● Illustrative scenario
Secure client portal for an accounting firm
Starting point
During tax season, a firm receives hundreds of documents by email. Missing documents are tracked in an Excel file and follow-ups are done by hand.
What gets built
- Client portal with strong authentication and a checklist of required documents
- Automatic email reminders for missing documents
- Documents filed automatically in the right SharePoint folder
- Access log to demonstrate Law 25 compliance
Target: stop exchanging sensitive documents by email and free up time during peak season.