Tax filing management platform in the U.S.
SaaS tax management platform that online manages the entire tax declaration process for Koreans residing in the U.S.
Project Description
SaaS tax management platform for Koreans residing in the U.S. and clients with financial accounts abroad, allowing online management of the entire process from quotation and contract to document submission, electronic signature, and completion of the declaration. An intuitive step-by-step process UI and a reliable dashboard were designed so that even clients unfamiliar with tax procedures can easily identify the current stage and necessary actions at a glance.
Dual structure: client portal + administration console
Clients can check in real-time the progress of 10 stages on the case dashboard: quotation/contract → worksheet → document submission → review/preparation of declaration → electronic signature → tax payment → declaration submission → upload of supporting documents → declaration completed. By providing alerts for pending documents and re-submissions, complete delivery is ensured without omissions.
Automated inquiry flow
Inquiries from multiple input channels (chatbot, web form, phone) were systematized in stages of reception → review → assignment completed, implementing a queue management system that assigns the appropriate responsible party based on the content of the inquiry. With PolyBot (AI chatbot) integrated, a FAQ chatbot is permanently displayed on the dashboard, instantly responding to inquiries about document submission methods, progress verification, and connection with consultants, offering real-time support even outside business hours.
PolyGlot multilingual AI
Both the client portal and the administration console support switching between Korean and English with PolyGlot. Dashboard texts, progress stages, and alerts are localized in real-time when changing languages, providing the same work experience in the native language for both Korean-American clients and local administrators.
Enterprise-level management
A dashboard was implemented in the Master Console that allows for a quick overview of the total number of clients, cases in progress, fees, and pending inquiries for assignment. Through progress bars for case processing by administrator and a recent activity feed, management can make data-driven decisions regarding the operational status of the entire company.
