Sho SolutionsInternal Accounting Firm App
Client portal for a small accounting firm. Document upload, e-signature and a live status board per engagement.
- Industry
- Internal Accounting Firm App
- Type
- Custom app
- Client
- Name withheld
- Headline result
- 9 hrs saved weekly
Overview
A small accounting firm was running client work over email. We built a secure client portal with document upload, e-signature, and a live status board for every engagement.
Technologies Used
The Challenge
Staff spent hours chasing missing documents and answering where is my return questions. Sensitive files moved through unencrypted email.
Our Solution
- 1
Secure document requests
Clients get a checklist and upload each item once, with reminders for what is still missing.
- 2
E-signature built in
Engagement letters and returns are signed inside the portal.
- 3
Live status board
Clients see exactly where their work stands without calling.
- 4
Staff workflow view
A queue of what is waiting on the client and what is waiting on the firm.
Results
- 9 hours saved per week across the team
- Status-check calls down 70%
- Document turnaround cut from 9 days to 3
- Zero sensitive files sent by email after launch
Figures are rounded and describe the first months after launch.