Client intake
Collect agreed information through structured forms and route it for staff review.
Client portals & web applications
Client portals and internal web apps that fit your workflow.
Give clients a clear next step and staff a shared view of the work. Start with the tasks that need a browser-based home, not a long list of features nobody asked for.
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1.Sign in
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2.Complete the next step
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3.See the current status
What this could look like
Document exchange
Organize requests and uploads with appropriate permissions and retention rules.
Status views
Show an agreed status without exposing internal notes or other clients’ records.
Staff tools
Give authorized people a shared work queue and approval process.
Access is part of the application, not an afterthought.
We define authentication, user roles, account recovery, and the records each role can access. Client data, document retention, and administrative access need explicit decisions.
Make the next action clear for clients and staff.
A portal should answer practical questions: what is still needed, whether an upload was received, and who reviews it next. Map the invitation, sign-in, submission, acknowledgment, and staff-review journey before adding more features. Staff may need an internal work queue; clients may need only their own requests and a limited status view. Those are different interfaces, even when they use the same records.
Define document handling before collecting files.
Decide which document types belong in the portal, how large uploads can be, how access is revoked, and how long information should be retained. Consider failed uploads, mistaken submissions, and account recovery as well as the happy path. Malware checks, audit history, exports, and special data-handling controls require explicit review and scope rather than assumptions about what every portal includes.
A launch includes operational responsibilities.
The scope identifies hosting, deployment, backup arrangements, restore checks, software updates, and who responds to application issues. Special compliance requirements are reviewed separately; a portal alone is not a compliance guarantee.
A few
useful answers.
Have a different question?
Talk it through with us
Will clients need to install software?
A browser-based portal generally does not require a separate app. Device support and browser requirements are agreed during discovery; offline use is not assumed.
Can the portal connect to our accounting software?
We evaluate supported APIs, licensing, and the specific records you need before including a connection. Client-facing information may need a narrower permission model than the source accounting system.
Does a client need to see every internal status?
No. Public-facing statuses should be agreed separately from staff notes, internal approvals, and operational details. The interface should show the next useful action without exposing unrelated records.
Who handles hosting and updates?
The proposal identifies hosting ownership, maintenance responsibilities, backup arrangements, and the support period. Ongoing care can be a separate agreement; it is not silently included forever.
Explore a related next step.
What’s taking too much time in your business?
Describe the workflow, report, or system you wish worked better. We’ll tell you whether it makes sense to automate, integrate, or build.