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.
Make a difference with a secure tax portal for accounting:
Combine flexibility with top-notch platform security
AI and low-code development for unparalleled speed
Be free to build on top of existing tools or 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.
Create all-in-one client dashboards for tax uploads, requests, and statements.
Forego messy document exchanges in favor of direct collaboration.
Automate invoice processes, data validation, tax calculation, and file storage.
Orchestrate how documents and resources are siloed away from different users.
Tie your firm's tech stack into a single, front-facing solution for everyone.
Segment your app sections and organize them in accordance with local tax regulations.
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.
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.
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.
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.
A secure portal for accountants that connects with any tech stack
