Next-Gen Tax Filing Platform for U.S. Federal Returns

The company’s goal was to launch a secure, cloud-native tax management platform that could support U.S. federal filings with full automation, compliance, and scalability. Referred to Devox Software by a trusted partner in the fintech space, they sought a development team with deep expertise in building SaaS solutions for regulated markets. One of the platform’s core modules focused on streamlining IRS Form 1040 — from guided data entry to validation and e-filing — serving both individuals and CPA firms with tailored workflows.

• 1 Project Manager
• 2 Backend Engineers (.NET Core, Node.js)
• 2 Frontend Engineers (React + TypeScript)
• 1 DevOps Engineer (AWS, CI/CD)
• 1 QA Automation Engineer
• 1 UI/UX Designer
• 1 Security Consultant (compliance, encryption, e-signature integration)

• Ambitious Timeline Tied to Tax Season. The entire platform had to be delivered before the IRS filing peak in April. That meant aligning the development roadmap with a non-negotiable external deadline, including full IRS integration, QA cycles, and feature rollouts — all within 12 months.
• Complex Compliance Architecture. IRS Form 1040 involves dozens of rules, validations, and conditional flows. Translating U.S. tax code into an intuitive UX required tight collaboration between engineers, legal experts, and business analysts. On top of that, every calculation and transmission had to be auditable and IRS MeF-compliant.
• Security-First from Day One. Given the platform would handle sensitive taxpayer data (SSNs, income details, account info), SOC 2 compliance and data encryption were non-negotiable. Designing infrastructure that balanced usability, speed, and military-grade security added significant overhead.
• Two Very Different User Types. The product had to serve both individual filers and tax professionals. This meant designing two workflows, two dashboards, and two sets of priorities — one optimized for simplicity, the other for bulk processing and collaboration.
• Team Coordination Across Time Zones. The core team was distributed, including backend, frontend, DevOps, and QA engineers. Efficient sprint planning, code review, and real-time feedback loops were crucial to stay aligned and avoid bottlenecks under tight deadlines.
• IRS Sandbox Limitations. Integration with the IRS MeF API was constrained by sandbox access, limited testing slots, and sparse documentation. The team had to simulate edge cases and build fallbacks in case of upstream API failure during peak submission hours.

• Backend. .NET Core, Node.js (microservices)
• Frontend. React, TypeScript
• Database. PostgreSQL, Redis (caching)
• Infrastructure. AWS ECS/EKS, Lambda, RDS, S3
• Integrations. IRS MeF API, Plaid API, e-signature services, payment gateways
• Security. AES-256, TLS 1.2+, MFA, audit logging
• CI/CD. GitHub Actions, AWS CodePipeline

We delivered a secure, cloud-hosted SaaS platform with the following core modules.

• Guided Interview UI. A dynamic, context-aware filing process that walks users through Form 1040 and relevant schedules.
• Auto-Fill Engine. OCR and structured parsing of W-2s, 1099s, and bank data reduce manual input.
• Real-Time Validation & Compliance Logic. Instant feedback on missing data and e-file rule violations to reduce IRS rejection risk.
• Multi-Tenant CPA Dashboard. Role-based access, bulk e-filing, client onboarding, and audit logs support large accounting teams.
• E-Signature & Payment Integration. IRS-compliant e-sign workflows and integrated tax payment options streamline final submission.
• AI-Driven Deduction Suggestions. Intelligent recommendations boost refund potential and reduce filing time.
• End-to-End Security Architecture. SOC 2-ready data protection, audit trails, and encrypted storage.