No-code client management software for accounting firms
Manage tax filings, track billing, and secure vault uploads in an AI-powered CRM built with AI to fit your firm's specific workflow.
Build exactly what your firm needs
Customize your CRM setup with the document vaults and tax tracking views your team needs. Add features as client processes evolve—no code needed.
Secure document vault uploads
Automated tax filing tracking
AI-powered data organization
Client communication portal
Service billing and payments
Task approval workflows
Unify your client and tax data 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 business.
Give every client a custom, secure experience.
Give each client and accountant the right views and access in a branded CRM. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Your accounting CRM is mobile-ready by default. Turn it into a downloadable app so clients can upload documents from their phones.
Works on any device
Your accounting CRM is mobile-ready by default. Turn it into a downloadable app so clients can upload documents from their phones.
Automations
Build native automations to handle tax deadline notifications, status updates, and billing alerts automatically when records change.
User groups
Provide separate logins for junior accountants, partners, and clients, ensuring each user sees their relevant tasks and files.
Advanced permissions
Apply rules for different user groups. Customize who can view tax documents or edit billing info 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 manual setup or complex configurations needed.
Consolidate your stack
Add features like tax filing tracking, billing, or task approvals as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add secure client portals, dashboards, or payment forms—all in one place.
Generate client management software for accounting firms
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 client management software now
Go from idea to a live accounting CRM in under an hour. Build and customize your solution without code.