The application is an interactive and efficient online platform to connect home care enterprises with certified caregivers. The platform aims to address challenges such as timely service delivery for enterprises and optimal schedule utilization for caregivers by providing a seamless connection between both parties.

1.    The CPA Portal is a secure, cloud-based document management and client communication platform built for accounting firms. In this phase, it is tailored specifically for internal use by a single CPA firm to streamline document collection, review, and collaboration between staff and clients. Clients receive secure, time-limited upload links via email or SMS—no login required—to submit documents directly, which are automatically stored and organized in integrated Google Drive folders. 
2.    The platform includes staff dashboards, document triage tools, audit logs, Google SSO for internal users, and automated reminders, offering a compliant and efficient workflow to support tax preparation, bookkeeping, and other accounting services.

The primary objective of the platform is to transform the neuro clinic’s data into an intelligent, and research-enabling asset by implementing a Clinical Decision Support and Research System (CDSS) that consolidates patient, operational, and financial information into one secure, analytics-driven environment. The solution provides real-time insights for clinical decision-making, research enablement, and revenue visibility, ensuring HIPAA-compliant data governance. It will also streamline operational workflows by automating performance tracking, monitoring patient flow, and improving scheduling efficiency, while strengthening financial management through comprehensive visibility into revenue, billing accuracy, and payer mix analysis.