// Professional services
Client Portal
Clients see exactly what you need from them, upload it securely, sign and pay in one place, and always know where their engagement stands.
- Problem
- Accountants and agencies chase clients for documents over email.
- Platforms
- Web
- Stack
- Angular · Django · Azure Blob · Stripe
- Size
- Small: a focused first release
// Live demo
Try it yourself
A working sample of the app, set up for a made-up company. Click around the way your team would.
// What we would build
Features
Document requests
Checklists per engagement, with automatic reminders until everything is in.
Secure uploads
Encrypted storage, virus scanning and access logs, instead of email attachments.
Engagement status
Each client sees where their work stands and what happens next.
E-signature
Engagement letters and forms signed in the portal.
Invoices and payment
Clients pay by card or ACH; payments post to your books.
Your brand
Your logo, colors and domain, so it feels like part of your firm.
// Connects to
Works with what you already use
Using something else? Most systems with an API, a database or a scheduled export can be connected.
// FAQ
Common questions
Is it secure enough for tax documents?
Files are encrypted in transit and at rest, access is logged per user, and two-factor sign-in is available.
Can it connect to our practice software?
We scope integrations with the tools you use; many have APIs, and others can be synced by export.
// Related
Other projects we build
Services involved: Web apps, SaaS builds, Hosting + support
CAD + Product Development
CADs, specs and factory quotes live in email threads and folders.
Try the demo →Retail Store + Subscriptions
Retailers rent a storefront and pay fees on every sale they make.
Try the demo →Shipment Tracking + Issues
Shipping problems surface when the customer calls to complain.
Try the demo →// Next step
Need a client portal?
Tell us how the work gets done today. We will tell you plainly what we would build, how long it would take and what it would cost.