AcTx CRM

A fully custom CRM system built for a tax and business consultancy firm to manage VAT filings, corporate tax, accounting, and audits. Featuring role-based access control, Supabase-backed authentication, PostgreSQL-powered automation, and responsive interfaces built with React and Next.js. Designed for internal use only with secure invite-based onboarding and real-time client and service management.

Key Features

• Role-based access control (RBAC)
• Automated VAT filing with PostgreSQL cron jobs
• Custom PostgreSQL schema & RLS
• Secure invite-only authentication
• Dynamic dashboards and service lifecycle management

Challenges

• Granular permissions via RBAC
• Modular PostgreSQL architecture
• Real-time updates and scoped access
• Automated workflows for VAT & tax processes

Results

• 70% reduction in manual effort
• 100% secure access via RLS and RBAC
• Scalable CRM for expanding services
• Admin-led onboarding with no dev dependency