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Case note · Tax forecasting
Taxottic · Enterprise
The firm-tier edition for tax practices
technooptics.com/taxottic/enterprise
- Books per firm tier500+
- Roles supported4 tiers
- Audit-trail coverage100%every write captured
I · The brief
What we were asked to build.
Take the consumer Taxottic engine and harden it for the partnership: multi-client books, audit-grade trail, role-based access, firm analytics.
The same engine, hardened for the partnership model. Multi-client books, bulk filing workflows, role-based permissions, audit trail, and firm-level analytics.
II · What shipped
Deliverables
- 01Multi-client book switcher with row-level isolation
- 02Bulk filing workflows with admission control
- 03Role-based permissions (Partner / Manager / Associate / Reviewer)
- 04Append-only audit trail with one-click export
- 05Firm-level analytics dashboard
III · Timeline
How long it took
14 weeks, alongside ongoing consumer iteration
Engagements at Techno Optics typically run six months, with a two-to-four-week Sprint Zero at the start to scope and de-risk before the build begins.
IV · Elsewhere in the portfolio
See all work More case notes.
VII · Engagement
Have something considered to build?
We take on a small number of engagements each quarter. If you're a founder or operator with a real gap to close, and the patience to do it well, we'd like to hear about it.