Accounting Portal

Overview

The Client has the idea to build a web-based approach that would enable accountants to achieve membership based on their expertise and qualifications. The portal assists people in achieving their professional objectives. A website that not only encourages users to build profiles, but also allows them to engage in webinars, apply for work, and make payments.

The Client

The user, who is based in South Africa, runs a private institute for Business Accountants that assists prospective applicants in achieving their career objectives. Under the South African Corporations Act, 71 of 2008, their company is registered as a Non-Profit Company (NPC).

The following is the primary requirements:

• Statistical overview of user activities in Pie chart, Bar chart, Gauge chart, and so on.
• Business plans and board members include reports. There were no big updates on any of the preparations and discussions.
• Having a single forum for all live seminars and webinars streaming so that all participants can benefit from the experience exchanged.
• Providing an app from which they can review and export reports.
• An interface for displaying graphical chart views for income, member applications, pending
• Payments, and so on, in order to simplify strategic decision making.
• Sending email and SMS messages to users in response to various warnings.
• Getting a forum for displaying multiple user account reports.
• Online Payment enables users to make payments to different organizations and individuals through the internet.

Methodology

We created a web-based platform for accountants using the best PHP application, “Laravel,” to assist people in becoming successful accounting professionals. Shivagya Infosoft provided an effective, user-friendly, and error-free solution that accelerated the client’s business while saving money.

Solution

The created web platform aided business accountants in seeking accountant-related work. Personal and career learning workshops and webinars may help users expand their skills.

The following is the highlight features:

• Any member’s profile can be used by the user to log in. Any administrator can impersonate any member’s profile and see its information.
• We’ve included a reminder update interface. There are two notification options: “mail and SMS.” With an attached invoice pdf file, the admin may send a notification to members whose payments are due.
• The email prototype and SMS text can each be customized by the administrator.
• Any offline transaction requires an interface to enter manual data. As an example, suppose a member paid the fees offline. Then we have an app to manually input its payment into the system.
• Admin can incorporate purchases both individually and in bulk.
• Admin is in charge of publishing and managing the webinar, seminar video, and content for users.
• Admin has access to an invoice processing feature.
• The capacity of the administrator to handle the production of certificates and incentives. They have the ability to create, edit, update and delete it.
• After admin verification and transaction history maintenance, you will be able to make an online payment.
• Control of designations – Admin may handle designations such as BA, CBA, CFO, and BAP.
• The dashboard displays various usage feedback and data.
• Customers can display the events on the platform’s event calendar. They will see the event information by entering the date and month.
• The portal offers various Licenses/Certifications programs for various designations such as BA (SA), CBA (SA), CFO (SA), and BAP (SA).
• Customers will be able to choose from various subscription programs based on their designation.
• Customers may attend certain free webinars that are run by the admin.
• Customers can browse the list of blogs, sort them by genre, and visit the blog information tab.