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Custom White Labeled Client Dashboard
I'm seeking a developer to create a sophisticated, white-labeled dashboard designed for Chartered Accountants (CAs) and their clients. This dashboard should be able to handle complex client data management, comprehensive financial reporting, and efficient task tracking. Key Features: - Client data management: The dashboard needs to adequately handle and track extensive client data. - Financial reporting: It should generate detailed financial reports to assist in financial planning and decision making. - Task tracking: An organized task tracking system is essential for monitoring progress and deadlines. User Roles: - Admin (CA role): Full control and oversight of the dashboard and its functionalities. - Client role: Limited access tailored to their specific data and tasks. - Staff ro...