Acharya Associates.
Three connected platforms for a tax-and-legal firm: a public website, a CRM with a quotation portal, and a centralised audit-compliance system with role-based access and a document pipeline.
- Role
- Freelance · Client work
- Type
- Web · CRM · Audit
- Year
- 2025
01Overview
Acharya Associates is a tax-and-legal consultancy, and I built three connected products for them. The first is a polished public website presenting their services, testimonials and client roster. The second is a CRM with a built-in quotation portal — the team manages content and generates customised, PDF-ready quotes on demand.
The third and most involved is a centralised audit-compliance platform. It lets the firm run audits for their clients and those clients' contractors, with three distinct user roles under strict role-based access control and a structured document pipeline for collecting, reviewing and approving paperwork.
02Tech stack
Frontend
React · Tailwind CSS
Backend
Node.js · Express
Data
MongoDB
Tools
Cloudinary · JWT · Nodemailer
03Highlights
- 01
Three products: public site, CRM and audit portal
- 02
Quotation portal with customised, PDF-ready quotes
- 03
Audit platform spanning clients and their contractors
- 04
Three user roles under strict role-based access
- 05
Structured document pipeline for review and approval
( Keep reading )
