Fintech apps built by a team that runs its own.

Secure client portals

Encrypted document upload, e-signature, status tracking and private messaging, like the USTAXX portal.

Tax and accounting apps

Filing flows, document checklists, deadline countdowns and preparer review tools.

Payments, billing and payouts

Subscriptions, invoices and payouts with Stripe and other providers, including earned pay sent to a bank.

Admin, audit and support tools

Staff consoles with roles, audit trails and the views your support and compliance teams need.

Tax clients send documents as photos, PDFs and emails, often in their second language, and rarely know what is still missing or where their return stands.

• A secure client portal, an iPhone and Android app and a staff admin
• Encrypted uploads and return PDFs behind Face ID
• Form 8879 e-signature
• OCR that sorts uploads into the right return
• Deadline countdowns and USTAXX AI, in nine languages

Clients upload, sign and track their return in their own language, and preparers work from one record, for an IRS-authorized e-file provider serving all 50 states.

A good fit when

• ✓You are building a product that handles money, tax, payments or financial documents.
• ✓Customers need to upload sensitive documents and see where things stand.
• ✓You want a mobile app and a web portal that share one secure record.
• ✓You need payments, billing or payouts wired into the product.

Probably not a fit when

• ×You need a licensed bank, broker or money transmitter. We build the software, not the license.
• ×You need a compliance certification on its own, with no software to build.
• ×An existing fintech platform already does exactly what you need.

Map the money flow

Who pays, who gets paid, which documents move, and the rules around each step.

Design for trust

Flows, permissions and security agreed before building, with your compliance advisers involved.

Build and test

The app, portal and backend built in short cycles and tested with real scenarios.

Launch and improve

Store releases, monitoring and support tools in place, then improvements from real use.

Payment and banking providers

Each provider such as Stripe, a bank data API or a payout service adds integration and testing.

Security requirements

Encryption, access controls, audit trails and device security add design and review time.

Platforms

A web portal, an iPhone app and an Android app sharing one backend is more work than one of them.

Document processing

Reading receipts, statements or tax forms reliably needs OCR, AI and a test set of real documents.

Regulation

Rules for your product, set with your legal and compliance advisers, shape flows, records and retention.