End-to-end portal for 50+ CPA firms: intake wizard, SLA traffic-light dashboard, document delivery, and Stripe ACH payments. Firms track every tax return's status without chasing updates, lowering client check-in emails from five to one per engagement.
More than 50 CPA firms had no way to see where a tax return stood without emailing for an update, which averaged five check-in emails per engagement.
An end-to-end self-service portal: intake wizard, SLA traffic-light dashboard, returns timeline, document delivery and Stripe ACH payment sync. Firms track every return themselves, and check-in emails dropped from five to one per engagement.
End-to-end client portal that lets accounting firms submit work, monitor return status, and download deliverables. Key modules include intake wizard, SLA traffic-light dashboard, returns timeline, and Stripe ACH payment sync. Built on Airtable and Softr with Make automations. Average client check-in emails fell from 5 to 1 per return.
1 / 3 · Accounting-Firms Self-Service Portal & Returns Tracker screenshot 1
ProjectHub gives Cresa's Client Solutions team one place to run pursuits, client work, and internal initiatives, with role-based views, a Broker Scorecard, and reporting leadership pulls on demand, including AI reports built from plain-English questions. Built on Softr, Softr Databases, Softr Workflows, and Vibe Coding.
An operations platform for First Gen Financial Group, which runs supplemental benefits for employers' hourly workforces. Built on Softr and Airtable with Vibe Coding, it onboards new employers from DocuSign to census, turns every benefits change into customer success tasks and checks each month's payroll against the roster.
Your next chapter starts with a better way to work.
