Looking to create a web platform for my business. The idea is that it will allow collaboration of different levels of users for accounting and finance work.
Admin Agent: upload files and data from clients
Associate: Complete uploaded files and re-upload finalized work to clients
Account Manager: Manage workflow for associates
Client: View dashboard of account information. Needs to have high professional look for Client facing side of the platform
Master - view all
This is used for an inhouse company. Will require a chat function for all levels.