Accounting Portal


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.

accountant-portal banner

Tools & Technology

  • Framework: Laravel, Vue.js
  • Web Server: Apache
  • Programming Language: PHP, JavaScript
  • Database: MySQL
  • Development Tool: Sublime

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.


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.


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.
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