Build workflow management software for accountants
Manage tax deadlines, track billing, and automate tasks in an AI-powered system built with AI to fit your firm's specific workflow.
Build exactly what your firm needs
Customize your workflow management setup with the exact steps and views your team requires. Add features as processes evolve—no code needed.
Client document portal
Tax deadline tracking
Automated task assignments
AI-driven audit summaries
Approval workflow management
Billing and time tracking
Unify your accounting data in real time
Connect client spreadsheets, tax records, and billing tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your firm.
Custom access for every team member
Give each 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 team members tailored access and dashboards based on their role, so auditors and bookkeepers see just the workflows that matter to them.
User groups
Give different team members tailored access and dashboards based on their role, so auditors and bookkeepers see just the workflows that matter to them.
Automations
Streamline your internal processes with Softr Workflows. Trigger native status updates or billing notifications based on task completion to keep operations running smoothly.
Works on any device
Access and update your accounting workflows on the go. All apps are mobile-ready out of the box for easy tracking even during tax season travel.
Easy, secure logins
Use Google, email, or SSO logins to give your accounting team fast, secure access to their internal tools—no IT tickets needed.
Security
Keep internal firm data and client financial records 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 your workflow management software in minutes with AI—no manual configuration or manual setup needed.
Consolidate your stack
Add features like tax deadline tracking, document portals, or audit reports as your firm grows—no rebuild needed.
Flexible as you grow
Start with workflow tracking, then add client portals, time trackers, and dashboards—all in one place.
Generate custom workflow management software with AI
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
Launch your accounting software today
Build and customize your workflow management software for accountants without code. Start for free.