We don't build demos. We build production software that businesses run on every day — here's one we shipped end-to-end.
A full-service AI-powered tax portal that handles the entire client lifecycle — from document intake to completed returns, with AI classification, e-signatures, and integrated payments.
Amy Vlahos is an Enrolled Agent specializing in individual and small-business tax preparation in Wantagh, NY. With a 5.0-star rating and 23+ Google reviews, her practice is known for personalized service and attention to detail. We built her a custom AI-powered portal so she can manage clients, collect documents, and deliver completed returns — all digitally.
Watch the full product walkthrough
Full client database with status tracking, document history, and contact details.
Upload a W-2, 1099, or driver's license — AI identifies and categorizes it instantly.
Visual progress pipeline from document gathering through filing completion.
Clients sign engagement letters and returns directly in the portal — no paper.
Clients pay invoices online; the accountant sees payment status in real time.
Separate portals for the accountant (admin view) and clients (self-service).
"Pyxeon built my entire client intake app end-to-end — a secure portal where my clients upload tax documents, sign forms, and pay online, plus an AI assistant that handles their questions automatically. What would have cost me tens of thousands in developer fees — and probably never would have gotten built — was live in a few weeks. It's saved me a huge amount of time and money, and my clients love how easy it is."
Every business is different. Tell us what you need — we'll design, build, and deploy a custom AI-powered app for your workflow.