Tax File Migration Portal
A pilot portal for accountants to manage tax return migrations between platforms. Features include a dashboard with real-time metrics, dynamic checklists that adapt based on return type, conditional logic to guide users through each step, and built-in time tracking with automatic timers and manual session logging.
From the partner
The Challenge
Migrating tax returns between platforms is a time-consuming process prone to errors. Accountants often rely on spreadsheets and manual checklists to track progress, with no standardized way to ensure every step is completed correctly, or to measure how long each migration actually takes.
The Solution
We built a centralized portal that brings structure, consistency, and visibility to the entire tax migration workflow.
Key Features
➞ Dashboard with Real-Time Metrics: A quick overview showing active migrations, completed migrations, and average processing time across the team.
➞ Simple Migration Requests: Users can initiate a new migration by entering the client name, selecting the return type, and adding notes for the team.
➞ Dynamic Checklists: Once a migration is created, the system automatically generates a checklist tailored to the specific return type, ensuring every migration follows the correct process.
➞ Conditional Logic: Checklist items include questions that appear or hide based on previous answers, guiding users step-by-step and eliminating guesswork.
➞ Built-In Time Tracking: Every checklist item supports time tracking. Users can start an automatic timer or log time manually. Each session is recorded individually and can be edited or deleted. All entries roll up into a total time per migration.
The Result
A streamlined, repeatable process that ensures nothing gets missed, gives teams full visibility into time spent per file, and creates accountability across every tax return migration.
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We’re an expert Softr partner focused on building flexible, scalable systems: from unique process flows to customer-facing platforms. Our team leads discovery, architects the data model, and ships polished apps with real-world impact leading to fewer manual steps, error reduction and happier users.