Self-serve portals that take the phone calls out of doing business with you. Designed and shipped for accounting firms, not generic templates with accounting firms swapped in.
Most accounting firms are operating on sites or software stacks built three to five years ago for a different version of the buyer. Client document collection runs on email and reminders, so the close and tax-prep process stalls chasing missing files. The infrastructure decisions that compound are the ones made with the operator in the room, not the ones made in a vacuum.
Inparlor's Customer, Vendor & Dealer Portals engagement for accounting firms reflects that. We build the portals your customers, vendors, and dealers log into to do business with you without picking up the phone. The deliverables below are scoped against the unit economics, annual revenue per client of $1,500-$10,000.
Where most agencies treat accounting firms as another vertical to learn on, we treat the vertical as the starting point. Advisory and compliance clients share one manual workflow, so higher-value advisory work gets squeezed by deadline-driven compliance. We will tell you on the first call which of those constraints is binding and which is solvable inside the engagement.
1-3 weeks
Document collection cycle
6-12 hrs
Staff hours chasing docs/week
$1,500-$10,000
Annual revenue per client
5-12%
Re-keying error rate
48 hours
Business Portals proposal turnaround
Before any screen gets built, we define who sees what, customers, vendors, internal staff, and what each role can do. Permissions are the foundation, not a setting bolted on after the portal ships and someone sees data they should not.
Customers place orders, check status, and pull invoices without emailing anyone. The flows that flood the phones and inboxes today become self-serve, so the team handles exceptions instead of routine lookups.
The portal reads and writes against the systems of record, so orders, inventory, and invoices stay consistent with the ERP and accounting tools instead of drifting into a parallel copy nobody trusts.
We launch to one user group, internal staff or a pilot set of customers, prove the flows, then widen. Each audience comes online when its workflows are solid, so a rough first version never hits everyone at once.
Business Portals for Auto Dealers
Inventory feed sync lag: minutes vs. hours
Business Portals for B2B SaaS
Engineering backlog age: 1-3 quarters
Business Portals for Insurance Brokers
Time to quote a risk: 20-60 min
Business Portals for Real Estate Agents
Listing-to-site sync lag: minutes vs. days
Business Portals for DTC E-Commerce Brands
Mobile storefront load time: 1.5-4s+
Business Portals for Supplement Brands
Subscribe vs. one-time mix: 35-60% subscribe
We respond within 48 hours with scope, pricing, and the team that would actually run the engagement.
Get a proposalOr explore the full Customer, Vendor & Dealer Portals page · Accounting Firms hub