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The ServaBest service catalogue and booking flow

ServaBest Business Network

US tax, bookkeeping and immigration services, booked online

62
Bookable services
12
Service categories
9
Back-office modules
2
Products, one system
Industry
Tax & professional services
Platform
Web app
Year
2026
Duration
5 months
Our role
UX & UI design · Client site · Back-office CRM

01 The brief

ServaBest files taxes, keeps books and handles immigration paperwork for individuals and businesses across the United States. Every one of those engagements used to start with a phone call.

The catalogue spans work that is genuinely hard to present: individual and business tax filing, bookkeeping and accounting, payroll, IRS representation and tax resolution, ITIN and immigration filings, notarisation, DMV assistance and FCC/USAC telecom compliance.

The design problem was density. A visitor who needs one specific filing should find it in seconds; a visitor who does not know what they need should still be able to browse without drowning.

02 What we built

A category-first catalogue where every card carries its own service count, so the shape of the practice is legible before a single click. Popular services surface separately for the visitors who already know what they came for.

The booking flow collects only what the specific service actually requires, then hands off to a client portal where documents and case status live. Three separate partner programmes — advertise, self-publish, become an agent — run alongside the client side.

03 The half nobody sees

A practice is only as good as the operation behind it. Every booking made on the public site lands in a CRM built alongside it, and that CRM is where the firm actually runs.

Sales runs a lead pipeline with stages, follow-ups and agent commissions. Tax work moves across a kanban board from new to assigned to review, with SLA monitoring and assignment rules behind it. Documents go out for signature through an e-sign module and come back tracked. Payroll, bookkeeping, HR and a reporting suite sit alongside.

It is one system, not two products bolted together: a service booked on the public site becomes an order on the board, an envelope in e-sign and a line in the commissions report without anyone re-keying it.

04 Notable decisions

  • Trust signals as structure

    Verified pros, secure payments and support hours are structural elements of the layout, not footer text. For regulated financial services, credibility is the conversion lever.

  • A catalogue that scales

    Categories carry live counts and empty categories still render, so the practice can publish a new service without a deployment.

  • Bilingual throughout

    The whole catalogue runs in English and Arabic with full RTL — the immigration and ITIN services in particular are used by people who would rather read the detail in Arabic.

  • Image pipeline

    WebP throughout with explicit dimensions — a catalogue this dense is an image-weight problem before it is anything else.

Built with

  • Angular
  • TypeScript
  • REST APIs
  • Payments
  • E-signature
  • EN / AR bilingual

Inside the product

Screens

01 / 04

Service catalogue

Sixty-two filings, priced individually and grouped into twelve categories, so a visitor who needs one specific form finds it in seconds.

02 / 04

Booking flow

Booking asks only for what the chosen service actually requires — an ITIN application and a bookkeeping retainer do not need the same form.

03 / 04

Back-office dashboard

The half nobody sees. Revenue against invoiced, lead conversion and open orders — the numbers the practice is actually run on.

04 / 04

Bookings land here

Every booking made on the public site arrives here with its service, branch and status — nobody re-keys anything between the two products.

More of the system

Leads by stage, follow-ups that are overdue rather than merely open, and agent commissions calculated from the same orders.

Returns move from new to assigned to review on one board, with SLA monitoring and assignment rules deciding who picks each one up.

Eight reports on one screen — sales, clients, operations, compliance deadlines and headcount — so a partner never has to ask for a number.