
• Generate various reports with a facility to export to Excel / PDF.

Overview

Client & Users

• Region : India

Project Overview

• Schedule :  8-10 weeks Sprint – iterative method 
• Team Size :  3

Technology

Dev Tools

• MS Visual Studio 2013
• MS SQL Server 2012
• .NET Framework 4.5 
• MS FxCop
• MS Excel
• MS Word
• MS Project
• PDF Tool
• Payment Gateway