Build project management software for accountants, no code required
Streamline tasks, track deadlines, and enhance collaboration with a customizable project tool designed for accounting professionals.
Customize your project management tool
Tailor your project management setup for your accounting team. Add just the features and workflows you need, and adapt them as work changes.
Client onboarding management
Task and deadline tracking
Document sharing and approvals
Time and billing logs
Recurring workflow templates
Client communication log
Bring all your project data together in real time
Connect spreadsheets, accounting software, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your projects.
Custom access for every accounting team. Built-in security, no dev time.
Equip your accounting team with tailored tools and access. Set up secure logins, user groups, and strict permissions—all with no IT required.
Advanced permissions
Assign specific access and views to partners, managers, or staff, so each role works with just the data they need.
User groups
Assign specific access and views to partners, managers, or staff, so each role works with just the data they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate recurring client tasks and deadline tracking.
Works on any device
Track projects, deadlines, and updates from any device. Your project management app is mobile-ready out of the box.
Easy, secure logins
Let your team log in with Google, email, or SSO for fast, secure access—without IT support.
Security
Protect sensitive client and financial data with SOC2 and GDPR compliance, plus robust access control.
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Give accountants an AI teammate
Accountants can ask AI about deadlines, budgets, or tasks—getting instant answers within your project management system.
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
Quickly build project trackers and client task lists with drag-and-drop, no coding required.
Consolidate your stack
Easily add billing, document sharing, or custom workflows as your accounting projects change.
Flexible as you grow
Manage projects, client info, and team dashboards together—all in one place, no extra tools.
Build a fully custom project management software for accountants 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 project management tool effortlessly