I am looking for a professional to help build a website that serves as a platform for bookkeepers/accountants and clients. The website will enable clients to purchase a monthly membership depending on their bookkeeping/accounting/tax needs. Bookkeepers and accountants will be able to communicate with the client via the website. Clients will transfer all data and document via the website through their accountant and in turn all data and documents submitted by the client will be transferred to the assigned bookkeeper.
(I AM OPEN TO THIRD PARTY INTEGRATION)
We want to have a site where our clients can sign up, choose from several service packages and engage with us online. Clients will be able to upload their documents to their account, chat with their bookkeeper, save documents in a secure filing cabinet, print reports, etc…
Features will include
Design and Homepage
Membership packages and sign up
Client and accountant dashboard
admin panel that controls the entire website and has the ability to assign accountants to clients.
The ability for the client to upload documents to his/her account and transmit those documents to their assigned accountant. Also, the ability for the client to securely save such documents in a personal filing cabinet.
The ability for the accountant to receive documents, work on them and transmit them back to client securely. Further, the ability for the accountant to save files securely in his/her filing cabinet organized per clients name.
The ability for client and accountant to communicate securely via the website.
A calendar enabling client and accountant to set reminders and organize.
The ability for clients and accountants to receive email notifcations when projects are sent or complete.