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Case note · Tax forecasting
Taxottic · Personal
A tax forecasting workspace, with Bella AI as co-pilot
taxottic.com
- Time to first user11 weeks
- Deductions surfaced120+
- AI eval pass rate94%on a 200-question test set
I · The brief
What we were asked to build.
Build a tax workspace that takes the dread out of being self-employed. Continuous forecast, plain-language AI, no audit-season scramble.
A deduction-scoring workspace for self-employed professionals. Live forecast, the Bella AI assistant, hybrid tax-data ingestion, and subscription billing.
II · What shipped
Deliverables
- 01Live deduction scoring against the IRS code
- 02Bella AI co-pilot, scoped to the customer's books
- 03Hybrid bank + receipt data ingestion
- 04Subscription billing with referrals
- 05Mobile companion with camera-based receipt capture
III · Timeline
How long it took
11 weeks to first paying user
Engagements at Techno Optics typically run six months, with a two-to-four-week Sprint Zero at the start to scope and de-risk before the build begins.
IV · Elsewhere in the portfolio
See all work More case notes.
VII · Engagement
Have something considered to build?
We take on a small number of engagements each quarter. If you're a founder or operator with a real gap to close, and the patience to do it well, we'd like to hear about it.