A secure client portal or data room, built with security first
A secure client portal is where your clients send you their most sensitive files, so it has to be designed around access, not added later. We build secure client portals, digital data rooms and protected document viewers for accounting firms, law firms and startups, and we treat your data the same way we protected an exam platform where one leaked file would have ended the business.
- Proof
0
document leaks in 18+ months on our protected-viewer platform
- Honesty
2 mo
extra spent rebuilding protection after we found our own flaw
- Access
Roles
every screen and file checked against who is asking
- Hosting
UK / EU
hosting regions available for your data
Secure client portal software, data rooms and protected content
Every one of these starts the same way: we map who needs to see which document, at which moment, and what must never leave the screen.
Secure client portals
Clients log in, upload what you asked for, see their own files and nothing else. Requests, reminders and status in one place, instead of email attachments.
Digital data rooms
A digital data room for fundraising, M&A or partner due diligence: folders by permission, view-only documents, watermarks per viewer and a log of who opened what.
Protected document viewers
Read-only viewing with personal watermarks, no download, and screenshots blocked where the browser allows it. The same approach has kept exam papers from leaking for 18+ months.
Audit trails
Every login, view, upload and change is recorded, so you can answer “who saw this file, and when?” in seconds.
Security fixes on existing systems
Already have a portal or platform? We review access rules and data flows and fix what we find, starting with the highest risk.
Accounting client portal, client portal for accounting firms and for law firms
The sectors where a lost attachment is a regulatory problem, not just an embarrassment.
- Accounting client portal
Stop chasing documents by email
An accounting client portal sends each client a list of what you need, reminds them automatically and puts uploads straight into the right client file.
- Client portal for accounting firms
Deadlines that chase themselves
A client portal for accounting firms works best when it knows your filing calendar: requests go out before the deadline, not the week of it.
- Client portal software for law firms
Access by matter
Client portal software for law firms has to separate matters, not just clients: each party sees the documents for their matter, with a full audit trail.
- Best data room for startups
Honest advice first
For one round, an existing product is often the best data room for startups. When you raise repeatedly or share with many partners, a data room inside your own platform pays back.
Worried about where your client files live today?
Leave your number. We'll call you, ask how documents move between you and your clients, and tell you where the real risk is.
Security practices on every project
No certificate badges we haven't earned. These are the practices we apply by default, and you can ask us to show any of them.
Access first
Role-based access and least privilege, checked on the server for every request, not just hidden in the interface.
Encryption
HTTPS everywhere, data encrypted at rest by the hosting and database provider, secrets kept out of the code.
Sign-in
Strong password rules, optional two-factor authentication, session expiry and rate limits on sign-in attempts.
Backups and environments
Automatic backups with a tested restore, separate test and production environments, and no real client data in testing.
Updates and review
Dependencies kept up to date, code reviewed before release, and an independent penetration test arranged before launch when your sector requires it.
Your hosting, your choice
We host and maintain the system for you in UK or EU regions, or deploy it on your own infrastructure so the data never leaves it.
We found the flaw in our own protection, and said so
On our national exam platform, a single leaked paper could be posted to a group of 500,000 students within hours. We tested standard viewers, PDF readers, a mobile app and a Chrome-based approach; each had a way around it. We settled on a DRM-based viewer with personal watermarks.
After launch, one of our developers found that a browser setting could switch the protection off. We told the client the same day and spent two more months rebuilding it. Zero leaks since, in more than 18 months. Read the exam platform case study →
UK GDPR by design, not by disclaimer
We collect only the fields a process needs, set retention periods when we design the database, and build export and deletion into the admin screens so you can answer a data subject request without a developer.
When we process personal data for you, we sign a data processing agreement and list every sub-processor. How we handle data on this website is in our privacy policy and cookie policy.
When you don't need a custom secure client portal
If a packaged portal covers your workflow and you are happy with its hosting, buy it. Custom wins when the portal must sit inside your own system, follow a workflow no product supports, or protect content that must never be downloaded.
Found a security issue?
Email contact@hannibaldev.com with “Security” in the subject. We reply within two working days, keep you updated and credit you if you wish. Please don't access other people's data or disrupt the service while testing.
Systems we protect today
Show us how your documents move today
A free 30-minute call: we look at where client files travel, who can see them, and what a secure client portal would change first.
Frequently asked questions
Four things, in this order: who can see what (role-based access, least privilege, every action logged), how files leave the portal (protected viewing, watermarks, expiring links), how data is stored (encrypted in transit and at rest, backed up, hosted in the UK or EU if you need it), and how fast problems are fixed. Most breaches come from the first one, not from clever hacking.
If an off-the-shelf secure client portal software product fits how you work, buy it: it will be cheaper on day one. A custom portal makes sense when it has to live inside your own CRM or platform, follow your own workflow, or protect content that must never be downloaded.
For a single fundraising round, the best data room for startups is usually an existing product with a free or low tier. We'll tell you that on the call. A custom digital data room is worth it when you run repeated deals, share with many investors or partners, or need the data room inside your own platform with your own branding and analytics.
Yes. An accounting client portal usually needs document requests, reminders, secure uploads, e-signature and a link to your practice or bookkeeping software. We start with the request-and-upload loop that saves the most chasing, then connect the rest.
Yes. We sign an NDA before you share anything sensitive, and a data processing agreement (UK GDPR Article 28) when we host or handle personal data for you.
Not on a client system in production. We did find a flaw in our own document protection before attackers did, told the client the same day and spent two extra months rebuilding it. That platform has had zero document leaks in 18+ months.