Build a Website -- 2
$30-250 USD
着払い
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. Similar to [login to view URL], bookkeepers and accountants will then be able to communicate with the client via the website. Clients will transfer all data and document via the website through their account and in turn all data and documents submitted by the client will be transferred to the assigned bookkeeper.
Features will include:
Website design
Admin panel to control the website and assign specific accountants to clients
The ability for clients to choose from several monthly packages during sign up
User profiles for both accountants and clients.
A dashboard for both accountants and clients
The ability for client to upload info to their account and submit that info to the accountant for review and work (doc, pdf, jpg, etc…)
The ability for accountants to work on clients data and submit completed work to the clients account (dashboard).
General Ledger and platform for transaction entry
The ability for clients to manually enter income, expenses, categories for their entries,– and then the ability for that same client to view, print or download a snapshot of their account, financial statements, etc…
A resource center for both clients and accountants (which will include articles, blogs and links for educational purposes)
The ability for clients and accountants to communicate "securely" via messaging and video (if possible)
The ability for client and accountant to exchange documents, save documents in a secure filing cabinet.
A filing cabinet for accountants to save and organize client documents by name and date.
The ability for accountants to track work and save how many hours he/she invested working on each project.
A priority list submitted to each accountant via the admin. The list will assign accountants and bookkeepers to specific jobs and clients with due dates, etc...
The ability for clients (themselves) or the accountant (by having access to clients account) to issue invoices to their customers and update their account when that invoice is paid
The ability for clients to build a profile that will serve the accountant to better understand the client's needs.
The ability for the accountant or bookkeeper to access the clients dashboard and do all of the work for them (enter income, expenses, general journal, ledger, income statements, balance sheet, accounts payable, accounts receivable, issue invoices and update them, etc…
A calendar for accountants and clients to enter reminders, etc...
A calculator.
The ability for client to take a photo of a receipt and upload that photo to his/her account, save it or send it to their bookkeeper.
In short, instead of a client having to walk into an office for bookkeeping/accounting and tax work, the client can work with a professional bookkeeper or accountant via the website. Clients cannot choose their accountant or bookkeeper. The client signs up, fills out a series of questions pointing out work that needs to be done (one time or recurring), fill out questions about personal info, purchase a package and then the admin (management) will assign an accountant or bookkeeper to the client.
Client dashboard features will depend on the membership the client purchases.
プロジェクトID: #9475905
プロジェクトについて
28人のフリーランサーが、平均$943 で、この仕事に入札しています。
Hi there! I have read what you exactly need, however I would like to ask you a few questions. I would call myself a master of what I do, I do work smart and do not rest until I get the job done. Please feel free to pin もっと
Hi. I can create your website for interaction between. accountants and clients. Be sure you will get the quality work according to oyur requirements. I am willing to know how we can further proceed on it? If you hav もっと
Hi I am very interested to work on your project. I have 10 years of experience in software development (more than 1000 projects done) and few can be seen on freelancer.com Let's start by giving me all details
Hi, we are #maker we mainly deal in web development. i have done multiple similar projects like yours, we will provide you quality work with 100% completed requirements we don't outsource our projects because quality もっと
due to some rude client my profile goes negative i need those Clint who can do work with professionalism I am one of the Expert Developer of the PHP and there framework and i will give you eye catching design develop もっと
Our areas of interest or expertise: Excel, VBA, Advanced Formulas, Data Entry, Conditional Formatting, Pivot Tables, Slides Preparation and Financial Calculations, Drawing Comparison, Design Suggestions. Software Deve もっと
