Sphyx Digital — You Think It, We Build.
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Professional Services

Client portal for a CA firm serving 400+ SMEs

Client portal with document vault + return status + invoice pay cut client emails ~80%; NPS 78.

6 monthsClient: CA firm · 400+ SME clients
The transformation

Before vs After

BeforeWhere they started
  • Same questions every week from 400 clients.
  • Documents emailed and lost.
  • Invoice collection on phone.
  • No audit trail.
AfterWhere Sphyx took them
📁
−80%
  • Self-serve client portal with vault.
  • Live status of every filing + notice.
  • Invoice + pay in one place.
  • Client emails cut ~80%.

The challenge

A CA firm answered the same questions every week — 'is my return filed?', 'where's my notice?', 'send me last year's audit'.

Our approach

  • Per-client portal with document vault.
  • Live status of filings, notices, audits.
  • Invoice + pay flow integrated.
  • Audit-trail of every download / view.

Outcomes

Client emails / week
−80%
Document-retrieval time
6 seconds
Invoice collection (days)
47 → 18
Client NPS
78