Build your own tax client portal, no code required
Simplify document sharing, enhance client communication, and streamline workflows with a custom portal tailored for tax professionals.
Build exactly what your clients need
Set up a client portal tailored for your tax workflow. Add just the features and views you need, and update as your clients’ needs change.
Document upload and storage
Task status tracking
Message and notification center
E-signature collection
Invoice and payment management
Return archive and download
Unify your tax data in real time
Connect spreadsheets, tax software, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your tax workflows.
Give every client a secure, personalized portal.
Offer clients a branded portal to upload documents, view tax info, and track status. Set up secure logins and permissions in minutes.
Easy, secure logins
Clients can access their tax portal from desktop or mobile. Upload forms or check updates from anywhere.
Works on any device
Clients can access their tax portal from desktop or mobile. Upload forms or check updates from anywhere.
Automations
Integrate with your existing tools to automate reminders for document uploads, e-signatures, or status updates.
User groups
Set up separate logins for clients and staff, and provide personalized dashboards for each user type.
Advanced permissions
Specify who can view, upload, or download tax documents. Permissions can be tailored for each client or group.
Security
Protect sensitive tax information. Softr is SOC2 and GDPR compliant to ensure data privacy.
.svg)
Give tax clients an AI assistant
Clients get instant answers to tax questions and document needs directly in your portal—AI built-in with Softr.
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 tax client portal in minutes with drag-and-drop blocks and prebuilt templates.
Consolidate your stack
Easily add new forms, document uploads, or reporting tools as your client needs change.
Flexible as you grow
Manage client info, file sharing, and tax workflows—all in one secure portal, no extra tools needed.
Build a fully custom tax client portal 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.
250+
600+
Frequently asked questions
Build your tax client portal in minutes