Tax practice digital front door, intake, document workflows

Professional Services (Tax & Legal)

Tax, legal, and other professional services are bottlenecked at intake. The work is high-trust; the front door is often a static HTML page and a contact email. We build the digital front door — booking, intake forms, document collection, status updates, and follow-ups — so the practice's most expensive resource (a partner's hour) stays focused on the work, not the workflow.

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Professional Services (Tax & Legal) — OTBX industry

PROFESSIONAL SERVICES (TAX & LEGAL) · OTBXotbx://

What we deliver

Capabilities in this industry.

Public-facing intake site with structured forms and scheduling
Document collection with per-client folders and audit trail
Resend transactional follow-ups with React Email templates
Status pages and partner-facing dashboards over live data

Stack

Technology we draw on for this sector.

Next.jsReact EmailResendSupabaseCal.com integrationTailwind

Proof

Representative work in this industry.

Tax Clinic — yourtaxclinic.ca — A trustworthy digital front door for personal tax filing — newcomers, students, seniors, and small-business payroll across the GTA.

TAX CLINIC — YOURTAXCLINIC.CA · 2025otbx://

Professional Services (Tax & Legal)·Sprint engagement

A trustworthy digital front door for personal tax filing — newcomers, students, seniors, and small-business payroll across the GTA.

A public-facing website for a personal tax practice that serves three high-trust audiences (newcomers to Canada, students, and seniors) alongside small-business payroll. Built mobile-first with LocalBusiness schema, transparent service pricing, and intake flows tuned for clients who would otherwise default to whichever Bay Street firm answered the phone first.

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Other industries we serve.

Real Estate & PropTech Automotive Logistics & Freight

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