Softr
builds secure, no-code client portals and live dashboards to automate client document collection, eliminating version chaos and freeing capacity for advisory.
Quick Info
- Website
- get.softr.io
- Categories
- Client Management
Related Tools
Brand24
monitors online mentions so accounting firms track client reviews, reputation trends, and referral opportunities across social and web before they impact credibility.
CloudTalk
manages call‑centre and client phone workflows so your firm centralises communications, reduces missed calls and delivers responsive client service across borders.
Durable
builds or updates your firm’s online presence and client intake system so you capture more advisory leads, reduce setup overhead and expand your pipeline.
Reply.io
automates email outreach and follow-ups so accounting firms nurture leads, schedule consultations, and grow their pipeline without manual CRM chasing.