Tax Package Tracker

What it is

An internal dashboard for a tax-prep firm that replaces its tax-package spreadsheet. It tracks clients grouped by household, their entities, per-year document checklists and CPA/advisor directories, with role-based access and an in-app security-program acknowledgement flow.

The problem

Tax-season document tracking lived in a spreadsheet with no status workflow or role-based access.

How it works

1. No-build static SPA in vanilla JavaScript talking straight to Supabase over TLS; Postgres is the source of truth
2. Checklist status flow needed, requested, received, sent per document, per client or entity, per tax year
3. Admin, staff and viewer roles enforced with RLS; the first sign-up becomes admin and later sign-ups wait for approval
4. Hosted on Vercel behind Deployment Protection, with migrations and seed data in the repo

Stack

Disciplines

For your business

Replace a firm's spreadsheet workflow with a secure, role-based internal tracker on Supabase.