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  5. Document & Approval Workflow Portal

Document & Approval Workflow Portal

Document & Approval Workflow Portal

Agencies, accountants and professional firms who need clients to review, sign off and approve documents in one tracked place instead of over email.

What's included

  • Secure portal for uploading, organising and sharing documents with clients
  • Structured review and approve workflow with clear pending, approved and rejected states
  • Per recipient access so each client or department sees only their own files
  • Version history and audit trail showing who viewed, approved or changed what

Delivery: Typically 12 to 21 working days

WELCOME10, 10% off your first project · ends 30 September 2026
£1,950
£3,600 to £4,300Save ~50%

Typically 12 to 21 working days

Everything included: hosting, domain, security & updates

Around 50% below typical UK agency prices

£1,950
£3,600 to £4,300

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  • Per client branding and up to three live dashboards built to the KPIs you report on
  • Real time charts, tables and traffic light tiles refreshed automatically
£3,400 to £4,000£1,850

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Customer Self Service Account PortalSave ~50%
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  • Branded, secure customer login with self registration and password reset
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  • Self service profile, address and contact detail editing to cut inbound emails
£3,000 to £3,600£1,650

Typically 10 to 18 working days

Email notifications and reminders to chase outstanding approvals automatically
  • Comment and request changes thread kept against each document
  • Custom coded to your brand and sign off process, integrated with your site
  • Hosting, domain (1 year) and SSL/security hardening included
  • Essential updates, backups and security patches for year one, with handover and training
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    Members Area with Gated ContentSave ~50%
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    • Branded members login with self registration, approval or invite only sign up
    • Gated pages, resources and downloads visible only to logged in members
    • Up to three membership tiers controlling who can access what
    £2,700 to £3,200£1,450

    Typically 9 to 18 working days