Give your customers secure, branded access to their account information, invoices, documents, and payment history through a fully customized client portal. Our portals are built to match your brand identity and provide a seamless experience that reduces support queries and improves customer satisfaction.
We work closely with you to understand your customer needs and business processes. From initial design through deployment and ongoing maintenance, we ensure your portal integrates seamlessly with your existing systems and provides the features your customers actually use.
What you'll get with this service
Our client portal service provides everything you need to give your customers secure, self-service access to their account information and documents.
Custom-Branded Portal
Fully branded to match your business identity with custom design, colors, and branding elements that create a seamless experience for your customers.
Secure Access & Authentication
Enterprise-grade security with secure login, multi-factor authentication (MFA), and role-based access control to protect customer data. We implement MFA to add an extra layer of security, requiring users to verify their identity through multiple methods such as SMS codes, authenticator apps, or email verification.
1k+
- Successful Portal Deployments
20+
- Years of Experience
Delivering results that matter
Client portals transform how you interact with customers, reducing support overhead while improving customer satisfaction and engagement.
Reduced Support Queries
Customers can access invoices, documents, and account information 24/7, reducing the need for support calls and emails.
Tools & technologies we use
We use proven, enterprise-grade technologies to build secure, scalable client portals that integrate seamlessly with your existing systems.
Building secure, scalable client portals using modern web technologies and best practices to ensure reliability, security, and excellent user experience.
20+
Years of development experience.
Our approach focuses on delivering portals that your customers actually use.
- Secure Authentication Systems
- Responsive Design
ERP Integration & System Connectivity
Our client portals integrate seamlessly with enterprise resource planning (ERP) systems and accounting platforms, ensuring real-time data synchronization and a unified experience for your customers.
Microsoft Business Central Integration
We specialize in integrating client portals with Microsoft Business Central, Microsoft's comprehensive ERP solution. Our portals connect directly to Business Central via its robust API, enabling real-time access to customer data, invoices, payment history, and account information. This integration ensures your customers always see the most up-to-date information from your ERP system.
Top-Tier ERP & Accounting Systems
We integrate with leading ERP and accounting systems that provide API access, including:
- Microsoft Dynamics 365 - Full suite of business applications
- SAP - Enterprise ERP solutions with API connectivity
- Oracle NetSuite - Cloud-based ERP and financial management
- Sage - Sage 200, Sage 300, and Sage Intacct
- Xero - Cloud-based accounting platform
- QuickBooks - QuickBooks Online and Enterprise
- MYOB - Australian accounting software
- Custom ERP Systems - Any system with REST or SOAP API access
If your ERP or accounting system has an API, we can integrate it. We work with REST APIs, SOAP APIs, GraphQL, and other integration methods to ensure seamless data flow between your systems and the client portal.
Real-Time Data Synchronization
Our ERP integrations provide real-time or near-real-time data synchronization, ensuring that invoices, payments, account balances, and other information displayed in the portal are always current. This eliminates data discrepancies and ensures your customers have accurate, up-to-date information at all times.
Experience Our Portal Firsthand
Explore a fully functional demo of our client portal. See how your customers will interact with invoices, documents, and account information.
Frequently asked questions
Client portals can include invoice viewing and download, document access, payment history, account statements, support ticket submission, and more. We work with you to identify the features your customers need most.
We implement enterprise-grade security including encrypted connections (HTTPS/TLS), multi-factor authentication (MFA), secure authentication, role-based access control, and regular security updates. MFA adds an additional layer of protection by requiring users to verify their identity through multiple methods such as SMS codes, authenticator apps, or email verification. All portals are built following security best practices and industry standards.
Yes, we specialize in integrating portals with existing systems including ERP systems (Microsoft Business Central, SAP, Oracle NetSuite, Sage, Microsoft Dynamics 365), accounting software (Xero, QuickBooks, MYOB), and other business applications. We ensure data flows seamlessly between systems using REST APIs, SOAP APIs, and other integration methods.
Timeline depends on complexity and integration requirements. A basic portal typically takes 4-8 weeks, while more complex solutions with multiple integrations may take 12-16 weeks.
We provide ongoing support including monitoring, maintenance, security updates, feature enhancements, and technical assistance to ensure your portal continues to meet your needs.