Build custom apps for accounting firms
Manage tax filings, track billing, and automate audit summaries in an AI-powered tool built with AI to fit your firm's specific workflow.
Build exactly what your firm needs
Customize your setup for tax tracking or audit summaries. Add features as your accounting processes evolve—no code needed to keep things updated.
Centralized client document management
Automated tax filing tracking
AI-powered audit summaries
Client billing and collections
Internal project task assignment
Secure client onboarding forms
Unify your accounting data in real time
Connect client data, tax documents, and billable hours with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give every CPA and admin the right access. Set up secure client logins and granular permissions for tax documents—no IT support or complex development work needed.
Advanced permissions
Give bookkeepers, auditors, and admin staff tailored dashboards, so each role sees just the projects and documents they need.
User groups
Give bookkeepers, auditors, and admin staff tailored dashboards, so each role sees just the projects and documents they need.
Automations
Streamline operations with Softr Workflows. Trigger native notifications for tax deadlines or billing status changes to keep your firm moving.
Works on any device
Access client data and update audit statuses on the go. All accounting tools you build are mobile-ready out of the box.
Easy, secure logins
Use Google or SSO logins to give your accountants fast, secure access to internal data—no IT tickets required.
Security
Keep sensitive financial and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 custom apps for accounting firms in minutes with AI—no manual design or complex configuration needed.
Consolidate your stack
Add features like tax tracking, billing automation, or task assignments as your client list grows—no rebuild needed.
Flexible as you grow
Start with a document manager, then add onboarding forms and team dashboards—all in one place with no extra cost.
Generate custom apps for accounting firms in minutes
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 custom apps for accounting firms
Describe what you need. Softr's AI builds your custom accounting software in minutes.