Build a CPA CRM in minutes
Track tax returns, manage client data, and share documents in an AI-powered CPA CRM built with AI to fit your firm's specific workflow.
Tailor your CPA CRM to your needs
Customize your CPA CRM setup with the exact tax tracking and document views your team needs. Add features as accounting processes evolve.
Client contact management
Tax return tracking
Secure document sharing
Automated filing reminders
AI-powered data insights
Billable hour logging
Unify your client data in real time
Connect spreadsheets, CRMs, and financial project trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.
Give every user a custom, secure experience.
Give each client and accountant the right views and access in a branded CPA CRM. Set up secure logins, user groups, and granular permissions.
Easy, secure logins
Access client contact management on the go. Turn your CRM into a downloadable app for your team with Softr's PWA technology.
Works on any device
Access client contact management on the go. Turn your CRM into a downloadable app for your team with Softr's PWA technology.
Automations
Build native automations to handle filing reminders, status updates, and data sync automatically whenever a tax record is changed.
User groups
Provide separate logins for junior staff, senior partners, and clients, ensuring each user sees only their relevant dashboard.
Advanced permissions
Apply rules for different user roles. Customize who can view sensitive financial records and which actions they can take at the field level.
Security
Protect sensitive client financial information from 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 CPA CRM in minutes with AI—no manual setup needed for client lists or tax calendars.
Consolidate your stack
Add features like billable hour logging, automated filing reminders, or document portals as your firm grows.
Flexible as you grow
Start with a CRM, then add secure client portals, dashboards, or intake forms—all in one place.
Generate a fully custom CPA 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 CPA CRM. No code needed.
Describe what your firm needs. Softr's AI builds your custom CRM in minutes.