Modern Global Tax Onboarding Platform

Bringing client onboarding up to speed

A global accounting firm with over 300,000 employees

The client engaged Dialexa as a critical partner to update an outdated and often unsupported technology stack for their strategic tax solution.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.
  • 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

Addressing outdated platform challenges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.


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.

Growth icon
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.


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