Responsive Client Portal Enhancement for Accounting Firm

Medium Priority
Web Development
Accounting Auditing
👁️10631 views
💬620 quotes
$25k - $75k
Timeline: 8-12 weeks

Our SME accounting firm is seeking a web development expert to enhance our existing client portal with modern, responsive features. The project involves integrating progressive web app (PWA) capabilities to improve accessibility, implementing micro-frontends for modular design, and utilizing GraphQL for efficient data queries. Our goal is to elevate client experience with real-time data access and intuitive user interactions.

📋Project Details

Our accounting and auditing firm is dedicated to providing our clients with seamless and efficient financial management experiences. We are currently seeking a skilled web development partner to enhance our client portal. This project involves transforming our existing web-based client interface into a Progressive Web App (PWA) to ensure accessibility across all devices, even in offline modes. By implementing a micro-frontend architecture, we aim to improve the modularity and scalability of our portal, allowing us to tailor features based on client needs dynamically. We plan to leverage GraphQL for fetching data, ensuring that clients have access to the most up-to-date financial data with minimal latency. Additionally, the integration of Three.js will bring interactive financial visualizations to life, offering clients deeper insights into their accounts. The project should adhere to industry best practices for data security and privacy, vital within the accounting sector.

Requirements

  • Demonstrated experience with PWAs
  • Proficiency in React and GraphQL
  • Experience with financial data visualization
  • Strong understanding of web security practices
  • Ability to work collaboratively with our in-house IT team

🛠️Skills Required

React
GraphQL
TypeScript
Three.js
PWA

📊Business Analysis

🎯Target Audience

Accounting clients seeking real-time, interactive access to financial data from any device.

⚠️Problem Statement

Our current client portal lacks modern accessibility features and interactive data presentation, limiting client satisfaction and engagement.

💰Payment Readiness

Clients seek enhanced user experiences, driven by competitive market pressures and the demand for immediate, intelligent financial insights.

🚨Consequences

Failure to upgrade could result in decreased client retention and missed opportunities for upselling additional financial services.

🔍Market Alternatives

Competitors offer similar services with basic interfaces, but few provide the comprehensive, interactive experience planned here.

Unique Selling Proposition

The enhanced portal will uniquely combine cutting-edge PWA technology with advanced data visualization, setting a new standard for client interaction in the accounting industry.

📈Customer Acquisition Strategy

Promote the revamped portal through targeted marketing campaigns and client webinars focused on demonstrating new features and benefits.

Project Stats

Posted:July 21, 2025
Budget:$25,000 - $75,000
Timeline:8-12 weeks
Priority:Medium Priority
👁️Views:10631
💬Quotes:620

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