Overview
Sphinx Solutions partnered with Shan and Co., a UK-based accounting and business advisory firm, on its digital journey. They wanted a dependable, seamless, easy-to-manage way to handle client accounts and business processes.
The outcome is a simple, user-friendly system that lets Shan and Co. serve their clients with confidence.
The custom digital tools our team built with Shan and Co. sped up and simplified their client interactions and financial administration.
From simplifying internal procedures to creating a more organised, secure system, we helped them give their clients better, quicker and smarter service: a modern, trouble-free answer that fits their professional services.
Client Requirement
01
A simple, user-friendly platform for handling accounting services, corporate advisory work and client records.
02
Client information kept securely and quickly accessible, with user roles and permissions to prevent unwanted access.
03
Track financial reports, manage tax records and handle different business services for many clients from one place.
04
An app where clients see their financial data immediately, make service requests, and receive alerts and documents.
05
Adaptable and expandable, so new services and capabilities can be added as the business grows.
06
Simple, quick and dependable for the Shan and Co. team and their clients, on mobile or desktop.
Managing finances, tax records and advisory services gets tricky when everything is scattered across different systems, emails and paperwork.
It wasn’t just about going digital; it was about making everything smooth and secure for both the Shan & Co. team and their clients.
As a busy UK accountancy and advisory firm, Shan & Co. wanted a smarter, faster, more reliable way to handle all their services in one place: a safe, simple platform for financial statements, tax papers, business services and client records.
At the same time, they needed a mobile app so clients could check their financial data, request services and get critical updates on the go.
The build had four problems to solve: managing sensitive financial records without risk of leaks or unauthorised access; an app simple enough for people not comfortable with digital tools; a client app that works without glitches; and a system that grows as the firm adds services and clients.
We built a secure web platform and a client mobile app that sync with each other, designed to be easy for staff and clients alike.
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 financial data. For us, it wasn’t just about the tech: it was about making life easier for the Shan & Co. team and their clients, with simple design, strong security and smooth functionality.
“Working with Sphinx Solutions has been a fantastic experience. They turned our ideas into a straightforward, intelligent and safe platform by really grasping what we wanted for Shan and Co. The new system makes managing client records, reports and services far simpler, all in one place, and our clients like the easy mobile app. The team was always quick to respond, friendly and professional. We are delighted with the results and hope to work with them again.”
How We Work
Step 1
We started by understanding Shan & Co.’s business needs and how they wanted to manage their services and clients, and listed the must-have features for the web platform and the app.
Step 2
Clean, simple, easy-to-use layouts, so staff and clients alike could navigate everything without confusion.
Step 3
A secure backend in Python and MySQL, with a web admin panel where the team manages clients, reports, tax records and services in one place.
Step 4
A modern React app where clients check their financial information, request services and get instant updates.
Step 5
Both apps tested thoroughly on different devices, to make sure they worked well, loaded fast and kept data safe.
Step 6
After final approval we launched the platform and the app, and our team still provides regular support, updates and new features.
Implementation
Thorough discussions with the Shan and Co. team about their services, clients and expectations set clear targets and deadlines for the web and mobile applications.
We mapped how staff and clients use the platform, from logging in and handling client records to reading financial reports and getting alerts, and made every step simple.
Clean, modern mockups for the app and the platform, updated quickly with the Shan & Co. team’s feedback before development.
A fast, secure React platform and client app, with real-time notifications, financial reporting, service requests and client data management.
A reliable backend on Python, MySQL and Ubuntu servers, and a secure admin panel for client records, reports, tax files and service requests.
Tested across devices for speed, security and performance, then launched on the App Store with the web platform live after Shan & Co.’s approval.
Impact
Accounting services, tax records and business reports all managed from one place, instead of juggling different tools.
User roles and permissions keep client information visible only to the right people, which made handling sensitive data simpler.
Clients check their financial data, get updates and request services on the go, which made communication smoother and service faster.
The platform grows with Shan & Co., ready for new services and features as the client base expands.
Tech stack
In closing
Shan & Co. teamed up with Sphinx Solutions to build a smart, secure, easy-to-use platform for its accounting services, client records and business reports, with a handy mobile app and a powerful backend behind it.
The project made the team’s daily work easier, kept client data safe and sped up their service. With its simple design, secure controls and smooth performance, the platform has improved both their workflow and their clients’ experience, and it is ready to grow with the business.
What people usually ask about Shan & Co and about building something like it.
It’s a digital platform that helps Shan & Co. manage their accounting services, corporate advisory and client records from one place, keeping things organised and secure for the team and their clients.
Yes. Clients log in through the mobile app to check their financial reports, request services, and access important updates or documents whenever they need them.
Yes. The app is built with strict security features, user roles and permissions, so only authorised people can access sensitive information.
They track financial reports, handle tax records, manage multiple business services and organise client data in one simple system.
Yes. The platform is designed to grow with them, flexible and easy to upgrade, so new features and services can be added anytime.
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