Platform
Web
Industry
Professional services
Country
USA
Services
Tax Document Management
All-in-one tax document management platform
Tax document validation and audit platform
CVT is a centralized platform for managing and validating tax documents for business units. It is an all-in-one solution and a place to upload, validate, and manage tax documents and other relevant information. This newly built single web portal with role-based accessibility streamlines the complete process of gathering information, validating it, and flagging the issue.
The CVT platform, powered by a modern tech stack, facilitates client-side tax doc validation, operator-focused efficiency, and industry-relevant business logic. It keeps tax docs organized and accessible while maintaining efficient end-state compliance by reengineering key processes linked to business tax documentation.
Client's problem statement
Efficient tax document management platform
Bertelsmann is a conglomerate and a leader in the media, financial services, education, and other industries that operate in more than 50 countries. So, when they introduced software for tax document validation, the experience was non-negotiable. However, with a consistent stack of new technology and increasing workload, legacy software has become very slow and performed poorly.
Their clients were facing difficulties tracking tax forms using siloed software. Therefore, they wanted to offer convenience to upload, manage, and validate tax docs seamlessly. So, we built a single web portal with role-based access to offer a smooth experience of verifying and flagging issues automatically upon finding an error, assuring 100% accuracy.
Challenges
The old software built on obsolete technologies struggled with scalability and delay in tax document processing, causing performance bottlenecks.
The older software had challenges in validating tax documentation, leading to inconsistent results since it was very slow and low in performance.
With the siloed system, there was no easy way for users to track errors or raise issues upon encountering discrepancies, leading to delayed error detection.
Managing sensitive tax-related information in old systems brought up risks of data breaches and privacy concerns, as tax documents contain sensitive business information.
Earlier, ensuring that all tax documents were consistently updated and accurate was a bit of a challenge, especially when different users were involved in managing documents.
Solution
We created a single web portal with a backend using .NET to offer more scalability and a high-performance environment. We optimized data storage and indexing strategies with an MS SQL server, assuring faster queries and efficient data retrieval while managing huge data load.
We integrated a data validation engine using custom business logic integrated into the .NET backend, which cross-referenced uploaded data with predefined tax rules and regulations. Now, the system checks and alerts users against common errors like missing tax, invalid format, etc.
The system consistently monitors uploaded tax docs for errors. Using Angular, we build a user-centric web portal that displays detailed error logs, alerts, and issue tracking for auditors and tax professionals. The backend uses SingalR to push real-time error notifications.
We implemented robust encryption standards for data at rest and in transit and role-based access controls. Besides that, regular security audits and compliance with data protection regulations help mitigate these risks.
We built a centralized database with version control to track document updates and modifications. We also implemented data validation rules and audit trails to keep records consistent and reliable.
Features
Explore the key features driving success in this project
Tax form validation
The new single web portal validates tax forms against predefined tax rules and regulations, ensuring compliance and minimizing human error.
Audit for tax forms
Records all actions taken on tax documents, providing an immutable audit imprint for regulatory compliance and internal tracking.
Advanced search & filter options
Allows users to quickly search and filter tax documents by various criteria (e.g., document type, status, date), enhancing document retrieval.
Drag-and-drop upload functionality
Simplifies document submission by enabling drag-and-drop file uploads, reducing user friction and increasing submission speed.
Design
Explore the unique and interactive interface
Tools & Technologies
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.Net
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MySQL
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Angular
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