TrafficGuard

Tax documents management platform

  • Web
CVT Agile Infoways
  • 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.

CVT_solutions

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.

Tax form validation

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.

Drag-and-drop upload functionality

Design

Explore the unique and interactive interface

CVT-Bertelsmann
CVT-Bertelsmann
CVT-Bertelsmann
CVT-Bertelsmann
CVT-Bertelsmann
CVT-Bertelsmann
CVT-Bertelsmann

Tools & Technologies

  • .Net

  • MySQL

  • Angular

Comprehensive engagement models for your custom software needs

  • Build your team

    Get the best team members from our wide range of pre-vetted talent pools.

  • Dedicated hiring

    Custom hire dedicated developers from our pre-vetted talent pool within 48 hours

  • Fixed Cost Model

    Get a clear upfront cost estimation, ensuring accurate budgeting and financial planning

  • Time & Material

    Avail our time and resources on the go and fulfill your dynamic requirements.

Our success stories

We tailor software solutions to address the business challenges & needs of our clients.

View
Logistics
India

Logibee

Web UI UX Design
View
Logistics
UAE

Navigate Connect

Web UI UX Design
View
Healthcare
Singapore | India

Connected Care

Web UI UX Design

See what our clients are saying

Client testimonials speak to our proven track record of delivering high-quality, agile solutions that meet unique business challenges

"It's been a fantastic experience working with Agile Infoways. They are limitless, which is why we trust them with a large percentage of our development projects, whether mobile applications, web apps, or IoT software. We trust Agile to be the operating partner."

"Our team integrates with Agile Infoways; they are communicative, hit deadlines, and provide extreme value and excellent products our clients are looking for."

"Recently I hired Agile Infoways to develop an iOS Mobile app. They have done a fantastic job. They have impressed me with their support in app development."

Insights and tips on the latest tech trends

Read our information-rich blogs, which are collections of our research, capabilities, and fresh perspectives on the latest technologies.

Get in Touch with Us

We help your business grow with the all answers you need

contact-us
Send Us a Message

Use our convenient contact form to reach out with questions, feedback, or collaboration inquiries

Our recognitions & alliances

Spotlighting success: Where innovation meets accolades at Agile Infoways

app-development
app-development-companies
Google cloud
software-development-companies
Tech hub
Top Healthcare mobile app development companies 2024 5
top-web-development-companies