Custom Web App + API Backend for Accounting Firm

Client type: Accounting and financial services firm
Stack: Node.js, Express API, PostgreSQL, Vue.js, OAuth, PDF parsing

Challenge:
The firm used spreadsheets and email to manage client filings. No central system, no status tracking, no automation of recurring financial actions.

Solution:
• Built secure web app for client + internal users
• Developed custom API backend for document intake and workflow automation
• Added role-based login, file uploads, audit logging and PDF parsing
• Integrated with external tax API for automated submissions

Outcome:
• Replaced 18 spreadsheets and email threads
• Reduced filing time from 2 days to 25 minutes
• Full audit trail for compliance
• 99.8% automated document handling

Role: Lead software engineer & system architect
Status: Actively used by 5 internal teams