Web Portals · Accounting Firms
Web Portals for Accounting Firms
Web Portals for accounting firms means service pages per practice area, secure client portal, deadline tracking on top of large, role-based sites that serve many user groups: members, citizens, students, employees. Accounting firms need a credible site with service pages, a client portal for documents and deadlines, and practice-management software that tracks filings.
By Dilawar Khan · Updated
Explore
Built for accounting firms
- Service pages per practice area
- Secure client portal
- Deadline tracking
- E-signatures
Web Portals includes
- Identity and roles
- Workflows and approvals
- Document management
- Notifications
- Reporting
What drives the cost
- User groups
- Workflows
- Integrations
Related case study
Multi-tenant SaaS · Canada
SpidNums
Live SaaS product serving accounting firms in Canada (no usage figures published).
How a project runs
- Step 1
Share your project
Send a short note on what you want to build, who it is for and when you need it, through the contact page or by email.
- Step 2
Get a plan
You get a reply with questions, a suggested approach and technology, a timeline broken into milestones, and a quote.
- Step 3
Build in milestones
Work ships in small milestones you can review and test, with regular updates, so there are no surprises at the end.
- Step 4
Launch and support
The product goes live, code and accounts are handed over to you, and ongoing support is available if you need it.
Questions
Have you built for accounting firms?
Yes: a practice-management SaaS for Canadian accounting firms and a website redesign for an Australian firm.
How are portals different from web apps?
Portals serve several user groups with different views and permissions; a web app usually serves one kind of user with one workflow.
Have a project in mind?
Tell me what you want to build. You get a reply within a few hours, 7 days a week, with questions, an approach and next steps.