Smart SETC
Tax Credit Portal
Smart SETC is a platform that helps self-employed individuals claim SETC.
What we set out to solve
Smart SETC had a mission to help self-employed individuals claim Self-Employment Tax Credits (SETC) under the American Rescue Plan. These credits were crucial for pandemic relief, but accessing them was anything but straightforward.
Why the process was so tough
- Many self-employed people didn't know they were eligible.
- IRS forms and requirements were overwhelming for those who did.
- Errors in filing meant losing out on much-needed funds.
Smart SETC aimed to simplify this with a user-friendly platform that
- Guided users step-by-step.
- Ensured compliance with IRS rules.
- Maximized every possible credit.
Obstacles piled up
- Integrating with TaxStatus to retrieve IRS data wasn't easy.
- Tight deadlines loomed as legislative changes threatened to complicate filing.
The Idea
Simple platform
A simple platform anyone could use with long-term scalability to handle growing traffic and adapt to changes in tax laws.
User-friendly features
Step-by-step questionnaires to confirm eligibility. Easy upload options for tax returns. Notifications to guide users towards stress-free completion.
Integrations
HubSpot for customer management. Google Analytics to track growth. TaxStatus for IRS data integration. DocuSign for secure agreements. Stripe and PayPal for secure payments.
Key user-friendly features included
Easy tax return uploads
Simple questionnaires to check eligibility
Notifications to guide them to completion
Centralized ticketing for smooth support
Referral program integrations to drive growth
How we built it
A scalable, intuitive platform that worked and solved a real problem, helping self-employed individuals access critical financial relief with ease and confidence.
How we made it happen
Our process
Followed a structured development cycle from discovery through launch.
Challenges we overcame
Integrating with TaxStatus for IRS data, tight deadlines, and legislative changes.
Main features delivered
Easy tax return uploads, eligibility questionnaires, notifications, ticketing, referral programs.
What it delivered
- Tax credit portal operational for self-employed SETC claims
- TaxStatus IRS data integration successfully deployed
- Eligibility questionnaire and guided filing workflow live
- Referral program and notification systems driving user growth
- Centralized ticketing system streamlining customer support
What we owned
Wireframing and Design: Maria Kulkina
Custom Software Development: Billy Christy, Edwin Rotich
Project Manager: Katerina Skumen
QA: Vadim Nikolaev
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