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
Hi I am a technical evangelist, developer and can do this task for you. I have more than 15 years of experience in software development and am a microsoft certified professional.I have strong work experience in xamarin Daha Fazla
Bu iş için 27 freelancer ortalamada $590 teklif veriyor
Hello, Thanks for positing this job, We are great on creating print materials and project we have completed its on our portfolio you can check below. Portfolio https://www.freelancer.com/u/Choosearts?page=portfolio&r Daha Fazla
hi dear. your job is interesting for me. i read your description carefully. please contact me then we can discuss more detail over chat. thanks. best regards.
Hello! I am very interested in your post project. While I read your description carefully, I was excited with feeling that I would be able to satisfy for your requirements in this job. We can negotiate on price/Budget Daha Fazla