Custom Development for Cloud-Based Tax Software

Financial services
Custom Software Development
$200,000 to $999,999
Jan. 2015 - Ongoing
View Review on Clutch
Would Refer

The Review From Clutch


Please describe your company and your position there.

Umbrella Financial Services is a global financial services technology company. I'm Kevin Murphy, Founder, and President.


For what projects/services did your company hire 923 Digital, LLC?

Create the perfect client communication hub by combining document storage with secure online client accounts.


How did you select this vendor?

Umbrella has worked with 923 Digital and its staff for many years on several successful projects. They are always professional, innovative and attentive to our needs, which has made for a great long-term relationship.

Describe the project and the services they provided in detail.

To create comprehensive, cloud-based software that lets tax preparers run their tax practice more collaboratively than ever. Its intuitive interface and direct integration with professional tax software, allows your staff to work closely with clients, making it easy to collect and share files securely.

What was the team composition?

We are always provided with the best of services. Both Andrew and Pavel are always involved, but we are also assigned a dedicated project manager.


Can you share any information that demonstrates the impact that this project has had on your business?

The project was created successfully. This has been an on-going project.

How was project management arranged and how effective was it?

The project manager that we were assigned was easy to communicate with and provided us frequent updates. We connected weekly and used to communicate.

What did you find most impressive about this company?

I'm always impressed with the knowledge, professionalism, skill, and communication that 923 Digital provides. We appreciate how easy it is to work with the team at 923 Digital.

Are there any areas for improvement?

Everything can always be done faster, but we were very satisfied with their work every step of the way. In the end, quality is more important than speed and we ended up with an amazing product.

Kevin Murphy

"I'm always impressed with the knowledge, professionalism, skill, and communication that 923 Digital provides."

View Review on Clutch
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Kevin Murphy

About the Project


The tax preparation process has steadily become faster and more efficient as more and more information is now available in digital format. Taxpayers now have more options than ever when it comes to filing their returns. Mobile apps now allow taxpayers who file short forms to bypass computer preparation altogether.

Time Saver

Seamlessly integrates with Tax Slayer & Crosslink software


MTB is an extension of your business. Reach people all over the country


Imports taxpayer data into professional tax software

Client Chat

Allows you to communicate with clients effortlessly during the filing process and keep a record of all conversations.

Access Anywhere

Provide convenience. Allow clients to upload all of their tax documents to office through their phone.

Customizable Website

Easy-to-use customizable layout, ability to add office branding, colors and logo to the interface in minutes. With no coding required, we streamline app design and reduce go-to-market time so users can focus on their business.

Fiverr for Tax Professionals

UFSTSG revolutionized the way that tax professionals can manage clients remotely. For four tax seasons we built a system that connected clients from around the world to a queue of tax professionals.

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