Smart SETC
Tax Credit Portal
Smart SETC is a platform that helps self-employed individuals claim SETC.
The Challenge
Smart SETC had a mission to help self-employed individuals claim Self-Employment Tax Credits (SETC) under the American Rescue Plan. These credits were crucial for pandemic relief, but accessing them was anything but straightforward.
Why the process was so tough
- Many self-employed people didn't know they were eligible.
- IRS forms and requirements were overwhelming for those who did.
- Errors in filing meant losing out on much-needed funds.
Smart SETC aimed to simplify this with a user-friendly platform that
- Guided users step-by-step.
- Ensured compliance with IRS rules.
- Maximized every possible credit.
Obstacles piled up
- Integrating with TaxStatus to retrieve IRS data wasn't easy.
- Tight deadlines loomed as legislative changes threatened to complicate filing.
The Idea
Here's what they wanted
Key user-friendly features included
Easy tax return uploads
Simple questionnaires to check eligibility
Notifications to guide them to completion
Centralized ticketing for smooth support
Referral program integrations to drive growth
The Solution
A scalable, intuitive platform that worked and solved a real problem, helping self-employed individuals access critical financial relief with ease and confidence.
How we made it happen
Our process
Followed a structured development cycle from discovery through launch.
Challenges we overcame
Integrating with TaxStatus for IRS data, tight deadlines, and legislative changes.
Main features delivered
Easy tax return uploads, eligibility questionnaires, notifications, ticketing, referral programs.
Results
Tax credit portal operational for self-employed SETC claims
TaxStatus IRS data integration successfully deployed
Eligibility questionnaire and guided filing workflow live
Referral program and notification systems driving user growth
Centralized ticketing system streamlining customer support
Our Roles
Wireframing & Design
Maria Kulkina
Custom Software Development
Billy Christy
Edwin Rotich
Project Manager
Katerina Skumen
QA
Vadim Nikolaev
