Build your own quickbooks client portal, no code required
Streamline client interactions, share files securely, and enhance collaboration with a customizable portal tailored to your QuickBooks needs
Build exactly what your clients need
Create a QuickBooks client portal that fits your workflow. Add only the features and views you need now, and update as your clients’ needs change.
View and download invoices
Upload and manage documents
Track payment status
Submit support requests
Update contact and billing information
Access shared reports
Bring all your financial data together in real time
Connect spreadsheets, accounting systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your finances.
Give every client a custom, secure experience.
Offer your clients a branded QuickBooks portal with personalized dashboards and permissions. Clients can access invoices, payments, and financial docs securely.
Easy, secure logins
Your QuickBooks portal is mobile-ready—clients can check invoices and upload documents from any device.
Works on any device
Your QuickBooks portal is mobile-ready—clients can check invoices and upload documents from any device.
Automations
Connect with your existing tools to automate invoice reminders, payment status updates, and document sharing.
User groups
Provide separate logins for clients, staff, or accountants—each gets a customized dashboard showing only relevant data.
Advanced permissions
Apply granular rules for access to invoices, payment history, or reports—customized by client or group.
Security
Protect financial information with strong security. Softr is fully SOC2 and GDPR compliant for client peace of mind.
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Give clients an AI assistant
Clients can ask AI about invoices, payments, or files—getting instant answers within your QuickBooks portal, powered by Softr.
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 QuickBooks client portal in minutes using drag-and-drop blocks and ready templates.
Consolidate your stack
Easily add new portal features or integrate QuickBooks as your client needs change—no rebuilds required.
Flexible as you grow
Centralize client communication, billing, and QuickBooks access in one secure, easy-to-manage portal.
Build a fully custom QuickBooks client portal 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
Create your custom Client Portal now