High-value clients expect more than a PDF and an email when they work with you.
We build mobile apps for professional services firms — accountants, consultants, architects, and advisors — that replace the client portal no one logs into with an app clients actually open. Fixed scope, fixed price.
Your existing client portal has a 15% active user rate. Clients email, call, and text your team instead because the portal is harder than the alternatives. A native app with push changes that dynamic.
Professional services client portals have a fundamental adoption problem: they're web applications that require clients to remember a URL, recall a password, and consciously decide to open a browser. That behaviour pattern loses to email and text message every single time, because email and text have the notification infrastructure that drives the open. Web portals don't.
The result is a client portal with a login rate that tracks below 20% of the client base. The clients who are the most demanding — who want to know exactly where their deliverable is, who message your team most frequently, who have the most questions — are the ones who never use the portal. They call instead. Or email. Or both. And your team handles those interactions manually because that's the only communication channel that actually works.
A native mobile app solves the adoption problem because it's on the phone. Clients who install it get push notifications for every update, every document request, every completed milestone. The same client who ignored seven portal notification emails will open a push notification within 90 minutes. That one change reduces inbound client inquiries to your team by 40 to 60% at firms that have made the switch.
For accounting firms, the specific version of this problem is document collection. Chasing clients for bank statements and receipts by email in February is the most inefficient and stressful thing about tax season. A mobile app where clients photograph and upload documents from their phone in under 60 seconds changes the collection problem from a week-long chase to a one-day exercise.
A branded mobile app where your clients track deliverables, receive documents, respond to requests, and message your team — with push notifications that actually reach them instead of client portal emails they filter to a folder.
Engagement and project status
Clients see their current engagement status, the phase it's in, upcoming deliverables, and the timeline to completion — without asking.
Document requests with mobile upload
Your team sends a document request in the app; client gets a push notification, opens it, and uploads a photo from their phone or connects from iCloud/Google Drive. No email chase.
Secure messaging with the assigned team member
Encrypted in-app messaging thread with the client's account manager, with asynchronous response and full message history — separate from personal email or SMS.
Deliverable delivery and approvals
Your team shares reports, plans, and completed work in the app. Clients review, annotate, and approve from their phone. E-signature for agreements and engagement letters.
Push-driven update flow
Status changes, document requests, completed deliverables, and upcoming deadlines all trigger push notifications. Clients stay informed without any proactive outreach from your team. Built with Expo and React Native, Convex for real-time messaging, encrypted document storage, and DocuSign or native signature for approval flows.
One honest number to start.
Fixed-scope, fixed-price. The number below is the starting point — final scope is built from your brief.
A branded mobile app where your clients track deliverables, receive documents, respond to requests, and message your team — with push notifications that actually reach them instead of client portal emails they filter to a folder.
Three steps, every time.
The same repeatable engagement on every project. No surprises, no mystery, no billable ambiguity.
Brief & discovery.
We send you questions, then get on a call. Output: a written scope with every step, feature, and integration listed.
Build & ship.
Fixed schedule, weekly reviews. No scope creep unless you change the scope — and if you do, we reprice it transparently.
Warranty & retainer.
30-day warranty on every launch. Most clients stay on a monthly retainer for ongoing features and maintenance.
Why Fixed-Price Matters Here
Professional services firms have defined engagement structures and client billing periods. Technology infrastructure spending should behave the same way — a defined project scope, a defined cost, and a delivery date tied to your client onboarding calendar. Fixed scope and fixed price.
Related engagements.
Questions, answered.
We build an invite-based onboarding — your team sends the client an invite link when their engagement starts. The client installs the app and is authenticated to their specific engagement in two taps. No password or manual account creation.
Yes — your internal team uses a web companion dashboard to send document requests, respond to messages, update status, and share deliverables. They don't need the mobile app; the client app is specifically designed for the client-facing experience.
If a client has multiple active engagements (e.g., a business owner who uses you for accounting, tax, and advisory), they see all engagements under their single login and switch between them in one tap.
Status tracking, document requests, messaging, deliverable delivery, and e-sign on iOS and Android typically runs $50k–$80k. Multi-service firm with complex engagement types adds scope. Fixed-price.
Yes — the admin layer scales from a solo practitioner managing 20 clients to a multi-partner firm managing 500. Permissions and team assignment are configurable from the admin dashboard.
Tell Ryel about your project.
Describe what you’re building and what outcome you need. You’ll have a written, fixed-price scope within the week.