Client stories, in their words.
Three builds, a law-and-tax practice, a city government, and a growing small business. What was broken, what we built, what changed.
A document-heavy, confidential-client firm moves intake, engagement letters, and document collection into a branded client portal.
Full story in progress, published with the client's approval.
Multiple departments, role-based access, and a single secure place for files that used to travel as email attachments.
Full story in progress, published with the client's approval.
The same portal approach applied outside tax, one system for client onboarding, project delivery, and invoicing.
Full story in progress, published with the client's approval.
Run And Scale is a service of Pure Source, LLC, a SuiteDash Validated Agency Partner.
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Last updated: 2026-10-28