Davies + Allen Tax Prep Toolkit App

Davies + Allen worked with us to create a way for their clients to get together all of their tax information in one place to securely submit it to them. The Tax Prep Toolkit is a responsive mobile app that works on all mobile and tablet devices. .

The app features several clever mechanisms to ensure an easy and efficient input of tax-related information.

Once the app has collected all of the information it automatically fills out a PDF that staff at Davies + Allen can then use. This is the same PDF that paper-based clients used, so the back-end access to information does not require an additional learning curve.

Sawaya Consulting - Davies + Allen Tax Prep Toolkit

Project Highlights

  • Works on all mobile and tablet devices.
  • Easy and efficient way to put in tax information.
  • Collects the information from the app and exports it to the same PDF that paper-based clients use at Davies + Allen.

Project Team

Amber Sawaya, Steve Sawaya

Project Launch

November 2012

RELATED PROJECTS: Finance, Mobile, Taxes, UI, Web App, WordPress

Sawaya Consulting - Davies + Allen Tax Prep Toolkit

Project Team

Amber Sawaya, Steve Sawaya

Project Launch

November 2012

RELATED PROJECTS: Finance, Mobile, Taxes, UI, Web App, WordPress