Transforming Tax · Compliance Automation
Empowering personal tax success for over 15,000 clients with Power Platform, WhatsApp and Bubble.
The problem
Legacy systems, modern client expectations
A provider of personal tax submission and financial advice serving over 15,000 clients needed to modernise legacy Microsoft Access and Excel systems and unlock scalable, automated workflows to keep pace with growing demand - without losing the structured, compliant journey that personal tax submission demands.
What we solved
Five moving parts, one platform
One centralised application
A single Model-driven Power App replaces the patchwork of Microsoft Access and Excel that the team used to run on.
A compliant tax journey
Business Process Flows walk staff through every stage of a compliant Personal Tax submission - no shortcuts, no guesswork.
Client comms at scale
High-volume email and WhatsApp communications are automated via Power Automate, SendGrid and SharePoint document storage.
Management reporting
Power BI surfaces the metrics that matter to leadership, refreshed automatically as work flows through the platform.
Client self-service portal
A custom bubble.io portal gives end-clients direct access to their data and progress, taking pressure off the team.
Results
What changed for the business
- 01
Automated communications save the team significant time.
- 02
Less bad debt through invoice automations.
- 03
Fewer human errors across the submission journey.
- 04
Higher client satisfaction and brand perception.
- 05
Better employee-to-client ratio.
Behind the build
How it was built
A centralised Model-driven Power App gives staff a single entry point for the full suite of productivity tools. Business Process Flows enforce a compliant tax submission journey. SharePoint handles document storage, Power Automate drives WhatsApp and SendGrid communication automations, Power BI delivers management-level reporting, and a bubble.io custom portal gives end-clients self-service access to their data.
Ready to transform your business?
Let's discuss how we can deliver similar results for you.