I am looking for a reporting system which I can use for corporate client updating.. The firm does Corporate Service support for its client companies (Including Statutory Annual Return submissions / contact keeper) VAT, accounting, audit, annual returns and other work.
We have around 300 clients and I want to make sure that at any point in time we always have updated records, but also would like the 'software' to send email reminds...
So, part 1 of the process would be having client data, like company details, contact details, submission deadlines, notes etc... - This part has already been taken care of.
Part 2 - From the data originally inputted, the system would then send an email or notification of any kind to our administrator at the office. For Example, start of every month, the system would send a notification of all the Annual returns that need to be submitted during that month....
Very important - The 'software' has to be in MS EXCEL NOT MC ACCESS.
Part 1 has already been taken care of by another professional. Unfortunately this professional had to cancel job due to health reasons. I still am in good relationship and in contact with this person who can support and answer queries that the new contractor might have. The previous professional has already given me the full details for the part 1 documentation, data module and coding used.
Part 2 would be simply 'extracting data from part 1 and having it shown in a report. I can provide attachments and very detailed description of what I need to the interested person.
Attaching a word document which gives more detailed information on what needs to be done.
I am willing to pay higher rates for the most experienced freelancers