SeeSaw Labs + BusinessTaxes.AI

Building The Ultimate Tax Strategy Platform For SMB

Discover. Define. Design. Develop. Delight.

The Problem

Why "Build What You're Told" Fails

Requirements ≠ Outcomes

Well-written requirements can still lead to the wrong product. Without validating the problem, success metrics, and user needs, teams can deliver exactly what was asked for and still miss the business outcome completely.

Velocity Without Direction Creates Waste

Shipping faster doesn't matter if you're heading the wrong way. Teams that optimize for speed without clarity often burn budget building features that don't move the needle or create real value.

Clients Bear the Risk of Bad Decisions

In a traditional delivery model, agencies ship what they're told and move on—leaving clients to absorb the cost of misaligned strategy, expensive rework, and missed market opportunities.

We Operate Like a Product Team, Not a Dev Shop

Cross-Functional Teams

Product decisions aren't made in silos. By embedding product managers, designers, and engineers together, we align strategy, user experience, and execution from day one—ensuring every decision serves the end goal.

Business Outcomes Over Output

We don't measure success by features shipped or hours burned. We measure success by whether the product drives the results that matter—revenue growth, operational efficiency, market expansion, or customer satisfaction.

Shared Accountability With Clients

We don't just take orders and hand off deliverables. We partner with clients to own decisions, navigate tradeoffs, and drive outcomes together—reducing risk and increasing confidence at every step of the journey.

Framework

The Five D's Framework

A Simple, Repeatable Product Model

Clear purpose at every stage—AI accelerates every phase to deliver faster, smarter results.

Discover

Research user needs

Define

Clarify goals and scope

Design

Create solutions and flows

Develop

Build and iterate quickly

Delight

Measure and refine UX

Phase 1

Discover

What We Usually Hear From Clients:

  • "We need a new app"
  • "Our current platform is slow"
  • "Leadership wants AI"

What We Uncover:

  • The actual business problem
  • User pain points and unmet needs
  • Market expectations and benchmarks
Phase 2

Define

This is where most projects fail—because nobody agrees on priorities, tradeoffs, or success metrics.

We force clarity before design or code begins, ensuring alignment across stakeholders and eliminating costly surprises down the road.

Phase 3

Design

Explore solutions cheaply before building anything expensive.

Design is not just UI—it's problem solving made visible. We validate ideas through rapid prototyping, ensuring the right solution before investing in development.

Phase 4

Develop

We build production-quality software with speed, transparency, and adaptability.

We don't "throw designs over the wall." Product, design, and engineering stay integrated throughout development, ensuring seamless execution and continuous alignment.

Phase 5

Delight

Ensure the product actually delivers value after launch.

Shipping is not success. Outcomes are success.

Usage & Outcome Reports

Clear metrics on how the product performs against business goals

Improvement Recommendations

Data-driven insights on what to optimize next

Backlog of Validated Enhancements

Prioritized list of features backed by real user needs

Long-Term Product Partnership

Ongoing collaboration to evolve and scale your product

Discovery Insights

What We Heard From BusinessTaxes.AI

During our initial discovery phase, the BusinessTaxes.AI team highlighted a market opportunity and business plan for a new platform built on existing business processes.

Current Landscape

  • Exploring opportunity to provide customized tax strategies for network of thousands of SMBs
  • Current process to service customers in mostly manual
  • Desire to bring new solution to market which combines the best parts of Instead, Keeper, and Filed.com and has a simple, friendly tone
  • Would like to build iteratively and keep a human-in-the-loop for high touch processes
  • No current development team in place to build - looking for a partner to build and execute a strategic plan
  • Targeting early April for a demo of a prototype to investment group
Next Steps

How We'll Get Started & How We'll Work Together

Our partnership is designed for clarity, continuous feedback, and shared success, ensuring we build impactful solutions together.

Kickoff & Discovery with product & tech leaders

Align on vision, establish initial hypotheses, define success metrics, and set up our integrated collaboration tools.

Integration of developers and designer

Work in agile sprints, delivering incremental value, gathering feedback, and adapting as we learn and validate.

Iterative development & user feedback loops

Maintain a regular cadence of meetings, progress reports, and open channels for real-time discussions and decisions.

Partner with internal teams to go to market

Collaborate closely on challenges, celebrate milestones, and jointly drive towards achieving the defined business outcomes.

Project Schedule

Estimated Timeline

Our phased approach ensures continuous progress and clarity, moving from foundational understanding to a valuable launch and ongoing optimization.

1

Kickoff & Discover

Late Jan: Initial planning, hypothesis validation, and user research to understand core problems & feasibility.

2

Define

Early Feb: Align on priorities, specify key features, roadmap sequencing and establish clear success metrics. Define what product features are "real" for April demo.

3

Design

Late Feb: Rapid prototyping and user testing to validate solutions cheaply.

4

Develop

Mar: Agile sprints to build, test, and iterate production-ready software.

5

Delight

Mid Apr onwards: Launch, measure impact, and plan for continuous improvements/next phases based on real-world usage.

Pricing

Investment Breakdown

Our phased approach ensures transparent and predictable investment, aligning costs directly with clear deliverables at each stage of the Five D's framework.

1

Discover & Define: Initial Research, Strategy & Scoping - $15,000 flat fee (Tech Lead/Product Lead)

Tech leaders deep dive on market landscape, user profiles, competitive & adjacent products, technical architecture, and roadmap to support April demo.

2

Design & Develop: Prototyping, UX/UI, Build & Iterate - $32,000/month (Tech Lead/Product Lead/2 Eng./1 Design)

Engineers and designer rapid prototyping, wireframing, user testing, application building & iterating to validate solutions and refine product.

3

Delight: Launch & Optimize - $15,000/month (Product Lead/1 Eng.)

Smaller engineering team post-launch monitoring, performance analysis, and continuous optimization based on user feedback, business needs, and data.

Elastic Resource Model

Our approach and process allows for rapid and elastic scaling of resources to accommodate varying degrees of resource needs across production support, new product development, and strategic planning and architecture engagements.

We allow scaling in discrete units based on project role engagement and desired length of engagement time.

Product Manager + Engineer

Ideal for focused development of specific features or MVPs, leveraging a lean, efficient team.

Product Manager + Designer + Engineer

Best for comprehensive feature development from concept to user interface, ensuring both functionality and user experience.

Product Manager + Designer + 3 Engineers

Suited for larger-scale projects or accelerating development on complex modules, offering robust engineering capacity alongside product and design expertise.

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