Shan & Co | Sphinx Solutions
1500+ Client Case Studies Proving Our Results-driven Approach

Project Overview

Sphinx Solutions partnered with Shan and Co., a UK-based accounting and business advisory firm, to help them on their digital path. Their goal was to improve the management of client accounts and business processes, so they sought a dependable, seamless, and easy-to-manage solution.   

Custom digital tools our team created in collaboration with Shan and Co. sped up and simplified their client interactions and financial administration. We assisted them in providing their clients with better, quicker, and more intelligent service, from simplifying internal procedures to creating a more organised, secure system.   

The objective was to offer a contemporary and trouble-free answer consistent with their professional services. The outcome is a simple, user-friendly system that enables Shan and Co. to serve their customers confidently. 

Client Requirement

Accounting Management Create a simple and user-friendly digital platform to enable Shan and Co. to properly handle their accounting services, corporate advisory duties, and client records. 
Client Records With appropriate user roles and permissions to prevent unwanted access, design a safe system in which client information is securely maintained and is rapidly accessible when required. 
Financial Reports Make sure the platform allows Shan & Co. to track financial reports, manage tax records, and handle different business services for multiple clients from one place.
Mobile App Include a client-friendly mobile app that allows users to immediately access their financial data, make service requests, and receive crucial alerts or documents. 
Scalable Solution Make sure the platform is adaptable and expandable so that as the business expands and customers' demands vary, fresh services and capabilities may be readily introduced. 
Seamless Experience Everything should be simple, quick, and dependable so that the Shan and Co. team and their clients have a seamless experience on mobile or desktop. 

Tools and Techniques

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Back-End
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Problem Statement

Managing finances, tax records, and business advisory services can get tricky when everything is scattered across different systems, emails, and paperwork. Shan & Co., being a busy UK-based accountancy and business advisory firm, wanted a smarter, faster, and more reliable way to handle all their services in one place.   

The challenge was to create a safe, simple-to-use platform on which their staff might handle financial statements, tax papers, business services, and client records without delays or effort. Simultaneously, they needed a mobile app so that their customers could quickly access their financial data, request services, and obtain critical updates while on the go.   

It wasn’t just about going digital; it was about making everything smooth and secure for both the Shan & Co. team and their clients. That’s where Sphinx Solutions stepped in to turn this idea into a scalable digital solution. 


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Solutions Implemented

Managing finances, tax records, and business advisory services can get tricky when everything is scattered across different systems, emails, and paperwork. Shan & Co., being a busy UK-based accountancy and business advisory firm, wanted a smarter, faster, and more reliable way to handle all their services in one place.   

The challenge was to create a safe, simple-to-use platform on which their staff might handle financial statements, tax papers, business services, and client records without delays or effort. Simultaneously, they needed a mobile app so that their customers could quickly access their financial data, request services, and obtain critical updates while on the go.   

It wasn’t just about going digital; it was about making everything smooth and secure for both the Shan & Co. team and their clients. That’s where Sphinx Solutions stepped in to turn this idea into a scalable digital solution. 


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Development Process

Requirement Gathering & Analysis

We started by understanding Shan & Co.’s business needs and how they wanted to better manage their services and clients. Clear chats helped us list the must-have features for both the web platform and mobile app.

UI/UX Design

Our design team created clean, simple, and easy-to-use layouts so both staff and clients could navigate everything smoothly without confusion. 

Backend & Admin Panel Setup

We built a secure backend using Python and MySQL, along with a web-based admin panel where the Shan & Co. team could manage clients, reports, tax records, and services in one place. 

Mobile App Development

Using React, we developed a modern mobile app where clients could check their financial information, request services, and get instant updates. 

Testing & Quality Check

Both apps were tested thoroughly on different devices to make sure they worked well, loaded fast, and kept data safe. 

Deployment & Support

After final approval, we launched the platform and app. Our team still provides regular support, updates, and new feature upgrades whenever needed. 

A Sphinx Solution Perspective

“We saw the Shan & Co. project as more than just building an accounting app. It was a chance to simplify how businesses manage their finances and how clients stay connected to their important financial data. Our goal was to create a clean, secure, and easy-to-use platform that takes the hassle out of handling accounts, tax records, and advisory services.   

For us, it wasn’t just about the tech. It was about making life easier for the Shan & Co. team and their clients by combining simple designs, strong security, and smooth functionality. We wanted to deliver a solution that felt modern, reliable, and helpful, something people would actually enjoy using every day.” 



