Harbortax
We built a custom CRM and workflow engine for a tax firm drowning in spreadsheets. Result: fewer missed follow-ups, faster turnaround, and total visibility.
Client:
Harbortax
Year:
2025
Industry:
FinTech & Tax Compliance
Duration:
9-10 weeks
Services:
The Problem
U.S. taxpayers — especially freelancers, multi-job households, and high earners — face confusing IRS safe-harbor rules. They don't know how much to prepay or when. Quarterly deadlines (Apr 15, Jun 15, Sep 15, Jan 15) are easily forgotten. The result: surprise penalties that feel arbitrary and stressful. Today's solution is spreadsheets and hoping your accountant remembers.
Pain Points We Address
- Penalty anxiety — 100% vs 110% safe-harbor thresholds are confusing
- Complex inputs — Prior-year 1040 data, varying paystub formats, manual YTD calculations
- Payment tracking gaps — No clear view of paid vs remaining
- Reminder friction — IRS doesn't send proactive reminders, quarterly dates are forgettable
Solution
What We Scoped
Feature
How It Works
Magic Link Auth
Zero-friction login via Supabase "magic link"
Manual Intake Wizard
Collect prior-year AGI, total tax, filing status, applied refunds
Safe-Harbor Planner
Auto-calculates installments across quarterly IRS dates w/ weekend & holiday adjustments
Payments Ledger
Tracks suggested + ad-hoc payments → real-time YTD compliance balance
Conclusion:
Harbor Tax illustrates our FinTech & compliance capabilities across authentication, payments, scheduling logic, and consumer UX. While proposal-stage, the scoped workflow demonstrates how we translate regulated tax rules into a modern, user-friendly SaaS experience.