ConceptProfessional services
A client portal for a professional services firm
An accounting firm's clients upload documents, track progress and pay invoices in one place, instead of by email.
This is a concept project. It shows how we would approach the problem; it is not a client engagement, and every number is projected.
- Solution
- Custom Platforms
- Industry
- Professional services
The problem
Clients send documents by email in many formats, then call to ask where their work is. Staff spend hours chasing paperwork and answering the same status questions.
What we built
- A secure portal where each client sees a checklist of what is needed and uploads it.
- A progress tracker for every job, updated as staff move it through each stage.
- Invoices and online payment in the portal, with receipts sent automatically.
- Mobile-friendly design, so clients can photograph and upload receipts from a phone.
Projected result
- Far fewer "where is my return?" emails (projected).
- Documents arrive complete and in one place.
- Faster payment through online invoices.
Screens
How it's builtThe technical detail, for whoever on your team wants it.
- Integrations
- Stripe for payments, the firm's practice-management software, and email notifications.
- Technology
- Next.js and TypeScript with a PostgreSQL database and encrypted file storage.
- Security
- Two-factor sign-in, encrypted documents, per-client access and regular security updates.
Have a problem like this?
Tell us how your team works today. We will show you what we would build first.