A client portal for a boutique accounting firm

Placeholder. Replace with a real project.

The problem

Sensitive documents moved over email, and clients never knew where their engagement stood.

What we built

• A branded portal with secure uploads and per-client workspaces
• Engagement status that updates as work progresses
• Integrations with the firm’s practice management and e-signature tools

The outcome

Less email, fewer “just checking in” calls, and a client experience that matches the quality of the firm’s work.