Client Onboarding
Keep proposed work flexible. Make accepted work accountable. A governed entry point into STAR.
Selected work / 22 projects & products
Systems built.
Problems understood.
Original products. Long-running platforms. Carefully proven replacements. The challenge, the architecture, and what changed.
Client names stay private. The substance doesn’t.
Meet the four products
Tax Dashboard
Keep live 1040 work readable—and actionable—across the systems already running the firm.
SQLX
Give SQL developers the reach of .NET. Keep orchestration where the business state is visible.
Understand the machinery before moving it.
Legacy application discovery and retail integration for a consumer-products manufacturer.
Two hundred thousand invoices. Carried forward.
A proprietary document archive converted, reconciled, and prepared for a new platform.
From intake to accountable approval.
A licensed acceptance platform where rules, routing, and explanations belong to the system.
One surface. A whole tax season.
Practice management, tax, signature, workflow, and documents connected around each return.
The operational heart of a dealer network.
A complete self-service platform for a wholesale alarm and life-safety monitoring business.
A daily process, built to keep running.
Public-records collection and attorney letter generation, operated as a daily system for a decade.
A platform changes. The practice keeps working.
Retargeting a licensed onboarding product and its dependent applications during a CCH-to-STAR migration.
Information that moves with the cargo.
Customs messaging, task workflows, and freight interfaces across technology generations.
Original conceptual imagery represents the essence of each project. It does not reproduce client systems or confidential materials. Reference years are not engagement durations.