Accountancy & tax
Makofisc
Secure Client Portal
A secure, flexible client portal for tax filings: 2FA, encryption, data prefilling and self-service dynamic forms.
12 daysIn progress
The challenge
Makofisc collected annual personal tax information through Microsoft Forms. It worked, but clients had to re-enter everything each year, nothing could be prefilled from previous submissions, and the firm wanted stronger security and room to grow. Above all, Makofisc wants to give its clients the nicest possible service.
Our solution
- A secure client portal for personal tax filings, with mandatory two-factor authentication for every user.
- Encrypted databases to protect sensitive client data.
- Automatic prefilling of data from previous years, saving clients real time.
- A dynamic form builder so Makofisc can add or change fields themselves, no developer needed.
- Built as the foundation for a larger, integrated platform.
Results
Streamlined tax data collection, cutting manual effort for clients and accountants alike
Stronger data security and compliance through mandatory 2FA and database encryption
Happier clients thanks to a simpler yearly filing with data prefilling
Full flexibility to customize data-collection forms instantly
A secure, scalable foundation for future platform modules