/in one place
Your clients log in to upload statements, notices and agreements against clear requests from your team. Your staff see what is pending, and partners can check exactly who opened which file and when.
April GST documentsDue 7 May
↓Each loop runs a different request: ask, upload, who can see it, then the log. Try "View as"
Client portals,explained without jargon.
What is a client portal for a professional firm?
One idea at a time. Each sheet lays over the last, so the picture builds up. Tap a number to jump.
Think of a bank locker room where each client has a separate locker and the register at the door notes every visit.
It is a private, password-protected area of your website where each client sees only their own folders.
Your team raises a request, such as 'April bank statements', and the client uploads against it.
Finished work like filed returns, audit reports or draft agreements is shared back in the same place.
Every upload, view and download is recorded so the firm has a clear trail.
Picture a business like yours,in three frames.
A typical situation, not a client story. The line in each frame goes from tangled to straight as the work is done.
A Pune CA firm collecting documents from small businesses every month
Heard yourself say this?Count how many fit.
Five things owners tell us before a project like this starts. Every one you recognise adds a tally mark.
Tap the lines you have said this year.
One fits. Worth a short call to see if Client portals is the right fix.
Two fit. A short call will tell you whether to do this now or later.
Three fit. This is probably worth planning soon.
Four fit. You are losing time to this already.
All five. This page was written for you.
Six parts,all handed over to you.
Your Client portals work is made of these six parts. The comb lights each one in turn; tap a cell to read it.
Client and staff logins
Separate logins for clients and staff with two-step verification by email or authenticator app. Clients with several companies or family members can switch between entities after one login.
Document requests and checklists
Staff send requests from templates such as ITR, GST monthly or annual ROC filing. Clients see a checklist and the status updates as each document arrives.
Folders by client, year and service
Files are stored in a fixed structure, such as client, financial year and service, so nothing is misplaced. Naming rules are applied on upload.
Role-based access
Partners, managers, article assistants and outside consultants each see only what their role allows. Access can be limited per client for sensitive matters.
Activity and audit log
A searchable record of logins, uploads, views, downloads and deletions with user, date and time. Partners can export it if a client or regulator asks.
Reminders and notifications
Clients get email or WhatsApp reminders for pending requests, and staff are alerted when a document arrives. Messages carry a portal link, so the file stays inside the portal.
- Client and staff logins
- Document requests and checklists
- Folders by client, year and service
- Role-based access
- Activity and audit log
- Reminders and notifications
The question we hear most:A ready-made portal tool or a custom portal?
The board turns through each option. Tap one to hold it and read the trade-off.
Your firm already runs on practice management software that includes a client portal.
You accept its workflow, branding limits and where it stores data.
You have a few dozen clients and already use Google Drive or OneDrive.
Requests, reminders and per-client logs need manual work or add-ons.
You have hundreds of clients, several service lines and specific roles or retention rules.
It takes longer to build and needs a care plan for security updates.
Four legs of one relay,about 12 weeks, start to finish.
Each leg is sized by how long it usually takes. Watch the baton go round, or tap a leg to jump there.
Four things that trip a project,and the fix we fit instead.
Each fuse is a mistake we see often. Watch it blow and get replaced, or tap a fuse to read the fix.
Sending files as WhatsApp attachments after the portal goes live
Send a portal link in messages and keep the file itself inside the portal.
Giving every staff member access to every client
Assign access per client or team and review it whenever someone joins or leaves.
Keeping client files forever with no plan
Set retention periods with your adviser that respect tax record rules and the DPDP Act, then archive or delete on schedule.
Launching to every client on the same day
Pilot with friendly clients for one cycle so you fix confusing steps before the busy season.
Four factors,four corners of your project.
Each corner grows when that factor is on the larger side. The outline is your project's footprint, and the quote follows it.
A compact project. The smallest footprint for your quote.
Mostly compact, with one area that needs more work.
A balanced build. Half the factors on each side.
A larger build. Most areas need extra work and time.
The full footprint. Every factor on the larger side.
Client portals questions,answered plainly.
Search the answers. If yours is missing, ask us on the call.
Cost & timeHow long does a client portal take and what drives the cost?
A focused portal for one service line can be ready in six to eight weeks, and larger portals take up to twelve. Cost depends on the number of request workflows, roles, integrations and signing features. List the documents and requests your clients exchange with you, and the portal quote follows within 48 hours.
Getting startedWhere are client files stored?
We usually store files on cloud storage in an Indian region, encrypted at rest and in transit. You choose the provider and region with us, and we document it. Confirm with your adviser whether any clients or contracts need specific storage terms.
In IndiaHow does the portal help with the DPDP Act?
It limits who can see personal data, records access and supports deletion when retention ends. These features support compliance, and your firm still needs its own notices, consent and breach procedures. Check with your adviser for your specific duties.
Getting startedCan clients sign documents inside the portal?
Yes. Simple acceptances can be recorded with a click and timestamp. For documents where signature form matters, we can connect an Aadhaar eSign provider, and you should check with your adviser which method each document needs.
Getting startedWill older or less technical clients manage to use it?
We keep the client side to a few clear screens: see requests, upload, download. Clients can upload from a phone camera, and staff can still upload on a client's behalf when needed.
OwnershipWho owns the portal and the data?
Your firm owns the code, the hosting and storage accounts, and every client file. We work through access you grant and can be removed at any time.
Getting startedCan we bring in documents from our old system?
Yes. We can import folders from shared drives or exports from practice software and map them to the new structure. We check a sample with you before importing everything.
OwnershipWho helps clients and staff with portal access once it is live?
A monthly care plan covers security updates, backups, monitoring and small changes such as new request templates. We also send a monthly usage summary so you can see adoption across clients.
Works well alongside,from the same industry kit.
Collect client documents without the chase
Tell us how you collect files today and we will reply within 1 working day with a portal outline.