In tax season, a small bookkeeping firm gets the same phone call over and over: where is my return, and what do you still need from me?
Say it's 12 calls a week at 6 minutes each. That's 1.2 hours a week, or about 17 hours over a season, spent reading out a status that could sit on a page. (Those are example numbers. Count your own calls for a week and swap them in.)
A page where clients look up their own status is a simple customer portal. Before anyone pays a developer for one, it's worth building a demo in an AI app builder and showing it to the team. Here's how that went in Lovable , with the exact prompt and what came back. The build used 1 credit.
The prompt
This is word for word what went into the Lovable home screen. Brightside Bookkeeping and its clients are made up:
Build a client status page for Brightside Bookkeeping, a small tax and bookkeeping firm.…