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Elephant CPA

Management SaaS Solution for small to mid-sized accounting firms.

LEANWARE TEAM

3 x Full Stack Developers, Tech Lead, Product Designer

Elephant CPA

COMPANY

USA

COUNTRY

Managed Team

ENGAMENT MODEL

CLIENT OVERVIEW

ElephantCPA, a dynamic platform designed to streamline interactions between accountants and their clients.


They had a Minimum Viable Product (MVP) in place but were eager to elevate their platform in terms of functionalities, stability, and cybersecurity. This ambitious goal marked the beginning of an exciting collaboration.

React, TypeScript, NodeJS, MySQL, GCP Cloud Run, Containers, App Engine, Cloud Storage Buckets and Integrations with Stripe, SendGrid and Zoho.

Tech Stack Involved

Enhancing Functionality and Stability


The core of this transformation was the implementation of a large 130+ user stories. These stories were meticulously crafted to cover every facet of the ElephantCPA platform. 


Resulting in a product that exceeded user expectations. Functionality was elevated to a new standard, ensuring a seamless experience for accountants and clients alike.


But the project didn't stop there. Leanware took an in-depth look at ElephantCPA's existing architecture. Through a Cloud Advisory, they identified opportunities for simplification. The outcome was a significant 80% reduction in Cloud costs, a remarkable achievement that added efficiency to the cost-effectiveness equation. Furthermore, this architecture overhaul had the added benefit of enhancing cybersecurity, reducing exposure, and fortifying the platform's defenses against potential threats.

SERVICES PROVIDED

The result was an ElephantCPA platform that set a new standard in accountant-client interactions. The stability, security, and feature-rich nature of the platform empowered accountants and clients, making their professional relationships more efficient, secure, and productive.


Leanware's unwavering dedication to quality and their technical expertise turned ElephantCPA's ambitious vision into a tangible success story.

From Blueprint to Delivery

RESULTS

UX & UI DESIGN

Through UX and UI design, we focused on enhancing ElephantCPA’s platform usability and functionality for accountants and their clients.


  • User-Centric Design: We crafted an interface that prioritizes ease of use for both accountants and clients. The design simplifies complex accounting processes, making it accessible even to users with minimal technical expertise.

  • Intuitive Navigation: The platform features a streamlined navigation system, allowing users to effortlessly access various functionalities. This intuitive layout ensures that users can quickly find the tools they need.

  • Feature-Rich Interface: Our design incorporated over 130 meticulously crafted user stories, resulting in a feature-rich platform. These features cover all aspects of accountant-client interactions, from document sharing to real-time collaboration, providing a comprehensive solution for their needs.

  • Enhanced Security Measures: In addition to functionality, we focused on integrating advanced security measures within the UI. The platform’s design includes clear indicators of security status and easy-to-use tools for managing cybersecurity settings, ensuring users feel safe and secure.

  • Optimized Performance: By implementing a Cloud Advisory, we identified and streamlined the platform’s architecture, resulting in an 80% reduction in Cloud costs. This not only improved performance but also enhanced the platform’s stability and cybersecurity, providing a reliable and secure environment for users.

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Designed components can be easily scalable, following clients' needs.

Worked with flows from different stakeholders on their respective fronts to follow the flows.

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