Stratax: Secure B2B2C Platform for Accountants and Clients

Project Overview

Built to simplify your client management.

Stratax represents a comprehensive B2B2C platform solution designed specifically for service providers including accountants, CPAs, insurance agents, and legal professionals. Our team developed a centralized ecosystem that enables seamless client management, secure document sharing, and efficient workflow automation across multiple business verticals.

The platform serves as a licensed solution for service providers seeking to modernize their client interactions while maintaining robust security standards and administrative control. Through intuitive user interfaces and powerful backend functionality, Stratax eliminates communication friction and creates a unified workspace for professional services.

Efficiency

80%

Reduction in document sharing time

Engagement

60%

Increase in client engagement rates

Speed

Faster provider onboarding

Support

40%

Decrease in support requests

This fragmented approach created multiple pain points: security vulnerabilities from unsecured email attachments, time-consuming document retrieval processes, unclear permission hierarchies leading to user confusion, and lack of centralized administrative oversight. The absence of role-based access controls further complicated workflows, resulting in increased support requests and reduced operational efficiency.

Our research revealed that many professionals were bypassing existing systems entirely, reverting to external tools that introduced compliance risks and created inconsistent user experiences across their client base.

Enhanced Security & Compliance

Implemented enterprise-grade document management with granular permission controls, eliminating unsecured email exchanges and ensuring regulatory compliance across industries.

Streamlined User Experience

Delivered intuitive role-based interfaces that reduced user confusion and minimized support requests through clean, modular design accommodating service providers.

Administrative Excellence

Created a robust Super Admin system enabling centralized control over provider and client management, user permissions, and platform-wide data policies with unprecedented visibility.

Integration & Scalability

Built integration-ready architecture supporting third-party platforms while developing modular design patterns that accommodate feature expansion without compromising performance.

1 | Discovery

Project Kickoff Meeting

We began the Stratax project with an in-depth meeting with the founder to establish goals, expectations, and challenges. This served as our kickoff, laying the foundation for collaboration and aligning priorities. We reviewed deliverables, clarified timelines, and discussed communication preferences. From the outset, it was clear the main pain points centered around document sharing inefficiencies, file mismanagement, and disjointed client-accountant communication.

Exploration

Discussed the founder’s vision for product positioning
Identified common frustrations in existing accounting workflows
Outlined assumptions to validate in the research phase

Deliverables

Meeting summary with initial goals
Stakeholder problem overview
Target pain points for resolution

2 | Interviews

Stakeholder Interviews & Discovery

Our discovery continued with informal Q&A sessions with the founder, acting as stakeholder interviews. These discussions helped define core workflows and pain points that would guide the platform's design. Instead of a large team of stakeholders, we used the founder's insight to prioritize the most critical features.

Exploration

Asked the founder to walk through their current client workflow
Sketched early mental models based on problem areas
Surfaced inefficiencies in file versioning and redundant communication

Deliverables

Stakeholder interview notes
Refined feature list based on real problems

3 | Personas

User Research & Persona Alignment

While we didn’t conduct shadowing or broad interviews, we captured essential user needs by mapping pain points to user roles: accountants needing centralized file access, and clients needing a simple way to upload and communicate. These two personas guided our priorities.

Exploration

Created empathy maps for accountant and client use cases
Identified technical literacy levels of each user group
Highlighted risks in the onboarding and communication process

Deliverables

Two core persona profiles
Needs-based feature validation

4 | IA & Flows

Information Architecture & User Flow Mapping

We created a foundational IA and user flows directly in Figma, mapping out login, dashboard navigation, file upload, and notifications. The structure emphasized clarity, with intuitive steps for both user types. The focus was on reducing complexity and ensuring each screen led users to the next step logically.

Exploration

Audited competitors' IA patterns to benchmark against
Explored centralized vs. distributed navigation systems
Considered flexible vs. rigid file categorization

Deliverables

Basic IA diagram
Primary user flows (client and accountant)
Navigation structure outline

5 | Wireframes

Wireframes

Using Figma, we built mid- to high-fidelity wireframes for key user scenarios. These included login screens, dashboard layouts, upload workflows, and status notifications. Wireframes prioritized a clean hierarchy and user intention, serving as a foundation for rapid iteration and validation.

Exploration

Explored wireframe variants for dashboard structure
Prioritized visual clarity in dense screens (e.g. document review pages)
Identified early opportunities for edge cases like “missing files” or “incomplete uploads”

Deliverables

Annotated wireframes for key flows
Defined user stories and acceptance criteria for each screen
Use case documentation for each user type

6 | Prototyping

UX Prototyping & User Testing

We developed clickable prototypes in Figma to simulate core flows. Feedback was gathered directly from the founder through hands-on walkthroughs. Each iteration addressed friction points, empty states, and guided paths for both personas. The lean, quick feedback cycle helped validate decisions efficiently.

Exploration

Simulated scenarios like file upload failure and user confusion
Created alternate flows for power users and beginners
Noted usability slowdowns in onboarding and file labeling

Deliverables

Clickable prototype
Iteration notes from user feedback
Updated screens with improved flows

7 | UI Design

Visual Design & UI Polish

We applied a minimal, modern UI system with a calming, professional palette that conveyed trust. Typography, spacing, and hierarchy were carefully designed to ensure usability. Final designs emphasized function, with thoughtful handling of edge cases like empty states and missing files.

Exploration

Created moodboards to align brand tone with usability
Audited color accessibility for contrast and ADA compliance
Developed a modular design system for scalable UI elements

Deliverables

Final high-fidelity screens
UI style guide
Responsive layout templates

8 | Handoff

Development Handoff & Support

All designs were delivered via Figma with thorough annotations and documentation. Our team remained available during development to answer questions and make real-time adjustments, ensuring design fidelity throughout the build process.

Exploration