[ Case study ]Financial Services

    Transforming Tax · Compliance Automation

    Empowering personal tax success for over 15,000 clients with Power Platform, WhatsApp and Bubble.

    • Power Platform + Bubble
    • 3 months to go-live

    Legacy systems, modern client expectations

    The problem

    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.

    Five moving parts, one platform

    What we solved

    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.

    What changed for the business

    Results
    • 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.

    How it was built

    Behind the build

    One centralised Power Platform app

    A Model-driven Power App gives staff a single entry point, with Business Process Flows enforcing a compliant tax-submission journey end to end.

    Client comms at scale

    Power Automate drives high-volume WhatsApp and SendGrid email communications automatically, with SharePoint handling document storage behind the scenes.

    Self-service, and reporting that keeps up

    A custom bubble.io portal gives clients direct access to their own data, while Power BI keeps management-level reporting fresh automatically.

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