From paper to a digital client portal. 15+ hours a week saved on admin.
An accounting firm that managed everything on paper and had a dated website that never produced a single inquiry. We built a modern website with a full client portal for managing documents, invoices and communication. Today 85% of clients actively use the portal and the website brings in 3-5 new inquiries a month.
Before
RazDva Účtovnictvo is an established accounting firm in Slovakia with dozens of long-term clients. Their website was a dated WordPress template that did not match the quality of their services and brought in no new clients. The bigger problem, though, was day-to-day operations: all client communication ran over phone and email, documents were handed over in person or by post, and the status of individual clients lived only in paper binders and Excel spreadsheets.
- A dated website that produced no inquiries over its entire lifetime
- All client paperwork kept on paper and in Excel
- Clients had to call or come in person for every piece of information
- No overview of document status and deadlines for clients
- Dozens of hours a week spent on routine administration
- A competitive disadvantage against firms with a modern online approach
What we did
We built a complete custom solution: a modern website that communicates the services and builds trust, and a full client portal that replaced the paper records with a clear digital system. Clients log in and get instant access to all their documents, invoices and the status of their tax returns.
- A modern website with a services overview and an inquiry form
- A client portal with login and a dedicated dashboard for each client
- Document management with upload and download (invoices, contracts, tax documents)
- Tracking the status of tax returns and accounting closings
- A calendar with key deadlines and automatic notifications
- Secure communication between client and accountant
- SEO optimization for local accounting keywords
- A responsive design for access from mobile and tablet
Technologies
- Symfony
- React
- Tailwind CSS
- PostgreSQL
Results
The website started bringing in new inquiries right after launch. But the client portal brought an even bigger change to the firm’s daily operations: what used to mean hours of phone calls and searching through binders now takes clients and accountants a few clicks.
- 3-5 / month
- New inquiries from the website
- 15+ h / week
- Admin time saved
- 85 %
- Client portal adoption
- Hours
- Response time
from zero to a steady stream of clients
fewer calls, emails and paperwork
of clients actively use the portal
instead of days, thanks to digital communication
- Clients have 24/7 access to their documents and invoices
- A sharp drop in calls about routine questions (return status, invoice copies)
- A professional online image attracts higher-quality B2B clients
- Secure sharing of sensitive accounting documents through an encrypted portal
- Automatic notifications about upcoming tax deadlines
“Clients now download an invoice themselves, check the status of a tax return, send documents through the portal. We saved hours every day. And every month a few new prospects write to us from the new website, which used to be zero.”