Develop Complete WOTC Reporting Dashboard For Sagemont Advisors

NextGen Coding Company developed an advanced WOTC management dashboard for Sagemont Advisors, leveraging cutting-edge technologies to optimize every step of the process.

Applicant Experience

• Eligibility Screening:
  The solution included an intuitive interface built using React and powered by Zod for schema validation. Applicants were guided through a series of dynamic questions designed to assess their WOTC eligibility. Real-time validation and automated logic checks provided instant feedback, helping applicants and employers determine qualifications within minutes while reducing human error.
• Self-Service Application Submission:
  With unique application links generated via Node.js and shared by employers, applicants could access a user-friendly form interface built on Next.js. The system utilized React Hook Form for real-time validation, ensuring seamless form completion. This self-service feature minimized HR intervention, improving efficiency and empowering applicants to manage their submissions independently.

Company Portal

• Document Management System:
  A centralized document repository enabled employers to upload, store, and organize all necessary WOTC documents. Integration with AWS S3 ensured secure storage, while syncing with the Dropbox API facilitated easy file sharing and access. The system supported advanced search and tagging, simplifying the retrieval of specific documents during audits or reviews.
• Automated Credit Calculations:
  The platform featured a robust credit calculation engine powered by AWS Lambda, enabling real-time tax credit estimations based on applicant data. Integration with the IRS TIN Matching API ensured compliance and accuracy in identifying eligible hires, empowering businesses to make informed financial decisions.
• Compliance Resources:
  Built-in compliance modules provided real-time updates on changes to WOTC regulations. These resources, powered by Google Cloud Pub/Sub, ensured that employers stayed informed and compliant, minimizing risks and penalties.

Admin Interface

• Comprehensive Application Management:
  Administrators could track the progress of all WOTC applications through a dashboard built with Next.js and React. Advanced filtering options allowed admins to sort applications by status, applicant name, or date, ensuring full visibility into each stage of the submission process. Integration with Looker Studio enabled the generation of detailed progress reports and analytics.
• User Role Management and Security:
  Middleware built with Auth.js (formerly NextAuth.js) provided secure user authentication and role-based access controls. Administrators and employers could manage permissions, ensuring sensitive data was accessible only to authorized personnel. Secure session management included auto-logout after 30 minutes of inactivity, enhancing data protection.

Technologies Utilized

• Frontend: Built with React, Next.js, and styled using Tailwind CSS for a responsive, modern user interface.
• Backend: Serverless architecture powered by AWS Lambda and data managed through AWS DynamoDB. File uploads and document storage utilized AWS S3 with encryption for secure storage.
• APIs: Integrated Dropbox API for file management and SendGrid API for automated email notifications.
• Authentication: Managed with Auth.js to provide secure user authentication and session control.

NextGen Coding Company’s innovative solution delivered transformative results for Sagemont Advisors:

• Streamlined WOTC Application Management:
  The user-friendly dashboard, powered by Next.js and Looker Studio, simplified workflows and reduced administrative tasks by 40%, allowing employers to focus on core operations.
• Increased Application Success Rates:
  Real-time eligibility checks and compliance validation, supported by Zod and the IRS TIN Matching API, increased successful applications by 30%, ensuring businesses maximized their tax benefits.
• Improved Compliance Confidence:
  Built-in compliance tracking with Google Cloud Pub/Sub and audit-ready reports from Looker Studio provided full regulatory alignment, minimizing the risk of penalties.
• Enhanced Data Security:
  Encryption through AWS S3 and secure authentication via Auth.js increased trust, with feedback surveys indicating a 25% improvement in perceived platform security.
• Scalable and Reliable Infrastructure:
  Serverless architecture powered by AWS Lambda and AWS DynamoDB ensured the platform handled high traffic seamlessly, supporting thousands of concurrent users with a 99.99% uptime rate.

NextGen Coding Company’s comprehensive WOTC solution empowered Sagemont Advisors to revolutionize its tax credit management, providing businesses with a secure, efficient, and scalable platform to unlock significant financial benefits.

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