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Finance & accounting

Client portals and intake flows that look like your firm, not a Fiverr widget.

Accountants and finance practices compete on trust. The shared Dropbox folders, the off-brand intake form on a separate domain, the "send me your docs to my Gmail" ritual, all of those undercut the perception you're selling. A logged-in portal on your own domain, reading the right client's data, fixes that in one app.

Tax paperwork, a calculator, and a laptop arranged on a desk.

Three you could build

Pick one, paste the prompt below into Claude.

01

Client document portal

Logged-in clients upload tax docs via dsgo.media.upload; you see them filed per client. Replaces the shared Dropbox.

02

Tax intake wizard

Multi-step form, persisted per visitor. Clients pause and resume; you get a draft email when they finish. Replaces a $50/mo Typeform.

03

Quarterly estimate dashboard

Logged-in clients see their own prior data (from a private CPT) projected forward. No spreadsheets emailed.

Paste this into Claude.ai, ChatGPT, or your editor

“A client document portal. Logged-in clients upload tax docs; I see them filed per client.”

The pattern

Same loop for every vertical.

Describe the app. Drop it into wp-admin (or scaffold + deploy with the CLI). Approve the permissions. Embed it where you want it.

Build the first one.

Install free, paste the prompt above into Claude, drop the result in wp-admin. Five minutes, no card.

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Other verticals

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