Upgrade Your Workflows With a Secure Tax Client Portal for Accounting
Prioritize security and elevate the client experience with a custom-designed accounting client portal. Low learning curve and no code.
Powerful, pre-built templates to kickstart your accounting client portal
Hit the ground running with our feature-rich, customizable templates.
Client Portal
Manage and review client updates in real-time, set up permissions, and securely share files with your client portal.
Sales CRM Portal
Improve your sales pipeline and access all client data in one place—track activity, add status labels, log interactions, and more.
Investor Portal
Simplify secure collaboration, keep track of all your companies, and get updates from LPs.
Inventory Management
Manage all your products, orders, and manufacturers. Pair with our OEM partner portal to automate operations and b2b portal to build better relationships with customers.
Securely organize client data
Airtable securely stores your documents and Softr’s server-side authentication ensures top-notch security. Your clients only have access to files that they need so data is protected from falling into the wrong hands.
Brand customization and personalization
Create a custom-branded tax client portal that reflects your personality. Softr can help you build an easy-to-use, integrated client portal that is designed to fit your client's needs.
Enhance overall client experience
Allow clients to access information without your intervention—when they need it. With an easily editable and personalized platform, let your clients feel more in control.
Create a secure client portal for accounting to upgrade workflows
"I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere. I also liked how quickly I could add new pages to the existing project and link them to Airtable data, making the process of adjusting and updating the project really easy."
Yohei Nakajima General Partner, Untapped Capital
Pre-built functions to help you create intuitive portals
Softr takes care of all the grunt work, so you can focus on giving your clients the best experience.
User accounts
Let clients create their own user accounts and personalize their experience. They can sign up and log in within seconds.
Roles and permissions
User permissions allow you to control access on a client-by-client basis. Show only the right information to the right users.
Page navigation
Your clients can easily find their documents and other resources with dynamic search, filter, and sorting functions.
Member-only content
Gate content according to the client and restrict access to certain pages and sections. Keep your clients’ documents secure.
Custom form builder
Build custom forms and accept submissions from your clients. Send responses to Airtable or anywhere with our 30+ integrations.
Pre-built layouts
Let your clients experience data the way they deem fit with our pre-built layouts. Make it easier for them to find what they need, when they need it.
Real-time data sync
You and your clients can update any content on the app and it’ll instantly sync both ways in real time without no lag.
Self-service access & data update
Let your clients manage their content. Allow them to upload documents, send invoices and share confidential information.
Frequently asked questions about tax client portals
A tax client portal is an accountant’s online workspace where they can securely store, manage, and share necessary files with their clients. It is similar to a document portal, but for tax purposes.
Some examples of a tax client portal include: - Softr - TaxDome - Onehub - FileCloud - Dropbox Business - Huddle
Yes, Softr allows you to send invite requests to new clients to join the tax portal. Once they accept the request and create their portal login, they can join in through the login page. After this, you can onboard them, set up custom access permissions, request files, receive tax documents, and securely host their data.
If you want a solution that gives you more control over your client portal, caters to your needs, and is customized for you, building a solution in-house is a good option. It doesn’t have to be resource-heavy since no-code website and web app builders like Softr can help you get started in minutes. If you need an off-the-shelf solution and are okay with fewer customizations, buying ready-made client portal software is acceptable. But, buying an out-of-box solution may not give you the same experience as customizing your own, i.e an on-brand and intuitive solution.
