Build client management software for accounting firms, no code required
Manage client data, schedule tasks, and streamline workflows with a customizable app tailored to your accounting firm's needs.
Build exactly what your team needs
Add and adapt only the tools your accounting team relies on. Start simple, then evolve your client management setup as your needs change.
Client onboarding process
Task and deadline tracking
Document management
Communication log
Invoice and payment tracking
Client portal access
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. Centralize client, invoice, and project data.
Give every client a secure, personalized experience.
Build a client management CRM for your accounting firm. Set up branded portals with custom dashboards, permissions, and secure logins for every client in minutes.
Easy, secure logins
Clients and staff can securely access records, invoices, and tasks from any device with a mobile-ready portal.
Works on any device
Clients and staff can securely access records, invoices, and tasks from any device with a mobile-ready portal.
Automations
Automate client reminders, invoice updates, and workflow steps by connecting with your favorite accounting tools.
User groups
Create different access levels for clients, partners, and staff—each sees only the information relevant to their role.
Advanced permissions
Customize who can view, upload, or edit client documents and financial data, with granular control for every group.
Security
Protect client financial data with SOC2 and GDPR compliant features and advanced access controls.
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Put AI to work for accountants
Accountants get instant answers to client needs and data insights—right inside your CRM, without leaving the 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 management CRM quickly with drag-and-drop tools and accountant-friendly templates.
Consolidate your stack
Easily add features like document sharing or billing as your accounting firm’s needs change.
Flexible as you grow
Manage clients, track communications, and add portals—all in one CRM, no extra software needed.
Build a fully custom client management tool 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
Build your client management software today