The problem
Accounting firms were tracking client deadlines and tasks across spreadsheets and email, missing filing dates and chasing signatures manually.
The approach
- 01Multi-tenant architecture from day one so each firm's data is isolated and new firms onboard without new infrastructure.
- 02Role-based access for partners, staff and clients, with an audit trail for anything touching deadlines or documents.
- 03Worked across the Pakistan–Canada time difference with overlapping hours for demos and async updates in between, with one point of contact.
The result
Live SaaS product serving accounting firms in Canada (no usage figures published).
What it taught us
- For regulated clients, the audit trail and permissions are the product. Build them before the pretty dashboard.
- Remote delivery across time zones works when demos are scheduled and updates are written, not when everything is a call.