About this project
Ebora Consulting CRM is a comprehensive platform specifically designed for tax consultancies and advisory firms. This system centralizes client management, tax obligation tracking, scheduling of accounting submissions, and task assignment among team members. The platform reduces errors, automates reminders, and significantly improves the operational efficiency of the consultancy.
The system is built with a modern architecture that allows scaling according to company needs, from small consultancies to firms with multiple employees and hundreds of clients.
Challenges & Solutions
The main challenge was creating a system flexible enough to adapt to different types of tax and accounting obligations, each with its own deadlines, requirements, and processes. We developed a customizable rules engine that allows defining different types of obligations, with their respective deadlines and documentation requirements.
Another important challenge was managing notifications and reminders, as tax deadlines are critical. We implemented a multi-level alert system that notifies both the internal team and optionally clients with sufficient advance notice.
Results
After implementing the CRM, Ebora Consulting achieved reduction in time spent on administrative and tracking tasks. Errors in submissions decreased by 80%, and customer satisfaction increased significantly thanks to improved communication and process transparency.
Project Details
Main dashboard with pending obligations view
Client management with advanced filters
Scheduled accounting submissions
Project details
- Client
- Ebora Consulting, S.L.
- Duration
- 2 months
- Completed
- April 2025
- Technologies
- ReactNode.jsMongoDBTailwind CSSExpressReduxClerk