Accounting-Firms Self-Service Portal & Returns Tracker
End-to-end portal for 50+ CPA firms: intake wizard, SLA traffic-light dashboard, document delivery, and Stripe ACH payments. Firms track every tax return’s status without chasing updates, lowering client check-in emails from five to one per engagement.
From the partner
End-to-end client portal that lets accounting firms submit work, monitor return status, and download deliverables.
Key modules:
- intake wizard
- SLA traffic-light dashboard
- returns timeline
- Stripe ACH payment sync
Built on Airtable and Softr with Make automations.
Average client check-in emails fell from 5 to 1 per return.
Demo
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Partner details
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We’re an expert Softr partner focused on building flexible, scalable systems: from unique process flows to customer-facing platforms. Our team leads discovery, architects the data model, and ships polished apps with real-world impact leading to fewer manual steps, error reduction and happier users.