Build CPA firm scheduling software with AI
Book tax meetings and manage workloads in an AI-powered CPA firm scheduling software built with AI you customize to fit your firm.
Build exactly what your firm needs
Customize a CPA firm scheduling software that looks sleek and modern. Add only the features you need, and iterate as your team's workflows evolve.
Client tax meeting booking
Staff workload management
Document upload for meetings
Case status tracking
Automated deadline notifications
AI-powered resource optimization
Bring all your meeting data together in real time
Connect spreadsheets, CRMs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each user the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Turn your scheduling tool into a downloadable app for clients to book tax meetings from their phones—no extra design needed.
Works on any device
Softr apps are mobile-ready. Turn your scheduling tool into a downloadable app for clients to book tax meetings from their phones—no extra design needed.
Automations
Build native automations to handle meeting notifications, status updates, and deadline alerts automatically whenever records are changed.
User groups
Provide separate logins for clients and accountants, and create personalized dashboards that show relevant case statuses and meeting schedules.
Advanced permissions
Apply rules for different team members. Customize who can view staff workloads or edit meeting details at even the most granular level.
Security
Protect sensitive CPA firm 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 CPA firm scheduling software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like tax document uploads or staff workload trackers as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with scheduling, then add client portals, dashboards, or internal forms—all in one place, with no extra tools.
Generate a custom CPA firm scheduling software with AI
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 firm scheduling software now
Describe what you need. Softr's AI builds it in minutes. Get started free. No setup time, no dev needed.