Case study

SaaS platform for accounting firms and admin operations teams

We centralized daily operations, document-driven billing, and task management in a multi-client system with granular permissions.

Executive summary

  • SaaS operations platform for accounting firms and administrative teams.
  • Multi-client project model: each client is managed as a standalone workspace with team, permissions, and isolated data.
  • Combines daily operations (invoices, work catalog, tasks, cost centers) with central admin controls (users, roles, access).

Passwordless

Email OTP login + HttpOnly cookie session

RBAC

Global roles + resource-level authorization

Bulk Ops

Bulk invoice and catalog ingestion

Audit Trail

Full history of task-level changes

Implemented modules

Access and security

  • Passwordless login with email OTP.
  • HttpOnly cookie session with role-based control.
  • Global roles: ADMIN, MANAGER, ACCOUNTANT.
  • Resource-level authorization for projects, tasks, and invoices.
  • CORS strategy and isolated environments (development, staging, production).

Client/project management

  • Full CRUD for clients/projects in the admin panel.
  • Manager (lead) assignment per project.
  • Member onboarding/removal by email.
  • Detailed project view with summary, members, and operational modules.
  • Searchable and paginated listing.

Operational invoicing

  • Create, update, delete, and list invoices globally and per project.
  • Image/PDF attachments in private storage (Cloudflare R2).
  • Temporary signed URLs for secure attachment access.
  • Bulk upload: multiple files -> multiple invoices automatically.
  • Automatic invoice number extraction from PDFs.
  • Line/work item editing and multi cost-center assignment.

Work catalog

  • Hierarchical structure: category -> subcategory -> items.
  • Full admin CRUD.
  • Strict code validation across hierarchy levels.
  • Bulk item import from JSON with preview and error handling.
  • Read-only catalog for operational invoice loading.

Cost centers

  • Project-level CRUD with search, sorting, and pagination.
  • N:N association with invoices.
  • Integrity checks to enforce same-project relations.
  • Delete protection when a cost center is in use.

Project task management

  • Kanban board by status with drag-and-drop.
  • Automatic base status seeding on project creation.
  • Create, edit, reassign, and delete tasks.
  • Dates, estimates vs actual time, attachments, and detailed task views.
  • Auditable history for status, assignment, and key field changes.
  • Metrics dashboard: overdue, upcoming, aging, and top assignees.

Reminders and notifications

  • Project-level reminder settings (offsets, channels, recipients, timezone).
  • Task-level strategy: DEFAULT, CUSTOM, DISABLED.
  • Cron reminder jobs with email + in-app delivery and eventKey deduplication.
  • Notifications API: list, mark-as-read, and clear.

Frontend and UX

  • Two role-based experiences: /admin and /dashboard.
  • Frontend middleware with smart redirects and route protection.
  • Modern responsive UI (tables, dialogs, drawers, skeletons, toasts).
  • Maintainable architecture with domain-based hooks and services.

Product screenshots

Passwordless access

Passwordless access

OTP sign-in flow with secure session handling.

Admin control center

Admin control center

Central operational overview with permission management.

Clients and projects

Clients and projects

Multi-client management with search and structured views.

Users and roles

Users and roles

Role and membership assignment by project scope.

Project detail

Project detail

Members, status, and operational context in one place.

Invoice detail drawer

Invoice detail drawer

Attachments, work items, and cost centers in a single flow.

Task board

Task board

Kanban execution with progress and accountability.

Business differentiators

  • Enterprise-grade security and granular authorization model.
  • End-to-end document workflow with secure uploads and PDF parsing.
  • Task module with real traceability (history and auditing).
  • Bulk operations to scale administrative throughput.
  • Extensible architecture: modular Express + Prisma backend and decoupled Next.js frontend.

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