# Client portal development > 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. One secure, branded place where clients share documents, approve work, pay invoices and see progress, instead of scattered email threads. - **Budget:** USD 15k–35k (INR 12–28 lakh) - **Access:** Web and mobile, two-factor login - **Integrations:** Accounting, e-sign, payments, cloud storage - **Branding:** Your domain, logo and colours ## 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](https://infikeytechnologies.com/industries/professional-services/law-firm-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](https://infikeytechnologies.com/industries/insurance/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 ## Frequently asked questions ### Is a portal more secure than email? Yes, when built properly. Documents are encrypted, access needs two-factor login, links expire and every view and download is logged, which email cannot offer. ### Will clients actually use it? Adoption depends on simplicity. We design for clients who log in rarely: magic-link or OTP login, a clear list of what is needed, and mobile upload by photo. ### Can it connect to our accounting or practice software? Yes, through APIs where available, so invoices, client records and statuses stay in sync without double entry. ## Related guides - [Software development for professional services firms](https://infikeytechnologies.com/industries/professional-services): Infikey Technologies builds software for professional services firms: case and matter management for law firms, practice management for acco... - [Property management software development](https://infikeytechnologies.com/industries/real-estate/property-management-software): Property management software manages rental properties end to end: units, leases, rent invoicing and collection, deposits, maintenance ticke... - [Insurance agency and broker software development](https://infikeytechnologies.com/industries/insurance/insurance-agency-software): Insurance agency software (a broker or agency management system) manages the full distribution cycle: leads, quotes from several insurers, p... - [KYC and AML software development](https://infikeytechnologies.com/industries/fintech/kyc-aml-software): KYC and AML software verifies who a customer is (documents, biometrics, government databases), screens them against sanctions, PEP and adver... - [Shopify vs custom e-commerce development](https://infikeytechnologies.com/compare/shopify-vs-custom-ecommerce): Shopify is the faster, cheaper route for standard online stores: hosted, secure and backed by thousands of apps. A custom e-commerce platfor... - [No-code vs custom development: which should you use?](https://infikeytechnologies.com/compare/no-code-vs-custom-development): No-code and low-code tools, such as Bubble, Glide, Airtable or Zapier, let you build apps and automations quickly with little or no programm... - [Fintech software development company](https://infikeytechnologies.com/industries/fintech): Infikey Technologies builds fintech software: loan management systems, digital wallets, payment gateway integrations, KYC and AML onboarding... --- Source: https://infikeytechnologies.com/industries/professional-services/client-portal-development Publisher: Infikey Technologies Private Limited (software, mobile app, AI and cloud development; offices in India, UAE, UK and US). Last updated: 2026-10-19 Get an estimate: https://infikeytechnologies.com/contact Cost figures are planning ranges, not quotes. Final scope and price are confirmed after discovery.