taxPRO Websites

Setup Wizard

Initiative:
Automate and simplify the website setup process for new clients.

Company

taxPRO Websites

Date

2023

My Role

Primary & Lead Developer

Project Highlights

Visual Showcase

Key Features of the Project

The standout features that make the project exceptional and beneficial for our clients.



Easy Setup

The project is designed with an intuitive setup wizard that guides clients through the entire process with minimal technical knowledge required.



User-Friendly Interface

A visually appealing and straightforward interface ensures that users can navigate and complete the setup process with ease.



Automated

Leveraging automation to reduce manual input, the setup process is efficient, fast, and less prone to errors, allowing clients to have their websites up and running in minutes.

Core Architecture Stack

The technology and infrastructure



taxPRO REST API

Tech Used

Laravel & PHP, MariaDB (MySQL), Linux and Apache, Cloudflare, Various APIs

Core Functionality

The REST API automates the site setup by serving assets, layouts, and data necessary for other applications to perform their core functions. It offers a wide range of layouts, complete page designs, and section templates that can be applied to create personalized websites, providing users with customization options.



taxPRO WordPress Theme

Tech Used

PHP, Illuminate, MariaDB (MySQL), JavaScript, React.js, CSS, SCSS, and Various APIs

Core Functionality

This theme is central to rendering the Setup Wizard, which conducts automated configurations based on user input. It integrates seamlessly with the REST API to pull in necessary assets and layouts. The theme handles the automatic setup of key website features, including pages. It also configures additional features like appointment scheduler and Tax News based on user purchases. Users can preview their site and customize layouts before finalizing the setup. This includes inputting important details like staff bios, contact info, and services, which are automatically applied to the site.



taxPRO Installer

Tech Used

PHP, Softaculous, and SQL

Core Functionality

The installer handles the technical deployment of websites, utilizing preconfigured settings and features. It automates the installation process, ensuring each site is ready with minimal setup time required from the client.



taxPRO WHMCS Mod

Tech Used

PHP, Symphony, Illuminate, React.js, CSS, Various APIs

Core Functionality

This modification interfaces with our WHMCS store to manage the entire onboarding process. It automates provisioning, domain and DNS setup, tools to login to their site, state & status of the build, and the initial website configurations, ensuring a seamless and efficient start to their website journey.