Business systems / App

Maxwild

An accountant-and-client app for monthly documents, travel records, questions and review.

The work

A private system.
A practical business role.

  • 01Guided client onboarding
  • 02Monthly document capture and history
  • 03Accountant review, categories and questions
  • 04Travel records and export preparation

Why it matters

Accountants and clients need to keep documents, questions and responsibilities together. The Maxwild beta connects client submissions with accountant review in one workspace. Guided demonstrations show how the app works while keeping client tax records private.

Project scope: App

Discuss a similar project

Go beneath the public introduction

See the working process
in a guided demonstration.

A walkthrough can explain client submission, accountant review and the handover without exposing real tax records.

Clear direction starts with a conversation

What could we build
around your business?

Tell me what is happening in your business, where things get stuck and what you want to make possible.

ACTUAL PROJECT MATERIAL

Project output

MAT HARTLEY CONSULTING

Let’s talk business.

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