Accountancy firm needs a Client Portal for financial document (pdf) approval, as part of a Wix website

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.

Skills needed:

Wix websites



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.

The portal would have to have the usual accessories... log out, forgotten password, terms, privacy policy etc.

Taidot: Wix, Tietokantakehitys, Verkkosivujen suunnittelu

Näytä lisää: companies document pdf creation, convert document pdf outlook, php client portal, joomla client portal, convert pdf document pdf fillable document, equipment neede convert document pdf file, change document pdf, paperwork convert document pdf file, can populate document pdf format, send document pdf form doc format, save word document pdf fillable, financial document, php convert open office odt document pdf php, web portal business plan pdf, transfer word document pdf, create client portal pdf files drupal, law firm accounting and financial management pdf, law firm client portal software, financial advisor client portal

Tietoa työnantajasta:
( 0 arvostelua ) Hull, United Kingdom

Projektin tunnus: #29863777

13 freelanceria on tarjonnut keskimäärin £477 tähän työhön


Hi I've gone through your posted job description for designing wix website and am sure i can give you a quality work Note :- This is place holder bid Actual price and time will be determine after whole discussion of th Lisää

£500 GBP 7 päivässä
(202 arvostelua)

Hi , I have read your project description, I have more than 3 years of experience in Wix and willing to work with you on this project. I will complete this project in less possible time. Please share your Wix account Lisää

£500 GBP 7 päivässä
(53 arvostelua)

Hi there, ★★★ WIX Expert ★★★ 6+ Years of Experience ★★★ I've read requirements and ready to develop Client Portal for financial document (pdf) approval. Websites we built with Wix: ✔ [login to view URL] ✔ h Lisää

£750 GBP 15 päivässä
(152 arvostelua)

Hello I am expert in building complex and secure admin panels / dashboard I will build a full admin panel that will: 1. Offer secure login for admins 2. Create customer with all the details 3. New tax return added 4 Lisää

£450 GBP 7 päivässä
(18 arvostelua)

About me: I possess versatile experience of 7+ years in – Web Development, Square-space Developer , Megento , Laravel ,Wordpress Development, Shopify, PHP, MySQL, Bootstrap, JS, JQuery, CSS, HTML, etc --I have careful Lisää

£300 GBP 2 päivässä
(6 arvostelua)

did similar thing pdf approval recently .come on chat to check it. Alot of website and Web applications are already completed by me. Few examples are written. Working with HTML/CSS/JS/PHP/AJAX/JS/JQUERY /MYSQL sinc Lisää

£250 GBP 1 päivässä
(33 arvostelua)

Hello There, Good Day I have read the project description and I Can Create Your Client Portal for Financial Document (pdf) approval in WIX Website according to your requirements. I have many experiences in the PHP, M Lisää

£650 GBP 12 päivässä
(13 arvostelua)

Hi! I just read your brief and would like to work with you. Please contact me to discuss more about this project. Thanks & regards Accountancy firm needs a Client Portal for financial document (pdf) approval, as part Lisää

£500 GBP 3 päivässä
(8 arvostelua)

Hello there, Greetings for the day!! I am a Website designer since more than 7 years now. I understand exactly what you r looking for is, "a taxation and financial account maintenance website for your clients" I do ha Lisää

£300 GBP 10 päivässä
(17 arvostelua)

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

£500 GBP 7 päivässä
(3 arvostelua)

I can make a professional system save files in the database and display them professionally And inquire about it at a time

£500 GBP 7 päivässä
(0 arvostelua)

Hi There, We are a local marketing and web design agency located in Hertfordshire. We have a vast history in developing Ai websites, PPC Campaigns, Local SEO and even Mobile Apps. We can create this login and docume Lisää

£500 GBP 15 päivässä
(0 arvostelua)

If you want a goal-oriented, stunning website that checks all your boxes (that you own and can edit yourself), then I'm your pro. I have years of experience and many of my happy, successful clients. I'm a Wix Certified Lisää

£500 GBP 7 päivässä
(0 arvostelua)