01 · Frictionless entry
The client enters with no signup and answers a questionnaire
Mostly yes or no questions. Anyone can import last year's filing and arrive with name, assets and dependents already filled in.
SimNão
SimNão
SimNão
All cases
Case study · Accounting · Income tax 2026
Income-tax collection without audits.
How AEC.RIO replaced a generic form with a system that builds, on the spot, the exact list of documents each filing needs. Less loose paperwork, fewer last-minute gaps.
Client · AEC.RIOSector · AccountingYear · 2026Delivery · 2 one-week sprints
The client screen: each card appeared because of an answer in the questionnaire. Progress per section and the tax deadline in focus.
AEC.RIO is an accounting firm that handles hundreds of income-tax filings per season. The bottleneck was never computing tax: it was collecting the right documents, from each client, without it turning into an email hunt.
ClientAEC.RIO · Accounting
What we didDiscovery, product and MVP
EngineDeterministic rules (not AI)
Scale42 questions · 49 document types
Timeline2 one-week sprints
The challenge
Nobody could see what was missing. Not the client, not the accountant.
Document collection during income-tax season was a web of problems feeding each other, from the generic form to the risk of an audit.
Generic form
The same huge list for everyone, most items unrelated to the client's case.
Loose documents
Files arriving by email and WhatsApp, with no single place to gather and check.
Lost client
No idea which documents their filing actually needs.
Accountant in the dark
No view of what has arrived and what's still missing in each filing.
Deadline rush
The gap only showed up while assembling the filing, near the tax deadline.
Audit risk
A missing document is the short path to getting caught in the tax audit net.
The solution
Short questions build the exact list for each filing.
An app that asks the client questions and builds, on the spot, that filing's document list, plus a panel where the AEC team reviews and approves each file.
02 · A list that builds itself
Each answer switches on the right document section
Had rental income? The rentals section appears with the right slots. Three dependents? The app creates a slot per dependent. The client uploads files and tracks progress.
✓sent
✓sent
03 · Review on the accountant's side
The team approves document by document
On the other side, AEC sees everything in a panel: approve or request a fix item by item, with a queue mode for fast review. The accountant tracks progress without chasing paper one email at a time.
✓
✓
✓
Why no AI
The intelligence is a rules engine, not a model's guess
Each document in the catalog carries the questions that trigger it. The list is built by deterministic, auditable logic, not by a model's guess. That's what matters with tax IDs and financial data: you know exactly why each document appeared.
In numbers
The scope, straight out of the code.
42
Questions in the questionnaire
49
Document types mapped
19
Document sections
10
Stages in the filing flow
The result
Each client gets only what their filing needs.
Instead of a generic list and loose files, AEC.RIO enters income-tax season with a flow that adapts to each case and a panel that shows, at any moment, what has arrived and what's missing. Fewer last-minute gaps, lower audit risk.
Status: pre-launch · income-tax season 2026Testimonial
foto
Testimonial coming soon