I require a CMS website to be built for an international tax pratice. The premise behind the website is to be an effective online consultancy medium to engage with clients. It will need to be accessible remotely, and offer bliateral private upload and communication facilities.
The website should follow the standard format, see attached example. Menu: Home, About Us, Our Services, News, FAQs, Terms & Conditions, Contact Us, (a little space, then) Register, Log in.
Beneath this are 5 looping images, each captioned by slogans, also actively linked to other parts of the site.
Everything beneath this will differ depending on the page of the site. For the homepage, I will require summary boxes for 'who we are', 'what we can offer', 'what makes us unique', as well as boxes for testimonials and the intros for the last 2 news stories. I would also require an exchange rate box ideally pulling exchange rate data from an active source in real time (such as oanda, or [url removed, login to view]), I would like to squeeze between 10 to 20 rates into this box (to 1 GBP).
About Us page is relatively static, as are Our Services page, FAQs and TandCs.
The News page will have stories posted by admin users (i.e. staff) on a daily basis. Would like to split news into 3 categories, and each category should be split by month. Exhibited dates of news items should be manually amendable to populate an archive.
Contact Us, should have usual company details (Tel, fax) in addition to contact us form with usual fields including 1 or 2 bespoke in addition to verification code to reduce spam.
Now the tricky parts.
Under Register we will have several fields and buttons on a form that will need to 'merge' into pdf versions of our engagement contracts. Our contracts are in 3 parts, the 2nd part contains schedules of services and is dependant on what was selected in the register form, and of course address details will need to be pulled and so on.
The PDF of the contract should be created automatically based on these selections and entries and then emailed, also automatically, to the client (as per address on online form) and to one of our internal email addresses. IN the body of the email there should also be template text instructing client on what needs to be done. It should also, if possible, attach a further separate document (saved within drupal/joomla) automatically.
We would also have login/password set-up as part of the online form along with another verification code when submitting.
For Login. Usual Login options, eg lost password, once logged in the client should be able to access securely the back-end as a 'private' contributor. This customised back end should allow them to upload files, such as docs, scans etc (therefore needs to be scalable as the site fills up with items). These are private files, only accessible by that same specific client and for staff/admin users. Should be 3 categories of upload folders/areas, to distinguish compliance related to project related. Likewise admin users can upload into the client area for example, invoices, and communication. There should also be payment options located here, credit cards, paypal etc.
Calendar with deadlines and notes etc would also be located in this area. Personal messaging, live chat is a potential option too.
Other modules/extensions needed include: google analytics for admin user, upgraded uploading facility, back-up related, site map and any SEO related. Our SEO needs to be international in scope as we add language translations in the coming months.
There may be other functions/modules/extensions/ideas that would help promote this online consultancy venture not mentioned and on that basis, please offer other ideas as part of the bidding process, those that contribute the best ideas will be looked upon favourably.
If you are interested, please send me the following: Your proposal, Your bid, Reference sites of relevance and any extra input.
Full payment once everything is up to standard.
28 freelance ont fait une offre moyenne de 4272 £ pour ce travail
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