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Accounting client portal builder

Build a secure client portal for accountants

Create secure client portals, streamline everyday tasks, and communicate with clients in real time.

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Client access

Clients see their own engagements, and nothing else

Switch between a partner, an accountant and a client. It's one list of engagements: each client sees only their own, and only partners see the fee.

Partners like Helen see every engagement, Fee included. Accountants like Tom see every engagement, but never Fee. Priya at Larkspur Bakery sees only Larkspur Bakery's 3 engagements, and never Fee.

Are these headaches holding your firm back?

Fragmented workflows and tools

Is a mix of spreadsheets, accounting software, email, and project management tools making your head spin?

Time-consuming, repetitive processes

Routine tasks like invoicing, reporting, tax filings, and client onboarding consume valuable time.

Limited visibility

Tired of trying to keep on track of team members’ workloads, project status, client requirements and approvals?

Noloco: Simple to use, loaded with features

Custom client portals

Create intuitive portals that give your clients easy access to their financial updates and important documents for better transparency.

Tailored practice management

Build practice management tools that fit your firm’s exact needs. Organize tasks, track deadlines, and manage individual clients in one place.

Streamlined workflows

Easily automate client onboarding, generate reports, handle tax filings, and more to save time on repetitive tasks and cut down on human errors.

Dynamic insights

Turn complex financial data into clear, customized dashboards and reports. Make smarter, faster decisions with confidence.

Build personalized apps that speak your firm's language

Step 1

Import your data

Sign up for free in seconds and import your data to start building custom apps, dashboards & workflows in Noloco.

Step 2

Integrate Noloco with your existing tools

Import your data or sync Noloco with the tools your accountancy firm already uses, from CRM to practice management solutions.

Noloco's Data tab for an accounting firm: Noloco tables beside synced HubSpot, Google Sheets and Stripe sources, the HubSpot Companies table linked to the firm's engagements, and the HubSpot sync panel showing it synced two minutes ago

Step 3

Build a custom app, faster than ever

Quickly create a custom app for your firm, using an easy point-and-click builder to set up dashboards and workflows to match your firm.

An accounting firm's client billing page built in Noloco: fees collected, outstanding and overdue, a chart of fees collected by month, open invoices by client, and Stripe invoices matched to each engagement

Step 4

Automate routine tasks

Create workflows that save you hours! Automate invoicing, reporting, bookkeeping, client updates, and more so you can spend less time on admin and more where it counts!

A Noloco workflow that invoices completed engagements: when an engagement is marked Complete, generate the invoice PDF with DocsAutomator, email it to the client and set the invoice status to Sent

Customer stories

Teams running on Noloco

Integrations

Connect the tools you already use

  • Airtable
  • Postgres
  • MySQL
  • Google Sheets
  • HubSpot
  • Stripe
  • Xano
  • Supabase
  • SmartSuite
  • Zapier
  • Make
  • n8n
  • Slack
  • Google Drive

What teams say

  • “With Noloco, we're able to onboard people very quickly and easily. The second they get that link, they're dropping all their documents, and filling in their information. Now I have everything and it's all tagged, rather than sending me an email with 20 attachments and having to sort through and organize them myself.”
    Melanie BaldridgeCEO & Founder, RE Cost Seg
  • “Noloco is incredible, it has brought a touch of magic to our data in Google Sheet and Airtable - we've been able to create beautiful apps in minutes. This is true no code, it's easy to use and puts you in control of your data. The support is world-class and their roadmap is moving at pace.”
    Jonathan GauntMD & Founder, FD Works
  • “With Noloco, we doubled cash flow, reduced delays, and created a unique selling point for winning new clients.”
    Matthew OatesPractice Leader, GAP Consulting
  • “I think Noloco is the absolute best product I've seen - continues to blow me away every day. I am using Noloco to build an app that will allow me and two team members to do the work that most firms would require 10 people to do”
    Marshal HodaAttorney & Founder, Hoda Law Firm
  • “With Noloco, we could shape the system around how our business actually runs. It felt like going from a messy spreadsheet to a proper software tool.”
    Candra JohnsonOperations Manager, OH-Visas
  • “Clean UI, great customization, and the best support team I have ever experienced with any software. We needed an internal & client tool and evaluated other tools, we loved the flexibility and UI design of Noloco the best. Bright future for this team and product!”
    Clayton GarnerVP of Operations, Fergmar

Take complete control of your firm’s workflows

Why settle for cookie-cutter business tools, when you can create the perfect app yourself?

Sign up for free

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