Customer Portal (Self-Service Account Area)

A secure login area where a business's customers view their account, invoices, documents, orders or cases, and submit requests — cutting support email volume dramatically. For service businesses whose clients constantly ask 'can you send me…'.

Typically bought by: Accounting/law/insurance firms, agencies, wholesalers, utilities, B2B service providers

Standard features — always included

• ✓Secure customer login with password reset and optional 2FA
• ✓Account dashboard with key info at a glance
• ✓Invoice and statement viewing with PDF download
• ✓Online payment of outstanding invoices
• ✓Document sharing area (business-to-customer and uploads back)
• ✓Support/request ticket submission with status tracking
• ✓Order or case history with status timelines
• ✓Profile and contact detail self-management
• ✓Staff admin panel to manage customers, content, and requests
• ✓Email notifications for new documents, invoices, and replies
• ✓Role-based staff access
• ✓Activity/audit log
• ✓Announcements or news section

Popular custom additions

Quoted per feature in the configurator — typically $50–$300 each.

• +Sync with existing accounting/CRM (QuickBooks, Xero, HubSpot)
• +E-signature on documents inside the portal
• +Subscription/plan management and upgrades
• +Appointment booking with staff calendars
• +Multi-user company accounts with per-user permissions
• +Branded mobile PWA install
• +Knowledge base with searchable help articles

Tech stack

Frontend

Next.js + Tailwind CSS

Backend

Next.js API routes / Node.js

Database

PostgreSQL (Neon)

Integrations

Payment gateway (Stripe/PayPal/other), Accounting/CRM APIs (QuickBooks/Xero/HubSpot), Transactional email (Resend/SendGrid), File storage (S3-compatible)