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

Full-cycle SaaS solution for the U.S. tax market, designed to streamline federal return filing for individuals and CPA firms

About the client

A U.S.-based SaaS provider in financial software, helping individual taxpayers and CPA firms streamline IRS-compliant tax preparation and filing.

About the Product

and Introduction:

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.

Project Team

Composition:

  • 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)

Challenges:

  • Ambitious Timeline Tied to Tax Season.The platform needed to be fully launched before the peak of the tax filing season in April. This required aligning the development schedule to a firm, external deadline — including full integration with the IRS, thorough QA cycles and the launch of new features — all within just 12 months.
  • Complex Compliance Architecture.IRS Form 1040 contains dozens of rules, validations and conditional logic. Turning the US tax code into an intuitive user experience required close collaboration between engineers, legal teams and business analysts. All calculations and transmissions also needed to be fully auditable and compliant with IRS MeF standards.
  • Security-First from Day One. Because the platform would process highly sensitive taxpayer data — including social security numbers, income data and banking information — security had to be ensured from day one. SOC 2 compliance and end-to-end encryption were essential, and developing an infrastructure that balanced ease of use, speed and military-grade protection added complexity.
  • Two Very Different User Types.The product was designed to serve both individual taxpayers and tax professionals, each with very different workflows and expectations. This required building two tailored experiences — one focused on simplicity and guidance, the other optimized for efficiency, high-volume processing, and collaboration.
  • Team Coordination Across Time Zones. The core team — spanning backend, frontend, DevOps, and QA — was spread across multiple time zones. To stay aligned and maintain momentum under tight deadlines, we relied on well-structured sprint planning, prompt code reviews, and fast, iterative feedback loops.
  • IRS Sandbox Limitations. Integrating with the IRS MeF API brought a unique set of challenges — from limited sandbox access and tight testing windows to sparse documentation. To ensure stability during peak filing periods, the team simulated edge cases and built resilient fallback mechanisms in case of disruptions to the upstream API.

Tech

Stack:

  • 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

Solution:

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.

Results:

BUSINESS OUTCOMES

  • 30–40% faster filing workflows. Guided UI, auto-fill, and AI-driven suggestions dramatically shortened preparation time for individual users and CPAs alike — helping users file in hours, not days.
  • +20–25% CPA efficiency per season. Automation and collaborative dashboards enabled CPA firms to process significantly more returns without hiring extra staff.
  • 99%+ first-attempt acceptance rate. The platform’s strong compliance engine ensured successful IRS submissions, resulting in fewer rejections, faster refunds, and reduced support load.
  • Increased trust and adoption. Enterprise-grade security (SOC 2, full audit trails, encrypted infrastructure) became a selling point that helped the client win over mid-size CPA firms wary of cloud-based platforms.
  • Market-ready foundation for future expansion. The architecture and modular design positioned the client to scale into state filings, additional tax forms, and new user segments.

TECHNICAL OUTCOMES

  • Scalable cloud-native infrastructure. The AWS-based architecture auto-scaled during April traffic spikes without a single outage, handling thousands of concurrent users with no degradation in performance.
  • Stable IRS integration with error resilience. Direct MeF API integration supported schema validation, real-time acknowledgments, and retry logic for failed submissions — critical during the April 15 surge.
  • Intelligent compliance engine. A dynamic rule system validated form data against hundreds of IRS rules, dramatically reducing human error and rejection rates.
  • Secure-by-default data handling. AES-256 encryption, TLS 1.2+, and strict RBAC ensured full compliance with IRS Pub 1345 and SOC 2 standards.
  • Rapid CI/CD pipeline. Automated testing and deployment pipelines allowed the team to roll out updates aligned with annual IRS tax code changes.

Sum Up:

This full-cycle IRS 1040 SaaS platform transformed how both individuals and tax professionals manage their filings. From automation to compliance and security, every component was engineered for speed, accuracy, and scale.

Looking to build a compliant SaaS solution for a regulated industry?  Let’s talk about how we can help.

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