We collaborated with a UK-based firm offering Accounting, Business Advisory, Tax Planning, and Strategic Management services to streamline and digitize their tax planning process.

Previously, their team managed complex tax calculations manually across multiple Excel sheets—resulting in inefficiencies, data inconsistencies, and limited scalability. To overcome these challenges, we built a fully customized tax planning calculator using the Bubble no-code platform.

Key Highlights:

· Data-Driven Calculator: Reproduced and enhanced all tax planning logic from Excel into a centralized, cloud-based web application.

· Smart PDF Reports: Enabled generation of professional, client-ready PDF reports with detailed tax breakdowns and summaries.

· Excel Export: Integrated seamless export functionality for users who still prefer working offline or need to share data externally.

· User-Friendly Interface: Designed an intuitive interface that simplifies complex tax inputs while maintaining compliance and accuracy.

· Secure & Scalable: Built with modern architecture to support multiple users and protect sensitive financial data.

The result is a powerful digital solution that saves time, reduces manual errors, and helps the firm deliver faster, more accurate tax planning services to its clients.