Example projectWeb app
Client portal with document requests
Hypothetical. Not a client, not a result.
// The problem
An accounting firm chases every client for the same documents each year by email, receives files in pieces, and sends engagement letters and invoices as attachments.
// What we would build
A secure portal for the firm's clients: document requests with checklists and reminders, uploads that land in the right engagement, e-signature for engagement letters, and invoices and payments, connected to the practice management system.
// What is in it
- Document requests with checklists and reminders
- Uploads filed to the right client and engagement
- Engagement letters signed in the portal
- Invoices and online payment
- Access limited, logged and set by the firm
- Connected to your practice management system
// Stack
- Next.js
- PostgreSQL
- Stripe
- E-signature interface
- Practice management interface
- AWS
// estimate
- Build
- ≈ US$88,500 to US$135,000, delivered within 21 weeksCAD 126,000 to 192,600
- Hosting
- ≈ US$492 a monthCAD 700 a month
- Support
- ≈ US$2,500 a monthCAD 3,565 a month
Prices in your currency are estimates from today's Bank of Canada rate. All invoicing is in CAD or USD.
Timeline by milestone
- Discovery
- 2.9 to 3.4 weeks
- Design approved
- 5.4 to 9.4 weeks
- Core features
- 2.4 to 4.4 weeks
- Full build
- 1.9 to 2.9 weeks
- Testing and fixes
- 0.9 to 1.4 weeks
- Launch
- 0.9 to 1.4 weeks
Outside our hands, and added to the calendar
- Interface access from your practice management vendor
- 1 to 4 weeks
- Your firm's security review
- 4 to 8 weeks
How it is paid
- Deposit 20%
- CAD 25,200 to 38,520
- Discovery 7.7%
- CAD 9,702.00 to 14,830.20
- Design approved 7.7%
- CAD 9,702.00 to 14,830.20
- Core features 23.3%
- CAD 29,358.00 to 44,875.80
- Full build 15.5%
- CAD 19,530 to 29,853
- Testing and fixes 7.7%
- CAD 9,702.00 to 14,830.20
- Launch 8.1%
- CAD 10,206.00 to 15,600.60
- Holdback, 30 days after launch (10%)
- CAD 12,600 to 19,260