Build your own cpa crm, no code required
Manage client relationships, track engagements, and streamline workflows with a customizable CRM tailored for your CPA practice.
Customize your CRM around your processes
Set up a CRM tailored to your firm’s unique workflow. Add only the views and features your team needs, and adapt as your practice grows.
Client onboarding forms
Task and deadline tracking
Document management hub
Engagement and communication log
Invoice and payment tracking
Automated client reminders
Bring all your client data together in real time
Connect spreadsheets, accounting software, and CRM systems with real-time sync—or manage everything in Softr Databases. Centralize your client and invoice data.
Custom access for every team. Built-in security, no dev time.
Give your accounting team the right CRM tools and permissions. Set up secure logins, user groups, and granular access—no IT support needed.
Advanced permissions
Set up roles for accountants, partners, or assistants so each team member sees just what they need.
User groups
Set up roles for accountants, partners, or assistants so each team member sees just what they need.
Automations
Connect with tools like Make or Zapier to automate client onboarding, document requests, and follow-ups.
Works on any device
Access your CPA CRM from desktop or mobile—manage client info and updates wherever you are.
Easy, secure logins
Let your team sign in with Google, email, or SSO for fast, secure access to client data.
Security
Protect client financial information with SOC2 and GDPR compliance and strong access controls.
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AI Assistant for CPA Sales Teams
Let your team ask AI for client insights, pipeline status, or task reminders—instantly, right inside your CPA CRM portal.
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
Launch your CPA CRM in minutes with drag-and-drop blocks and pre-built templates.
Consolidate your stack
Add features like client tracking, document uploads, or reporting as your firm expands—no hassle.
Flexible as you grow
Start with a CRM, then add client portals or workflow tools—all in one organized platform.
Build a fully custom CPA CRM 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 CPA CRM effortlessly