A secure document portal for a chartered accountancy firm
Clients upload KYC and tax documents securely, with checklists of what's missing.
A concept: we'll show how it would work for your business.
Concept project: designed and built by Yuvyora to show approach and capability, not for a paying client.
- Industry
- Finance
- Capabilities
- Product Design, Web & App Development
- Timeline
- Concept · 5 weeks
The concern, and the fix.
- 01
The concernClient documents arrive by email and WhatsApp in every format.
How it's solvedOne secure portal where each client uploads to their own checklist.
- 02
The concernStaff chase missing papers before every deadline.
How it's solvedClients see exactly what's missing and get reminders before due dates.
- 03
The concernPartners can't see who is working on what.
How it's solvedA workload view of every client, task and deadline.
A secure document portal for a chartered accountancy firm. Each client sees a checklist of exactly what's needed for their return, uploads documents safely, and gets reminders, so the firm stops chasing papers before every deadline.
The challenge
Documents arrive by email and WhatsApp in every format, and staff spend hours chasing what's missing before every deadline.
What we'd build
- Designed a per-client checklist that shows exactly what's still needed.
- Built secure uploads with access only for the client and their accountant.
- Added automatic reminders before filing deadlines.
Per-client checklists
The firm sets what each client must send; clients see what's done and what's missing.
Secure uploads
Documents are visible only to the client and their assigned accountant.
Deadline reminders
Automatic reminders before filing dates, escalating as the date gets closer.
Workload view
Partners see which clients are ready, waiting or overdue across the firm.
- 01
Request
The firm opens a filing season and the checklist goes out to each client.
- 02
Upload
Clients add documents from phone or laptop; items tick off automatically.
- 03
Work
Accountants pick up complete files first and message clients about gaps.
- 04
File
The return is filed and the acknowledgement shared back in the portal.
What we'd use to build it. The final choice depends on your needs and the systems you already use.
11 tools across 5 layers
App
- Next.js and ReactFast, search-friendly pages and a responsive dashboard
- TypeScriptTyped data, so mistakes are caught before release
- Installable web app (PWA)Opens from the home screen like an app, no store needed
Design
- FigmaScreens designed and tested with real users before any code
- Design tokensOne look across every screen, easy to rebrand
Data and sign-in
- Firebase AuthenticationPhone OTP or Google sign-in, nothing to remember
- Cloud FirestoreLive updates across staff and client screens
- Cloud FunctionsReminders, receipts and other tasks that run on their own
Integrations
- WhatsApp Business PlatformUpdates and replies where clients already are
Hosting and quality
- Firebase HostingGlobal CDN with HTTPS
- Automated testsSecurity rules and key flows tested before every release
- Far less time spent chasing documents over calls and WhatsApp.
- Fewer last-minute filings, because gaps show up weeks earlier.
- Clients who see a professional, organised firm.
- Document reading
- AI that recognises Form 16, bank statements and invoices and files them correctly.
- E-sign
- Clients approve and sign engagement letters inside the portal.
- Fee tracking
- Invoices and payment status for the firm's own fees.
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Let's create what's next.
We are partnering with a select group of 5 founding clients. Each one gets our full attention, our best thinking and terms reserved for the businesses that grow with us from the start.
- Senior team on your project from day one
- Preferred founding terms, agreed in your proposal
- Direct founder involvement in every key decision
- Priority scheduling ahead of standard engagements
Apply for a founding place Or start with a free website & app audit