Job Title
Full-Stack Developer Needed to Build CPA Partner Portal (Vyral Accountant Connect)
Overview
We’re building Vyral Accountant Connect, a modern CPA partner portal that allows accounting firms to manage client referrals, track commissions, access payroll documents, and collaborate seamlessly with a PEO ecosystem.
This is a real production SaaS build, not a landing page or no-code experiment. We are looking for a strong full-stack developer or small team who understands B2B portals, role-based access, data relationships, and integrations.
What We’re Building
A secure CPA portal where accounting firms can:
Refer and manage client companies
Track referrals, commissions, and payouts
Access payroll and tax documents (W-2s, 1099s, reports)
See real-time status updates on PEO opportunities
Maintain a clean CPA → Firm → Client → Employee data hierarchy
Core Platform Requirements
1. Authentication & Roles
Secure login using Supabase Auth
Role-based access:
CPA / Accountant
CPA Firm Admin
Internal Admin
Each CPA is tied to a CPA ID
Each CPA belongs to a Firm ID
All clients and referrals must be tagged to the Firm ID
2. CPA Firm Structure (Critical)
Firm table (Firm ID)
CPA users mapped to Firm ID
Client companies mapped to Firm ID
Ability to:
Track referrals per CPA
Aggregate totals at the firm level
See which CPA referred which client
3. Referral Tracking & Commissions
Integration with Dub for:
Referral tracking
Attribution
Commission logic
Track:
Referral source
Client status (submitted, quoted, live)
Employees onboarded
Monthly recurring revenue
CPA commission / rev share
Simple payout tracking dashboard (exportable)
4. Client & Opportunity Management
CPA can submit new client opportunities via portal
Store structured data:
Company name
Industry
Employee count
State(s)
Renewal date
Status tracking:
Intake received
Underwriting
Proposal sent
Sold / not sold
5. Document Management (Major Feature)
CPA portal access to client-level documents:
W-2s
1099s
Payroll summaries
Tax documents
Secure document storage & permissions
Ability to filter documents by:
Firm
Client
Year
Download + audit logging
6. Employee-Level Access (Phase 1 or 2)
Ability to associate employees with a client
Employee document visibility (read-only)
Future expansion for employee self-service
7. Notifications & Automation
Status change notifications (email, optional SMS)
CPA alerted when:
Client moves stages
Documents are available
Action is required
Open to AI-generated summaries later
Tech Stack (Preferred, Open to Suggestions)
Frontend: React / Next.js
Backend & DB: Supabase (Postgres)
Auth: Supabase Auth
Referrals & Payouts: Dub
Storage: Supabase Storage or equivalent
Hosting: Vercel / Cloud provider
APIs: REST or GraphQL
Must be clean, scalable, and well-documented.
What We’re Looking For
Proven experience building SaaS dashboards or partner portals
Strong understanding of data relationships & permissions
Experience with:
Supabase
Referral / commission systems
Secure document handling
Ability to think through edge cases & real-world usage
Can help define MVP vs Phase 2
Deliverables
Fully functional CPA Partner Portal
Clean database schema (CPA → Firm → Client → Employee)
Referral & commission tracking
Document management system
Admin dashboard
Deployment-ready codebase
Clear documentation
Bonus (Nice to Have)
Experience in HR, payroll, fintech, or accounting software
Familiarity with PEO or benefits platforms
AI workflow experience (future phases)
Project Type
Long-term potential
MVP first, then ongoing development
Budget flexible based on experience