Design a tax client portal and upgrade your client experience.

Softr lets you create a secure client portal for accounting in 15 minutes. No-code and hassle-free.


Save hours with your new client portal for accounting!

"I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere. I also liked how quickly I could add new pages to the existing project and link them to Airtable data, making the process of adjusting and updating the project really easy." 5/5 ⭐️⭐️⭐️⭐️⭐️

Yohei Nakajima General Partner, Untapped Capital


Pre-built functions to help you create intuitive portals

Softr takes care of all the grunt work, so you can focus on giving your clients the best experience.

User accounts

Let clients create their own user accounts and personalize their experience. They can sign up and log in within seconds.

Our awesome features
Roles and permissions

User permissions allow you to control access on a client-by-client basis. Show only the right information to the right users.

Our awesome features
Page navigation

Your clients can easily find their documents and other resources with dynamic search, filter, and sorting functions.

Our awesome features
Member-only content

Gate content according to the client and restrict access to certain pages and sections. Keep your clients’ documents secure.

Our awesome features
Custom form builder

Build custom forms and accept submissions from your clients. Send responses to Airtable or anywhere with our 30+ integrations.

Our awesome features
Pre-built layouts

Let your clients experience data the way they deem fit with our pre-built layouts. Make it easier for them to find what they need, when they need it.

Our awesome features
Real-time data sync

You and your clients can update any content on the app and it’ll instantly sync both ways in real time without no lag.

Self-service access & data update

Let your clients manage their content. Allow them to upload documents, send invoices and share confidential information.

Customer support

We strive to help our customers. For any challenges along the way, you can use our guides, videos, articles, and live chat support.

Design a tax client portal and upgrade your client experience.

Softr lets you create a secure client portal for accounting in 15 minutes. No-code and hassle-free.

2 months free


For individuals building passion projects.


Unlimited apps & visitors
Essential blocks
5 workspace collaborators


For entrepreneurs building new products.

$49 /month Start for free


10 internal / 1000 external app users
Custom CSS/JS
Embed Softr apps


For teams building advanced custom apps.

$269 /month Start for free


100 internal / 10000 external app users
Timeline, Org chart
15 workspace collaborators
Downloadable mobile apps (PWA)


For larger companies that want extra volume, security, and support.


Let's talk


SSO for app users (SAML, OpenID)
Security audit
Team training
Custom invoicing

Frequently asked questions about tax client portals

A client portal for accountants is an online workspace where accountants and their clients can securely store, manage, and share legal documents, invoices, and payments. It is similar to a Visit document portal but for tax purposes.

Some examples of a tax client portal software include: - Softr - TaxDome - Onehub - FileCloud - Dropbox Business - Huddle

Yes, Softr allows you to send invite requests to new clients to join the tax portal. Once they accept the request and create their portal login, they can join in through the login page. After this, you can onboard them, set up custom access permissions, request files, receive tax documents, and securely host their data.

If you want a solution that gives you more control over your client portal, caters to your needs, and is customized for you, building a solution in-house is a good option. It doesn’t have to be resource-heavy since no-code website and web app builders like Softr can help you get started in minutes. If you need an off-the-shelf solution and are okay with fewer customizations, buying ready-made client portal software is acceptable. But, buying an out-of-box solution may not give you the same experience as customizing your own, i.e an on-brand and intuitive solution.

Client Portal | Internal Tools | Web App Builder | Free Website Builder Made with Softr