Firstly I am looking to hire a freelancer to create a scope of work for the following project BUDGET AROUND $200-$400.
Once the scope has been completed I will consider hiring the freelancer for the full project budget up to $12,000. Please bid with your price to complete the scope of work
Users (agencies) can subscribe to the SAAS and brand their own back office. These Users currently have 10’s to 100’s of clients and add more each year. The requests sensitive financial information from their clients annually, and then they prepare sensitive secure reports every year. Normally, these Users email or mail these reports which is not safe. Users can now create a “Client Portal” with a VAULT for each client to collect and share documents and send an email or text invitation (for those that don’t have email). Clients can login and access years or reports in minutes. The User can prepare an invoice for each client, for the client to pay online using Stripe/Paypal or other open sourced options. Invoices reminders will be sent until paid. Users dashboard will track number of clients, logon history, invoice history, who has submitted paperwork, who has not, and more. User will also have a mini-kanban style CRM to enter leads to convert them to clients. For existing clients, a task Kanban feature to follow up on client tasks.