Open for applicationsLarge projectFDE fit
Build a secure client portal for a boutique accounting firm
A full client workspace for document exchange, approval workflows, billing, and deadline reminders.
42 supporters7 applicants2 days ago
The problem
Our team coordinates 120+ clients through email, shared drives, and spreadsheets. Documents go missing, approval history is fragmented, and recurring deadlines are still tracked manually.
Desired outcome
A production-ready portal with organization accounts, secure document requests, audit history, invoice visibility, and automated reminders.
Acceptance criteria
- Firm staff can create and manage client organizations.
- Clients can upload requested files and see a complete status history.
- Every document action is recorded in an audit trail.
- Recurring reminders are configurable by staff.
Public clarification
Public Q&A is coming next. For now, signed-in builders can include clarification needs in their application.
Start an application