Secure web platform for collaboration between tax advisors and clients - with document management, digital accounting and structured approval workflows.
2024
Year
Financial Services
Industry
UX/UI | Web Development | System Integration
Services
THE challenge
The goal was a secure platform that brings together document exchange, project management, accounting and payroll processes in a structured way. At the same time, the solution had to ensure transparency, compliance and always-available access to sensitive information.
THE SOLUTION
TPA Connect combines document management, project management, digital accounting and payroll in a single application. The platform reduces email communication, structures approvals and reports, and supports TPA with secure, traceable processes in client collaboration.