05
Websites & Client PortalsBookkeeping Client Document Hub
Portfolio Concept
Email attachment searches and repeated missing-document requests can obscure client progress and monthly status.
Proposed or implemented workflow
A clear path, with review points built in.
- 01Client signs in
- 02Uploads privately
- 03Checklist updates
- 04Reviewer checks
Supported tools
Tool categories and named systems.
Secure authenticationPrivate file storageAccess policiesDocument checklist
Expected benefits / observed results
What this work is intended to improve.
- Missing-item visibility
- Clear progress and review state
- One private document workflow
Expected benefits only. This portfolio is not a production portal and must not receive sensitive uploads; any demonstration would use visibly labeled sample data.
Risks, controls & validation
Benefits matter only when the system can be checked.
Risks to test
- Cross-client access
- Wrong uploads
- Clients avoiding the portal
Planned controls
- Private storage
- Access policies
- Two-account tests
- Simple onboarding
Validation approach
Use two sample accounts and direct file requests to prove that one account cannot retrieve the other account’s files.
“Privacy controls must be proven directly, not assumed from a sign-in screen.”