TaxHack
CodingIT revolutionized Tax Hack's operations by developing a custom SaaS solution that automated the complex workflow of R&D tax credit applications. By focusing on streamlining information gathering and enhancing client communication, we reduced the time-consuming manual processes that were previously in place. The new system features smart dashboards, tiered user access, and significant automation, which allows Tax Hack to scale its services efficiently without increasing costs.
R&D & Accounting
The Project
Transform a manual, spreadsheet-heavy R&D tax credit process into a scalable SaaS platform that automates client onboarding, document intake, and IRS-compliant calculations, freeing up the TaxHack team to focus on value, not busywork.
The Problem
TaxHack had a clearly defined process, but it relied on:
- 5+ disconnected tools with no communication between them.
- Manual spreadsheets with complex IRS formulas.
- No way to automatically notify clients or track their progress
- CPAs had to manually interpret spreadsheets for each client based on their state and employee data.
Discovery Phase
We partnered with the TaxHack team in a series of weekly meetings to break down and digitize their workflow:
- Mapped all user roles and client journeys.
- Documented the entire R&D tax credit process.
- Audited existing tools to determine what features needed to be integrated or rebuilt.
- Evaluated IRS requirements and state-specific compliance rules.
- Identified opportunities for automation and client self-service.
The Solution
We built a fully customized SaaS portal that replicates—and enhances TaxHack’s entire process:
- Client & Employee Management: Clients can add team members and assign roles.
- Automated Surveys: Employees answer tailored questions to feed directly into the calculation engine.
- IRS-Compliant Calculations: The system replaces complex spreadsheets and automatically adjusts based on each client’s state.
- Smart Intake & Document Upload: All clients now use the portal to upload required files, eliminating disjointed email chains.
- Dashboards & Progress Tracking: Clients and staff can see where each case stands.
- Email Notifications: Automated follow-ups reduce drop-offs and delays
- Calendly Integration: Meetings are synced seamlessly into the workflow.
Results
- All clients now use the platform to submit documentation and complete surveys—removing friction from onboarding.
- Thousands of hours saved by eliminating spreadsheet-driven data collection and manual follow-ups.
- No CPA needed to run calculations—the system does all the math, including state-specific adjustments, automatically.
- The platform is now a business asset and TaxHack is actively exploring licensing it to other accounting firms.
