A multi-role web platform connecting admins, clients and consultants for accounting, compliance and advisory services, built end to end by Webloop Technik on Laravel, from secure authentication to invoicing and document management.
CAOI approached Webloop Technik needing a single platform to manage their entire CA/CS/legal workflow across three very different user types.
Each user type gets a dedicated dashboard, permissions and workflow. The portals share one Laravel codebase but stay fully isolated through guard-based authentication, so every user only sees the tools, data and actions meant for their role.
Super control dashboard
Business owner / user
CA / CS / legal expert
Every role gets a clean, focused interface. No clutter, just the tools each user needs.
No third-party workflow tools. Every feature was built for CAOI's exact needs, from checklist-driven service management to compliance tracking, invoicing and consultant onboarding.
Three separate login systems (Admin, Client, Consultant) with OTP, password and Google OAuth support.
Service request, assignment, consultant allocation, delivery and client sign-off, all tracked in one place.
Professional invoices and estimates with PDF export, digital acceptance and direct Razorpay payment links.
Automated checklists for GST filings, MCA compliances and tax deadlines with real-time status tracking.
Multi-step signup with evaluation forms, technical assessment and admin approval; only qualified CAs join.
Built-in Q&A forum plus a full blog system with categories, comments and SEO meta management.
Admin-controlled meta title, description, OG tags, Twitter cards and canonical URLs per page.
Invoices, estimates and appointment letters generated as branded PDFs via DomPDF.
A complete log of every action: who did what and when. Exportable Excel reports for financial data.
Create and store documents, then share them instantly via WhatsApp or email with a direct link.
Integrated payment gateway for secure online payments, invoice settlement and instant confirmations.
Track every client's activity (logins, requests and updates) from a single dashboard view.
From discovery to deployment with zero surprises.
Requirement gathering, role mapping, database architecture planning.
Wireframes, responsive design, Bootstrap 5 component system.
Laravel backend, Eloquent models, multi-guard auth, API integrations.
Cross-browser QA, role-based permission testing, payment gateway tests.
Hostinger deployment, SSL, domain setup, database migration, go-live.
Numbers that show how the platform transformed CAOI's operations.
Whether you're a CA firm, advisory company or service business, Webloop Technik can design and build a custom platform that fits your exact workflow.
