CrossTax

Problem

Cross-border filings require navigating CRA forms, treaty references, and individualized scenarios that are hard to manage across scattered resources and ad-hoc notes.

Architecture

React + Vite frontend and Express API on Railway, Clerk for authentication, PostgreSQL with Drizzle ORM, and retrieval-augmented generation for grounded tax guidance.

Key Product Flows

• Tax profile setup to personalize downstream guidance.
• Document upload and extraction to structure key filing details.
• RAG chat grounded in curated tax sources and checklist progress.
• CPA handoff export for advisor-friendly summaries.

Reliability & Quality

• API hardening with rate limiting and security middleware.
• Playwright smoke coverage in CI for core user journeys.
• Structured operational checks and production roadmap tracking.

Live at crosstax.sidharthgrover.com (closed beta) with CI/CD and Dockerized deploys.