Web App
Accountancy Client Portal
The Problem
A UK accountancy firm was losing hours every tax season chasing clients for documents over email. Submissions got lost, deadlines slipped, and the team spent more time on admin than advisory work.
The Approach
We built a branded client portal where clients upload documents directly, track submission progress, and receive automated reminders. Integrated with their existing practice software so data flows in without manual entry.
The Outcome
Document collection time dropped 70%. Client onboarding went from 2 weeks to 2 days. The firm took on 40% more clients the next tax year without hiring additional staff.
CategoryWeb App
Stack
Next.jsSupabaseStripe
OutcomeDocument collection down 70%, onboarding cut from 2 weeks to 2 days
70%
Faster collection
40%
More clients
2 days
Onboarding