CPAMOMS was created to connect professionals in the accounting industry with potential clients, streamlining the client acquisition process and offering valuable features such as consultation services, data integration, and efficient payment handling through Authorize.Net. This platform continues to benefit both professionals and clients in the accounting services industry.
Project Goals:
CPAMOMS is a dynamic platform designed to connectCPA's with potential clients. The primary objectives of this project were as follows:
- Empower CPAs with a platform to acquire new clients and work opportunities.
- Streamline the client acquisition process by seamlessly integrating gohighlevel forms for client submissions.
- Provide clients with free consultation services and server recommendations.
- Develop a system to capture client data from webhooks and store it in the Drupal database.
- Assign the most suitable CPA to clients based on their specific requirements.
Technologies and Modules Used:
The success of the CPAMOMS project was made possible through the integration of the following technologies and Drupal modules:
- Tom-Select Library:
- Function: The Tom-Select Library significantly enhanced entity selection, making it easier to display and add new entities, improving user experience.
- Profile Module:
- Function: The Profile module played a vital role in managing user profiles and client data, facilitating the creation and storage of user-specific information to match clients with the most suitable CPAs.
- Signature_field Module:
- Function: The Signature_field module enabled the collection of electronic signatures, ensuring legal compliance and secure documentation for engagement letters, contracts, and legal documents.
- SMTP Module:
- Function: The SMTP module served as the backbone for reliable email communication, ensuring prompt and secure delivery of notifications and alerts between clients and CPAs.
- Twig Tweak Module:
- Function: The Twig Tweak module enhanced Drupal's templating capabilities, allowing for customized and user-friendly interfaces with extended control over content rendering and templates.
These modules collectively played a pivotal role in achieving the project's goals, overcoming challenges, and providing advanced functionality, data management, and customization options for the CPAMOMS platform.
Challenges:
The project presented several challenges, including:
- Retrieving data from a third-party website and integrating it with the Drupal platform.
- Automatically generating engagement letters upon the submission of sales order forms and storing these entities for future reference.
Solution:
To address these challenges, the following solutions were implemented:
- Leveraged the Tom Select library to simplify entity selection, enhancing the user experience for managing previous and new entities.
- Created a custom Drupal module named "EL Order" to handle backend functionality, including the automatic generation of engagement letters upon phone sales form submission.
- Implemented the "Auth Cim" custom module to manage client payments for Billing Agreements (BAs) or sales orders using Authorize.Net.
- Established a support form to allow users to request assistance and report issues.
Outcomes and Achievements
The CPAMOMS project achieved the following outcomes:
- Efficient and automated data retrieval from gohighlevel forms and third-party sources.
- Seamless integration with the Drupal platform for client data storage and management.
- Automated generation and storage of engagement letters for future reference.
- A user-friendly interface for clients and CPAs to connect and collaborate.
- Simplified client payment processing through the Auth Cim module, utilizing Authorize.Net.
Conclusion:
CPAMOMS has successfully fulfilled its goal of connecting CPAs with clients and streamlining the client acquisition process. The project's use of various technologies and custom Drupal modules has created a user-friendly, efficient, and automated platform that benefits both CPAs and their clients.
SERVICE ORDER/BILLING FORM :
