Build your own accountant CRM, no code required
Manage client data, automate tasks, and simplify your accounting workflows with a CRM tailored for your firm.
Customize your CRM for your practice.
Build your accountant CRM your way. Add or remove features and views as your clients or workflows evolve — no coding required.
Client onboarding
Task and deadline tracking
Document and file storage
Invoice and payment tracking
Client communication log
Recurring services management
Bring all your client data together in real time
Connect spreadsheets, accounting software, and other systems with real-time sync—or manage everything in Softr Databases. Keep client, invoice, and workflow data in one centralized place.
Give every client a custom, secure CRM experience.
Provide clients and accountants with personalized dashboards, secure access, and tailored permissions in your branded CRM—set up in minutes.
Easy, secure logins
Your accounting CRM is mobile-ready by default. Clients and accountants can access records or upload docs from any device.
Works on any device
Your accounting CRM is mobile-ready by default. Clients and accountants can access records or upload docs from any device.
Automations
Integrate with your favorite tools to automate reminders, client updates, or document collection—no manual work needed.
User groups
Provide separate logins for clients and team members. Each user group gets a dashboard tailored to their needs.
Advanced permissions
Set detailed permissions to control who can view, edit, or manage CRM data for each client or project.
Security
Protect client information and accounting data. Softr ensures full SOC2 and GDPR compliance for your CRM.
.svg)
Put AI to work for accountants
Accountants can ask AI for client or financial details and get answers instantly—all right inside your Softr-powered CRM.
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 accounting CRM in minutes with drag-and-drop blocks and purpose-built templates.
Consolidate your stack
Easily add features like invoice tracking or client reminders as your practice evolves—no rebuilds.
Flexible as you grow
Manage contacts, documents, and client portals all in one place, with no extra software needed.
Build a fully custom accountant CRM 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.
250+
600+
Frequently asked questions