Build accounting software with client portal
Exchange tax documents, track invoices, and view reports in an AI-powered portal built with AI to fit your firm's specific workflow.
Build exactly what your clients need
Customize an accounting software with client portal setup with the exact steps and views your firm needs. Add features as workflows evolve.
Secure tax document exchange
Real-time invoice status
Financial reporting dashboards
Automated document approvals
AI-powered transaction queries
Client communication log
Bring all your financial data together in real time
Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your accounting firm.
Give every client a custom, secure experience.
Give each client the right financial views and access in a branded portal. Set up secure logins, user groups, and document permissions in minutes.
Easy, secure logins
Your accounting portal is mobile-ready by default. Clients can upload documents or check statuses from their phone without extra design work.
Works on any device
Your accounting portal is mobile-ready by default. Clients can upload documents or check statuses from their phone without extra design work.
Automations
Build native automations to handle tax document notifications, status changes, and client alerts automatically when records are updated.
User groups
Provide separate logins for clients and staff, creating personalized dashboards that show only the data relevant to their specific role.
Advanced permissions
Apply rules for client groups. Customize who can view, upload, or approve sensitive financial documents at a granular level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR to ensure financial data safety.
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 software with client portal in minutes—no manual setup or coding needed.
Consolidate your stack
Add features like document approvals or transaction queries as your accounting workflows evolve.
Flexible as you grow
Start with a portal, then add internal admin dashboards or contact lists—all in one place.
Generate custom accounting software 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 software with client portal
Launch faster with a secure portal built for your accounting workflow. Get started free, no developer needed.