Client operations, finally organized.
EraOS helps professional service businesses collect documents, manage client requests, collaborate with staff, and keep clients informed—all from one secure workspace.
Dashboard
Executive overview for ECM Financial
Active Clients
248
+12 this month
Pending Requests
37
8 due today
Documents Awaiting Review
14
-3 from yesterday
Recently Active Users
42
Last 24 hours
Recent client activity
Latest uploads from the client portal
Robert Kim
w2-2025.pdf · W-2 Forms
Lisa Nguyen
bank-q1.pdf · Bank Statements
Trusted capabilities
Built for how firms actually work
Every capability maps to shipping product functionality—client portals, request workflows, team management, and tenant-scoped security.
Client Portal
- Secure login
- Outstanding requests
- Notifications
- Progress tracking
- Uploads
Request Management
- Multi-item requests
- Document tracking
- Review workflow
- Automatic completion
Team Collaboration
- Organization management
- Roles
- Permissions
- Activity history
Security
- Role-based access
- Signed URLs
- Organization isolation
- Secure document storage
How it works
From invite to completion
Three steps. No spreadsheets. No email chains lost in inboxes.
Step 1
Invite Client
Send portal access from a client profile. EraOS provisions secure login and links them to your organization.
Step 2
Collect Documents
Clients upload files against request items. Staff receive notifications and track progress in real time.
Step 3
Review & Complete
Review submissions item by item. When every item is approved, the request completes automatically.
Product screens
The actual EraOS interface
Real components from the platform—dashboard, client portal, requests, documents, and settings.
Dashboard
Executive overview for ECM Financial
Active Clients
248
+12 this month
Pending Requests
37
8 due today
Documents Awaiting Review
14
-3 from yesterday
Recently Active Users
42
Last 24 hours
Recent client activity
Latest uploads from the client portal
Robert Kim
w2-2025.pdf · W-2 Forms
Lisa Nguyen
bank-q1.pdf · Bank Statements
Why EraOS
Operations at scale
Illustrative demo metrics—your organization's numbers live in your dashboard.
1,200+
Organizations
Demo figure
84,000+
Requests Processed
Demo figure
320,000+
Documents Managed
Demo figure
3.2 days
Average Completion Time
Demo figure
Security
Enterprise-grade, honestly described
We describe only what EraOS implements today—no compliance badges we haven't earned.
Authentication
Supabase Auth secures staff and client sign-in. Sessions are validated on every protected route.
Role permissions
Organization admins, staff, reviewers, and read-only roles control who can invite, review, and manage settings.
Signed document access
Documents are served through time-limited signed URLs after ownership and organization checks.
Organization isolation
Every query is scoped by organization_id. Members only access data within their tenant boundary.
Pricing
Simple plans that scale with you
Placeholder pricing for launch. All plans include the core platform—clients, portal, documents, and notifications.
Starter
For small firms getting clients onto a portal.
$49/mo
- Unlimited clients
- Client portal
- Document management
- Notifications
- Staff roles
Professional
For growing teams with active request volume.
$129/mo
- Everything in Starter
- Request review workflow
- Team management
- Activity history
- In-app notifications
Business
For multi-team organizations at scale.
$299/mo
- Everything in Professional
- Organization settings
- Advanced roles & permissions
- Team activity history
- Org admin controls