Create an accounting client portal with AI
Softr makes it easy to build a secure portal to collect client documents, manage communication, and provide key insights—no code required.
Bring your client data together in real-time
Softr's AI Co-Builder generates a database when it builds your app, or you can connect to 17+ data sources with 2-way sync. Whether you have existing data or are building from scratch, you're covered.
Add only the views and features you need
Describe what you need, get a full app back. Then switch between AI and visual editing to add content, adjust logic, and iterate as your workflows evolve.
Client Onboarding
Account Management
Client Communication
File Management
Project Management
Billing & Payments
Reporting & Dashboards
Support & Resources
An accounting portal that's easy to scale
Build one portal, then create a personalized, secure experience for every client. Tailor the look and feel to align with your brand.
User groups
Create custom user groups and separate logins to provide different views and access levels for your team and clients.
Branding
Deliver an accounting client portal that looks professional and reflects the look and feel of your brand.
Works on any device
Turn your portal into a downloadable mobile app in one click with Softr’s PWA feature, no extra design work needed.
Automations
Use Softr Workflows to automate processes across your app—or connect to Make, Zapier, n8n and more.
Advanced permissions
Customize who can see and do what at the most granular level. Build one portal and tailor access for each client.
Security
Protect client and company information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Go from zero to app, incredibly fast
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.
