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AccuTax System - Coggle Diagram

- - - - Pricing
        
        Pro - $69.95/mo
        
        Plus - $39.95/mo
        
        Free
        
        note
        
        relatively lower end, if compare to Accutax
        
        use billandpay as payment processing
      - web-based tax prep solution for single or multi-site dev
      - myweb1040pro.com
      - Tax Office Manager, aka TOM
    - - note
        
        tax law changes annually, TOM in different years are independent
        
        would be great if customer can view their profile, billing & subs.
        
        customer should be able to tell if they're at the 1040 dashboard
        
        onboarding is required before further actions on the dashboard
      - flow
        
        select tax year
        
        login to tax engine (taxslayer) that's embedded
        
        use other tools in the dashboard
        
        go to myweb1040pro.myaccutax.com
        
        note
        
        need to make the tax engine as seamless as possible
        
        UX is important
      - onboarding
  - - - Flow
        
        Visit tom.myaccutax.com/desktop-dashboard
        
        Click Launch AccuTax to launch app
        
        note
        
        For easier customer service, they needs to login via TOM first
        
        would be great if customer can view their profile, billing & subs.
        
        tax law changes annually, TOM in different years are independent
        
        onboarding is required before further actions on the dashboard
        
        Download Web Launcher exe
      - onboarding
    - - also a TOM
      - software based
      - offers more than what Web 1040 Pro can do
- - - - Dashboard for AccuTax staff
      - top tier access, to view everything in the system
    - - Order
      - Account List
        
        add function: rebate for return customers (add a btn)