AccountFirmPro is a full-stack web application designed to streamline operations for accounting firms. This system integrates client management, employee oversight, and efficient file handling, providing a centralized platform for accounting professionals.
- Client Management: Track and manage client information and engagements.
- Employee Management: Monitor staff assignments and workload.
- File Management: Secure upload and organization of client documents.
- Real-time Chat: Integrated communication between clients, employees, and managers using the STREAM CHAT NPM library..
- Task Assignment: Efficiently allocate and track tasks within the firm.
- Frontend: React.js
- Backend: Node.js with Express.js
- Database: MySQL
- Additional: RESTful API, Real-time communication with STREAM CHAT, CASL for permissions, Express Session for user authentication and session management, various libraries for creating visual data graphs.
This project is currently in development. Future updates will include detailed installation and usage instructions.
I am currently working on improvements and fixes, including moving the API calls for the chat functionality to the server side to ensure security and reliability.
AccountFirmPro was developed specifically for the accounting firm Shukron Bak & Senior, where my aunt is one of the managers. The goal of this project is to provide a comprehensive and efficient management system for their operations. I have scheduled a meeting with the firm's managers to present the project and gather additional requirements before deploying it to the cloud for regular use by all clients and employees of the firm.