Digital growth

Client portals that save your team hours.

Secure document upload pages, deadline reminder workflows, lead-capture pages and integrations with your software stack.

UploadsSecure document pagesNo more email attachments
RemindersAutomated workflowsAhead of each deadline
IntegrationsYour software stackPractice and accounting tools
What’s included

Everything in Client portals & tools.

Prepared to your practice’s standards and returned for your review.

Secure document uploadA branded place for clients to send records.
Deadline reminder workflowsAutomatic reminders before key dates.
Lead-capture pagesLanding pages for campaigns and services.
Onboarding flowsNew clients guided through the information you need.
IntegrationsConnected to the tools you already use.
Admin viewsSee what’s arrived and what’s outstanding.
How it works

From handover to sign-off.

Every new practice starts with a small pilot batch, so you can judge quality first.

Step 1

Discovery

We look at your practice, your services and the clients you want more of.

Step 2

Plan and scope

A clear scope and price, agreed up front.

Step 3

Build or launch

We design, build or run the work, with your review at each stage.

Step 4

Report and improve

Plain-English monthly reporting and ongoing improvements.

A good fit for

  • Practices chasing records by email
  • Firms with many Self Assessment clients
  • Practices running marketing campaigns

What stays with you

Client
Your client relationship and your brand
Fee
You set and keep your fee
Sign-off
Nothing goes out without your review
Filing
You own the website, accounts and data
Data
NDA and UK GDPR data processing agreement signed first
FAQ

Common questions.

Is it secure?

Yes. Uploads use encrypted connections and access is limited to your team.

Will it carry our branding?

Yes. Clients only see your firm.

Can it connect to our practice software?

In most cases, yes. We check integrations during scoping.

Let’s take the workload off your desk.

Tell us about your client portals & tools volumes and we’ll suggest a pilot batch that fits.

Director
Vineel Jangam
Phone
+91 95906 84481
Office
16-2-34, Bose Rd, Kothapet, Tenali 522201