Secure Employee Portal & Document Automation Development

Project Title:

Build Internal Employee Portal with Document Automation (Accounting Firm)

Project Description:

We are an accounting and advisory firm looking to build a secure internal employee portal within our website.

The purpose of this portal is to streamline internal processes, improve team efficiency, and automate the preparation of client engagement documents.

Key Features Required:

1. Secure Employee Login Portal

Individual staff login access
Role-based permissions (admin vs staff if possible)
Clean, user-friendly dashboard

2. Training Hub

Ability to upload and organise training videos
Categorised content (e.g. onboarding, compliance, advisory)
Easy navigation for team members

3. Document & Proposal Automation (Core Requirement)

Convert an existing Excel-based system into a web-based workflow
Users select options via dropdown menus (e.g. services, pricing, entity type)
System dynamically generates:
Engagement agreements
Fee proposals / quotations

4. Document Generation & Export

Auto-populate templates with selected inputs
Generate clean, branded documents (Word/PDF)
Ready to send to clients for approval (ideally compatible with DocuSign or similar)

5. Backend / Admin Control

Ability to update templates, pricing, and dropdown options
Easy maintenance without needing constant developer input
What We Will Provide:
Existing Excel file with logic, pricing, and structure
Sample engagement agreement templates
Branding assets