PROJECTSCLIENT / 04 · CASE STUDY

    Triangle Tax

    Tax-service intake with an assistant in the workflow.

    Triangle Tax’s RefundsRefunds.com brings tax-service intake, saved forms and customer communications into a guided digital experience. A tax-form assistant helps people work through personal filing information.

    Open application
    APPLICATION / PUBLIC EXPERIENCE
    Triangle Tax public application screenshot
    01 / PRODUCT

    Guidance where the work happens

    The tax-form-chat implementation connects an assistant to the filing form rather than placing a disconnected chatbot beside it. The user’s task remains completing structured intake.

    02 / ENGINEERING

    Continuity across the service journey

    Resume-form pages and filing-related status communications support returning to work and receiving updates. These features connect the public experience to service operations.

    03 / ENGINEERING

    A transactional application, not a refund promise

    The source includes filing-status email and reminder workflows. Linking to an IRS refund-status tool is not the same as a verified direct IRS integration or a guaranteed tax outcome.

    04 / ENGINEERING

    AI-SDLC in a practical business workflow

    The project demonstrates how AI-assisted development can combine a business website, structured forms and conversational help. Accuracy guarantees, certifications and filing outcomes are not inferred from source code.

    DELIVERY / AI-SDLC

    How the work comes together.

    Built through AI-SDLC: AI-assisted implementation paired with human architecture, review and iterative delivery. Across the studio, engagements range from days to a week or a month; no unverified duration is assigned to this project.

    • Tax-form assistant
    • Saved intake
    • Status communications
    • Service workflows