A look at what I've built.

Intelligent organizer that helps clients review, validate, and improve extracted tax information across multiple years before export — increasing confidence in the data flowing into tax software.

Improved the Tax Pro experience through product tours, user research, and feedback-driven updates to the final tax review workflow — helping Pros understand, trust, and adopt TXF Intelligence.

AI-powered system that extracts data from 42 tax document types and writes back into leading tax prep software — turning hours of manual entry into minutes.

Reporting and workflow dashboard that gave firm admins a holistic view of engagement, job status, and outstanding action items. Helped teams move from reactive follow-up to proactive account management.

End-to-end launch of a new bookkeeping product line — process design, pricing strategy, GTM, sales enablement, and feature build with cross-functional teams.

Scalable internal payouts system with an intuitive UI that lets ops teams track pending transactions, issue payments, and review history at a glance.

Applicant tracking system with routing logic that matches qualified Pros to outsourcing opportunities based on account requirements — cutting manual workload in half.

Weighted job routing model that scores tax pros on workload, performance, and fit — improving opportunity distribution across a two-sided marketplace.