Dynamite TaxVex portal
Client and internal operations with backups and uptime.
Professional services · Finance
Operations platforms for tax and advisory firms.
Client portals, internal pipelines, backups, and uptime — the TaxVex-class work we still support.
Advisory firms need a place for clients to land documents, for staff to move a file, and for the firm to stay up. We build those portals: intake, status, roles, and the unglamorous backups that keep a 98% SLA honest.
TaxVex is the public example — a client and internal portal for advisory pipelines. The same pattern applies to other professional-services desks that outgrew email and shared drives.
- Client portalUpload, status, and a login the client will actually use.
- Internal pipelineWork queues for the desk, not a general CRM theatre.
- Uptime and backupsAgreed SLAs, not a best-effort hosting page.
- Signing when neededSignFlow Pro on the same desk.
Related
SignFlow Pro
PDF signing when the file has to leave the portal signed.
After go-live
Patches, enhancements, and the SLA you wrote down.