Short answer
A client portal is a secure website or app where a firm’s clients log in to exchange documents, complete requests and checklists, approve deliverables, see project or case status, message the team and pay invoices. Infikey builds branded client portals that connect to your practice, accounting and document systems. Typical builds cost USD 15,000–35,000.
Updated · Written by the Infikey Technologies delivery team
Portal features
| Area | Features |
|---|---|
| Documents | Secure upload and download, folders per client or engagement, version history |
| Requests | Checklists of documents and information needed, with automatic reminders |
| Approvals | Deliverables, e-sign and approval history |
| Status | Engagement, case or project progress with milestones |
| Billing | Invoices, online payment, statements |
| Messaging | Threaded messages per engagement, notifications by email and app |
| Security | Two-factor authentication, encryption, access logs, expiry of shared links |
Who uses client portals
- Accounting and tax firms: collecting bank statements, invoices and tax documents every month or year.
- Law firms: sharing case updates and documents, often connected to case management software.
- Consultancies and agencies: deliverable approvals, reports and change requests.
- Financial advisers and insurers: statements, policy documents and service requests, as in insurance agency software.
Cost
| Scope | Budget (USD) | Budget (INR) |
|---|---|---|
| Document exchange, requests and messaging | 15,000–22,000 | 12–18 lakh |
| Add approvals, e-sign, invoices and payments | 22,000–35,000 | 18–28 lakh |
| Add mobile app and practice system integration | +10,000–20,000 | +8–16 lakh |
These are planning ranges, not quotes.
Project blueprint
Document collection portal for a CA firm
Based on the requirements we hear most often from buyers like this.
A chartered accountancy firm collects bank statements, invoices and tax documents from hundreds of clients every month by email and WhatsApp. Staff spend hours chasing missing files and searching inboxes before filing deadlines.
What we would build
- Branded portal and mobile upload with OTP login
- Monthly and annual document checklists per client and filing type
- Automatic reminders for missing documents before due dates
- Secure messaging and file history per client
- Invoices and online fee payment
How success is measured
- Documents received before the internal cut-off
- Staff hours spent chasing clients
- Filings completed ahead of statutory due dates
- Fees collected online