{"id":174,"date":"2023-06-11T11:26:14","date_gmt":"2023-06-11T11:26:14","guid":{"rendered":"http:\/\/165.22.75.95\/?post_type=project&#038;p=174"},"modified":"2025-12-21T11:15:47","modified_gmt":"2025-12-21T11:15:47","slug":"tax-up","status":"publish","type":"project","link":"https:\/\/ozhershco.dev\/he\/project\/tax-up\/","title":{"rendered":"Tax-Up"},"content":{"rendered":"","protected":false},"featured_media":175,"template":"","class_list":["post-174","project","type-project","status-publish","has-post-thumbnail","hentry"],"acf":{"created_at":"20230403","project_name":"Tax-Up","project_tagline":"Tax-Up is an MVP client management platform built for a tax attorney who wanted to modernize an outdated internal system and explore the feasibility of turning it into a SaaS product for other tax professionals.","project_excerpt":"An MVP client management platform built for a tax attorney, designed to modernize internal workflows and explore future SaaS potential.","project_type":"MVP Sprint","view_project_url":"http:\/\/ozhershco.dev\/project\/tax-up","card_thumbnail":175,"role_card":"End-to-end developer","solution_card":"Designed and built a modern web-based platform to manage clients, notes, and agent assignments, replacing an outdated legacy system.","card_meta":"<p style=\"margin: 0;\">Internal platform \u00b7 Web \u00b7 Private code<br data-start=\"858\" data-end=\"861\" \/><em data-start=\"861\" data-end=\"892\">Demo &amp; repository coming soon<\/em><\/p>","code_visibility":false,"repo_url":"","demo_visibility":false,"demo_url":"","privacy_code_text":"None","privacy_repo_text":"None","privacy_live_demo_text":"None","private_code_note":"Repo and demo are coming soon.","problem_page":"<p data-start=\"1227\" data-end=\"1387\">The client was using a legacy internal platform built on an outdated technology stack with poor usability and limited functionality.<br data-start=\"1359\" data-end=\"1362\" \/>Key pain points included:<\/p>\r\n\r\n<ul data-start=\"1389\" data-end=\"1592\">\r\n \t<li data-start=\"1389\" data-end=\"1432\">\r\n<p data-start=\"1391\" data-end=\"1432\">Inefficient client management workflows<\/p>\r\n<\/li>\r\n \t<li data-start=\"1433\" data-end=\"1475\">\r\n<p data-start=\"1435\" data-end=\"1475\">Lack of proper client\u2013agent assignment<\/p>\r\n<\/li>\r\n \t<li data-start=\"1476\" data-end=\"1529\">\r\n<p data-start=\"1478\" data-end=\"1529\">No support for internal notes or tracking context<\/p>\r\n<\/li>\r\n \t<li data-start=\"1530\" data-end=\"1592\">\r\n<p data-start=\"1532\" data-end=\"1592\">An interface that felt dated and unintuitive for daily use<\/p>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"1594\" data-end=\"1786\">Beyond improving internal operations, the client also had an entrepreneurial goal: to validate whether this system could later evolve into a multi-tenant SaaS platform for other tax attorneys.<\/p>","solution_page":"<p data-start=\"1807\" data-end=\"1930\">I designed and developed a modern MVP that replaced the legacy system with a clean, structured, and user-friendly platform.<\/p>\r\n<p data-start=\"1932\" data-end=\"1956\">The solution focused on:<\/p>\r\n\r\n<ul data-start=\"1957\" data-end=\"2108\">\r\n \t<li data-start=\"1957\" data-end=\"1992\">\r\n<p data-start=\"1959\" data-end=\"1992\">Clear client and agent management<\/p>\r\n<\/li>\r\n \t<li data-start=\"1993\" data-end=\"2042\">\r\n<p data-start=\"1995\" data-end=\"2042\">Improved UI\/UX tailored for non-technical users<\/p>\r\n<\/li>\r\n \t<li data-start=\"2043\" data-end=\"2108\">\r\n<p data-start=\"2045\" data-end=\"2108\">A scalable architecture that could later support SaaS expansion<\/p>\r\n<\/li>\r\n<\/ul>\r\n<p data-start=\"2110\" data-end=\"2293\">Throughout the project, I worked closely with the client to validate requirements, review designs, and refine the product based on feedback before and after the first working version.