A client portal for an accounting firm
Documents travelled by email and went missing. Now clients upload them and find them in one place.
Result
What changed
−60%
emails with documents
500
clients use the portal
1
place for every document
Solution
What we built
Before
500 clients sent documents by email, accountants hunted for them across several inboxes, and clients kept asking whether everything had arrived.
What we did
- A client area on the website: uploads, statuses and reports in one place.
- Automatic reminders about missing documents.
- Passwordless login through an email link.
The example shows a typical solution. We don't publish client names.
Similar examples
- Websites A price calculator that brings in inquiries ×2 inquiries
- Websites A booking system for a beauty salon 60% online
- Websites An event agency website with a project portfolio +60% inquiries
- Websites A multilingual product catalogue for a manufacturer +70% from abroad
- Websites A residential project website with an apartment picker ×3 inquiries
Contact
Tell us what you'd like to automate
Tell us what takes the most time today. We'll reply and suggest a time for a call.