Build task management software for accountants, no code required
Organize tasks, streamline workflows, and meet deadlines with a custom task management app tailored for your accounting team.
Customize your tool around your processes
Build a task management system that fits your accounting workflow. Add only the features you need now, and adjust as your team grows.
Client task assignment
Recurring deadline tracking
Document upload and sharing
Status updates and comments
Time tracking and billing
Custom reporting dashboard
Bring all your task data together in real time
Connect spreadsheets, accounting software, and project management tools with real-time sync—or manage everything in Softr Databases. Centralize all your task workflows.
Custom access for every accounting team. Built-in security.
Give your accounting team tailored tools and access for managing tasks. Set up secure logins, user groups, and granular permissions—no IT help needed.
Advanced permissions
Create separate dashboards and access for accountants, tax preparers, and admin staff—each sees only relevant tasks.
User groups
Create separate dashboards and access for accountants, tax preparers, and admin staff—each sees only relevant tasks.
Automations
Integrate with tools like Zapier or Make to automate reminders, task updates, and document requests for your accounting workflows.
Works on any device
Access and update accounting tasks on desktop or mobile. Everything is mobile-ready by default.
Easy, secure logins
Team members can log in securely with Google, email, or SSO—get started fast, no IT tickets required.
Security
Keep sensitive client and financial data safe with SOC2 and GDPR compliance, plus granular access controls.
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Give accountants an AI teammate
Accountants can ask AI about deadlines, tasks, or client info—getting instant answers right inside your task management app.
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 accounting task manager in minutes with drag-and-drop blocks and ready templates.
Consolidate your stack
Easily add features like client reminders or deadline tracking as your accounting tasks evolve.
Flexible as you grow
Manage all your client tasks, checklists, and files in one place—no extra tools or seats needed.
Build a fully custom task management software 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.
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Frequently asked questions
Build your task management software now