Accounting Client Portal

Create an accounting client portal, without code

Softr makes it easy to build a secure portal to collect client documents, manage communication, and provide key insights.

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Loved by 800,000+ teams around the globe

Data Management

Bring your client data together in real-time

Build on top of your existing data with 15+ native integrations, or use Softr’s built-in databases to power your portal. With Softr, you can sync all your tools and information in real-time.

Explore all data sources

Flexibility

Add only the views and features you need

Use drag-and-drop blocks to build an accounting client portal tailored to your business. Add only the features you need, and iterate as your workflows evolve.

Power

An accounting portal that's easy to scale

Build one portal, then create a personalized, secure experience for every client. Tailor the look and feel to align with your brand.

Branding

Deliver an accounting client portal that looks professional and reflects the look and feel of your brand.

Works on any device

Turn your portal into a downloadable mobile app in one click with Softr’s PWA feature—no extra design work needed.

Automations

Connect with your existing tools, including Make and Zapier, to seamlessly automate workflows and notifications.

User groups

Create custom user groups and separate logins to provide different views and access levels for your team and clients.

Advanced permissions

Customize who can see and do what at the most granular level. Build one portal and tailor access for each client.

Security

Protect client and company information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Go from zero to app, incredibly fast

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“We thought we'd need developers, a product manager, and UX designers before launching a new project management system. With Softr, we built it ourselves in weeks.”