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.

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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

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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

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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.

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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

STARTER

$49 / month

For small teams building apps and simple client portals for work.
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No credit card required

Starter includes

4 team seats +$4 / extra
10 client seats +$0.5 / extra
connects to Airtable, SmartSuite
10,000 rows
5,000 synced rows
1,000 workflow runs

PRO

RECOMMENDED

$149 / month

For growing teams building client portals and internal tools to optimize workflows.
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No credit card required

Everything in Starter with

10 team seats +$6 / extra
50 client seats +$1 / extra
connects also to Stripe
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 free
No credit card required

Everything in Pro with

30 team seats +$10 / extra
100 client seats +$1 / extra
connects to Hubspot, MySQL
200,000 rows +$75/ 25k extra
100,000 synced rows +$75/ 25k extra
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
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

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