Create client data collection for website and integrations
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Post a project like this1039
£250(approx. $312)
- Posted:
- Proposals: 10
- Remote
- #3298397
- OPPORTUNITY
- Awarded
Top rated PHP Web Development | WordPress | Magento | Drupal | OpenCart | PrestaShop | Joomla
Leicester
Website Developer, Graphic Designer, Transcriber, Content writer, CAD Expert, Python Developer, Photo Editor, Web Scrapper, JAVA developer, Android developer, Wix/Shopify Expert,
Regensburg
Graphic design # web developer # logo designer # flyer # business car # Animation # front end # Back end # excel
Jampur
279252271662010507542543778375170452033185403688552447659331475988305
Description
Experience Level: Expert
I am an accountant and trying to develop a service based on a subscription model.
I currently have a website which has been designed and prepared but I now need to add features.
I mainly need it for the sign up side so clients visit the website, chose the level of service they require and then enter the data that I require.
From this I need the information provided to me so that I can input it into my crm software and billing so that I can request the required authorisations, carry out aml checks and commence work on their accounts.
Additionally I want to have a client profile the client can log into on my website which will allow them to see links to
Bookkeeping software
OCR software
Cloud profile for documents
Queries for accountant via zen desk
The information from sign up I need to know the following business types.
Sole trader:
Full Name
Unique Tax Reference Number
National insurance number
Date if birth
Email address
Telephone number 1
Telephone number 2
Current address
Address if moved within 3 years
VAT number
Paye ref
Paye accounts office Reference
Prior accountant name
Prior accountant Address/email
Partneship:
Partnership name
Partnership Unique Tax Reference Number
Trading address
Telephone number 1
Telephone number 2
Email address 1
Email address 2
VAT number
Paye ref
Paye accounts office Reference
Prior accountant name
Prior accountant Address/email
Each Partner:
Full Name
Unique Tax Reference Number
National insurance number
Date if birth
Email address
Telephone number 1
Telephone number 2
Current address
Address if moved within 3 years
Limited Company:
Company name
Company Unique Tax Reference Number
Company number
Company authentication code
Trading address
Telephone number 1
Telephone number 2
Email address 1
Email address 2
VAT number
Paye ref
Paye accounts office Reference
Prior accountant name
Prior accountant Address/email
Each Director:
Full Name
Unique Tax Reference Number
National insurance number
Date if birth
Email address
Telephone number 1
Telephone number 2
Current address
Address if moved within 3 years
There is likely to be a little back and forth and testing needed to get this right
The website is www.mydedicatedaccountant.com
I currently have a website which has been designed and prepared but I now need to add features.
I mainly need it for the sign up side so clients visit the website, chose the level of service they require and then enter the data that I require.
From this I need the information provided to me so that I can input it into my crm software and billing so that I can request the required authorisations, carry out aml checks and commence work on their accounts.
Additionally I want to have a client profile the client can log into on my website which will allow them to see links to
Bookkeeping software
OCR software
Cloud profile for documents
Queries for accountant via zen desk
The information from sign up I need to know the following business types.
Sole trader:
Full Name
Unique Tax Reference Number
National insurance number
Date if birth
Email address
Telephone number 1
Telephone number 2
Current address
Address if moved within 3 years
VAT number
Paye ref
Paye accounts office Reference
Prior accountant name
Prior accountant Address/email
Partneship:
Partnership name
Partnership Unique Tax Reference Number
Trading address
Telephone number 1
Telephone number 2
Email address 1
Email address 2
VAT number
Paye ref
Paye accounts office Reference
Prior accountant name
Prior accountant Address/email
Each Partner:
Full Name
Unique Tax Reference Number
National insurance number
Date if birth
Email address
Telephone number 1
Telephone number 2
Current address
Address if moved within 3 years
Limited Company:
Company name
Company Unique Tax Reference Number
Company number
Company authentication code
Trading address
Telephone number 1
Telephone number 2
Email address 1
Email address 2
VAT number
Paye ref
Paye accounts office Reference
Prior accountant name
Prior accountant Address/email
Each Director:
Full Name
Unique Tax Reference Number
National insurance number
Date if birth
Email address
Telephone number 1
Telephone number 2
Current address
Address if moved within 3 years
There is likely to be a little back and forth and testing needed to get this right
The website is www.mydedicatedaccountant.com
Robert A.
100% (2)Projects Completed
2
Freelancers worked with
2
Projects awarded
14%
Last project
14 Jul 2021
United Kingdom
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