Work · Disk 03
Client portfolio tool
Filings, deadlines and documents for a fifteen-person team.
- React
- TypeScript
- Supabase
- Email reminders
100%of deadlines visible
15people on the tool
5 wksfrom kickoff to daily use
Accounting firm · 5 weeks
ClientAccounting & tax firm, Athens
Team size15 people
Timeline5 weeks
ModulesClient records · Deadline calendar · Document vault · Workload view
ServiceCustom CRMs
Before
- A shared Excel file and institutional memory
- Deadlines missed when someone was on holiday
- Documents in personal inboxes
After
- One record per client with every obligation
- Every deadline visible to the whole team, with reminders
- Documents in one vault per client
The problem
A fifteen-person accounting and tax firm managed a few hundred client companies with a shared Excel file and a lot of institutional memory. When someone was on holiday, deadlines were missed.
What we built
- One record per client company: entity type, obligations, contacts, assigned accountant.
- A deadline calendar built from each client's obligations, with reminders to the responsible person.
- A document vault per client so files stop living in personal inboxes.
- A management view showing workload per accountant and anything overdue.
How it went
Five weeks. Every deadline for every client is visible to everyone, holidays stopped being a risk, and the shared Excel file was retired in the first month.
100%
of deadlines visible
15
people on the tool
5 wks
from kickoff to daily use
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