Build accounting software with client portal, no code required
Manage finances, share reports, and streamline communication with customizable software tailored to your accounting firm's needs.
Add only the features you need
Set up a client portal with the features that matter to your accounting workflow. Adjust and expand your setup easily as your needs change over time.
Client document uploads
Invoice management
Expense submission and tracking
Project and task tracking
Payment status and history
Secure messaging and notifications
Bring all your client data together in real time
Connect spreadsheets, accounting tools, and client portals with real-time sync—or manage everything in Softr Databases. Centralize client, invoice, and project data seamlessly.
Give every client a custom, secure portal experience.
Offer clients a branded portal to view invoices, financial reports, and upload documents securely. Set permissions and groups to control access for each client.
Easy, secure logins
Clients can access their portal from desktop or mobile, making it easy to check statements or send files anytime.
Works on any device
Clients can access their portal from desktop or mobile, making it easy to check statements or send files anytime.
Automations
Connect your accounting tools to automate invoice sharing, payment reminders, and document requests.
User groups
Set up unique dashboards for clients and staff—so everyone only sees the info they need.
Advanced permissions
Manage access to financial documents, invoices, and reports at a granular level for each client or group.
Security
Safeguard all client information. Softr is fully SOC2 and GDPR compliant for peace of mind.
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An AI assistant for your clients
Clients can ask AI about invoices, payments, or reports—getting instant answers directly in your accounting portal.
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 client portal and accounting workflows in minutes—no code or design skills needed.
Consolidate your stack
Easily add invoicing, document sharing, or client messaging as your accounting needs change.
Flexible as you grow
Manage client accounts, share documents, and collaborate—all in one secure portal, no extra tools.
Build a fully custom accounting software with client portal 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.
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Frequently asked questions