What the portal covers
- Individual accounts for each client or employee, so access can be granted and removed per person
- Document sharing both ways: you publish files to a client, they upload what you requested
- Document requests with a checklist of what is still missing
- OCR and PDF processing to read uploaded documents, and automated generation of standard documents
- Portal pages on your own domain, linked from your website
It also includes the premium website, email, SEO and GEO.
Who it suits
A portal pays off when the same clients send you documents again and again. For example, a small tax and bookkeeping office might collect bank statements monthly and tax forms once a year from every client; a consultancy might share reports and signed scopes with each account. An employee portal suits a business that sends policies, schedules, forms or payslips to staff and wants each person to have their own login rather than a shared folder.
How implementation works
- We list the document types and requests you handle, and who should see each one.
- We agree account structure: one login per person, client groups if needed, and admin roles for your team.
- BIT LOGIC DEV S.R.L. confirms scope, price and start date in writing.
- We configure the portal, your website and email together and test with a few sample accounts.
- You invite clients or staff; we provide simple instructions you can send them.
Portal or custom platform
| Situation | Usually fits |
|---|---|
| Sharing documents and requests with clients or staff | Digital Office Premium portal |
| Standard documents generated from templates | Digital Office Premium |
| Industry-specific workflow, complex permissions or billing logic | Custom platform, quoted in writing |
| Clients need a mobile app with notifications | Custom iOS and Android apps, quoted separately |
Custom platforms and iOS/Android apps are scoped and quoted in writing. We do not publish a price because the effort depends on features, integrations and the number of user roles.
Limits
- A portal does not make you compliant with industry rules by itself; you remain responsible for your obligations, such as those that apply to tax or health information.
- Some clients will still prefer email. Plan for a transition period and a short guide.
- Integrations with third-party practice software depend on what that software allows.
Common questions
Can clients upload large files?
Yes, within the storage and file-size limits of the platform and your allocated resources. We confirm practical limits for your file types during scoping, which is useful if clients send scans or large PDFs.
Who owns the documents in the portal?
You and your clients do. We host and maintain the portal on your behalf. The terms for exporting data at the end of the service are set out in the written confirmation.
Do you build apps without a portal?
Yes. Custom iOS and Android apps and custom platforms can be scoped on their own. Send a description of who will use it and what it must do, and we reply with questions or a written quote.