Accountancy firm needs a Client Portal for financial document (pdf) approval, as part of a Wix website
The accountancy firm needs a logged in area on their WIX website, that customers can log in to view their financial documents/tax returns (pdf), and approve them by various tick boxes. The accountancy firm needs to be able to add the documents/tax returns (pdf), and to know when the documents have been approved, and they need a record of that approval.
We need the freelancer to guide us through this, and advise as to the best way to do it. They also need to build this with security and with GDPR guidelines.
The freelancer needs to design the portal page / pages and the process itself.
We think something like this, but we need you to advise:
The accountancy firm creates a new customer account in their admin system.
A new draft tax return is added by accountant, a submit to client button sends an email that tells the client their account number and gives them a link to the site, which upon arrival, lets them set up a password.
Having created their own account password, the customer lands on their own portal page which would have navigation options to the new Tax return (pdf), and in the future, previous years tax returns. ( Customer account contains existing and new tax returns / accounts.)
They can also access this from a ‘log in’ button on site.
The unreviewed tax returns/accounts (pdf) will be highlighted with an action button. Clicking the action button will take you to a page with a description of what to do, a ‘view tax returns/accounts’ button and set of selectable radio/tick boxes that:
1) Confirm the customer has viewed the tax returns/accounts
2) Confirm the customer is happy with the tax returns/accounts
3) Confirm that the accountancy firm can submit the accounts to HMRC ( UK Government Inland Revenue ).
Then a button to submit.
ALL 3 ARE MANDATORY, and the form will not submit without all three checked.
Submissions and tick box choices will be recorded into a database and at the same time an email will be generated and sent to approvals@email or similar.
13 freelanceria on tarjonnut keskimäärin £477 tähän työhön
HI I am experienced in Database Development Wix Read our guide etc I can start right now but i have few doubts and questions lets have a quick chat and get it started waiting for your reply