Build a secure portal for accountants in minutes
Manage sensitive client data securely with a customizable portal designed to streamline workflows for accounting professionals.
Build exactly what your team needs
Easily create a secure portal for your accounting team. Add only the features and workflows you need, and adapt as your firm’s processes change.
Client document upload
Task assignment and tracking
Invoice management
Appointment scheduling
Secure message center
Resource library access
Securely manage all your client data
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Create a reliable hub for your accounting tasks.
Give every client a secure, custom accounting portal.
Offer clients a branded, secure portal with personalized dashboards and document access. Set permissions and protect sensitive data in just a few clicks.
Easy, secure logins
Clients can review documents or financial data on desktop or mobile. The portal is optimized for all devices.
Works on any device
Clients can review documents or financial data on desktop or mobile. The portal is optimized for all devices.
Automations
Integrate with your accounting tools to automate document uploads, reminders, and data requests.
User groups
Provide different access for clients, accountants, and staff—each gets a tailored dashboard and relevant info.
Advanced permissions
Specify who can view, upload, or download sensitive records like tax files or financial reports.
Security
Protect client data with robust security. Softr is SOC2 and GDPR compliant for peace of mind.
.svg)
Give accountants an AI assistant
Accountants can ask AI about client files, deadlines, and tasks—getting answers instantly inside your secure client 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
Set up a secure client portal for accountants in minutes—no coding or design skills required.
Consolidate your stack
Easily add features like document sharing, approvals, or integrations as your firm’s needs change.
Flexible as you grow
Manage client files, communications, and forms in one secure portal—no more juggling separate tools.
Build a fully custom portal for accountants 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.
250+
600+
Frequently asked questions
Build your secure portal for accountants today