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
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
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