Business Objective

Business Objective

The pandemic forced a lot of businesses to bring about revolutionary changes into their workflow, including Tax Magic. We helped this Canada-based Chartered Accounting firm shift their entire business process of helping clients fill and file taxes online.

Business Challenge

Lack of Automation

The firm relied heavily on manual processes which required us to make some major changes to their existing work processes.

Less Time More Innovation

With lockdown, clients were looking for online avenues for tax filing. This made us time-bound, and a solution was needed, soon.

Not a streamlined Process

The workflow was not streamlined both between internal management —employees and employees — customers.


Business Solution

We approached Tax Magic with a three-step solution that was divided into Client, Sub Admin, and Admin Levels. With a front end that was easy to navigate for the client and a backend where sub-admins could receive notifications, check and verify forms in a systematic manner — we helped Tax Magic get online. We also added several layers of security and rendered the system user-friendly both for sub-admins and clients.

Download PDF download-red download-white

Download PDF

Success Stories

Initiate Your Digital Evolution With Us