Shubham Mahajan

Implementation Step

Project Strategy Planning First, we had thorough discussions with the Shan and Co. team to fully grasp their services, client needs, and expectations for their mobile app and digital platform. This allowed us to clearly design the project with targets for both web and mobile applications and deadlines. 
User Journey Mapping Our team carefully mapped Shan and Co. employees' and customers' interactions with the platform. We ensured that every step, from logging in and handling client records to accessing financial reports and getting alerts, was simple. 
Design and Prototype Finalisation We created simple, clean, and modern design mockups for both the app and platform. The Shan & Co. team shared their feedback, and we quickly made updates to get everything just right before moving into development. 
Building the Platform & App Employing React and a client-friendly mobile app, our developers created a quick and safe online platform. Both included tools such as real-time notifications, financial reporting, service requests, and client data management, which simplified daily operations for the team and their customers. 
Setting up the Backend & Admin Panel Using Python, MySQL, and Ubuntu servers, we created a reliable backend system and a secure web-based admin panel. This allowed the Shan & Co. team to easily manage client records, reports, tax files, and service requests from one place. 
Testing & Deployment Once everything was ready, we thoroughly tested the platform and app across different devices to check for speed, security, and performance. After getting the final thumbs-up from Shan & Co., we successfully launched the app on the App Store and made the web platform live. 
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Challenges

Shan & Co. needed a safe way to manage sensitive client financial records, tax reports, and business services all in one place, without risking data leaks or unauthorized access.  
Creating a mobile app that felt simple and modern for all kinds of users, even those not too comfortable with digital tools.  
Adding a client-friendly mobile app that lets users check their financial details, request services, and get alerts without any glitches.    
Building a system that can easily grow in the future as Shan & Co. expands their services and client base.  

Solutions Delivered

We built a secure platform with user roles so only authorized people could access, edit, or manage sensitive client information.
Our design team used easy layouts, clean icons, and clear labels so both the Shan & Co. team and clients could navigate easily.  
We developed a reliable app that syncs with the platform, giving clients instant updates and secure access to their records.  
Our scalable platform design allows adding new services and features anytime without disrupting the existing system setup. 

Impact it Created

Simplified Business Management 

The new platform made it super easy for Shan & Co. to manage all their accounting services, tax records, and business reports from one place. No more juggling between different tools, everything is now sorted and accessible in just a few clicks.  


Secure and Organised Client Data  

With proper user roles and permissions in place, client information stays safe and is only visible to the right people. This gave the Shan & Co. team peace of mind and made handling sensitive data simpler and stress-free.   


Reliable Mobile Access

The mobile app added extra convenience by letting clients check their financial data, get updates, and request services on the go. It made communication smoother and services faster, boosting overall customer satisfaction.   


Flexible and Future-Ready System 

The platform was built to grow with Shan & Co. As their client base expands and new services come in, the system is all set to handle fresh updates and extra features without breaking a sweat. 

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Customer Testimonial

“Working with Sphinx Solutions has been an absolutely fantastic encounter. They created a straightforward, intelligent, and safe platform out of our ideas by really grasping what we wanted for Shan and Co.    

The new system makes our management of client records, reports, and services far simpler in an all-in-one location. Our customers also like the simple-to-use mobile app. The group was always quick to react, cordial, and professional.    

They made sure everything functioned exactly as we desired. We are really delighted with the outcomes and hope to collaborate with them once again.”  

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Summing Up

Shan & Co. teamed up with Sphinx Solutions to build a smart, secure, and easy-to-use platform for managing their accounting services, client records, and business reports. We designed a clean and reliable system with a handy mobile app and a powerful backend to handle everything in one place.   

The project made it easier for the Shan & Co. team to manage their daily tasks, keep client data safe, and deliver faster services. With its simple design, secure controls, and smooth performance, the new platform has improved both their workflow and client experience, and it’s ready to grow with their business in the future. 

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FAQ

Questions & Answers

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It’s a handy digital platform that helps Shan & Co. manage their accounting services, corporate advisory, and client records all from one place. It keeps things organised and secure for both the team and their clients.

Yes! Clients can easily log in through the mobile app to check their financial reports, request services, and access important updates or documents whenever they need them.

Absolutely. The app is built with strict security features, user roles, and permissions to make sure only authorised people can access sensitive information.

They can track financial reports, handle tax records, manage multiple business services, and organize client data in one simple, smooth-running system.

Yes, the platform is designed to grow with them. It’s flexible and easy to upgrade, so new features and services can be added anytime as the business expands.

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