SELECTED WORK / CASE STUDY
CROSS-BORDER TAX / PRODUCT ENGINEERING
CrossTax.
Clarity across borders. From documents to a filing plan.
CrossTax helps Indian professionals in Canada navigate cross-border tax workflows with guided AI support and CPA-ready outputs.
CI/CD on every push
closed beta
01 / THE BUILD
The starting point
Cross-border filings require navigating CRA forms, treaty references, and individualized scenarios that are hard to manage across scattered resources and ad-hoc notes.
02 / THE BUILD
The experience
01
Tax profile setup to personalize downstream guidance.
02
Document upload and extraction to structure key filing details.
03
RAG chat grounded in curated tax sources and checklist progress.
04
CPA handoff export for advisor-friendly summaries.
03 / THE BUILD
Under the hood
React + Vite frontend and Express API on Railway, Clerk for authentication, PostgreSQL with Drizzle ORM, and retrieval-augmented generation for grounded tax guidance.
Ground the conversation in source material
Retrieval over curated authority snippets connects the assistant to reference material. The workflow pairs chat with documents and a checklist rather than making the conversation the entire product.
Design for the advisor handoff
Document extraction and profile setup structure the user’s context before export. CPA-oriented outputs give an advisor a starting point for review instead of a long, unstructured chat history.
BUILT WITH
React
Vite
TypeScript
Express
PostgreSQL
Drizzle
Clerk
OpenAI
Tailwind CSS
shadcn/ui
Playwright
Docker
04 / THE BUILD
Making it dependable
API hardening with rate limiting and security middleware.
Playwright smoke coverage in CI for core user journeys.
Structured operational checks and production roadmap tracking.
PROJECT STATUS
Live at crosstax.sidharthgrover.com (closed beta) with CI/CD and Dockerized deploys.
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