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Professional ServicesChartered Accountancy Firm
A secure client portal for a CA practice
85%
Less email volume
256-bit
Encrypted storage
24/7
Client access
Built a document portal and filing tracker that cut email back-and-forth and gave clients a single secure place to share documents.
What we delivered
- Web App
- Client Portal
- Cloud
The approach
We started with a focused discovery to understand the day-to-day reality of the team, then designed and built a solution around it — shipping in short cycles with regular demos so the client shaped the product as it took form. Launch included migration, training and documentation, followed by ongoing support.
The numbers above reflect the outcome once the system was live and adopted across the business.
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