ATMS — Agila Tax Management System
An all-in-one operations platform for a Philippine tax and accounting firm — one system of record for sales, accounting, tax compliance, HR, payroll and field liaison work.
Inside the system
The challenge
Agila's teams ran leads, quotations, billing, BIR filings, payroll and government liaison runs across spreadsheets and a legacy PHP portal. Every department kept its own copy of client data, deadlines lived in people's heads, and management had no single view of what was due, paid or stuck.
The firm needed one platform where each department gets its own portal, every client has one record, and access is controlled per role and per app.
What I built
Sales & lead center
- Leads, quotations, job orders and contracts
- Monthly and one-time service plans, packages and promos
- Commissions, after-sales and sales reports
Accounting & finance
- Invoices, payments and allocations with auto-numbering
- Chart of accounts, journal entries and client funds
- Petty cash, cheque monitoring and financial reports
Tax compliance
- Per-client VAT, percentage tax, EWT, compensation withholding and income tax
- SSS, PhilHealth, Pag-IBIG, GIS and SEC AFS tracking
- Sales and expense books with working papers
HR & payroll
- Employee records, contracts and work schedules
- Timesheets, leave, overtime and holidays
- Payroll periods, PDF payslips, cash advances and government loans
Liaison & task management
- Task templates with routed subtasks per department
- Liaison dashboards and government-office directory
- Task history, conversations and account-officer monitoring
Client gateway & IT
- Client accounts, users and API keys
- Announcements, notifications and full activity log
- IT tickets, asset register and access-request approvals
The wider ecosystem
- ATMS Hub — the first prototype (Feb–Mar 2026) that proved the portal model before the full rebuild.
- Client Portal — lets Agila's clients manage their own employees, attendance, leave and payroll coordination.
- Agila Business Academy — an internal learning platform with video series, exams, certificates and a leaderboard.
- Operations Portal — team workspaces for BIR, mayor's permit and payroll engagements, with tickets, task dependencies and tax filing slots.
- Liaison Task Order tracker — a lightweight app for creating task orders and looking up their status by number.
Engineering highlights
- Modular monolith on the Next.js App Router, with each business module owning its own routes, API and components.
- Role-based access with BetterAuth, plus per-employee app permissions, so each department only sees its own portals.
- Zod validation on every API route and Prisma transactions for sequential codes like
INV-YYYY-XXXX. - Domain-split Prisma schema on PostgreSQL covering accounting, HR, sales, compliance and services.
- Non-blocking activity logging and notifications, PDF payslips and reports, Excel import/export and Cloudinary uploads.
- Dockerised for local work and deployed on Vercel, with 540+ commits from a small team where I wrote the majority.
Tech stack
Internal system, not publicly accessible. Screenshots were taken from a local demo instance running on sample data. No real client information is shown.