Sector(s)

Team Members

d-xpert, __i.am.prashant__, raveen_thakur51, jasjeet kaur brar

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Organizations Involved

CPAMOMS was developed to link accounting professionals with potential clients by improving the client acquisition process and providing valuable features such as consultation services, data integration, and easy payment handling via Authorize.Net. This platform continues to help both accounting professionals and their clients.

About the project

CPAMOMS is a dynamic platform designed to connect CPA's with potential clients. The primary objectives of this project is as follows:

  1. Empower CPAs with a platform to acquire new clients and work opportunities.
  2. Streamline the client acquisition process by seamlessly integrating gohighlevel forms for lead generation.
  3. Provide clients with free consultation services using GoHighLevel automations.
  4. Develop a system to capture client data from webhooks and store it in the Drupal database.
  5. Assign the most suitable CPA to clients based on their specific requirements.

Why Drupal was chosen

Drupal was chosen for upgrade a website from Drupal 6 to 10 with the new Bootstrap5 theme due to its advanced capabilities and benefits:

  • As Drupal offers a clear and well-documented upgrade path between major versions, ensuring a smooth transition while maintaining data integrity.
  • Drupal Bootstrap5 theme is likely optimized for mobile devices, ensuring the website looks and works well across various screen sizes.
  • Migrating to Drupal 10 provides a longer life cycle with ongoing support, reducing the need for immediate future migrations.
  • Drupal is an amazing enterprise-level Content Management System with a wide range of advanced capabilities. This makes it an appealing platform for companies looking for a feature-rich solution that can support complicated content models and layouts, as well as advanced capabilities like versioning and workflows.
  • Drupal's extensibility enables skilled developers to easily extend the platform's capabilities through the platform's APIs and extension architecture.

Earlier, this site was in Drupal 6, and the CPAMOMS team needed to move to a more recent version with more security and extensibility. From past many years, our organisation has been working on a Drupal 6 website.  So we migrate the platform from Drupal 6 to Drupal 10 .

Technical Specifications

Drupal version:

Key modules/theme/distribution used:

Why these modules/theme/distribution were chosen
  1. Migrate Tools: Drupal's Migrate module is a powerful tool for migrating content from various sources (such as other CMS platforms or databases) into a Drupal website.
  2. Migrate Upgrade: We used this module to migrate the content.
  3. Profile Module: The Profile module played a vital role in managing user profiles and client data, facilitating the creation and storage of user-specific information to match clients with the most suitable CPAs.
  4. Tom-Select Library: The Tom-Select Library significantly enhanced entity selection, making it easier to display and add new entities, improving user experience.
  5. Signature_field Module: The Signature_field module enabled the collection of electronic signatures, ensuring legal compliance and secure documentation for engagement letters, contracts, and legal documents.

Apart from above modules and libraries we have integrated this website with some tool and API like:

  1. GHL: Gohighlevel facilitating the lead generation and distribute of those leads to define CPA's and push the leads data to drupal database using automations
  2. Canopy: Our planning to use this tool in next phase of this project .
  3. Monday.com: Task manage tool.