
Multi-tenant SaaS platform
SpidNums: Structuring Multi-Tenant Practice Management
Client: SpidNums
Accounting practices manage recurring deadlines, client records, engagement documents and team workloads across different fiscal year-ends. Generic task software can track cards, but it does not naturally understand the relationship between a client, service, filing cycle and responsible staff member. The SaaS model also required tenant isolation and white-label configuration without duplicating the entire application for each accounting firm. What made the problem difficult The work combined customer-facing experience with operational rules behind the scenes. The product therefore had to be designed as a system of roles, states and owned data—not only as a collection of pages.
Phased
Delivery
Multi-tenant SaaS platform
Product scope







