Danielius Studio

Platforms & marketplaces

Tax Software Platform

Five - role multi - tenant tax prep with AI document extraction, mobile intake, and bank product workflow.

Architecture: Core Platform and User Hierarchy

Owner Admin platform-wide control Service Bureau reseller, white-label Firm / ERO tax office Preparer files returns Client taxpayer Login + MFA single entry, role-routed all roles use one login Owner Dashboard full system control Bureau Dashboard downline, branding ERO Dashboard office, preparers Preparer Dashboard assigned clients Client Portal intake, status routed by role Role Permissions who sees what Multi-Tenant Database per-account isolation White-Label Brand logo, colors, support reads and writes per role enforces tenant brand Fee Management bureau, ERO, preparer split Audit Logs every action recorded Reporting Dashboard per-role visibility writes events fee events feeds reports

Architecture: Client Intake and AI Document Pipeline

Client uses portal or app Smart Intake Form dynamic yes / no starts intake Yes / No Questions simple branching Conditional Branches expand on yes Document Upload phone, tablet, web simple Q branching documents Phone Camera Scan ID, W-2, 1099 Document Storage categorized, secure Web Upload drag and drop scan stored upload stored OCR Engine Mindee / Textract AI Field Extraction Claude or GPT Multi-Doc Detection splits batch uploads OCR pass AI parse batch split Confidence Check flag low scores Map to Tax Form W-2 to wages, etc Follow-up Questions ask if unclear low confidence mapped fields ask client Missing Doc Tracker checklist for client Draft Return preparer review next Preparer Alert task in queue flagged populates return preparer notified

Architecture: Return Workflow, Notifications, Bank Product

Draft Return from intake pipeline Preparer Review fills gaps, signs off preparer review 1040 Form Engine individual returns Schedule C self-employed State Returns TX, FL first 1040 path with Schedule C state path Return Validation IRS rules check E-Signature client and preparer Task Manager missing, review, file validates task = sign SMS and Email Twilio plus Resend Notification Hub events to channels Push and In-App Expo, real-time sign events sms, email push, in-app Bank Product Workflow Refund Advantage shape status events Refund Transfer Setup client opts in Fee Deduction bureau plus ERO plus preparer Status Tracking accepted, funded opt-in fees pull IRS check Funded Status Update client and preparer notified refund routed plus fees split plus funded

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