Solutions
Platform
Resources
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.
and communicate with clients in real time.
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.
.svg)
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.
.avif)
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.
.avif)
.avif)
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
FREE
Free
Learn to create your first app and see the benefits in your team
Get started for free
Free includes
3 team seats
7 client seats
2,000 rows
7 pages per app
100 workflow runs
STARTER
$49
/ month
For small teams building apps
and simple client portals for work.
Get started for freeand simple client portals for work.
Starter includes
4 team seats +$4 / extra
10 client seats +$0.5 / extra
5,000 rows
2,500 synced rows
1,000 workflow runs
PRO
RECOMMENDED
$149
/ month
For growing teams building client portals and internal tools to optimize workflows.
Get started for freeIncludes everything in Starter with
10 team seats +$6 / extra
50 client seats +$1 / extra
50,000 rows
25,000 synced rows
3,000 workflow runs
Custom domain
Record-level permissions
Field-level permissions
Custom code
BUSINESS
$319
/ month
For businesses building connected
solutions across their organization.
Get started for freesolutions across their organization.
Includes everything in Pro with
30 team seats +$10 / extra
100 client seats +$1 / extra
150,000 rows
50,000 synced rows
10,000 workflow runs
Unlimited user roles
Priority syncing
Free
Free
Learn to create your first app and see the benefits in your team
Get started for free
Free includes
3 team seats
7 client seats
2,000 rows
7 pages per app
100 Workflow runs
STARTER
$39
/ month
For small teams building apps
and simple client portals for work.
Get started for freeand simple client portals for work.
Starter includes
4 team seats +$4 / extra
10,000 rows +$0.5 / extra
5,000 synced rows
1,000 workflow runs
PRO
$119
/ month
For growing teams building client portals and internal tools to optimize workflows.
Get started for freeEverything in Starter with
10 team seats +$6 / extra
50 client seats +$1 / extra
50,000 rows
25,000 synced rows
3,000 workflow runs
Custom domain
Record-level permissions
Field-level permissions
Custom code
BUSINESS
$255
/ month
For businesses building connected
solutions across their organization.
Get started for freesolutions across their organization.
Everything in Starter with
30 team seats +$10 / extra
100 client seats +$1 / extra
200,000 rows
100,000 synced rows
10,000 workflow runs
Unlimited user roles
Priority syncing
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
GAP Consulting
A tailored project management system & client portal for streamlined project delivery and real-time collaboration
PFE Limited
A custom reporting solution for bespoke Engineering analysis
Take complete control
of your firm’s workflows
Why settle for cookie-cutter business tools,
when you can create the perfect app yourself?
when you can create the perfect app yourself?