At Techplace, we undertook the design and development of a specialized marketplace-type web application that connects clients with professional accountants and economists, providing a fully automated environment for project assignment and collaboration management.
Customer Need
Our client was looking for an online platform for providing accounting and financial services, with the capabilities to:
Create an account as a client or freelance accountant
Post projects by clients to receive bids
Evaluate bids and select the appropriate one
Conduct online communication and payments within the platform
Our Solution: The Freelance Accounting Web App “KeepMyBooks”
We developed a modern web application that acts as a digital intermediary between clients and professionals. The platform allows:
Registration with the role of “Client” or “Professional”
Project creation with description, deadline, and budget
Management of bids from accountants and financial service providers
Integrated chat for communication and negotiation
Document exchange
Rating and review system for transparency
Secure online payments
Blog for posting informative articles by administrators
Main Features:
Client and professional profiles with distinct functionalities
Project posting and assignment via a bidding system
Real-time integrated chat
Rating and comment system
Fully operational online payment platform
The new web application:
The new web application:
Opened new collaboration channels between professionals and clients
Simplified the process of finding and assigning accounting and financial tasks
Increased trust through reviews and ratings
Improved user experience with a modern, responsive design
Visit the project at keepmybooks.gr