Portfolio

TAXHELPDESK

Client Overview

TaxHelpdesk is a leading taxtech and compliance fintech platform managing high-volume ITR, GST and consultation services across India. With high-volume workflows spread across multiple channels, they needed a unified automated ecosystem to streamline operations for customers, associates and internal teams.

What We Were Solving?

TaxHelpdesk had too many manual steps and scattered processes they needed one smart system that could handle everything in one place.

Need a System Like This?

What Tax Helpdesk Wanted

TaxHelpdesk approached Infutrix for a single, powerful digital system that could run their entire business end-to-end across web, mobile and admin.

They Required:

One Unified Platform For Web, Mobile And Admin (With SSO).
Smooth Service Booking By Uploading Documents Like Identity Proofs, Tax Forms, And Financial Statements, With GST And Payments.
Consultation + Order Workflows For All User Roles.
Central Admin Control For Content, Discounts, Ads And Calculators.
Smart Automation Via Chatbot, ACL (Access Control List) And Task Management.

The Challenges

A few important challenges needed to be fixed first

Scattered Manual Workflows

Service booking, document handling, consultations and orders to file, for extension, amendments, or prior year filing all ran on different channels.

Complex Authentication Needs

Managing OTP login, SSO, third-party integrations and multi-role access in one system required airtight security and precision.

Dynamic, Document-Heavy Services

Handling large PDFs, images, scanned files and location-based GST logic, without breaking user flow.

Multi-Role Operations At Scale

Admins, employees, associates and consultants needed different permissions, workflows, content access and approval rights.

High-Dependency Support Flow

Without automation, customer queries, FAQs, content moderation and order assignment overloaded teams and slowed turnaround time.

Our Strategic Approach

Our goal was simple: create one powerful system that supports every user, every service and every operation with zero friction.

Solution Pillar 1 :

We built a centralized backend and designed a modular architecture that immediately addressed the security and multi-role complexity challenges

Enterprise-Grade Security:Added high-level security with SSO (Single Sign-On), OTP, and strict session controls to manage complex authentication needs.

Modular Backbone:Built systems for core functions (auth, GST, payments) and established full role-based access control (ACL) to define permissions for all user types.

Centralized Control:Enabled full admin control via a single panel for content management, discounts, advertisements, and client-facing calculators.

Solution Pillar 2 :

We transformed scattered manual services into traceable, automated workflows across all touchpoints:

Service Booking:Designed flexible workflows for smooth service booking, secure document handling (uploads), integrated payment processing, and automated invoicing.

Consultation & Order Flow:Built a full consultation flow for scheduling, tracking, and communication, integrating with an automated order management system for users.

Intelligent Support:Integrated a multi-step Chatbot for verification, FAQs, service flows, and live chat, reducing the support load and improving turnaround time.

Result

The platform brought immediate improvements, like:

Zero critical security access violations or data conflicts.

45% reduction in the volume of manual customer queries

Significant drop in errors thanks to automated verification

Improved customer satisfaction with faster turnarounds and clearer communication

Stable performance during heavy tax seasons due to horizontal scaling & load management