Harper Hofer Tax Master Ai - Proposal
Application Proposal
https://hh-taxmaster.com
A custom application for the Harper Hofer tax team that keeps SharePoint as governed storage while replacing noisy folder browsing with a familiar FileCabinet-style interface, UltraTax print capture, client-first search, permission-based access, and human-confirmed document routing.
Approve the experience first, then move into controlled integrations after the pilot is accepted.
Build estimate
$10,000
$995 startup credit + $4,005 Phase 1 balance + $5,000 Phase 2
Cost
$995
Credited to Phase 1
Upon Agreement and Payment
Covers the initial work already completed plus startup work with the client, discovery, scope alignment, and Phase 1 preparation.
Cost
$4,005
$5,000 less $995 startup credit
Completion: 30 days from Agreement and Payment
Turn the approved demo direction into a controlled pilot experience for daily tax document work. Phase 1 total value remains $5,000.
Cost
$5,000
Due after Phase 1 approval
Completion: 30 days after Phase 1 Completion
Extend the pilot into the first system-connected path for SharePoint writeback and document routing.
Startup begins after agreement/payment and is credited to Phase 1. Phase 1 targets day 30. Phase 2 targets day 60. Maintenance begins day 90.
Familiar UI
FileCabinet-style adoption
Governed storage
SharePoint remains system of record
Operational savings
Less manual splitting and searching
Secure workflow
Human-confirmed AI routing
Final build cost
$10,000
$995 startup fee is applied toward Phase 1.
Engagement Agreement
The agreement references this online proposal and demo as the visual and business context, while keeping the legal terms, scope, payment schedule, delivery assumptions, and security limitations in the signed document.
These are estimated pass-through system costs outside the development fee. SharePoint remains the primary document database and is already covered by the Harper Hofer Microsoft 365 environment.
Client expense estimate
$40-$150/mo
Estimated Vercel/app hosting for a 20-login pilot and early production use. Final cost depends on traffic, preview environments, bandwidth, and plan selection.
Client expense estimate
$25-$125/mo
Estimated database/storage outside SharePoint for app metadata, audit logs, classification state, user preferences, and workflow records. Large tax documents remain in SharePoint.
Client expense estimate
$25-$200/mo
Usage-based pass-through for document intelligence, OCR, classification, embeddings, or AI review if enabled. Actual cost depends on page volume and automation depth.
Final vendor costs will be confirmed before production launch and should be billed at actual system cost unless Harper Hofer requests a bundled managed hosting arrangement.
Begins 30 days after Phase 2 completion.
Maintenance option
$95/mo
Scheduled updates and routine app health checks.
Maintenance option
$250/mo
Basic support plus 2 hours/month for support or small changes.
Maintenance option
$995/mo
Standard support plus 8 hours/month for continued development.