Development of Next-Gen Client Portal for Accounting & Auditing Firm

Medium Priority
Web Development
Accounting Auditing
👁️15456 views
💬557 quotes
$15k - $50k
Timeline: 8-12 weeks

Our rapidly growing accounting and auditing firm is seeking a skilled web development team to create a cutting-edge client portal. This portal will enhance client interaction by providing real-time data access, personalized dashboards, and seamless communication features. Leveraging the latest web technologies such as React, TypeScript, and Serverless architecture, this project aims to deliver a secure, efficient, and user-friendly experience. The portal will cater to small and medium-sized enterprises (SMEs) requiring robust accounting and auditing services.

📋Project Details

We are a scale-up company in the Accounting & Auditing industry looking to revolutionize our client interaction strategy through the development of an advanced web portal. The project involves building a Progressive Web App (PWA) that offers our clients real-time access to their financial data, interactive and customizable dashboards, and features for seamless communication with our team. We aim to harness cutting-edge technologies such as React and Next.js for front-end development, TypeScript for enhanced code quality, and a Serverless architecture to ensure scalability and performance. The portal will integrate GraphQL to streamline data queries, and WebRTC for secure video communications. The core objective is to provide an intuitive and efficient user experience, driving greater client satisfaction and engagement. The successful delivery of this project will position us as a leader in providing innovative digital solutions within the accounting sector.

Requirements

  • Develop a PWA for real-time financial data access
  • Integrate GraphQL for efficient data fetching
  • Implement customizable client dashboards
  • Ensure secure communications via WebRTC
  • Use Serverless architecture for scalability

🛠️Skills Required

React
TypeScript
Serverless Architecture
GraphQL
WebRTC

📊Business Analysis

🎯Target Audience

Our primary users are small to medium-sized enterprises (SMEs) seeking comprehensive accounting and auditing services, requiring efficient and secure access to their financial data and analytics.

⚠️Problem Statement

SMEs often face challenges in accessing their financial data promptly and efficiently, impacting their decision-making processes and overall business agility. Our current client communication systems are outdated, leading to delays and miscommunications.

💰Payment Readiness

Our target audience is willing to invest in innovative solutions that streamline financial management due to regulatory pressures, the need for competitive advantage, and the desire for optimized operational efficiencies.

🚨Consequences

Failing to address these inefficiencies may result in lost clients due to dissatisfaction, reduced operational efficiency, and potentially serious compliance issues due to delayed financial reporting.

🔍Market Alternatives

Current alternatives include generic accounting software that lacks the customization and real-time communication features essential for SMEs, creating a competitive opportunity for our bespoke solution.

Unique Selling Proposition

Our client portal offers a unique blend of real-time data access, customizable user interfaces, and secure communication tools, setting it apart from generic accounting software and positioning us as a pioneer in digital accounting solutions.

📈Customer Acquisition Strategy

Our go-to-market strategy involves leveraging our existing client base for initial adoption, using targeted digital marketing campaigns to reach new SMEs, and offering demonstrations of the portal's capabilities at industry events and through online webinars.

Project Stats

Posted:July 21, 2025
Budget:$15,000 - $50,000
Timeline:8-12 weeks
Priority:Medium Priority
👁️Views:15456
💬Quotes:557

Interested in this project?