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Client PortalCA PracticeDocument SharingPython
Client Portal for CA Firms
A secure, professional space for your clients to share documents and track their work.
What It Solves
CA Firms spend enormous time chasing clients for documents over WhatsApp and email — a mix of informal channels that are impossible to track and not secure. This portal gives each client a dedicated, secure space to upload documents, check the status of their filings, and communicate with the firm.
Features
Each client gets their own secure login
Document upload and download with version history
Work status tracker — clients see where their filing stands
Automated notifications when work is completed or documents are needed
Internal team view to manage all clients from one dashboard
No sensitive documents over WhatsApp or personal email
Built With
PythonStreamlitSQLiteEmail API
Suitable For
CA FirmsTax ConsultantsCompliance Practices