01 / Sector
Client portals, billing systems and document management for accountancy and consultancy practices.
02 / What we know
Accountancy, consultancy and advisory firms run on the same patterns: secure client portals, time and billing, document management, engagement workflows. The product is the firm's process, and the software has to respect that.
These environments share a strict confidentiality posture. Client-side portals need to keep one client's data invisible to another's. Time has to be captured at the point of the work, not reconstructed at the end of the week. Documents need to outlive staff turnover, regulator review and the firm's own renaming conventions.
Integration is usually most of the brief: the firm already runs Xero, Sage, IRIS, Practice Engine or a similar platform, and the bespoke pieces sit alongside it rather than replacing it. We build the connective tissue that lets the firm extract genuine leverage from the tools it already owns.
The mobile pieces follow the same pattern: fee-earner time-tracking apps that capture chargeable time at the moment of the call, the meeting or the site visit; client portal apps that put live engagement progress, invoices and signed documents in the client's hand. Capacitor-based iOS / Android sharing the same backend and confidentiality model as the web portal.
03 / Technologies
secure client portals · time and billing · document management · engagement workflows · Xero / Sage / IRIS integration · .NET / SQL Server · modern web front-ends · secure document storage · fee-earner time tracking apps · client portal apps
04 / What we've built
Anonymised, because we have to be. The kind of system, for the kind of business, and what it had to do.
01 / 03
For an advisory firm, we built the client portal that kept every engagement's data isolated — file access, audit trails and download logging all enforced at the data layer, not the application layer.
02 / 03
For a small accountancy practice, we replaced an unused time-recording add-on with a single-screen interface that captured chargeable time as it happened — billable hours went up the month it launched.
03 / 03
For a consultancy facing a professional regulator inspection, we rebuilt the engagement document store so that every working paper, version and reviewer signature was traceable — and answered the inspector's questions before they were asked.
05 / Questions