Overview

FinBridge is a digital tax management platform that replaces spreadsheets and email chains with a single role-based platform for contractor tax management. Built around the UK’s Making Tax Digital requirements, it lets contractors, accountants, and companies track income and expenses, run approval workflows, and submit directly to HMRC, turning quarterly compliance from a scramble into a routine.

Technologies Used

React 19
Nodejs
TypeScript
AWS
OAuth 2.0
PostgreSQL

Project Highlights

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Role-based portal serving four distinct user types - Super Admin, Company Admin, Accountant, and Contractor

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Direct OAuth 2.0 integration with HMRC APIs for secure obligation retrieval and quarterly tax submissions

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Dual contractor models supporting company-managed contractors and independent self-service users

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Built-in approval workflow ensuring every submission is reviewed before reaching HMRC

The Challenges

1

Income and expenses had to be managed through spreadsheets and emails, causing delays in the process and increasing risk of inaccuracies during reporting.

2

Meeting Making Tax Digital requirements involved secure API-based communication with HMRC for retrieving obligations and submitting quarterly updates while maintaining data security.

3

The client needed to support two very different contractor models inside one system: company-managed contractors with read-only access, and independent self-service users.

4

Every quarterly submission needed a clear review step so accountants could check a contractor's numbers before anything reached HMRC, but no existing tool enforced that approval workflow.

Solutions by Bacancy

1

Our financial software development team built a centralized transactions module where every income and expense entry lives in one place, giving contractors and accountants a single source of truth instead of scattered spreadsheets.

2

We integrated directly with HMRC’s Making Tax Digital API using OAuth 2.0, so the platform securely reads business obligations and due dates and enables secure quarterly submissions through HMRC APIs after the required approvals.

3

Our team designed two distinct contractor journeys within the same platform: a read-only, accountant-managed flow for general contractors and a self-service flow with its own HMRC connection, tailored to each user.

4

As part of a broader financial services digital transformation, we built a structured approval workflow with clear statuses, draft, pending approval, approved, and submitted to HMRC, creating a transparent audit trail and ensuring accountants always review a submission first.

Core Features

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Centralized income and expense tracking across contractors, companies, and accountants

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Direct HMRC OAuth connection for obligations, business data, and quarterly submissions

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Role-based dashboards for Super Admin, Company Admin, Accountant, and Contractor

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Structured approval workflow from draft submission through to HMRC filing

No. of Resource

02

No. of Resource

Time Frame

March 2025 - November 2025

Time Frame

Project Snapshot

Digital Tax Management Platform with Compliance Workflows

Outcomes

Decreased manual bookkeeping mistakes by 60% via structured tracking

Supported quarterly HMRC submissions for 500+ contractors

Reduced approval cycles from five days to 24 hours

Enabled 40% faster self-service onboarding for retail contractors

Unified workflows for 1,000+ accountants and contractors platform-wide

Improved submission accuracy to 99% with HMRC data validation

Technical Stack

Frontend React 19TypeScriptMaterial UI 7ViteReact Router
Backend Node.jsExpress.js
Database PostgreSQL
Caching and Session Management Redis
HMRC Integration Making Tax Digital API (OAuth 2.0)
Cloud AWS (EC2, Elastic Beanstalk, S3, and CloudFront)
Security JWT AuthenticationRole-Based Access Control (RBAC)OAuth 2.0
Project Management Jira

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