Build accounting firm project management software, no code required
Manage client tasks, track deadlines, and streamline collaboration with a customizable project app tailored for your accounting firm.
Tailor your project management to your needs
Add only the workflows and features that fit your firm’s accounting projects. Update and refine your setup at any time—no code required.
Client onboarding management
Project task tracking
Document sharing and approvals
Time and expense logging
Deadline and milestone alerts
Client communication portal
Bring all your project data together in real time
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Custom access for every team. Built-in security, no dev time.
Manage accounting projects and teams with secure logins, user groups, and permissions. Set up workflows and access control—no IT help needed.
Advanced permissions
Provide tailored dashboards for partners, associates, or admin staff so every team member sees just what they need.
User groups
Provide tailored dashboards for partners, associates, or admin staff so every team member sees just what they need.
Automations
Integrate with tools like Make, Zapier, or N8N to automate task assignments, status updates, and deadline reminders.
Works on any device
Track and update accounting projects from any device. Your project management app works seamlessly on desktop or mobile.
Easy, secure logins
Enable secure logins via Google, email, or SSO so your team can access client projects without IT tickets.
Security
Protect sensitive client and firm data with SOC2 and GDPR compliance, plus fine-tuned role-based access controls.
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Give accountants an AI assistant
Accountants ask AI for project updates, deadlines, or files—instant answers, right inside your project management system with Softr.
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
Set up project tracking for your accounting team in minutes—no coding or design experience needed.
Consolidate your stack
Easily add workflows for clients, tasks, or approvals as your project needs change.
Flexible as you grow
Manage projects, client info, and team tasks—everything in one place, no extra software required.
Build a fully custom project management tool in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your project management solution today