tax consultancy portel

TaxDunya Web Portal Requirement Document

We need a professional Tax Consultancy Management Website / Portal for TaxDunya with three separate login panels:

1. Admin Login (Owner / Management)

Admin should have full control over the portal.

Features Required:
Dashboard showing:
Total Clients
Total Revenue
Pending Tasks
Completed Tasks
Outstanding Payments
Manage Staff:
Add / Edit / Delete Staff Users
Assign Roles & Permissions
Manage Clients:
Add / Edit Clients
View Client History
Manage Partners:
Add / Edit Referral Partners
Set Commission Percentage
Task Management:
Assign Tasks to Staff
Track Status
Accounts:
Invoice Reports
Payment Collection Reports
Commission Reports
Document Storage
Notifications / Reminders
2. Staff Login

Staff users should be able to manage daily operations.

Features Required:
Create New Client
Update Client Details
Create Tasks such as:
GST Filing
ITR Filing
Company Registration
Trademark
Accounting
Other Services
Update Task Status:
Pending
In Progress
Completed
Waiting for Documents
Upload / Download Documents
Raise Invoices
Enter Payment Collections
Add Notes / Follow-up Remarks
View Assigned Clients Only
3. Client Login

Clients should have access to their work status.

Features Required:
View Work Status
View Task Progress
Upload Required Documents
Download Completed Documents
View Invoices
View Payment Pending / Paid Status
Download Receipts
Raise Support Request / Query
4. Partner Login (Referral Partners)

Partners refer clients and receive commission based on client payments.

Features Required:
Refer New Client Form
View Referred Clients
Track Client Payment Status
Commission Ledger
Pending Commission
Paid Commission History
Update Bank Details
Download Earnings Statement