SeQwens bridges the structural chasm between accounting practices, multi-tier staff, and clients. Discover how a centralized digital ecosystem eliminates app fragmentation, enforces rigorous IRS compliance, and turns repetitive tax filing into automated operations.
SeQwens is a tax practice management SaaS concept designed to bring the operational demands of accounting and tax firms into one coordinated digital environment.Its subscription-based, multi-firm model gives each practice a branded portal, controlled access, and configurable processes.
The project specification outlines a scalable product that serves independent preparers as well as growing CPA organizations, while creating a foundation for deeper tax-service integrations.
PROJECT ARCHITECTURE & PARAMETERS
Multi-Tenant SaaS Workspace
CPAs, Enrolled Agents, Tax Firms
PostgreSQL + Realtime Sync
SOC 2 / HIPAA Framework Ready
Eliminates lost W-2s, 1099s, and Schedule forms through intelligent tagging, year- based indexing, and instant client document requests.
Personalized welcome invitations, step-by- step document checklists, and intuitive upload portals reduce client response time by 60%.
Collect payments directly before or immediately upon 1040 completion via automated Stripe checkout and Net-30 tracking.
Taxpayers send sensitive SSNs and 1099s through unencrypted email attachments or consumer messaging apps.
Preparers spend hours manual-checking whether Form 8879 e-signatures were signed or if retained deposits cleared.
Partners lack unified real-time reporting on staff workload, overdue returns, and uncollected invoice amounts.
The proposed solution combines an administrative console, staff workspace, and secure client-facing portal. Firm administrators configure their brand, invite employees, establish departments, assign permissions, and select subscription capabilities.
Complete oversight of firm-wide performance, revenue forecasting, subscription tiers, staff access permissions, compliance audit trails, and multi-office routing.
Action-driven daily command center featuring personalized Kanban queues, deadline monitors, intake form trackers, document review screens, and quick e-sign triggers.
A distraction-free, branded experience for individual taxpayers and business owners. Guided document checklists, mobile uploads, e-signing, and one-click invoice settling.
When a client uploads a document in the Portal, the Preparer’s Kanban task shifts to “In Review” instantly, and Admin compliance logs register the timestamp.
Dual frontend engines providing responsive, reactive web workspaces and progressive mobile experiences.
Stateless high-throughput microservices handling document parsing, workflow events, and role authorizations.
Firm-level logical schema separation with read replicas and point-in-time recovery archives.
Multi-Availability-Zone Kubernetes clusters ensuring 99.9% uptime and zero single points of failure.
Generic CRMs treat clients as sales leads. SeQwens treats clients as multi-year compliance entities. Every taxpayer profile stores filing history, dependent declarations, assigned staff members, scheduled reviews, and an indexed folder vault.
Instantly toggle between historical filings to compare previous Schedule C deductions or retrieve prior-year return PDFs without switching databases.
Trigger intelligent intake questionnaires tailored to Individual (1040), S-Corp (1120S), or Partnership (1065) entities, generating automatic upload requests.
Visual tags identify files as "Missing Docs", "Under Review", "Client Action Required", or "Approved for E- Sign", giving staff immediate priority queues.
IRS E-File Integration is currently COMING SOON as an upcoming platform phase. SeQwens currently organizes, prepares, and validates returns prior to manual or third-
Automated document recognition identifies W-2, 1099-NEC, 1099-MISC, and 1099-INT uploads, mapping employer EINs to profile records.
Structured receipt and expense intake matches taxpayer items to IRS Schedule A, Schedule C (Sole Proprietor), and Schedule E (Rental Properties).
Staff CPAs verify calculation summaries, assemble primary return packets, and attach state return supplements with line-by-line reconciliation.
Generates IRS-compliant digital e-file authorization documents (Form 8879) dispatched directly to taxpayer mobile devices for signature.
Tax returns cannot be filed until Form 8879 and engagement agreements are executed. By integrating SignWell directly within the SeQwens workflow, taxpayers sign on mobile or desktop
without creating external software accounts.
Each signed document generates a SHA-256 certificate containing signer IP address, timestamp, and audit trail.
Upon execution by both spouses on married filing jointly returns, SeQwens instantly transitions the task state to "Approved for Filing".
SMS notifications and smart deadline reminders reduce unsigned engagement letters from 12 days to under 18 hours.
Administrators can define reusable templates for activities such as Form 1040 preparation, new-client onboarding, and entity formation. Tasks can include owners, priorities, deadlines, attached documents, and dependencies. Events such as a document upload, task completion, or received payment can initiate the next action.
Clients enter when tax engagement letter is executed. Auto-dispatches onboarding questionnaire and document portal credentials.
Staff CPA matches W-2 and 1099 figures to tax software worksheets, noting deduction queries in secure internal comments.
Halts internal clock while awaiting Form 8879 execution or retainer payment balance through Stripe billing links.
Permanent PDF copies encrypted into the 7-year audit retention vault with instant client download availability.
Taxpayers settle invoices via Credit Card, Debit, Apple Pay, or ACH transfer directly in their portal.
Optional setting prevents final signed 1040 copy downloads until outstanding invoices reflect "Paid".
Solo ($49), Team ($149), and Professional ($299) tiers let firms scale user seats and storage effortlessly.
Because tax engagements involve sensitive identifiers and financial documents, security must be designed into the operating model.
Rest and transit encryption across all document vaults.
Automated session timeout and suspicious IP blocking.
Immutable record tracking for complete IRS compliance.
Cryptographic firm IDs prevent cross-account visibility.
Dual frontend engines providing responsive, reactive web workspaces and progressive mobile experiences.
Elimination of manual signature follow- ups, paper invoice generation, and disconnected email attachments.
Proactive deadline alerts and staff Kanban balance prevent last-minute April 15th extension panics.
Integrated Stripe credit card checkouts and document-lock mechanisms accelerate client invoice settlement.
Active Directory integration for Top 100 accounting firms requiring centralized IT user provisioning.
Transition from preparation workspace to fully authorized electronic return transmitter via IRS MeF protocol.
Bi-directional ledger sync for Schedule C profit-and-loss ingestion with zero double- entry.
Custom domain mapping, firm brand colors, and native mobile wrapper apps for mid-tier partnerships.
It infonity is a team of experienced professionals, who excel at solving various business challenges.
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