Build a secure portal for accountants
Share documents, track tax deadlines, and manage billing in an AI-powered portal built with AI that you customize for your firm.
Build exactly what your clients need
Set up custom views for document sharing and tax tracking. Add blocks like secure uploads and payment forms—only when needed for your firm.
Secure document vault sharing
Tax deadline status tracking
Automated document request lists
AI-powered financial insights
Client intake and onboarding
Billing and payment management
Unify your financial data in real time
Connect client tax docs, billing records, and intake spreadsheets with real-time sync—or manage everything in Softr Databases. Create one source of truth for your firm.
Give every user a custom, secure experience.
Give each client and staff member the right views in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr portals are mobile-ready. Let clients upload tax documents or check deadlines from any smartphone via a secure, downloadable PWA.
Works on any device
Softr portals are mobile-ready. Let clients upload tax documents or check deadlines from any smartphone via a secure, downloadable PWA.
Automations
Build native automations to handle document requests, deadline reminders, and status updates automatically whenever tax records are updated.
User groups
Provide separate logins for different client tiers and staff roles, creating personalized dashboards that only show relevant financial tasks.
Advanced permissions
Apply rules for different user groups. Customize exactly who can view, upload, or edit sensitive financial documents at a granular level.
Security
Protect sensitive client 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 secure portal for accountants in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like tax status tracking, automated requests, or financial dashboards as your firm grows.
Flexible as you grow
Start with a client portal, then add team dashboards, forms, or internal trackers—all in one place.
Generate a custom secure portal for accountants 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
Launch your secure portal for accountants today
Launch faster with a tool built for your accounting workflow. Get started free. No setup time, no dev needed.