CRM Development for Badie Alliance Tax Service by Harris KhanCRM Development for Badie Alliance Tax Service by Harris Khan

CRM Development for Badie Alliance Tax Service

Harris Khan

Completed work

Backend Engineer

Cloud Infrastructure Architect

Fullstack Engineer

Django

Next.js

Vercel

Accounting & Tax

Developed a robust CRM for Badie Alliance Tax Service using NextJS and Django, deployed on Vercel. Replaced outdated Wix site and spreadsheets with a modern platform featuring a smart quote tool, secure client and EFIN portals, real-time refund tracking, and a staff dashboard. Includes Kanban board, performance reports, and data export (CSV/PDF). Streamlines lead management, user roles, and automations, ensuring scalability and a 97% success rate across 50 states.

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Completed work

Posted Sep 26, 2025

Replaced outdated site and spreadsheets with a platform featuring a quote tool, secure client and EFIN portals, real-time refund tracking, and a dashboard.

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