Client Success Stories

Client: Independent CPA Network, Florida
Industry: TaxTech / SaaS
Duration: 4 months
Tech Stack: .NET Core, Angular, Azure, DocuSign API

Challenge:
The client, a growing network of independent CPA firms across Florida, was struggling to manage tax filing workflows using outdated desktop software and manual document collection processes. Clients had to submit paperwork through insecure channels or in person, while staff juggled tracking statuses through spreadsheets and emails. The lack of digital infrastructure was limiting the firm's ability to grow, serve clients efficiently, and remain compliant with data security expectations.

Solution:
IntelliSoft Solutions developed a fully cloud-based tax preparation platform designed for ease of use, scalability, and security. The system allowed clients to upload tax documents directly through a secure portal and track their submission status in real time. We integrated the platform with DocuSign to streamline the e-signature process for consent and approval forms, and built an intuitive admin dashboard for internal staff to manage workloads and client communications. All communications and data exchanges were encrypted via TLS/HTTPS, with a compliance-first architecture designed for both state and federal regulatory alignment.

Results:
The new platform reduced document turnaround time by over 70%, drastically improving internal efficiency. The firm was able to scale its operations to process nearly five times the number of filings in the following season without hiring additional staff. Client experience improved significantly, leading to a sharp increase in referrals and repeat business.

Client Testimonial:
"YouTax changed the way we work with clients. IntelliSoft was professional, fast, and extremely knowledgeable about both software and our business needs."
— Managing Partner, CPA Firm (FL)

Client: Investment Management Firm, New York, NY
Industry: FinTech
Duration: 7 months
Tech Stack: .NET 8, MediatR, SQL Server, RabbitMQ, Redis, Angular

Challenge:
A New York-based investment firm was facing critical performance and scalability issues with its legacy monolithic platform. As trading volumes increased, the system struggled to maintain uptime, especially during peak hours. Frequent outages and processing delays made it difficult to maintain investor confidence and adapt to ongoing SEC reporting requirements. Additionally, the architecture lacked flexibility to support rapid development and complex financial workflows like cost basis tracking and reconciliation.

Solution:
IntelliSoft Solutions re-architected the firm’s platform using a modern CQRS pattern with MediatR to cleanly separate read and write operations. We introduced a message-based microservices layer leveraging RabbitMQ to asynchronously process trade events, audit logs, and reconciliations without blocking front-end performance. Redis was integrated to provide real-time portfolio summaries and reduce database load, while financial workflows were modeled with precision to support features like tax lot management, cost basis calculations, and order chaining logic—all aligned with regulatory needs.

Results:
The revamped architecture enabled the platform to handle a 10x increase in trade volume without performance degradation. Reconciliation processes that previously took 45 minutes were reduced to just 5 minutes, and the firm was able to generate real-time compliance audit trails without additional overhead. The system’s improved reliability and performance directly contributed to a successful regulatory audit and increased investor satisfaction.

Client Testimonial:
"We needed a partner who understood finance and architecture. IntelliSoft delivered both — helping us scale our product and pass our latest regulatory audit without stress."
— CTO, FinTech Firm (NYC)

Client: Private Charter School District, Chicago, IL
Industry: Education Technology
Duration: 5 months
Tech Stack: .NET 8, Angular, SQL Server, Redis

Challenge:
The school district was relying heavily on manual processes to manage student attendance, gradebooks, and behavior tracking. This approach led to frequent data entry errors, redundant administrative tasks, and an overall lack of visibility into student performance. Without a unified system, administrators struggled to generate accurate reports, and parents had limited insight into their children’s academic progress.

Solution:
IntelliSoft Solutions designed and implemented a comprehensive student management system tailored specifically to the needs of U.S.-based K–12 institutions. The platform included standards-based grading and reporting, secure parent-teacher communication portals that met FERPA compliance requirements, and clearly defined role-based access for administrators, teachers, and students. Attendance and behavior tracking were fully integrated into the system, providing educators with real-time insights and actionable data to support student success.

Results:
The implementation led to an 80% reduction in paper-based administrative processes and significantly streamlined data workflows across campuses. Parent engagement tripled within the first three months of rollout, and school administrators were able to generate reports in a matter of seconds—something that previously took hours of manual compilation.

Client Testimonial:
"Ali’s team took the time to understand our real-world problems and delivered exactly what we needed — fast. Their work transformed how we run our school."
— Director of Technology, Charter School District, IL

Client: Registered Investment Advisory (RIA), Boston
Industry: FinTech / Wealth Management
Duration: 4 months
Tech Stack: .NET Core, SQL Server, Python (scikit-learn), Redis, Angular

Challenge:
The client, a Boston-based RIA firm managing high-net-worth portfolios, faced significant delays and inconsistencies in categorizing and analyzing thousands of daily trades. Their manual classification process—differentiating between equities, derivatives, shorts, sectors, and strategies—was slow, error-prone, and unable to scale with growing trade volume. This not only affected analyst productivity but also put compliance and audit readiness at risk, particularly for complex and non-standard asset types.

Solution:
IntelliSoft Solutions collaborated directly with the client’s compliance and trading departments to develop an AI-powered trade classification module. Using historical tagging data, security metadata, and strategy-based heuristics, we trained a machine learning model in Python with scikit-learn. The model was deployed via a Kafka-powered message bus integrated into the client's CQRS-based architecture. Trade execution events were processed in real time, tagged by the AI engine, and stored in a Redis-backed cache, allowing analysts to immediately filter and analyze trades across multiple dimensions. The integration supported both real-time dashboards and backend audit logs.

Results:
The AI-driven solution reduced trade categorization time from hours to seconds, eliminated manual errors, and gave compliance officers immediate visibility into transaction classifications. For the first time in three years, the firm passed its quarterly audit with zero compliance issues. Analysts reported a significant reduction in review time, and the CTO described the improvement in trust and transparency across the system as “game-changing.”

Client Testimonial

"Ali and his team brought clarity to one of the most painful parts of our operation. Their AI work didn’t just save time — it increased our confidence and trust in the data we use every day."
— Chief Technology Officer, RIA Firm