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401k and 941 Tax Filing Automation

Overview

Our project involves the development of a comprehensive tax filing and 401k automation system. A robust and secure middleware was implemented to fetch data from the payroll API aggregator, Finch. The middleware handles calculations and formatting, while PDFTron is employed to populate tax filing forms accurately. We implemented Elastic Search for searching through records and to build an intuitive dashboard for analysis and stats. This allowed clients to analyze key metrics and gain valuable real-time insights, transforming how we presented and interacted with payroll data. The entire system is built on a serverless architecture, ensuring resource efficiency and high uptime.

Technologies and Frameworks

Industry

Automation

Project timeline

8 Months

No of Developer

5

challenges and solution

Accurate computation and proper formatting

  • Employed the middleware to perform all necessary calculations and performed unit testing and regressive testing and every stage ensuring precision and compliance.

Safeguarding sensitive data as per compliances

  • Utilized Amazon S3 for secure data storage, implementing encryption and access controls to protect the confidentiality and integrity of stored information.

Seamless integration with cloud storage

  • Developed custom add-ons that connect the system with Google Drive and Dropbox, automating the transfer of relevant data and documents between platforms.

Searching through records and statistics

  • We implemented elastic search to provide client with a facility to search through records and built an intuitive dashboard which shows real-time statistics of the reports generated.

Screenshots