Practice software
If the portal needs fee reminders and internal dashboards, we extend it into practice software around your workflow.
Read moreClient portals
Give clients a login instead of another WhatsApp thread.
A client portal lets clients see computations, returns, invoices, and status without calling the office. Staff stop resending the same PDF. You stay in control of access.
The gap
The WhatsApp pile
- 01
Same computation, sent five times
Portals keep the current version in one place. Roles decide who sees what.
- 02
No visibility for the client
A simple status - documents received, in progress, filed - cuts “any update?” messages.
- 03
Fees mixed with chat
Clients should open a bill, pay, and see what is outstanding without hunting a chat history.
Scope
What you get
- Secure client login with roles for staff and clients
- Document and invoice views that match your workflow
- Status the client can check without calling
- A dashboard your team can run every day, including filing season
- Built around your process - not a generic accounting SaaS
Proof
Firms we have already built for
YD Advisory and Rastogi & Associates - finance, tax, and professional services.
Our practice ran entirely offline with clients. Rastogi Codeworks gave us a professional online presence so we can stand out in the market the same way we do in person.
What stood out most while working with you was how prompt and responsive you were. You understood the requirements quickly, communicated clearly and were always willing to address any questions or changes without delay. I would recommend you as someone reliable, proactive and easy to work with.
Keep exploring
Client portals for CA firms
Client login portals for chartered accountants - computations, returns, and outstanding fees in one place so clients stop asking for updates in WhatsApp.
Related services
For CAs
Want clients off the group chat?
Bring one engagement type and one fee flow to the call. That is enough to sketch the first portal.