US Tax Filing Service Platform
A tax agency SaaS platform that manages the entire tax filing process online for Korean-Americans
Project Overview
This tax filing SaaS platform allows Korean-Americans and customers with overseas financial accounts to manage the entire process online, from estimates and contracts to document submission, electronic signatures, and report completion. Designed with an intuitive step-by-step process UI and a trustworthy dashboard, it helps customers unfamiliar with tax filing procedures easily understand the current stage and necessary actions.
Dual structure of customer portal + admin console
Customers can track the real-time progress of their submissions through a 10-step process on the case dashboard, from estimate and contract → worksheet → document submission → review and report preparation → electronic signature → tax payment → report submission → upload supporting documents → completion of report, receiving notifications for required submissions or resubmissions to ensure no documents are missed.
Automated Consultation Workflow
We have implemented a queue management system that organizes consultations from various inbound channels such as chatbots, web forms, and phone calls into stages: received → under review → assigned. Based on the consultation content, it assigns the appropriate representative. With the integration of PolyBot (AI chatbot), we provide an FAQ-based chatbot that instantly responds to customer inquiries about document submission methods, progress checks, and connecting with consultants, ensuring real-time support even outside business hours.
PolyGlot AI Multilingual Conversion
Both the customer portal and the admin console support Korean and English transitions through PolyGlot, allowing the dashboard, progress stages, and notification texts to be localized in real-time during language switching, providing both Korean-American customers and local administrators with the same work experience in their native language.
Enterprise scope management
In the Master Console, executives can monitor the total number of customers, ongoing cases, fees, and pending consultations at a glance, with a dashboard that provides case processing status bars by admin and recent activity feeds, enabling data-driven decision-making for overall operations.
