Client

Adam,

Industry

Financial

Service

Product Development

Duration

2 Year

AZ Tax

AZ Tax is a finance management tool designed for users who want to track expenses, share documents, and communicate with their accountants without the hassle. Whether it’s uploading receipts, generating reports, or staying updated on tax status, the app offers a clean, intuitive solution for personal and business use.

The Challenge

Before this app, clients often relied on manual processes for tracking expenses collecting receipts, sending files over email, and using different apps for communication. This led to lost data, missed deadlines, and inefficient back-and-forth with accountants. The client needed a unified platform that was secure, simple, and fit for both financial tracking and collaboration.

The Solution

We built a cross-platform mobile app that helps users manage expenses and stay in sync with their accountant all in one place. With a focus on security, usability, and time-saving features, AZ Tax makes finance tracking straightforward.

Quick Receipt Capture

Users can instantly snap and upload receipts, bills, and payments. This removes the need to store physical copies or scan documents later.

Automated Report Generation

Generates detailed financial reports in Excel or PDF format, helping users get a clear picture of their spending and tax status.

In-App Chat with Accountants

A built-in chat feature allows real-time communication, cutting down on emails and making coordination much easier.

Free Document Storage

Users can store and manage their financial documents securely inside the app no need for third-party storage tools.

Manual Entry for Income & Expenses

If a user prefers, they can enter data manually to keep everything up-to-date even if receipts aren't available.

Smart Tax Dashboard

A visual dashboard shows tax paid versus tax collected, helping users stay aware of their obligations at a glance.

The Impact

AZ Tax made financial tracking easier for both individuals and small businesses. Users now have one place to manage expenses, talk to their CPA, and stay tax-ready. The app’s clean interface and smart features saved time, reduced confusion, and improved how users handle their finances.

%+

Less Time Spent

%+

Faster Response

%+

Better Experience

%+

User Satisfaction

Key Features

Instant expense receipt capture.

Financial report generation in Excel and PDF.

Secure chat with accountants.

Document management and cloud storage.

Manual entry for income and expenses.

Tax dashboard showing paid vs. collected taxes.

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