Collaborative Accounting
Accounting
Portals
Whether you operate as a solo tax practitioner or a conglomerate tax firm, Betty Blocks helps you create flexible accounting and tax portal software. Create a collaborative space for cohorts, clients, and employees, complete with workflow automation and self-service features.
Financial Integration
A portal that integrates with accounting and billing systems
Incorporate your brand, add modern features, and create a safe collaboration space for accountants and clients with a custom portal solution. Betty Blocks gives you the low-code building blocks and AI-assistance to rapidly create a stunning portal space for your business’s accounting needs.
Adaptive Functionality
Build custom features on top of client portal software for accountants
Be in control of how you design, build, and organize your branded portal solutions with Betty Blocks. Only build the features that you deem necessary, and add more functionalities whenever you’re ready to scale your business.
Frictionless Portals
Strengthen your business with flexible accounting portal software
As your firm grows, your portal software grows with you. Add new services, onboard new clients faster, and evolve internal processes without replacing your entire system. Unlike most SaaS products, you won’t pay per seat; you'll only pay for building your accounting client portal software with Betty Blocks.
Secure Client Intake
Inclusive client tax portals for all your firm’s needs
Use Betty Blocks to create fully bespoke tax client portal software. Customize every aspect of your application, from user login options to region-specific form input fields. Embed multi-factor authentication, granular permissions, and role-based access throughout your tax portal to make it secure, without skimping out on user-friendliness.
Integrated Financial Logic
Build workflows into your financial administration, not around
For far too long, manual workarounds, email chains, and disconnected tools have been the standard for accounting firms. The results are usually delays, duplicated effort, and unnecessary risk. With a custom accounting portal, workflows become a native feature in your financial administration, speeding up the grunt work tremendously.
Compliant Storage Logic
Orchestrate document management features the way it benefits you
A custom portal with Betty Blocks gives you complete control over how financial documents are stored, accessed, and shared. Add version control, approval states, and retention rules that align with your compliance requirements. Integrate with vetted platforms, such as DocuSign, to further embolster tax portal software with quintessential features.
Branded Compliance Portals
Tailor-made and secure portal software for accountants and reporting
Create self-service clarity for clients and employees alike. Introduce bespoke features to your accounting portal software, such as SSO authentication, granular permissions, and full audit trails for all user actions. Collaborate seamlessly with clients and stakeholders and set notifications or alerts.
Instant AI Generation
Generate your bespoke document portal with a single AI prompt
Describe for which audience you are creating your web portal, and watch Betty Genius deliver an AI-generated prototype instantly.
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Frequently Asked Questions
Building client portals for accounting firms
Can I connect a Betty Blocks portal with any external software or tool?
Yes! This is done by creating the appropriate data model and integrating it with your application. Learn more about connecting external software with your Betty Blocks app here.
How do I ensure that my accounting portal software is secure?
The Betty Blocks platform is secured by our SOC 2 Type II attestation, as well as our ISO 27001 certification.
Are there other out-of-the-box add-ons that I can implement in my tax or accounting portal?
Yes! You are free to augment your accounting portal software with out-of-the-box low-code solutions such as the Quote Calculator App or the DAC6 Assessment Tool.
Is there a way that I can try out the Betty Blocks platform for free?
You can try out the Betty Blocks platform completely free by starting the trial.
Can I white-label accounting software and client portals with Betty Blocks?
Of course! Betty Blocks users are free to brand any portal solution the way they see fit. You can learn more about white-label portals here.