Modern Global Tax Onboarding Platform
The client engaged Dialexa as a critical partner to update an outdated and often unsupported technology stack for their strategic tax solution. The client’s current platform and the cornerstone for many in their practice was aging, requiring modernization and digitization to craft a seamless and more efficient customer experience.
Using the Dialexa approach, we designed and developed a new architecture, technology stack, and customer experience to support the next-generation platform. Understanding our client’s vision to grow the solution and the customer base, our holistic product approach encompassed all aspects from product strategy to release to meet the anticipated solution growth and desired business outcomes.
15% Growth Annual Revenue
Through our product strategy efforts, the estimated annual growth is between 8-20% on average.
127% Increase in Number of Customers
Creation of a new, stable, scalable, and modern platform will facilitate the doubling of the number of clients using the service by 2027.
75% Decrease in Onboarding Time
By designing the platform based on day-in-the-life research, we were able to cut the onboarding of new customers from 30+ days to less than one week.
Addressing outdated platform challenges
Over time the solution had become antiquated and overly complex. With a limited number of resources qualified to maintain and support the platform plus growing stability issues, the client required an immediate solution to meet the needs of their current customer base and provide an unrealized opportunity to attract new customers.
A global accounting firm with over 300,000 employees
- Designer
- Enterprise Architect
- Solution Architect
- Product Manager
- Software Engineer
- Full-Stack Engineer
- Product Strategist
- Quality Engineer
- Research & Design
- Enterprise Architecture
- Product Strategy
- Engineering
- Technology Strategy
Let’s make it happen.
The path to your next great product, invention or software application starts here. The first step is starting the conversation. Simply fill out this form, and we’ll reach out immediately.
"*" indicates required fields
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.