LedgerlyClient portal for an accounting firmConcept project
A portal that replaces the email chase at tax time
Client portal for an accounting firm. Dense and precise: dark navy, data in tabular figures, signal colours.
The business problem
An accounting firm spends weeks chasing documents by email. Clients never know what is still missing or when it is due.
Our solution
One screen per client: what is due, what is done, a place to drop files and a direct line to their accountant. Reminders go out on their own.
Key features
One screen per client
What is due, what is in and what is missing, at a glance.
Uploads from a phone
Clients photograph or attach documents straight into their return.
Messages in context
Questions sit next to the document they are about.
Roles and permissions
Clients see their own file; staff see the clients assigned to them.
The flow, screen by screen
- Covers
- Web app, Client portal, Roles and permissions
- Visual direction
- Dense and precise: dark navy, data in tabular figures, signal colours.
- About this project
- A concept made to show our process. Ledgerly is not a real company and this is not client work.