TruePrep.ai Innovation Lab (3rd Place)

Problem Statement: Juno. (formerly TruePrep.ai) is an A.I. tax preparation company that sponsored an innovation lab for students to create solutions that improve their tax preparation process. The problem statement was to create a software solution that improves the accuracy and efficiency of tax document review and research.

Solution: I worked with my team to build a comprehensive review workflow to review tax documents that had been prepared by an AI. The workflow included multiple steps to confirm the customers information which was passed to an A.I. agent which reviews the prepared documents. If anything is amiss, it gets flagged by the agent and identified in the review step. We also implemented a deep research agent to ask questions about hypothetical tax situations. The entire workflow was built in a web application using Next.js.

Skills Used:

  • Next.js
  • React
  • JavaScript
  • TailwindCSS
  • OpenAI API
  • FastAPI
  • GitHub
  • Agile Development

Source Code

Development Process

Planning

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The first step in the development process was to plan out the workflow and architecture of the solution. We researched existing solutions and technologies that could be used to solve the problem. We also researched the requirements and constraints of the project. We identified key features that would be needed in the solution and created a plan for how to implement them.

Prototyping

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The next step was to create a prototype of the software. We created a basic version of the software that included the core functionality. This prototype was used to test the feasibility of the solution and to gather feedback from the sponsor.

Development

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After gathering feedback from the sponsor, we began the development process. We used an agile development process to iteratively develop the software. We used GitHub for version control and collaboration. We also used FastAPI to create a backend server that would handle requests from the web app and communicate with the OpenAI API.

Presentation and Awards

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The final step was to present the software. We created a presentation that included a demo of the software and a summary of the development process. We presented the software at the Innovation Lab final event where we got 3rd place in the competition for our solution.