Build accounting firm project management software
Track tax deadlines, manage workloads, and approve engagement letters in an AI-powered system built with AI to fit your firm's workflow.
Build exactly what your firm needs
Customize your accounting firm project management software with the exact steps and views your team needs. Add features as workflows evolve.
Client tax deadline tracking
Automated engagement letter approvals
Document request portals
Billable hour time tracking
AI-powered audit summaries
Practice workload management
Bring all your practice data together in real time
Connect client lists, billable hours, and tax deadlines from spreadsheets or CRMs—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each accountant and manager the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access to their specific workloads, deadlines, and project dashboards, so each role sees just what they need.
User groups
Give different team members tailored access to their specific workloads, deadlines, and project dashboards, so each role sees just what they need.
Automations
Streamline internal processes with Softr Workflows. Trigger native notifications for tax deadlines or automated engagement letter approvals.
Works on any device
Access and update your project status or log billable hours on the go. All internal tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your firm fast, secure access to practice management tools—no IT tickets needed.
Security
Keep sensitive financial and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your app.
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 accounting firm project management software in minutes with AI—no manual configuration required.
Consolidate your stack
Add tracking for billable hours, audit summaries, or client portals as your firm grows—without rebuilding.
Flexible as you grow
Start with project tracking, then add CRM, dashboards, or internal forms—all in one place with no extra tools.
Generate accounting firm project management software
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
Build your project management software today
Describe your practice needs. Softr's AI builds your custom accounting software in minutes.