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Case Study · Practice Portal
CA Firm Site & Client Document Portal
Practice website with service pages for GST, TDS and filings, plus a client login where documents are uploaded against a named work and a due-date calendar.
120+
Client Logins
0
WhatsApp Document Trails
The Requirement
What The Business Was Up Against
Client documents arrived over WhatsApp and email, so the team spent filing season searching for the right file for the right assessment year.
Scope Delivered
- Service pages per filing type
- Client login with uploads
- Work-wise document folders
- Due-date calendar
- Pending document reminders
Our Approach
How We Built It
Added a client login with uploads tied to a work item and financial year, a due-date calendar per client, and email reminders for pending documents.
Business Outcome
Documents land against the correct work the first time, and pending items are visible to the partner in one list.
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