Success Case: Taxo - Simple Tax Settlement

At Sagant, we've developed Taxo, a notification management platform for tax settlements.

Validation of our experience

At Sagant, we develop custom enterprise software solutions, specializing in Java, systems integration, and web platforms. Our mission is to digitize critical processes in organizations seeking efficiency, traceability, and scalability.

The client: Panucci Firm

In Latin America, accounting firms face a major challenge:

Manual and disorganized processes for tax liquidation.

High risks of human error and information loss.

Lack of fluid communication with clients, which causes late payments, penalties, and rework.

These problems directly impact productivity and client relationships.

The challenge

Accounting firms needed a solution that would:

Centralize information for each client and their tax filings.

Automate the generation and delivery of payment vouchers (DGI, BPS, FONASA).

Send reminders and notifications to ensure on-time payments.

Allow complete traceability and validation of tax returns by more than one accountant.

Our solution

At Sagant, we developed Taxo, a notification management platform for tax liquidations:

Complete management of clients and invoices (purchases and sales).

Preparation and validation of tax returns with dual control.

Automatic delivery of payment vouchers (DGI, BPS, FONASA) via email and WhatsApp.

Automatic reminders and payment confirmation by the client through secure links.

Real-time alerts and reports to detect clients with pending payments.

Responsive, secure, and traceable web architecture, with differentiated roles (administrator, preparer, validator, client).

The results

With the implementation of Taxo, accounting firms achieved:

  • Dramatic reduction of human errors thanks to digitalization and internal validation.
  • Improved tax compliance, avoiding penalties and rework.
  • Operational time savings by automating notifications and reminders.
  • Strengthened client relationships through clear and timely communication.
  • Complete visibility of the status of each tax return and payment.

Our role

In this project, Sagant was Panucci Firm's strategic technology partner, providing:

Experience in scalable software architecture.

Development of a disruptive SaaS model with revenue sharing, innovative for the accounting market.

Evolution towards AI-assisted automation, projecting Taxo as an intelligent accounting copilot.

Taxo