Build a tax document management system in minutes
Secure client uploads, track filing status, and automate approvals in an AI-powered system built with AI to fit your firm's workflow.
Tailor your filing system to your needs
Choose the tax workflows your firm requires. Customize layouts for your clients now, and iterate as your document storage requirements evolve.
Secure client document uploads
Automated document categorization
Centralized tax filing status
Client approval workflows
AI-powered data extraction
Automated deadline notifications
Bring all your filing data together in real time
Connect client files, tax logs, and intake data from multiple tools—or manage everything directly in Softr Databases. Create one integrated system for your firm.
Give every user a custom, secure experience.
Give each client and accountant the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Let clients snap and upload documents from their phones directly to your system—no extra design needed.
Works on any device
Softr apps are mobile-ready. Let clients snap and upload documents from their phones directly to your system—no extra design needed.
Automations
Build native automations to handle deadline alerts, filing status updates, and client notifications automatically whenever tax documents are uploaded.
User groups
Provide separate logins for tax preparers and clients, creating personalized dashboards for every user in your management system.
Advanced permissions
Apply rules for different user roles. Customize who can view sensitive tax returns or edit filing statuses at even the most granular level.
Security
Protect sensitive tax information and PII 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 document management system in minutes with AI—no complex setup or custom coding needed.
Consolidate your stack
Add features like deadline alerts, e-signatures, or status reports as your tax season prep evolves.
Flexible as you grow
Start with document storage, then add client portals and team dashboards—all in one place with no extra tools.
Generate a custom tax document management system in minutes
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 tax document management system today
Describe what you need. Softr's AI builds your document portal in minutes. Start for free.