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A tax-claims management platform for R&D consultants, centralising client records, claim workflows, collaborator access, calendars, reminders, and tax calculation tools in one dashboard.
Industry
Finance & Tax
Duration
4 months
Year
2022
(Project Overview)
Client Background
A UK-focused R&D tax claims service helping consultants manage client claims, deadlines, and supporting documentation.
The Challenge
Consultants were managing claim details, client communication, collaborator tasks, and important tax deadlines across disconnected tools, making it difficult to track claim progress and keep records consistent.
Our Solution
Built a centralised R&D tax claims dashboard with role-based navigation, client and claim management, calendar scheduling, reminders, activity tracking, and an integrated RND tax calculator.
(The Challenge)
01
Staff were spending 6+ hours daily copying data between spreadsheets, supplier emails, and the ERP system — a process prone to errors and delays.
02
Managers had no single view of workflow status. Every update required manually checking multiple systems or calling the operations team.
03
Supplier onboarding involved 12-step email chains. A single missed reply could delay freight clearance by days.
04
The existing ERP had no public API. Any integration had to be built around screen scraping and CSV exports — brittle and slow.
(Our Solution)
We designed and developed a complete operations dashboard for R&D tax claim workflows, giving consultants one place to manage clients, collaborators, claim records, deadlines, reminders, and account settings.
The interface focuses on fast daily use: clear dashboard KPIs, structured claim screens, calendar views, recent activity, and a guided experience that keeps tax-claim work organised from intake to completion.
What We Built
(Design & Development Process)
01
Stakeholder interviews, workflow mapping, and a full audit of the existing ERP and communication stack. Defined scope, priorities, and success metrics.
Deliverables
02
Wireframed every dashboard screen and workflow builder interaction. High-fidelity Figma prototypes reviewed and approved by the operations team before development began.
Deliverables
03
Sprint-based build with weekly demos. Backend API, n8n workflow engine, and React dashboard built in parallel by dedicated squads with daily standups.
Deliverables
04
End-to-end testing across all workflows, load testing for 500 concurrent automations, UAT with the client's operations team, and accessibility audit.
Deliverables
(Key Features)
Dashboard overview for clients, claims, collaborators, reminders, and recent activities
RND tax calculator for claim value estimation
Client and collaborator management screens
Claim detail workflows with status tracking
Calendar view for claim deadlines and consultant schedules
Account settings and profile management
User guide area for platform onboarding and support
(Tech Stack)
Every tool chosen for this product’s speed, clarity, and scale.
(Results & Impact)
Claim management flow
End-to-end
Centralised claim workflow
100%
Activity and reminder visibility
Real-time
Unified dashboard for consultants
1
Overall Result
The platform gave consultants a single workspace to manage R&D tax claims, improving visibility across clients, claims, collaborators, reminders, and tax-calculation tasks.
(Project Gallery)
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Softlvy transformed our vision into a scalable product. Their team delivered exceptional quality, clear communication, and a smooth development process from start to finish.
David Carter
Founder, SaaS Startup