Build your tax client portal, no code required
Manage document uploads and track filing statuses in an AI-powered portal built with AI that you customize to fit your firm's workflow.
Build exactly what your clients need
Customize your tax client portal with the exact document views and upload steps your firm needs. Add features as workflows evolve—no code needed.
Secure tax document uploads
Real-time filing status tracking
Automated document approvals
AI tax data summaries
Integrated bill pay system
Personalized client notifications
Unify your tax document data in real time
Connect spreadsheets, CRMs, and financial tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your client filings.
Give every client a custom, secure experience.
Give each client the right views and access in a fully branded portal. Set up secure logins, user groups, and document permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Clients can upload tax documents from their phones using a downloadable app with Softr's PWA.
Works on any device
Softr apps are mobile-ready by default. Clients can upload tax documents from their phones using a downloadable app with Softr's PWA.
Automations
Build native automations to handle status updates and notifications automatically whenever tax documents are uploaded or approved.
User groups
Provide separate logins for different client tiers and create personalized document dashboards for each individual taxpayer.
Advanced permissions
Apply rules for different clients. Customize who sees which tax forms and what actions they can take at a granular record 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 tax client portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like bill pay, status tracking, or document approvals as your tax season grows—no rebuild needed.
Flexible as you grow
Start with a portal, then add team dashboards, forms, or secure internal tools—all in one place.
Generate a fully custom tax 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 tax client portal in minutes
Describe what you need. Softr's AI builds your custom tax portal in minutes with no code required.