Project Proposal Multilingual Tax Relief SaaS (B2B2C)

Global Gate Taxes – Cloud SaaS for Tax Relief

One secure, multilingual platform for tax professionals and their clients with instant‑use and subscription flows, automation for intake → ticketing → tasks → e‑sign → fax → payment → tracking.

Date:  6 September 2025 Prepared by:  Codexal Client:  Global Gate Taxes

1) Overview

Build a cloud‑based, multilingual SaaS enabling tax professionals and firms to run full tax‑relief operations. Clients can either create profiles and subscribe for a full portal ($9.99/mo) or use services instantly via a “Get Help Now” flow without registering. Firms license the platform on tiered subscriptions and earn from their clients’ subscriptions, while the platform automatically collects a 1.8% commission from client subscriptions and service payments. Growth is supported nationwide using SEO‑optimized state landing pages.

English · Spanish · Chinese · Arabic · Vietnamese · Korean · Tagalog

2) Users

  • End Clients (Individuals/Companies): Create profiles, store IRS/tax records, pay $9.99/mo, or use Instant Service Mode (no login).
  • Tax Preparers/Firms: Subscribe (Individual → Enterprise), manage clients and cases, monetize subscriptions, and use white‑label branding.
  • SaaS Owner (Global Gate Taxes): Earn from firm subscriptions + 1.8% commission on client payments.

3) Core Features

Client Portal

  • Smart intake forms + IRS Notice Decoder (AI + OCR).
  • Case tracking timeline (“pizza tracker”).
  • 24/7 Document Vault (encrypted).
  • Appointment booking (calendar sync).
  • Online payments.
  • E‑signature.
  • Multi‑language UI.

Tax Pro Dashboard

  • Manage clients, cases, deadlines.
  • Auto IRS form generation (9465, 433‑F, 12153, OIC, etc.).
  • CRM: leads, pipeline, reminders.
  • Built‑in Email + Fax.
  • Job/Task/Ticket workflow with SLAs + escalations.
  • White‑label portal branding.
  • Admin Command Center: KPIs, staff leaderboard, attention alerts, deadlines.

Communication Hub

  • Email integration (SendGrid / AWS SES / Gmail API).
  • Fax integration (Twilio / InterFAX / eFax).
  • SMS / WhatsApp reminders.
  • All communications logged in client record.

Instant Service Mode (No Profile)

  • “Get Help Now” → quick form + one‑time payment.
  • Auto ticket created → tax pro contacted instantly.
  • After service → upsell subscription ($9.99/mo to store records).

Ticketing & Job Tasks

  • Every intake/service request becomes a ticket.
  • Auto‑generated tasks based on service type.
  • SLAs & escalation rules.
  • Overdue/urgent tickets flagged for admin.

Admin Control Panel

  • No‑code configuration for branding, roles, automations, SLA policies, pipelines.
  • Service catalog & pricing; language settings & templates.
  • Permissions by role (Owner, Manager, Preparer, Assistant, Read‑only).
  • Just‑in‑Time support access (devs can’t view client data unless approved).

4) Compliance & Security

  • HIPAA‑grade encryption; GDPR features (export/delete, consent).
  • AES‑256 + TLS; role‑based access & 2FA; audit logs and WORM storage (Enterprise).

5) Revenue Model

SaaS (Tax Firms) Tiers

  • Individual $149/mo: 1–3 users, 50 clients, 50GB.
  • Professional $399/mo: 10 users, 250 clients, CRM automations, branding.
  • Business $999/mo: 25 users, 1,000 clients, advanced analytics, unlimited storage.
  • Enterprise $2,500–$5,000/mo: unlimited users, API, private cloud, reseller license.

Client Subscriptions & Commission

  • Client: Free (upload 1 letter, AI summary) or Premium $9.99/mo (record‑keeping, storage, full portal). On‑demand services available (Tax Investigation, Audit Defense, Penalty Abatement, etc.).
  • Commission: Firms keep revenue; platform auto‑collects 1.8% from client subscriptions + service payments.

6) SEO & Growth Strategy

  • Phase 1 (Launch): Single main domain globalgatetaxes.com and portal subdomain portal.globalgatetaxes.com.
  • Phase 2 (SEO Expansion): State‑specific landing pages (e.g., /california-tax-relief, /new-york-tax-relief, /texas-tax-relief, /florida-tax-relief) optimized for local keywords.
  • Phase 3 (White‑Label Growth): Partner subdomains (e.g., firmname.globalgatetaxes.com), fully branded while routing payments through your system (commission preserved).

7) High‑Tech Differentiators

First U.S. 7‑language tax relief SaaS; supports subscribe or instant‑use paths; end‑to‑end flow (Intake → Ticket → Tasks → E‑sign → Fax → Payment → Case Tracking); Admin Command Center for visibility; marketplace layer; state SEO for scalable local leads.

8) User & Revenue Flows

Profile Mode

Client → create profile → pay $9.99/mo → store records → request services → track case.

Instant Service

Client → “Get Help Now” → quick form + payment → ticket → tax pro alerted → service delivered → upsell to subscription.

Revenue Flow

End client pays firm → firm keeps revenue → 1.8% commission auto‑routed to SaaS owner.

Final Result

Clients can subscribe or use instantly; firms subscribe to run business and monetize clients; platform collects SaaS fees + 1.8%; growth via SEO state pages and optional white‑label subdomains.