SaaS Platform · 2026
app.itin.org
The entire ITIN process in one place, 100% online.
- Client
- ITIN.ORG
- Category
- SaaS Platform
- Year
- 2026
- Services
- SaaS product, Client portal, CRM and back office, Security and cloud
Overview
app.itin.org is the platform where every ITIN.ORG client creates an account, uploads documents, signs, pays and tracks their ITIN until the IRS issues it — and where the team runs the whole business.
The challenge
Thousands of clients in dozens of countries, each with documents, contracts, payments and a long IRS process. Email and WhatsApp don't scale.
Our approach
One system with two sides: a simple, step-by-step portal for clients and a full back office for the team, with CRM, document review, billing and reports.
The solution
A multilingual client portal with e-signature and real-time tracking, plus a back office with CRM, contracts, invoices, collections and sales reports — all moved to its own cloud infrastructure.
What we built
- Step-by-step client portalPersonal details, documents, preparation and digital signature, with a progress bar and real-time ITIN status.
- Secure accessSign in with password or Passkey, two-step verification and bot protection.
- E-signature and contractsContracts and forms signed online and stored with each client.
- Document reviewClients upload passports and documents; the team approves or rejects them from the back office.
- Billing and collectionsInvoices, pay-on-approval plans, automatic reminders and payment links.
- CRM and sales reportsLead pipeline, follow-ups, monthly goals and sales reports for the team.
- Emails in 6 languagesRedesigned transactional templates: codes, invoices, reminders and welcome emails.
- Cloud and securityFull migration to GitHub and Render, documents in cloud storage and a security audit.
In detail
Results
+16,000
ITINs delivered
6
Languages, including Arabic
100%
Remote, from sign-up to ITIN
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