Create custom apps for accounting firms without code
Streamline client management, automate tasks, and enhance workflows with tailored apps designed for your accounting firm's needs.
Build exactly what your team needs
Customize your accounting workflows with only the views and features your firm needs. Adapt your setup over time—no code required.
Client onboarding and intake
Document management hub
Task assignment and tracking
Client portal access
Invoice and payment tracking
Appointment scheduling and reminders
Bring all your accounting data together in real time
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Centralize client, invoice, and workflow data.
Custom access for every accounting team. Built-in security, no dev time.
Give your accounting staff the right tools and data access. Set up secure logins, user groups, and permissions—no IT support required.
Advanced permissions
Give auditors, accountants, and support staff tailored dashboards so each role sees only the data they need.
User groups
Give auditors, accountants, and support staff tailored dashboards so each role sees only the data they need.
Automations
Connect with tools like Make or Zapier to automate financial workflows and reduce repetitive manual work.
Works on any device
Access and update accounting tools on the go. Your team can review and manage data from any device.
Easy, secure logins
Use Google, email, or SSO logins to give your accounting team fast, secure access to sensitive data.
Security
Keep financial information safe with SOC2 and GDPR compliance, plus robust access controls tailored for accounting firms.
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Put AI to work for your firm
Staff can ask AI about client files, deadlines, or reports—getting instant answers right inside your custom firm apps.
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 internal accounting tools in minutes with templates tailored for firm workflows.
Consolidate your stack
Add new modules for client management or reporting as your accounting needs change—no rebuild needed.
Flexible as you grow
Manage client data, tasks, and approvals in one platform—instead of juggling multiple tools.
Build a fully custom app for accounting firms 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 custom app for accounting firms