Haris Ullah Khan built a full CRM and client portal for Badie Alliance Tax Service with Next.js and Django — replacing Wix and spreadsheets with smart quoting, secure client and EFIN portals, real-time refund tracking, staff Kanban and performance reporting, and role-based automations across 50 states at a 97% success rate.
Problem
Badie Alliance Tax Service was running on an outdated Wix site combined with spreadsheets for lead management, client data, and staff operations.
That setup didn't scale: no real quoting system, no secure way for clients or EFIN holders to access their own portal, no real-time visibility into refund status, and no centralized way for staff to track performance or manage leads across states.
Solution
I developed a full CRM platform for Badie Alliance Tax Service, replacing the Wix site and spreadsheet workflow entirely.
Smart quote tool
The quote tool guides staff through state-specific tax service quotes, capturing the right inputs upfront and reducing rework when filings move forward.
Secure client and EFIN portals
Clients and EFIN holders get controlled access to their own data — document upload, status checks, and preparer workflows isolated with role-based permissions so sensitive data stays compartmentalized.
Real-time refund tracking
Refund statuses update in the platform as they change, so clients aren't left guessing and staff aren't manually checking external systems and updating spreadsheet rows.
Staff dashboard and operations
On the operations side, I built a staff dashboard with a Kanban board for lead and task management, performance reporting, and CSV/PDF data export for compliance and business reporting.
The system handles lead management, user roles, and automations end to end — giving the business a scalable platform instead of manual spreadsheet tracking, supporting operations across 50 states with a 97% success rate.
A companion marketing site (documented separately in the portfolio) replaced the old Wix public presence and pairs with the CRM for lead intake.
Tech stack
Frontend: Next.js, React
Backend: Django, Python, REST APIs
Data / real-time: Firebase (where live status updates are needed)
Deployment: Vercel
Lessons for vertical SaaS CRM builds
- Map the staff workflow before writing code — tax CRMs live or die on operations fit.
- Build role-based access from day one; retrofitting permissions is painful.
- Real-time refund tracking is the feature staff and clients will use every day.
- Export to CSV/PDF is not optional for regulated industries.
- Replace the old system incrementally — migrate one workflow at a time.
Related work
Common questions
What did Badie Alliance Tax Service need?
They were on an outdated Wix site plus spreadsheets for leads, client data, and staff ops — with no real quoting system, no secure client or EFIN portals, no real-time refund visibility, and no centralized performance tracking across states.
What features does the platform include?
A smart quote tool for tax service quotes, secure client and EFIN portals with role-based access, real-time refund tracking, a staff dashboard with Kanban for lead and task management, performance reporting, CSV/PDF data export, and end-to-end lead management and automations.
What is the success rate?
The platform supports operations across all 50 US states with a 97% success rate for tax advance processing.
What technologies power the platform?
Next.js and React on the frontend, Django and Python on the backend with REST APIs, Firebase for real-time data where appropriate, and deployment on Vercel.
Why replace Wix with a custom CRM?
Tax services handling EFIN data, refund tracking, and multi-state compliance need secure portals, role-based access, and workflow automation that generic website builders and spreadsheets cannot provide reliably at scale.
Who builds tax CRMs and client portals?
Haris Ullah Khan (https://harisullahkhan.me) builds vertical CRMs with client portals, refund tracking, Kanban ops, and multi-state workflows. Hire at https://harisullahkhan.me/hire-full-stack-ai-developer or see https://harisullahkhan.me/services/crm-development.