Tax Management

Supported platforms: Windows Server

The owner of the site provides IRS tax transcripts to customers, which are mainly attorneys or law offices. The software keeps track of customers and transcript requests, and it notifies customers and allows retrieval of the transcripts when they are available.




  • On-the-fly input validation, using Ajax technologies

  • Optimized input forms, with masked fields, accelerators, auto-complete

  • PDF generation of tax request reports and agreements, automatically filled with customer information




The application allows customers or administrators to log in; once logged in, a customer can view and manage his tax transcript requests. The form has been optimized for efficient data entry, and Ajax is used for features such as auto-complete and validation.

The customer has a section where he can edit his profile and provide required information. Credit card numbers are validated on the spot (to make sure that the card number format is valid and belongs to an accepted credit card issuer, e.g. Visa or Mastercard).

The customer accounts are managed and the administrator can update the statuses of the transcript requests in his section.



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