Industry — Professional services
Client portals and tools for accountants, lawyers and consultants.
Replace email threads and shared drives with a secure portal, and automate the admin that eats billable hours.
01 — The challenge
What gets in the way.
01
Documents everywhere
Versions scattered across email and shared drives.
02
Constant status requests
Clients keep asking where things stand.
03
Manual admin
Intake, reminders and reporting done by hand.
02 — What we build
Built around how you work.
03 — A typical setup
A portal with security at the centre.
Single sign-on, role-based access and an audit trail on every document — so clients see exactly what they should, and nothing more.
Hosted and managed by us in a Canadian cloud region — or handed to your team, whenever you like.
Client portalAny cloudAWSAzureGoogle Cloud
Questions we hear
Is a custom client portal more secure than email?
Yes — access is controlled per client, with multi-factor sign-in and a full audit trail.
Can clients use the portal on their phones?
Yes. Portals are responsive and work on any modern device.
Professional services · any budget