Professional Services · Custom Web Portal & Document Intake
Chessons Accountants
Replacing spreadsheet bottlenecks with a secure, automated client onboarding portal.
100%
Paperless client onboarding achieved
18 hrs
Admin time saved per accountant/week
Zero
Security breaches or email intake leaks
The Commercial Challenge
Chessons Accountants handled hundreds of corporate tax clients manually. Tax returns and KYC documents were exchanged over unencrypted email threads, leading to administrative overhead and severe security concerns.
The Miscotech Solution & Engineering
We architected a bespoke client portal featuring secure 256-bit encrypted file upload, automated SMS reminders, and direct Firestore database syncing to eliminate duplicate data entry.
"Miscotech gave us an enterprise-grade digital portal that our clients actually love using. Onboarding time dropped from two weeks to under 48 hours."
David ChessonSenior Partner, Chessons Accountants
Technologies Implemented:
Angular Standalone Google Cloud Firestore GCP Secret Manager Automated Email SLAs
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