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SBS Dashboard 2.0 Proposal
Company Name
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Systems & Ownership
Major System(s) used to complete scope of work
*
Data will be hosted
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In the "Cloud"
On Premises Server
Other
Please Explain Other Hosting
Please Confirm That SBS will own all client data during and beyond any relationship with your firm
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Yes, SBS owns all client data
No, there is some component of data that our firm will own
Please explain the above answer
Please explain the ownership of the code/systems your firm would develop:
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Time Frame & Costs
Anticipated Completion Date
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MM slash DD slash YYYY
Assuming approval in the next week
Upfront Development Cost For Current Bid
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Ongoing Cost
*
Please explain in full detail with the applicable costs associated with things like licenses, hosting fees, etc.
System Components
Please Select All Of The Components In Your CURRENT Proposal
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QuickBooks Desktop 20/21 Data Synchronization
Client Contact Details for Backend Users (limited CRM)
Client Portal, Single Sign-On
Training Page(s) with Video Links
Backend Data Reporting, Customizable by SBS
Easily turn off client data syncing, but keep data if the client leaves SBS
Simple SBS Client User Creation
Simple SBS Admin (backend) User Creation
Client Password Self-Reset
Static Client (front-end) reporting
Customizable by Client (front-end) reporting
Class Based Client Reporting (Direct Accounting vs. Everything Else)
Client File Management (Upload, Download, Request)
Mobile Friendly
Data Encryption
Client Onboarding Process reviewed in video here (https://www.loom.com/share/703f80042c4246bfb775065746cc1665)
Paywall
Data Integration to extract Banking Info from Clients (Plaid or similar)
Payroll Module
Health Insurance Module
Please Select All Of The Components In Your FUTURE Proposal
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QuickBooks Desktop 20/21 Data Synchronization
Client Contact Details for Backend Users (limited CRM)
Client Portal, Single Sign-On
Training Page(s) with Video Links
Backend Data Reporting, Customizable by SBS
Easily turn off client data syncing, but keep data if the client leaves SBS
Simple SBS Client User Creation
Simple SBS Admin (backend) User Creation
Client Password Self-Reset
Static Client (front-end) reporting
Customizable by Client (front-end) reporting
Class Based Client Reporting (Direct Accounting vs. Everything Else)
Client File Management (Upload, Download, Request)
Mobile Friendly
Data Encryption
Client Onboarding Process reviewed in video here (https://www.loom.com/share/703f80042c4246bfb775065746cc1665)
Paywall
Data Integration to extract Banking Info from Clients (Plaid or similar)
Payroll Module
Health Insurance Module
Estimated Costs
Please give a rough estimate on the costs for the following future projects.
Estimated Cost of QuickBooks Desktop 20/21 Data Synchronization
Estimated Cost of Client Contact Details for Backend Users (limited CRM)
Estimated Cost of Client Portal, Single Sign-On
Estimated Cost of Training Page(s) with Video Links
Estimated Cost of Backend Data Reporting, Customizable by SBS
Estimated Cost of Simple SBS Client User Creation
Estimated Cost of Simple SBS Admin (backend) User Creation
Estimated Cost of Client Password Self-Reset
Estimated Cost of Static Client (front-end) reporting
Estimated Cost of Customizable by Client (front-end) reporting
Estimated Cost of Class Based Client Reporting (Direct Accounting vs. Everything Else)
Estimated Cost of Client File Management (Upload, Download, Request)
Estimated Cost of Mobile Friendly
Estimated Cost of Data Encryption
Estimated Cost of Client Onboarding Process
Estimated Cost of Paywall
Estimated Cost of Data Integration to extract Banking Info from Clients (Plaid or similar)
Estimated Cost of Payroll Module
Estimated Cost of Health Insurance Module
Additional Comments
