Build your own tax document management system, no code required
Organize files, streamline workflows, and ensure compliance with a customizable document solution tailored to your tax office needs.
Build exactly what your team needs
Create a tax document management system with just the workflows and views your team needs now. Add or update features as your process changes.
Document upload and storage
Document tagging and categorization
Access control and permissions
Deadline and task tracking
Client submission portals
Audit trail and activity logs
Unify your tax document data in real time
Connect spreadsheets, accounting software, and HR systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your tax documents.
Custom access for your tax document system. Built-in security.
Give accountants, staff, and clients secure access to the right tax documents. Manage permissions and workflows for every user—no coding required.
Advanced permissions
Provide accountants, staff, and clients with dashboards tailored to their roles, showing only relevant documents.
User groups
Provide accountants, staff, and clients with dashboards tailored to their roles, showing only relevant documents.
Automations
Connect with tools like Make, Zapier, or N8N to automate document requests, approvals, and reminders.
Works on any device
Access, share, or update tax documents from any device. Mobile-ready out of the box.
Easy, secure logins
Enable secure logins for every user with Google, email, or SSO—no IT support needed.
Security
Protect sensitive tax data with SOC2 and GDPR compliance, plus robust access controls throughout.
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An AI assistant for tax teams
Let your team ask AI for tax document details or deadlines—answers appear instantly inside your document management system.
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 your tax document management system in minutes with drag-and-drop templates—no coding needed.
Consolidate your stack
Easily add features like e-signatures, tagging, or approvals as your tax workflows change.
Flexible as you grow
Manage tax files, compliance records, and client documents—all in one place, no extra tools needed.
Build a fully custom tax document system 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 tax document management system today