Web solutions
for tax services
We help tax services streamline client intake, ensure secure file handling, and enhance compliance with tailored web solutions.
Based on last 100+ reviews
How IT solutions can enhance tax services:
Navigating todays financial landscape requires efficiency and accuracy to meet growing client demands.
B2B systems for tax services:
Managing a tax service business involves handling sensitive data, regulatory demands, and seasonal workload spikes.
Without dedicated systems, operations are prone to inefficiencies, security risks, and missed opportunities.
These challenges can be addressed with tailored B2B solutions.
Client intake portal
A digital platform designed to streamline client onboarding, ensuring that each client enters the system efficiently and securely.
- Automated client onboarding
- Secure data capture and storage
- Enhanced client communication
Secure document exchange
An online system facilitating the secure upload and download of sensitive tax documents between clients and tax professionals.
- Encrypted file transfer
- Access control settings
- Audit trails for document activity
Tax compliance manager
A comprehensive solution to manage and oversee regulatory compliance across services, minimizing the risk of errors and omissions.
- Integrated compliance checklists
- Automated deadline reminders
- Customizable regulatory updates
Example image from themeforest.net, "Investex", designed by AncoraThemes
Web platforms for tax services
Many tax service businesses rely on outdated websites that fail to meet the expectations of modern clients.
These practices often lead to inefficiencies, lack of security, and missed business opportunities.
The implementation of custom web platforms can resolve these issues effectively.
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Custom websites
A custom-built website that enhances the brand's online presence and improves client interactions, providing a professional and user-friendly experience.
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Client portals
A secure online space where clients can access their tax documents, monitor their service progress, and communicate with their tax professionals with ease.
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B2B marketplaces
A specialized platform connecting tax professionals and service providers, enabling seamless collaboration and efficient business opportunities within the industry.
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Quoting tools
An online tool allowing clients to quickly receive tailored quotes for services, streamlining the initial inquiry and approval process for tax services.
Digital transformation of tax services:
Many tax service businesses rely on outdated and inefficient solutions like spreadsheets and manual processes.
These issues create chaos and hinder visibility, but they can be effectively solved with modern digital solutions.
Manual data entry
Data is manually entered into spreadsheets, leading to errors and inefficiencies.
Automated data processing
Streamlines data entry and reduces errors through automated workflows.
Email-based orders
Clients submit orders and requests via email, which can be mismanaged and overlooked.
Online client portals
Allows clients to submit requests directly through a secure web-based system, improving management and tracking.
Decentralized records
Client information is scattered across different documents and applications.
Centralized crm
Consolidates client data into a single, accessible platform for streamlined management.
Spreadsheet tracking
Tasks and deadlines are tracked using static spreadsheets, leading to potential oversight.
Project management tools
Uses real-time web-based tools for effective task and deadline management.
Paper-based forms
Clients fill out physical forms which can be lost or improperly filed.
Digital intake forms
Provides secure, online forms for easy submission and storage.
File sharing via email
Documents are shared over email, risking security and version control issues.
Secure file upload
Utilizes a secure online platform for file sharing and document management.
Email notifications
Notifications are sent through email, which might not be timely or effective.
Web-based alerts
Delivers real-time updates and alerts through a dedicated platform.
How much do these solutions cost?
Each project is unique, and we tailor every solution to your specific business goals. Below are estimated price tiers to help you understand what to expect at different levels of complexity.
B2B systems
We build tailored internal systems to streamline processes, improve communication, and centralize critical operations for tax service providers.
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Services
- CRM systems
- B2B customer portal
- Order management systems
- Product management systems
- Workflow automation
- Vendor management systems
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Extended warranty
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About €150 - €500 / month – Includes VPS hosting, priority support, and recovery of fatal and logical errors (e.g., broken flows, miscalculations, system crashes).
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Web development
We create dynamic web platforms to enhance client interactions, showcase services, and open up new online revenue channels.
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Services
- Websites
- Ecommerce websites
- Public catalogues
- Online calculators
- Online configurators
- Client portals
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Extended warranty
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About €50 - €250 / month – Includes VPS hosting, priority support, and recovery of fatal, logical, and core system errors, as well as fixes for form behavior and layout issues.
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AI implementation
We integrate AI technologies to enhance customer service, automate internal tasks, and drive operational efficiencies in tax services.
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Services
- GPT-powered chatbots
- Ask your CRM
- AI documents
- AI-driven sales
- AI voice
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Extended warranty
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About €150 - €350 / month – Full coverage including VPS hosting, priority support, all types of fatal, logical, core, form, and layout issues, plus vendor/API replacement if external integrations become unstable or deprecated.
