LOCATION
2018 (5+ years, ongoing)
IMPACT
For over seven years, this compliance agency has supported law firms and business owners with critical compliance services across all 50 U.S. states — including registered agent services, tax filings and annual reports.
As the business expanded, growth began to outpace the systems supporting it. Manual workflows, fragmented tools and limited visibility slowed service delivery. In compliance, even small delays can lead to significant penalties and reputational risk.
The company a platform that could support scale, complexity and regulatory precision — without increasing operational burden.
Deadline Risk: Manual tracking increased exposure to missed compliance events.
Limited Governance Visibility: No unified view of entity-level officers, directors and compliance status.
Fragmented Financial Systems: Teams were forced to switch between platforms for billing, reconciliation and reporting.
Client Communication Gaps: Lack of proactive updates drove higher support overhead.
Operational Inefficiency: Routine compliance tasks consumed high-value staff time.
A custom-built cloud platform designed around real-world compliance operations.
Routine compliance processes were automated end-to-end.
Seamless integration with external financial platforms.
Compliance confidence built into every action.
The platform is deployed on a secure AWS foundation.
The platform connects with financial systems, analytics tools and authoritative compliance data sources to ensure accuracy, efficiency and operational continuity across jurisdictions.
35% reduction in client support requests for compliance filings
28% faster service turnaround through automation
12% increase in client portal engagement via self-service
Virtually eliminated risk of missed compliance deadlines
Immediate adoption by staff and clients due to intuitive design
Improved client satisfaction through proactive communication
Designed around legal requirements, deadline management and regulatory accuracy.
Cloud-native architecture supporting nationwide operations.
Intuitive interface enabling immediate adoption by staff and clients.
Continuous enhancement aligned with regulatory and business change.
Laravel, Python, MySQL, AWS Lambda
QuickBooks, Stripe / ACH, OFAC, Mixpanel
Role-based access control, Audit logging and compliance tooling
AWS
There are multiple things we like about Collatz. We've worked with Collatz for over 6 years taking our start up and working with us on the maturation of our company's product offering. Not only is the team knowledgeable in multiple areas of IT, software development, project management, hosting and reliability but most importantly they've taken time to learn and have a deep understanding and knowledge of our very unique industry and service offering. Having this understanding has helped tremendously in our development and truly finding what we are wanting even when we are not completely clear.
They are super responsive to all the feedback and changes we've thrown at them. The Team is great to work with, always polite, on top of things, and participating in calls they are flexible and easy to work with.
We would highly recommend Shraddha and her team for your development needs. They have been a true pleasure to partner with.
Build systems that don’t just keep up with regulations — they eliminate risk, reduce overhead and scale with confidence.
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