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.
Get started for free
No credit card required

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.
See Noloco in action

Prefer to have it built for you?

Don’t have the time to build it yourself? Hire a certified Noloco expert to design and build your custom business app. It’s the fastest way to turn your idea into a working solution—without the hassle or learning curve.
Learn More

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.
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.
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!

Affordable pricing for every business

Every plan comes with a 14-day free trial.
If Noloco isn't right for your team, you can cancel anytime, no questions asked.

Monthly
Yearly
SAVE 2 MONTHS
Monthly
Yearly
SAVE 2 MONTHS

Free

$0/ month

Perfect for exploring Noloco and evaluating the benefits.

Get started for free
No credit card required

Free includes:

30 AI credits / month + 5 additional credits each day
  • Unlimited team seats
  • 50 active clients
  • 2,000 records
  • Noloco Tables as data source, .csv import
  • Live Chat & Community Support
Recommended

Build

$79 / month

For growing teams ready to build portals that scale with them.

Get started for free
No credit card required

All features in Free, plus:

  • 10 team seatsthen $6 for each extra activated seat
  • 1,000 active clients
  • 25,000 recordsthen $25 per additional 25,000 records
  • Data sources included
    View details →
  • 2FA Login Security
Enterprise

Custom

For organizations who need extra volume, security controls and dedicated support.

Get your custom quote

All features in Build, with:

  • Custom AI credits
  • Custom team & client seats
  • Unlimited records
  • All data sources + private/VPC View details →
  • SSO/SAML, audit logs, data residency
  • Custom MSA, invoicing, procurement
  • Dedicated CSM + SLA
  • Implementation support
  • Full white-label

Integrations

Data sources included on the Build plan and above.

Noloco Tables
Airtable
Google Sheets
Xano
SmartSuite
Stripe
Postgres
Supabase
HubSpot
MySQL

Integrations

All integrations included + private/VPC.

Noloco Tables
Airtable
Google Sheets
Xano
SmartSuite
Stripe
Postgres
Supabase
HubSpot
MySQL
Salesforce
API Data
Talk to Sales

Free

$0/ month

Perfect for exploring Noloco and evaluating the benefits.

Get started for free
No credit card required

Free includes:

30 AI credits / month + 5 additional credits each day
  • Unlimited team seats
  • 50 active clients
  • 2,000 records
  • Noloco Tables as data source, .csv import
  • Live Chat & Community Support
Recommended

Build

$65 / month

For growing teams ready to build portals that scale with them.

Get started for free
No credit card required

All features in Free, plus:

  • 10 team seatsthen $5 for each extra activated seat
  • 1,000 active clients
  • 25,000 recordsthen $25 per additional 25,000 records
  • Data sources included
    View details →
  • 2FA Login Security
Enterprise

Custom

For organizations who need extra volume, security controls and dedicated support.

Get your custom quote

All features in Build, with:

  • Custom AI credits
  • Custom team & client seats
  • Unlimited records
  • All data sources + private/VPC View details →
  • SSO/SAML, audit logs, data residency
  • Custom MSA, invoicing, procurement
  • Dedicated CSM + SLA
  • Implementation support
  • Full white-label

Integrations

Data sources included on the Build plan and above.

Noloco Tables
Airtable
Google Sheets
Xano
SmartSuite
Stripe
Postgres
Supabase
HubSpot
MySQL

Integrations

All integrations included + private/VPC.

Noloco Tables
Airtable
Google Sheets
Xano
SmartSuite
Stripe
Postgres
Supabase
HubSpot
MySQL
Salesforce
API Data
Talk to Sales

Client wins: How these accountancy firms improved efficiency and transformed client relationships

SIGNULAR DESIGN

A project management tool for their agency, where clients can approve work

See how they did it
GAP Consulting

A tailored project management system & client portal for streamlined project delivery and real-time collaboration

Get the full story
PFE Limited

A custom reporting solution for bespoke Engineering analysis

See the amazing results

Our recent posts

Explore all blog posts
Build a No-Code CRM that connects to your spreadsheets and databases in minutes
Guides
Jun 9, 2026
Build a No-Code CRM that connects to your spreadsheets and databases in minutes
Professional services firms and service businesses can build a custom CRM that syncs with spreadsheets and databases in minutes, without developers. Here is how to do it with Noloco.
Read article
Guides
Feb 25, 2026
8 Client Portal best practices for agencies and consulting firms
Upgrade your client experience in 2026. Learn 8 proven best practices to create secure, scalable, and user-friendly client portals.
Read article
Airtable Permissions for Secure Client Portals: 2026 Guide
Airtable & Spreadsheets
Feb 4, 2026
Airtable Permissions for Secure Client Portals: 2026 Guide
Stop overpaying for Airtable seats. Learn how to build secure client portals with Row-Level Security (RLS) and full data isolation. Build for free now!
Read article
Small Business Document Management: the No-Code Way
Operations
Jul 29, 2025
Small Business Document Management: the No-Code Way
Discover the best document management software for small businesses. Learn how no-code tools like Noloco simplify access, automation, and control.
Read article

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