Your own portal
You get a login, not a folder of email attachments. Everything for the engagement lives in one place: what's outstanding, what's been agreed, and what's been delivered.
The platform
Consulting is the work. This is how it gets delivered.
We built our own portal to run engagements through, because doing it over email means paperwork goes missing and nobody can reconstruct what was agreed. There’s nothing here to buy — it comes with the engagement.
See it run
One real workflow, start to finish.
A screen recording of the portal doing an actual job — not a mock-up, and not a slideshow. It runs about a minute and needs no sound.
Collecting a W-9, checked and verified
A contractor's W-9 arrives, gets read, gets checked against what they already told us, and gets verified — without anyone re-typing it.
What happens, in words
- The contractor gets a link and uploads their W-9. No account to create, no email thread to keep alive.
- The form is read automatically and eight fields — legal name, entity type, address, city, state, ZIP, TIN type and the last four digits of the TIN — are compared against the business profile already on record.
- When something disagrees, it is flagged before anything is filed. In the recording the uploaded W-9 has the wrong city and ZIP, and the screen says so, with the fix spelled out rather than an error code.
- Once the fields agree, one click submits it for TIN verification against the IRS-backed matching service.
- The step closes itself out: on file, checked, dated, and logged. The full TIN stays in the encrypted vault — only a masked version is ever stored on the verification record.
The TIN match response is simulated in this recording. Everything else on screen — the upload, the extraction, the field comparison, and the records it writes — is the software running. Live engagements call the Tax1099 service.
What you get access to
Every step of the engagement has a surface.
These map one-to-one onto the nine steps. This is the engagement portal the consulting work runs through, not a separate software subscription you buy.
Intake and questionnaires
The short forms we send before a call, and the ones that collect detail during a build, are links rather than attachments — so nothing depends on finding the right email thread.
E-signed proposals and scope
The proposal and the build scope are signed electronically and stored against the engagement. Both record who signed and when.
Audit reports
Findings are written up per workflow and delivered as a document you can read, share, and act on — with the ranking and reasoning attached, not just a list.
Sign-offs at each step
Build steps carry their own acceptance. You confirm each one, so 'done' is something you agreed rather than something we declared.
Documented handover
SOPs and automation documentation are produced as part of the work and handed over at the end. You keep them.
What it looks like
The deliverable, and the desk it was built on.
Two screens from a real engagement, using our own test client’s data.
Controls and records
What stops an engagement becoming an argument.
Most disputes in consulting are about what was agreed, not about the work. These are the records that settle it.
An audit trail on every step
Stage changes, approvals, signatures, sends, and deliveries are logged with a timestamp and an actor. If you ever need to answer who agreed to what and when, the record exists.
Tokenised links, not open pages
Every client-facing page — intake, scheduling, proposals, reports, sign-offs — is reached through a single-purpose, unguessable link tied to your engagement.
You own the accounts
Automations we build run on your accounts and your subscriptions. Nothing is held inside a system only we can access, and nothing stops working if you stop working with us.
Nothing moves without a person
The platform surfaces decisions; it doesn't make them. Approvals, scope changes, and deliveries all wait on a human.
About QuickBooks
Common among our clients. Not a requirement.
A lot of the businesses we work with run QuickBooks, and plenty of what we fix ends up feeding it more cleanly — bills arriving coded, receipts attached to jobs, month-end stopping being an excavation.
But the work is about how information moves through the business, not about one piece of accounting software. If you’re on something else, or on spreadsheets, none of this changes.
To be clear
We don’t sell software.
There’s no licence, no seat count, and no commission on any tool we recommend. The portal exists so the consulting work is well-run — that’s all.
Start with a conversation
Find out which fix is worth doing first.
A free call to map where the work gets stuck, and an honest answer on whether an audit would tell you anything new.
Book a discovery call