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Tax
Advisory Firm

Client portal development

The Challenge

The firm relied entirely on email and PDF attachments to deliver tax reports, collect client documents, and manage deadlines across a growing client base. This created version control issues, missed deadlines, and poor client experience.

The Outcome

Document turnaround time cut by 40%. Client satisfaction improved significantly — three referrals came directly from portal users within the first two months.

Case study outcomes are based on specific client engagements and may vary depending on project scope, client requirements, implementation timeline, third-party providers and other circumstances. References to results, timelines or performance improvements are illustrative only and do not constitute a guarantee of similar outcomes.

Our Solution

An editorial product, end to end

Public site & private portal, shipped as one considered system.

We built a private client portal where each client has a secure login, can upload documents, view their tax calendar and filing deadlines, download completed reports, and communicate with their assigned advisor in a structured thread. The advisor side includes a caseload view, deadline tracking, and document version history — replacing scattered email chains with a single source of truth.

Industry
01
Finance & Tax Advisory
Engagement
02
Client portal development
Duration
03
3 months

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