Build a secure client portal for a boutique accounting firm

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.