Best Polity LLC — Client Proposal Portal

Secure, password-gated document delivery and e-signature portal for Best Polity LLC managed services clients.

Features

• Password-protected document portal — single-use access code per client
• Live proposal delivery — branded with Best Polity identity
• Statement of Work (PDF) — downloadable, CPA-ready with tax code citations
• Executive IT Dashboard preview — asset inventory, network topology, subscription tracking
• E-signature acceptance — freehand signature pad with CAPTCHA verification
• Timestamped acceptance record — stored locally, verifiable by both parties
• Tax treatment references — IRC §162, NY Tax Law §208/§612 linked

Tech Stack

• Pure HTML/CSS/JS (zero dependencies)
• Canvas-based signature pad (mouse + touch + stylus compatible)
• GitHub Pages hosting
• No backend, no database, no API keys
• All state in localStorage

Usage

1. Deploy to GitHub Pages
2. Set CORRECT_PASSWORD in the HTML
3. Update proposal content for each client
4. Send client the URL and access code

Structure

/
├── index.html                     # Client portal (lock screen + proposal + e-sign)
├── dashboard-preview.html         # Executive IT Dashboard preview
└── Statement-of-Work-Best-Polity-LLC.pdf  # SOW deliverable

Security

• Passwords set per-client, changeable between engagements
• No data transmitted to external servers
• Acceptance records stored client-side only
• CAPTCHA prevents automated acceptance
• Touch-safe with touch-action: none and user-select: none

SOP Reference

See Best Polity LLC internal SOP-013: Managed Services Delivery Protocol for full engagement lifecycle.

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Best Polity LLC · william@bestpolity.com