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What processes can be automated in tax services?
From client intake forms and secure file handling to tax filing integrations and data privacy, our solutions tackle real operational challenges and streamline financial compliance processes.
B2B systems
Transform daily operations with efficient B2B systems designed to improve accuracy and reduce manual efforts.
Web development
Enhance business effectiveness through modern web platforms that simplify client interactions and improve service delivery.
AI implementation
Leverage AI technology to automate tasks, improve decision-making, and enhance client insights for tax services.
On-time development within the fixed price:
Before development begins, we make you a clear offer with final costs and delivery terms. In the next step, we create a detailed brief or technical task, outlining the structure and functionality. This is documented and locked in the BIYRO system.
You’ll get a fully functional website with a full control panel and no vendor lock. We guarantee delivery within the agreed time - or we return your money.
Quick launch
Prompt start of work without long waiting - within 4 days.
Price and terms
We fix the price and approve the terms at the first project stage.
Implementation
Product readiness according to the goals - in 4-12 weeks.
Escrow deal
We work through BIYRO with all the necessary documents.
Answers to common questions:
Still unsure about something? Here are answers to the most frequently asked questions about our process, pricing, and platform.
Working with us
We use a quota system in the BIYRO project management platform. For each milestone, you're given a number of quotas - which can be used for free changes within the project. This allows flexibility without additional costs. You can request changes right after a milestone is completed.
We recommend working through the BIYRO project management system, which generates contracts and adds an extra layer of security. The project is divided into milestones with agreed payment and delivery terms. Payment steps can be 20%, 50%, or 100% of the total budget. Your funds are held in BIYRO and released only after your approval. If we miss deadlines or fail to deliver, you can request a refund directly.
That's not a problem. We'll prepare the technical assignment for you based on your project concept before we begin development.
During the guarantee period, we fix any bugs or issues caused by our development - free of charge. We also offer extended guarantee coverage as a paid monthly service. Pricing is agreed individually per project.
BIYRO is our project management platform for secure development deals. It automatically creates contracts, stores payments safely, and releases funds only after your confirmation. You'll receive an email invitation to the platform once your project is ready to begin.
We offer ongoing support packages tailored to your needs, including maintenance, updates, and feature enhancements. Our team ensures your portal remains up-to-date and continues to meet your business requirements.
Development questions
Yes, we can create a custom system that aligns with your current workflows. Our team will work closely with you to understand your specific requirements.
We prioritize user-friendly interfaces and intuitive design. Training resources and documentation are also provided to ensure smooth adoption.
Our systems are designed with scalability and adaptability in mind. Future changes and enhancements can be implemented as your business evolves.
Integration with your current software solutions is possible through APIs and data connectors. We assess compatibility and plan integration strategies from the project's onset.
We incorporate data privacy protocols and comply with industry standards to safeguard information. Options like encryption, secure file handling, and access controls are standard.
The system can be adjusted to accommodate additional regional needs and language options. We design with localization and internationalization in mind from the beginning.
Our experts can offer guidance on organizing data for optimal system performance and data accuracy. We work with you to ensure the data structure supports your business objectives.
Customer testimonials:
Explore what our customers are saying about their experience working with us. Here are some of our latest reviews and testimonials.
Andrew, URB
Water well drilling
Latvia
Andrew from URB praised the collaboration and the final result, noting that all project stages were completed with attention to detail and responsiveness. The website was designed to accommodate multilingual needs and improve customer interaction.
Custom requests such as calculator logic, localized content, and graphic illustration were handled smoothly. The handover included a full test, admin panel training, and server deployment.
Final feedback was positive - all forms function correctly, the structure is clear, and the site meets business goals.
Aleksandr, Switch Electric OÜ
Electrotechnical industry
Estonia
Throughout the project, Aleksandr and the Switch Electric team remained highly collaborative, providing detailed feedback and participating in each planning and development phase. The client highlighted the importance of flexible data integration and multilingual UI.
The result is a stable, scalable B2B platform tailored to the needs of industrial and construction-focused buyers. 2410's proactive updates, interface clarity, and customizability were praised and confirmed the value of continued partnership.
Maksims, LV Systems SIA
E-commerce / web development
Latvia
Thanks for the updates, now the site feels clear and recognizable. The structure has become much more intuitive, and the backend is manageable.
We’ve successfully prepared the Excel files and can now proceed with product group imports. We appreciate the flexibility with the project stages and training provided.
Overall, we’re very satisfied with the cooperation and outcome.
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