The client was using a legacy internal platform built on an outdated technology stack with poor usability and limited functionality.
Key pain points included:
Inefficient client management workflows
Lack of proper client–agent assignment
No support for internal notes or tracking context
An interface that felt dated and unintuitive for daily use
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.
I designed and developed a modern MVP that replaced the legacy system with a clean, structured, and user-friendly platform.
The solution focused on:
Clear client and agent management
Improved UI/UX tailored for non-technical users
A scalable architecture that could later support SaaS expansion
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.
(1) Deployed for testing on a DigitalOcean droplet · (2) Backend API and database setup · (3) Desktop packaging with Docker via Electron for local network usage
React · Node.js · PostgreSQL · Docker · Electron
The platform reached a production-ready MVP state, including web and desktop versions, and was successfully deployed to a test environment for validation.
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.
The project remains a strong example of translating real-world business needs into a scalable, well-structured solution.
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