CPA Portal
A portal for clients of a CPA firm to see their recurring monthly and annual tasks.
From the partner
This portal get's the firm's clients out of their inbox. This is a simple dashboard for clients to log in, see their upcoming tasks, and even review financial statements.
Clients have access to their CPA team directly from the portal, and can get the team exactly the documents they need to complete their financials.
Demo
Gallery images
Data sources
Partner details
Shane Consulting
I've been building on Softr since 2021, the early days of the platform. I build client portals, applicant portals, CRMs, dashboards, and enrollment systems on top of Airtable, Google Sheets, and Notion, with automations and payment workflows to cut out manual admin. Airtable Certified Builder and Softr Premium and Enterprise Partner, based in Indianapolis. Most of my work is in education, non-profit, financial services, real estate, and entertainment.
Find the right partner for your project
Tell us a bit about your project and the Softr Partners team will match you with up to 3 of the best-fit partners in our network.