Devessence built a scalable audit platform for a global firm – unifying workflows, replacing legacy tools, and enabling secure, data-driven financial audits worldwide.
Product
Web app for auto-synchronized tax document management and processing
Vertical
Professional services
Client
World-scale enterprise audit company
Buyer persona
Client’s employees and customers
Provided services
Application development, architecture redesign, performance optimization, quality assurance
Technology
ASP.NET Core, React, Azure Cosmos DB on MongoDB driver, MS SQL DB, Azure Functions, Azure Service Bus, Azure Blob Storage, Redis
The Challenge: Disjointed Tools, Slow Processing, and Lack of Transparency
A global audit firm needed help with a web application for processing tax documents. While the product was already in development, they needed specialized expertise to improve the architecture, performance, and create a user-friendly experience for both employees and end users.
To be more specific, our client faced some inefficiencies in how tax documents were handled. Employees and clients were using disconnected tools, including portals, manual data entry forms, and unstructured email workflows.
This created several pain points:
– No centralized view of tax documents or their status.
– Duplicate or inconsistent data across systems.
– Complex processing, with frequent delays.
– Difficulty maintaining compliance and security across jurisdictions
The Objective: Create a Unified Platform for Tax Document Collaboration
The goal was to design a modern, cloud-based solution that would:
– Consolidate all tax documents into a single, secure platform.
– Automate document synchronization and status updates across users and external systems.
– Allow seamless collaboration between firm staff and clients.
– Support custom logic and scalable architecture for future growth.
– Meet strict requirements for data protection and auditability.
Ultimately, the solution must simplify how employees and customers manage tax documents and support feature distribution to other internal apps via MFEs.
The Solution: Platform Modernization + Seamless Integration
We joined mid-project and quickly got in sync with the client’s teams. From day one, our focus was clear: boost performance, strengthen the app’s foundation, and make it easier to scale. We had to do it without adding complexity for users.
One place for everything
We turned the app into a clean, browser-based workspace where employees and clients can upload, track, and manage tax documents with ease. No more juggling tools or switching tabs. Everything lives in one simple, secure place, with real-time updates and status tracking built in.
Built to work with the bigger system
To reduce manual updates and avoid disconnected data, we added an internal engine and API layer that connects the app with other tax systems and repositories. Now, document progress stays in sync across platforms automatically with validation and compliance checks running quietly in the background.
Behind the scenes, big improvements
We made strategic tech upgrades to support a faster, more secure experience:
– Microsoft SQL Server for secure, compressed storage and fast backup and recovery.
– Azure Cosmos DB to support real-time performance and global scalability.
– Azure Service Bus for smooth, reliable data flow across features and services.
– Azure Functions to power key app tasks with serverless efficiency.
– Modular architecture so teams can reuse features across other internal tools via micro frontends (MFEs).
Key Features Delivered
1. Fully integrated document engine
Documents are synced from various external sources and automatically categorized by type, status, and priority. Changes are tracked and reflected in real-time across the system.
2. High-performance, cloud-native architecture
Built on Azure, the platform uses Redis caching, Azure Functions, and Azure Blob Storage to handle large document volumes, reduce latency, and support concurrent usage without performance loss.
3. Secure data layer with compliance focus
All documents are encrypted, stored securely using MS SQL Server and Cosmos DB, and managed through fine-grained role permissions and access controls.
4. Seamless collaboration
Internal users and clients can communicate directly within the platform, eliminating the need for unsecured channels like email. Built-in workflows guide users through review and approval processes.
5. API-ready and modular
The system supports rapid development of new features through microfrontend architecture and a well-documented API. This allows new modules – such as specialized tax forms or jurisdiction-specific features – to be deployed without major refactoring.
The Result: Faster, Smarter, and More Flexible Tax Operations
The client now benefits from a unified platform that simplifies tax document handling from start to finish. Processing times have decreased, internal collaboration is smoother, and clients receive more responsive, transparent service.
Today, the system:
Handles thousands of document exchanges every day.
have real-time syncing with other systems.
A modular app structure ready for scaling.
Offers centralized oversight with end-to-end audit trails.
Reduces manual workload and operational risk.
Offers a better experience for employees and customers.
With its flexible architecture and enterprise-grade security, the platform is ready to support future digital transformation across additional tax and compliance workflows.
Tech Stack
.NET Core
React
Azure Cosmos DB
MongoDB
Azure
Redis