Custom Application & Theme Build

Custom Application & Theme Build

Taxwerx

Challenge

Taxwerx came to us with a unique and complex request for some custom solutions. Not only did they need an entirely new site, but they also needed an embedded unlisted public application developed for their unique use case. The app itself needed to handle tax preparations, allowing users to register, include their tax details, and upload and save tax documents, all in an extremely secure manner. This custom solution was also needed in time for tax season.

Solution

We built a brand new Shopify site for Taxwerx, complete with the embed unlisted public application they required, leveraging Amazon AWS with secure 128bit encrypted access credentials. The entirely custom application was also made available and accessible for administrators to easily navigate the backend, access customer details quickly and easily. On the front end, we created a clean interface which allows customers to answer specific questions about their tax application.

Advanced Questionnaire to Determine the Type of Tax Return

A complex and secure questionnaire was at the heart of this app build. Using a list of advanced questions, users determine what type of tax return was needed and then proceeded to purchase that plan type. This included conditional logic and advanced mapping of answers.

Document Upload & Management Systems

Security and speed were essential in this complex custom build. The system required users to be able to easily upload tax documents in a secure and simple fashion. Documents were assigned to a list of items needed to mark a return ready, and all documents were transmitted and stored securely in Amazon S3.

Secure Storage of Sensitive Information

Secure storage of sensitive data was paramount to the success of this project. While Shopify held user account data, all other secure data was stored in encrypted databases. Files were transmitted and stored in encrypted fashion and multiple systems are in place to detect and shut down unauthorized access.

Customized Admin Application

A solid and clean admin interface was essential for this app and site build. While users can access all of their details in the front end, an admin view was required to view questionnaire status, file submissions, and perform administrative tasks for each of the tax returns. This allowed an admin user to easily view the full return, add new documents, and communicate with the client.

Admin Links Directly to The App

When browsing customers, admins can easily link out directly to the customer licenses that apply for that user. Similarly, when looking at products they can easily link over to the app to see the expiry length and upload new course files with ease.

Built for Speed + Scale

We build our apps on Amazon AWS with server-less technology. This ensures the app is always online with near perfect availability as well as scalable, with new instances started quickly to ensure you're never left waiting.




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