Project Title: Build Internal Employee Portal with Document Automation (Accounting Firm) Project Description: We are an accounting and advisory firm looking to build a secure internal employee portal within our website. The purpose of this portal is to streamline internal processes, improve team efficiency, and automate the preparation of client engagement documents. Key Features Required: 1. Secure Employee Login Portal Individual staff login access Role-based permissions (admin vs staff if possible) Clean, user-friendly dashboard 2. Training Hub Ability to upload and organise training videos Categorised content (e.g. onboarding, compliance, advisory) Easy navigation for team members 3. Document & Proposal Automation (Core Requirement) Convert an existing Excel-based system into a web-based workflow Users select options via dropdown menus (e.g. services, pricing, entity type) System dynamically generates: Engagement agreements Fee proposals / quotations 4. Document Generation & Export Auto-populate templates with selected inputs Generate clean, branded documents (Word/PDF) Ready to send to clients for approval (ideally compatible with DocuSign or similar) 5. Backend / Admin Control Ability to update templates, pricing, and dropdown options Easy maintenance without needing constant developer input What We Will Provide: Existing Excel file with logic, pricing, and structure Sample engagement agreement templates Branding assets