TaxExact is a cloud-based web software and tax verification solution that revolutionizes the 1040 review process for accountants. However, when our client came to us, they had little more than a complex Excel spreadsheet and a great idea.
That Excel spreadsheet was what their team of accountants was using internally each tax season to manage their workflow, minimize review time, reduce errors, and verify the accuracy of every tax return. Our client’s goal was to optimize that system and bring it to market in the form of a SaaS product (Software as a Service).
Our team was tasked with naming the product, designing a logo and brand, designing and building the digital product, designing and building a custom marketing website, and generating leads so we had an audience to sell it to on day one.
Bringing a new cloud-based web software to market is a massive risk. There are many ways to fail and few paths to success. It’s incredibly expensive and the process requires trust and dedication from everyone involved over an extended period of time. TaxExact was by far the longest and most complex project we’ve ever been trusted with and we’re extremely proud to say that it was a huge success!