Our Work

The Problem

A multi-office CPA firm was managing 500+ HOA audit and tax engagements across spreadsheets, email, and disconnected tools. They had no visibility into deadlines, client communications were falling through the cracks, and employees were drowning in manual document handling.

What We Built

A centralized engagement and workflow management platform that handles the full lifecycle — from client onboarding to document delivery. The system automates e-signatures, syncs with their document vault, and gives every employee real-time visibility into every engagement.

Key Features

• DocuSign Integration — Automated engagement letter and IRS form signing with real-time status tracking
• SmartVault Integration — Documents auto-filed to the correct client folders
• Client Portal — Self-service portal for document uploads, signature requests, and notifications
• Deadline Dashboard — Real-time view of tax deadlines, extensions, and audit status across the firm
• Financial Data Extraction — Pull year-end financials from multiple accounting systems automatically

The Problem

A growing charter transportation company was running operations across multiple disconnected systems — separate tools for dispatch, billing, CRM, and accounting. Data was siloed, reporting was manual, and the finance team spent hours reconciling between systems.

What We Built

A fully customized Odoo-based ERP that unifies dispatch, billing, CRM, and accounting in one system. Trips flow automatically from booking to invoice to QuickBooks, with real-time visibility at every step.

Key Features

• Advanced Dispatch — Grid view with bulk actions, map visualization, and filter templates
• Automated Billing — Trip-based invoicing with QuickBooks sync and AR workflows
• CRM Integration — Contact management, quote pipeline, and customer type tracking
• Payment Processing — Authorize.net integration for credit card payments
• FlightAware Integration — Automatic flight tracking for airport pickups

The Problem

Drivers were getting trip assignments via text messages and phone calls. There was no way to acknowledge trips, update status in real-time, or access trip details on the road. Dispatchers had no visibility into whether drivers had seen their assignments.

What We Built

A React Native mobile app that puts everything drivers need in their pocket — trip details, acknowledgments, real-time status updates, and direct communication with dispatch. Available on both iOS and Android.

Key Features

• Trip Dashboard — View all assigned trips with pickup times, locations, and passenger details
• Trip Acknowledgment — Confirm receipt of assignments with one tap
• Real-Time Status — Update trip status as you go (en route, arrived, completed)
• Digital Forms — Complete required paperwork directly in the app
• Offline Support — Works even with spotty cell coverage

The Problem

The company was taking reservations over the phone and email, manually entering them into spreadsheets. Pricing was inconsistent, quotes took too long, and they were losing customers who wanted to book online.

What We Built

A complete online booking platform with real-time pricing, instant quotes, and payment processing. Customers can book trips 24/7, and every reservation flows directly into the dispatch system.

Key Features

• Dynamic Pricing — Real-time quotes based on distance, vehicle type, and time of day
• Online Checkout — Secure payment processing with Authorize.net
• Customer Accounts — View trip history, manage bookings, save payment methods
• Google Maps Integration — Address autocomplete and route visualization
• Airline Integration — Special pricing and routes for airline crew transport

The Problem

Dispatch had no real-time visibility into where drivers were or what status their trips were in. When customers called asking "where's my driver?", dispatchers had to call the driver to find out.

What We Built

A real-time tracking dashboard that shows every active trip on a map, with live status updates from drivers. Dispatchers can see exactly where every vehicle is and proactively communicate with customers.

Key Features

• Live Map View — See all active trips and driver locations in real-time
• Status Updates — Automatic status changes as trips progress
• Samsara Integration — Pull vehicle GPS data from fleet management system
• Vendor Tracking — Monitor trips farmed out to partner operators
• WebSocket Updates — Instant updates without page refresh