Custom plugin development for a Canadian bookkeeping firm, delivered under contract.
SHEET Nº PRJ
2025–2026
Client Drive File Manager — Secure Client Portal Plugin
- Client
- Bookkeeping firm (Canada, contract)
- Type
- Plugin Development
- Role
- Plugin Developer
- Stack
- WordPress · Custom PHP · Modular Plugin Architecture
THE CHALLENGE
The firm needed a branded, secure place for each client to access their files — with staff visibility into who logged in and downloaded what — beyond what off-the-shelf plugins offered.
MY CONTRIBUTION
Designed and built the plugin, then refactored it from a single-file v1.5 prototype into a modular v2 architecture. Features include per-client secure file areas, activity logging (logins, downloads, password resets, heartbeat-aware last-seen), business-partner roles, per-client branding, force logout, and timezone-aware activity display.
OUTCOME
- In production and actively maintained (v2.0.x)
- Complete audit trail of client file activity
- Modular architecture supports ongoing feature releases