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It enables users to manage personal details, Income details, and Investment details. Multiple reports in the admin panel as well as ongoing reports are emailed to the support team to keep them updated with all the happenings in the application.

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 requests.

An admin user with central control can manage the content of the will, intermediate users/financial advisors.

Multiple reports in the admin panel as well as ongoing reports are emailed to the support team to keep them updated with all the happenings in the application.

Challenges / Business Problems

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.

User Overview

Region

USA

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

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