Client Vault
SmallProfessional Services · Accountant, clients
Client document collection portal for accountants.
Built in this build
- Monthly upload checklist
- Missing documents view
- Secure sharing area
- Client and period management
- Document checklists
- Settings
- Classify uploaded documents by type
- Completion summary by client
Vision (needs external services)
- Missing document reminder
- Email/SMS reminders
- CSV export
- Mobile document photo upload
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Monthly upload checklist
- Missing documents view
- Secure sharing area
Admin modules
- Client and period management
- Document checklists
- Settings
AI capabilities
- Classify uploaded documents by type
Automations
- Missing document reminder
Analytics & reports
- Completion summary by client
Integrations
- Email/SMS reminders
- CSV export
Mobile
- Mobile document photo upload
Roles & permissions
- Accountant
- Client
Professional Services →
Time Bill
Time tracking and billing for consultants.
Milestone Pay
Tie work to milestones and invoice on time; late billing drains cash flow.
Sub Desk
Assign subcontractors and freelancers, track their pay; end payment chaos.
COI Vault
Collect vendor insurance and compliance certificates; expired paperwork is a liability.
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