AW Client Report Portal
internal2026A client reporting portal built from a PRD, with authentication, client profiles, quarterly data entry, deterministic calculations, a live SVG report preview, a SACS cashflow diagram, a TCC net worth chart, PDF generation, report history, audit logging, and backup and restore scripts.
- audit logging
- authentication
- backup and restore
- client reporting
- data entry
- data visualisation
- pdf reporting
client work, holds client data