CRM Development for Badie Alliance Tax Service

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 Replaced outdated Wix site and spreadsheets with a modern platform featuring a smart quote tool, secure client and EFIN portals, real-time refund tracking, and a staff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