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.

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.

Multiplatform Tax Client Portals
Don’t be stuck with a single operating system. With Softr's PWA feature, your web app is accessible to your users across IOS and Android. The apps will adapt and look great on every screen without any extra design or resources.
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.

Pricing for every business, at any stage
Free
- Unlimited applications
- 5 collaborators
- 1 custom domain
- Softr branding
- Membership (5 members)
- Paywall (Recurring & one-time payments) (5 members)
- Airtable integration (200 records)
- Live chat support
Starter
30-day free trial
For individuals and startups building data-driven apps- Unlimited applications
- 5 collaborators
- 1 custom domain
- No Softr branding
- Membership (5 members)
- Paywall (Recurring & one-time payments) (5 members)
- Airtable integration (1000 records)
- Custom code (HTML/CSS/JavaScript)
- Live chat support
Professional
30-day free trial
For companies that need custom apps with advanced features- Unlimited applications
- 10 collaborators
- 2 custom domains
- No Softr branding
- Membership (10,000 members)
- Paywall (Recurring & one-time payments)
- Airtable integration (10,000 records)
- Custom code (HTML/CSS/JavaScript)
- Update Airtable records (all logged in users)
- Transfer applications
- Live chat support
Business
30-day free trial
For teams and companies that need powerful portals and internal tools- Unlimited applications
- 15 collaborators
- 3 custom domains
- No Softr branding
- Membership (100,000 members)
- Paywall (Recurring & one-time payments)
- Airtable integration (Unlimited records)
- Custom code (HTML/CSS/JavaScript)
- Update Airtable records (custom permission rules)
- Field level edit permissions per each User Group
- Charts (Line, Bar, Pie, etc)
- Transfer applications
- Onboarding call
- Priority live chat support
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.