Build an accounting CRM in minutes
Manage client tax deadlines and financial data in an AI-powered accounting CRM built with AI to fit your firm's specific workflows.
Tailor your accounting CRM to your needs
Customize your accounting CRM setup with the exact tax forms and client views your team needs. Add features as workflows evolve—no code needed.
Client document collection
Tax deadline tracking
AI-powered financial insights
Automated billing management
secure client communication
Portfolio task assignment
Bring all your client data together in real time
Connect tax software, billing systems, and Excel with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give staff and clients the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Let accountants check records on the go with a downloadable app created in one click—no design needed.
Works on any device
Softr apps are mobile-ready. Let accountants check records on the go with a downloadable app created in one click—no design needed.
Automations
Build native automations to handle tax deadline notifications, status updates, and document sync automatically whenever records are changed.
User groups
Provide separate logins for junior staff, partners, and clients, creating personalized dashboards for every member of your firm.
Advanced permissions
Apply rules for different user roles. Customize who can view financial files and which billing actions they can take at a granular level.
Security
Protect sensitive financial information from security 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 accounting CRM in minutes with AI. No dev time or complex configuration—just describe your firm's needs.
Consolidate your stack
Add features like tax deadline tracking, billing, or client portals as your firm grows—without starting from scratch.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or forms—all in one place, with no extra tools to buy.
Generate a fully custom accounting 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 accounting CRM. No code needed.
Describe what you need. Softr's AI builds your accounting CRM in minutes. Get started free.