Brand, website and the software behind it – designed and built by the same person.
Industries where I know what matters.
See all industries →People and health
Health practicesPsychotherapy practicesHome care servicesYoga studiosPhotographersArtistsIndustry · Tax and accounting firms
Serious doesn’t mean stuffy – not even for a tax firm. And the real topic isn’t the website anyway, but the client portal behind it – the place where your clients move documents back and forth every day.
Why it’s different
A firm’s website mainly has to do one thing: build trust and attract the right clients. That’s manageable and done in a few pages.
The part where things really get stuck is document exchange. If you still accept receipts by email, you have a data protection problem. If you use a bought-in portal, you often have an interface clients can’t use – and then the receipts end up in email again.
A portal that someone designed before someone built it solves exactly that. SangCare runs on the same pattern: login, documents, uploads with type and period, admin overview.
What I do for tax and accounting firms
The portal brings together login, document exchange, uploads with type and period and an admin overview – custom-built and hosted in Germany.
A portal your clients don’t understand won’t be used – and then the receipts come by email again.
Inheritance, business succession, start-ups – each with its own page, because that’s exactly what people search for.
Clients come through people. Names, responsibilities, direct lines – not one shared email address.
The skills shortage hits firms hard. Job ads in the CMS, with honest statements about working hours.
Advertising rules, mandatory information, professional liability – the details are complete without smothering the site.
If you already use software, I first check whether the portal can connect to it, instead of building a second system next to it.
Client data is especially protected. Server location, encryption, deletion periods and a data processing agreement are part of the offer.
An honest assessment
I haven’t worked for a tax firm yet. But I have built the pattern: for SangCare I developed a portal with login, documents, uploads and an admin area that even handles employment contracts. A client portal is technically the same task with different document types.
View the portal projectHow it works
01
How does a receipt reach you today, and how does a report go back? Often several paths run side by side that nobody consciously planned.
02
Roles, document types, deadlines. First as a draft we go through together.
03
The public part is quick once the specialisms are settled. It follows the portal, not the other way round.
04
Build, data protection documents, training for team and clients. After that, everything belongs to you.
Before you get in touch
The questions that come sooner or later
You do. Domain, access and content run on your own accounts, and I build the site so someone else could take it over without untangling it first. That keeps you independent of me.
You get all access details, the files and documentation someone else can read. Classes and structure are named so other developers can find their way around.
That depends a lot on the scope – a website is on a different scale from a portal or an ongoing collaboration. You’ll get a reliable timeframe after our first conversation.
I’ll give you the exact scope after our first conversation.
Tax and accounting firms
Reply within two working days
