Build project management software for accountants
Track tax deadlines, manage filings, and document tasks in an AI-powered system built with AI to fit your firm's specific workflow.
Build exactly what your accounting team needs
Customize your setup with the exact tax steps and auditing views your team needs. Add features as client processes evolve—no code required.
Client tax deadline tracking
Secure document collection forms
Automated task assignments
Real-time client dashboards
Time tracking and billing
AI-powered audit summaries
Unify your accounting workflow data in real time
Connect client spreadsheets, tax deadlines, and document trackers with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.
Custom access for every team. Built-in security.
Give every accountant 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 accounting roles tailored access and dashboards, so tax specialists and auditors see just the projects that matter to them.
User groups
Give different accounting roles tailored access and dashboards, so tax specialists and auditors see just the projects that matter to them.
Automations
Streamline your firm's processes with Softr Workflows. Trigger native notifications based on deadline changes or document uploads to keep operations moving.
Works on any device
Access and update your project status or billable hours on the go. All accounting tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to client files and tax trackers—no IT tickets needed.
Security
Keep sensitive client financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every folder and record 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 your accounting software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like time tracking, audit logs, or client portals as your workflow evolves—no rebuild needed.
Flexible as you grow
Start with project management, then add secure portals or billing tools—all in one place with no extra tools.
Generate project management software for accountants
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 firm's workflow. Softr's AI builds your custom project management system in minutes.