<\/p>","solution_bullets":"<ul>\r\n \t<li data-start=\"2320\" data-end=\"2378\">\r\n<p data-start=\"2322\" data-end=\"2378\">Designed the full UI\/UX with client review checkpoints<\/p>\r\n<\/li>\r\n \t<li data-start=\"2379\" data-end=\"2436\">\r\n<p data-start=\"2381\" data-end=\"2436\">Built a secure internal system with role-based access<\/p>\r\n<\/li>\r\n \t<li data-start=\"2437\" data-end=\"2501\">\r\n<p data-start=\"2439\" data-end=\"2501\">Added support for client notes and internal context tracking<\/p>\r\n<\/li>\r\n \t<li data-start=\"2502\" data-end=\"2553\">\r\n<p data-start=\"2504\" data-end=\"2553\">Implemented clear client\u2013agent assignment flows<\/p>\r\n<\/li>\r\n \t<li data-start=\"2554\" data-end=\"2622\">\r\n<p data-start=\"2556\" data-end=\"2622\">Prepared the architecture for future multi-tenant SaaS expansion<\/p>\r\n<\/li>\r\n \t<li data-start=\"2623\" data-end=\"2719\">\r\n<p data-start=\"2625\" data-end=\"2719\">Converted the web app into a Windows desktop application using Electron for local installation<\/p>\r\n<\/li>\r\n<\/ul>","outcome_page":"<p data-start=\"3042\" data-end=\"3196\">The platform reached a production-ready MVP state, including web and desktop versions, and was successfully deployed to a test environment for validation.<\/p>\r\n<p data-start=\"3198\" data-end=\"3420\">Due to budget and time constraints on the client side, the project was not rolled out to production or expanded into a SaaS product. However, the MVP fully validated the technical feasibility, scope, and product direction.<\/p>\r\n<p data-start=\"3422\" data-end=\"3542\">The project remains a strong example of translating real-world business needs into a scalable, well-structured solution.<\/p>","key_screens_title":"Key Screens","key_screens_subtitle":"A tour of the main parts of the application","screen_1_image_project":175,"screen_1_title_project":"Dashboard","screen_2_image_project":263,"screen_2_title_project":"Client Edit","screen_3_image_project":1051,"screen_3_title_project":"Employees Table","screen_4_image_project":264,"screen_4_title_project":"Edit Employee","tech_stack":"<p data-start=\"2756\" data-end=\"2774\">React \u00b7 Node.js \u00b7 PostgreSQL \u00b7 Docker \u00b7 Electron<\/p>","infrastructure":"<p data-start=\"2833\" data-end=\"2881\"><strong>(1) <\/strong>Deployed for testing on a DigitalOcean droplet \u00b7 <strong>(2) <\/strong>Backend API and database setup \u00b7 <strong>(3) <\/strong>Desktop packaging with Docker via Electron for local network usage<\/p>","project_tags":[24,25,22,23],"page_header_bg":"","page_header_screenshot":"","client_profile_image":270,"client_company":"Odfey Mas","client_name":"Dror Attia","paragraph_1":"The platform's primary use is to allow an easy way for the company's agents to manage the clients tax accounts. In addition, the manager can now have a better overview of his clients activities as well as the agent performance.","content_image_2":264,"content_image_1":263,"paragraph_2":"In the end the client seemed very happy with the end result and was excited to start using it from the moment we were ready for deployment.","client_quote":"\"This platform truly is an upgrade compared to the old ones. The other employees are excited to use it!\"","title":"User & Client Management","introduction":"Tax-Up is a web-based platform, tailor-made to the client. The client requested to create a new version for an existing platform and make it more innovative and intuitive. Throughout the process I stayed in contact with the client to ensure that what he's getting is what he needs and that there are no surprises along the way."},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tax-Up - OH Works<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ozhershco.dev\/he\/project\/tax-up\/\" \/>\n<meta property=\"og:locale\" content=\"he_IL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax-Up - OH Works\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ozhershco.dev\/he\/project\/tax-up\/\" \/>\n<meta property=\"og:site_name\" content=\"OH Works\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OHDevelopments\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-21T11:15:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ozhershco.dev\/wp-content\/uploads\/2023\/06\/1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"929\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u05d6\u05de\u05df \u05e7\u05e8\u05d9\u05d0\u05d4 \u05de\u05d5\u05e2\u05e8\u05da\" \/>\n\t<meta name=\"twitter:data1\" content=\"\u05d3\u05e7\u05d41\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ozhershco.dev\/project\/tax-up\/\",\"url\":\"https:\/\/ozhershco.dev\/project\/tax-up\/\",\"name\":\"Tax-Up - 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