- 90%
- Client adoption
- -50%
- Chasing emails
- 6 weeks
- Delivery
The challenge
A six-partner firm with 800+ clients relying on email for document collection — slow, insecure, and hard to track.
What we built
White-label client portal with encrypted uploads, secure messaging, deadline reminders, and audit trails.
Results
- 90% client adoption within three months
- 50% reduction in document-chasing emails
- Improved compliance and file traceability
Technology
Next.js · AWS S3 · SendGrid · JWT auth
PS
“Chasing documents by email was doing our heads in. Wrong attachments, wrong clients, no audit trail. Portal went live in six weeks, same price we were quoted. About ninety percent of clients on it now. Partners are much happier.”
— Priya Sharma, Partner, Sharma & Co. Accountants
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