Securely share and store sensitive files
with a tax document management system
Turn your existing data into a flexible document management system in minutes without code.
Start from scratch or customize our template.
Trusted by 500,000+ teams worldwide
I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went 'This is it!'
Rebecca Berneck CEO, Officeheads
Customize to fit your document workflows
Softr gives you the tools to build a custom document management system for your tax business.
Secure logins
Secure, role-specific logins to protect sensitive data.
Document management
Request, approve, and revoke access to documents.
Analytics and reports
Get insights into the number of access requests, categories with most documents and more.
Searching and filtering
Search and filter documents based on name, category, and tag.
Responsive design
A fully responsive design, allowing each user to access the system from any device.
Custom tools
Build other internal tools into your system as you need, including work order management, inventory tracking, or time tracking.
Instantly sync changes
Thanks to our native integrations, updated documents get synced in real-time to both your front-end system and your database. Add search bars and filtering capabilities to make things easy to find.
Show users only what they need to see
With advanced permissions, you can easily set up document access for different user groups. Customize and control what information different types of users can access, and which actions they can take.
Safeguard your files
Softr's AWS-powered server-side authentication will protect your documents and data and ensure maximum performance, scalability, and availability. Softr is also fully compliant with SOC2 and GDPR regulations.
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Rated 4.8 in 450+ verified reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
