Custom Web Application · Marketplace Development

Building a CA Services Marketplace for MyTaxProf

MyTaxProf set out to connect clients with Chartered Accountant (CA) firms through one digital platform. D2i Technology built a custom, multi-role CA services marketplace covering service discovery, firm onboarding and verification, and structured service requests.

The Problem

Finding the right CA firm and engaging professional services involves many steps, from discovering providers and understanding their services to submitting requests and coordinating with the right team. A marketplace serving both clients and firms also has to meet very different user needs while keeping oversight of who joins the platform.

  • No central place for clients to explore CA firms and their services
  • Firm onboarding needed to be online, yet still subject to approval and verification
  • Administrators needed oversight of firms, applications and the service catalogue
  • Service requests needed a structured way to be submitted and tracked
  • Clients, firm admins, CA team members and platform admins each needed their own workflow

The Solution

D2i Technology developed a custom web platform with workflows tailored to clients, CA firms and platform administrators, bringing registration, verification, service listings and service requests into one connected experience.

  • Client registration, service discovery and a dashboard to track requests
  • Firm registration with email OTP verification, document verification and admin approval
  • Role-based dashboards for platform admins, firm admins, CA team members and clients
  • Structured service requests with status tracking and in-platform messaging
  • Form 16 upload (PDF, JPG, PNG up to 10 MB) to evaluate potential tax savings

The Results

4
Role-based experiences in one platform
1
Connected marketplace for clients and CA firms
OTP
Email-verified firm onboarding with approval
10 MB
Form 16 uploads in PDF, JPG or PNG
Detailed Success Story

From Fragmented Engagement to a Connected CA Marketplace

MyTaxProf wanted to bring clients and CA firms together in one place. Finding a provider, understanding their services, raising a request and coordinating with the right team can span several disconnected steps, and a marketplace has to serve clients and professional firms at once while keeping oversight of the firms it lists.

D2i Technology built a custom platform with separate registration and operational workflows for clients and firms, an approval and verification process for onboarding, and role-based dashboards for platform admins, firm admins, CA team members and clients. Structured service requests, status tracking and messaging keep interactions in one place, and a Form 16 upload flow gives users a practical starting point for tax-savings evaluation. The result is a single web application that connects the major marketplace roles and their interactions.

Before & After

Service discovery: was Scattered & manual, improved to Centralized listings
Firm onboarding: was Unstructured, improved to OTP + verified approval
Service requests: was Disconnected channels, improved to Tracked in one place

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