Software 01
Client Portals
Client portals & platforms you own outright.
Why it matters
Some problems can't be solved with off-the-shelf software: a client dashboard that shows exactly what your customers need, an internal platform that matches how your team actually works, a data tool that turns thousands of records into decisions. I build those. And you own the code outright.
Proof, not promises: the Client Login on this very site is a live portal. Real authentication, role-based access, live data, activity logging. I've also built an employee portal that later shipped to the App Store as a native app on the same backend, and a BD intelligence platform that distills thousands of projects into who-to-call decisions and generates client-ready presentations on demand. The portals I build don't just display data, they drive revenue decisions.
Insurance agency or accounting firm? The client portal is productized for you: submit the demo form and a fully branded portal with sample data is provisioned in minutes. Credentials on screen, no sales call required.
Who this is for
- Businesses gluing together spreadsheets that should be one system
- Firms whose clients keep asking for a login, a report, a portal
- Operators with valuable data and no way to act on it
- Companies whose workforce doesn't sit at a desk. Onboarding, documents, and schedules that live on every employee's phone
Don’t take our word for it
See it live, right now.
A portal with your firm’s name and colours on it, built in about a minute with realistic data. Free, no call, nothing to cancel.
After you buy
From purchase to client logins in an afternoon.
- 1~5 minutes
Make it yours
From your demo, click “Make it mine.” The sample data clears, you set your owner password, and your production portal is live at your own address.
- 2about a minute
Make it look like your firm
Set your logo, colors, and firm name yourself. With a live preview of what your clients will see. Prefer we do it? Email the logo and we'll set it the same day.
- 3about 5 minutes
Bring your clients over
Drop in whatever your current system exports. Excel or CSV, as-is. We read the file, match the columns, and show you the clients you're about to create before anything saves. One click to undo. (Rather hand it off? Email the file and we'll load it within 48 hours.)
- 4one click + one email
Launch it to your clients
Bulk-invite everyone on file. Each client sets their own password via a secure single-use link. Your Client Launch Kit includes the announcement email and a printable login handout, already written.
- 5ongoing
Add your team & run
Staff get the request queue, the full client book, and messaging. Clients get documents, live statuses, secure messages, and e-signatures. A built-in checklist and plain-English help center walk everyone through it.
And you're never doing it alone: white-glove migration from TaxDome, Canopy, or ShareFile is included. We move your clients and documents with you, on a call.
Transparent pricing
What’s included at each tier
Client Portal. Solo
$59/mo
One staff login, unlimited clients, $0 setup. Own it outright at month 36
- ✓Your branding, your subdomain, your clients. A working portal in 48 hours
- ✓Documents, statuses, messaging with attachments, and e-signatures
- ✓Unlimited client logins. Flat, monthly, cancel anytime
- ✓Import your whole book yourself (TaxDome exports map in one pass), with one-click undo
- ✓Hosted, maintained and supported
- ✓Own it outright at month 36: code, data and brand transfer to you
Client Portal. Team · Most popular
$149/mo
Whole firm, unlimited staff, $0 setup. Never per-seat, yours outright at month 24
- ✓Everything in Solo, for every partner, preparer, and admin
- ✓Unlimited staff and client logins. Seasonal staff ride free
- ✓Team inbox, request queue, bulk import and invites
- ✓Flat monthly price no matter how you grow
- ✓Own it outright at month 24: code, data and brand transfer to you
Two flat bands, $0 setup, billed monthly. Never per-seat. Ownership is real: the code, data and brand become yours (month 24 on Team, month 36 on Solo), whether you keep us on or not.
Common questions
What does 'you own the code' actually mean?+
The repository, the hosting accounts, the database, and the domain are all in your name. If we part ways, you hand the keys to any competent developer and nothing breaks. It's the same guarantee as everything else I build.
Can I see an example?+
You're on one. Click Client Login in the navigation. That's a live portal with real authentication and live data. Insurance agencies and accounting firms can go further: the demo form on the portals pages provisions a fully branded portal with sample data in minutes.
What happens after launch?+
Your choice: hand it to your team (docs and training included), or keep me on for ongoing development at a monthly rate scoped to your roadmap. Plenty of clients do the first and come back for phase two later.
Why is this so much cheaper than a dev agency quote?+
No account managers, no discovery-phase theater, no team of five billing hours. One senior builder using a modern stack, scoping honestly, and shipping. The $10K–$25K range covers most real portal needs; if yours is genuinely bigger, I'll tell you before we start.
Why buy instead of subscribing to off-the-shelf software?+
Run the math. A 50-person company renting an HR or ops platform pays roughly $6–12K per year, every year, forever. Per-seat pricing that punishes growth, and you own nothing when you leave. For about two years of that rent, you own yours outright: branded, built around how you actually work, no seat fees, ever. If an off-the-shelf tool genuinely fits you, I'll say so in the audit. Buying custom only wins when the fit or the math says it does.
Where this wins hardest
Tell me what’s broken. I’ll tell you how I’d fix it.
15 minutes, no obligation. Call, text, or use the form. I respond same day, always.
Not ready for a full engagement? Start with The Checkup. $450/mo, month to month, cancel anytime.