Build a QuickBooks client portal in minutes
Share documents, track invoices, and view insights in an AI-powered QuickBooks client portal built with AI to fit your firm's workflow.
Build exactly what your clients need
Customize your QuickBooks client portal setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Secure financial document sharing
Real-time invoice tracking
AI-powered financial insights
Client onboarding packet collection
Automated status updates
Appointment & consultation booking
Unify your financial data in real time
Connect QuickBooks, spreadsheets, and document storage 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 client 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 by default. Let clients view invoices and upload documents on the go with a downloadable app—no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Let clients view invoices and upload documents on the go with a downloadable app—no extra design needed.
Automations
Build native automations with Softr Workflows to handle invoice notifications, document approvals, and data sync automatically whenever records change.
User groups
Provide separate logins for different clients and staff, and create personalized dashboards that show only relevant financial data.
Advanced permissions
Apply rules for different user groups. Customize who can view, edit, or upload financial documents at even the most 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 QuickBooks client portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like invoice tracking, secure uploads, or automated reporting as your firm's workflows evolve.
Flexible as you grow
Start with a portal, then add dashboards, intake forms, or status trackers—all in one place with no extra tools.
Generate a fully custom QuickBooks client portal 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 QuickBooks client portal. No code needed.
Describe what you need. Softr's AI builds your custom portal in minutes.