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Harbor & Main Accounting
A secure client portal for document sharing and tax checklists that cut admin time for a small accounting firm.
55%
Less admin time
1.9x
Client retention
4.9★
Google rating
Harbor & Main emailed tax documents back and forth and chased clients for the same forms every season. The partners were doing clerk work.
We built a small client portal — secure uploads, per-client folders and a seasonal checklist — and refreshed their Google Business Profile so new clients find them first.
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