Building a portal between Accountants & Clients

This web portal is an application allowing seamless communication and document management between tax accountants and their clients. The features include chat, document upload/storage, progress tracking of the work to be completed.

The most challenging feature will be a integrating with Plaid's Open-Banking API so customers can connect their UK bank account and drag through user financial transaction data to help accountants with their job.

Following proposals received further information will be shared relating to the user stories and the front-end look and feel.

Thank you.