Case study
MyCpaDashboard
A fintech SaaS platform and companion mobile app that gives CPA firms one secure place for client documents, billing, payroll, e-signatures, reporting, and communication.
At a glance
Overview
Project overview
MyCpaDashboard is built for CPAs, bookkeepers, tax professionals, and accounting firms. Instead of running client work across separate tools, firms get one secure hub for practice management, automation, and live financial data.
We designed and built the web platform and a hybrid mobile app covering client data, document workflows, payroll, billing, reporting, tasks, e-signatures, and secure messaging.
The challenge
Business challenge
Accounting teams faced the same friction every day: scattered communication, document overload, chasing clients for bank statements, bookkeeping handoffs, and repetitive manual tasks. File storage, billing, payroll, e-signatures, messaging, reporting, and bank data each lived in a different system.
Every handoff between those systems meant delays, follow-ups, and room for error, with sensitive financial data spread across all of them.
The solution
What we built
At the centre is a secure client portal where CPAs and clients exchange documents, approve files, and handle requests without long email threads. Plaid and Finicity pull banking data in automatically, Stripe Connect handles invoicing and subscriptions, and billing, task, reminder, and approval rules are set once and then run on their own.
An AI assistant uses retrieval-augmented generation: a user asks for a transaction type, month, and year and gets the exact report or invoice back, with its source attached. Python and Django run the backend on AWS (S3, EC2, and RDS), and React Native powers a focused mobile app for the highest-value workflows.
Features delivered
What shipped
The main capabilities we delivered.
- Secure client portal for messages, requests, and approvals
- Cloud document storage with folders, access controls, and signature status
- Automated reminders for missing documents and approvals
- Real-time banking and credit data through Plaid and Finicity
- Invoicing, payment tracking, subscriptions, and receipts with Stripe Connect
- Payroll with tax deductions, benefits, summaries, and reports
- AI assistant that retrieves reports and invoices from the firm's own data
- Tasks, deadlines, audit trails, and role-based access
How it works
One flow from client data to deliverables
How information moves through the platform, from the client's first upload to finished work.
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01
Client data in
Files, forms, and account details arrive through the portal.
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02
Accounts synced
Bank and credit data stays current, matching the bank.
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03
Workflows run
Billing, tasks, reminders, and approvals route automatically.
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04
AI finds context
Retrieval surfaces reports, invoices, and client records.
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05
Outputs delivered
CPAs produce reports, filings, and client-ready insights.
Screens
Inside the product
Client testimonial
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