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Small Accounting Office management system

Estimate the whole project price & time scale in your bid, otherwise I'll not hire you

[login to view URL] Records Requesting

Automatically chase records from clients via email and SMS.

[login to view URL] reminder

System need to remind staff of any upcoming deadlines

3.Self-generating Task List

System automatically builds a plan for your week based on deadlines and when you received records from the client. You can also rearrange and add items to your task list.

4.E-Signing Built In

Client can sign into their portal and sign off accounts. The signed document will be automatically saved in the client's timeline.

[login to view URL] Portal

Need to built a secure and GDPR compliant document portal. Both the accountant and client can upload and share documents between each other.

[login to view URL] Timeline

The timeline feature allows you to view records of client emails, SMS messages, telephone calls, meetings and changes to their information all in one place.

7. On board New Clients Quickly/registration

Clients have their own online portal which enables quick and easy sign up. They can complete the registration process, sign our terms & conditions and pay registration fees by card.

8. Missing Client Details

You can view all clients with incomplete details in one place, ensuring you are online as the agent or have the necessary codes for filing, well before the deadline.

9. Easily Chase Debtors

Along with a full invoicing system where you can email PDF invoices at the click of the button. You'll also be able to email debtor statements with the click of a button.

10. document and DB Migration, export and import functions plus print

11. look and feel must be nice and clean design/very professional

12. full documentation

13. It would be nice if we use desktop applications + web

14. Other things will be mentioned based on progress

Kĩ năng: PHP, Lập trình C#, HTML, Kiến trúc phần mềm, MySQL

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Về Bên Thuê:
( 0 nhận xét ) Leicester, United Kingdom

ID dự án: #21196875

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$2400 USD trong 60 ngày
(82 Đánh Giá)

27 freelancer đang chào giá trung bình $590 cho công việc này


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$1000 USD trong 20 ngày
(256 Nhận xét)

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