Build your own accountant CRM, no code required
Manage client onboarding, track tax returns, and store files in an AI-powered accountant CRM built with AI to fit your firm's workflow.
Tailor your accountant CRM to your needs
Customize an accountant CRM setup with the exact client views and document stages your firm needs. Add features as processes evolve—no code.
Client intake and onboarding
Centralized contact management
Secure document uploads
Tax return status tracking
AI-powered financial insights
Automated deadline notifications
Bring all your client data together in real time
Connect spreadsheets, CRMs, and financial data with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every client a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Turn your CRM into a downloadable app so clients can upload tax documents from their phones with no extra design.
Works on any device
Softr apps are mobile-ready. Turn your CRM into a downloadable app so clients can upload tax documents from their phones with no extra design.
Automations
Build native automations with Softr Workflows to handle deadline notifications and status updates automatically whenever tax records are changed.
User groups
Provide separate logins for staff and clients, ensuring each user sees only the relevant financial reports and contact details.
Advanced permissions
Apply rules for different user roles. Customize who can view, edit, or delete specific client documents at a granular level.
Security
Protect sensitive client financial information from threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your accountant CRM in minutes with AI—no manual setup or complex development required.
Consolidate your stack
Add features like tax return tracking or automated client approvals as your firm grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals and document managers—all in one place with no extra tools.
Generate a fully custom accountant CRM with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your accountant CRM in minutes
Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev needed.