Case Study
ProphetGap
An accounting firm app with client portals, financial reporting, and document management.
Accounting Firm
Client Portal Financial Reporting Document Management CRM
ProphetGap is an accounting firm that uses a custom app built on Platfio to manage client relationships, share financial reports, and handle documents securely.
The App
Clients access a secure portal to view financial reports, upload documents, and communicate with their accountant. The firm manages client records, tracks deadlines, and organises documents — all from one dashboard.
Key Features Used
- Client Portal — Secure access for clients to view reports and share documents
- Financial Reporting — Share profit and loss statements, BAS summaries, and tax reports
- Document Management — Organise and store financial documents securely
- CRM — Track every client relationship, communication, and engagement
Want Something Similar?
Get a custom app for your accounting firm — built by a Platfio agency.