# 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](https://portals.noloco.io/register)  
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**](https://portals.noloco.io/register)

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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](https://noloco.fillout.com/t/iCUy365LrLus?source=website&page=accounting&utm_campaign=exp_l)

## 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.

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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.  
[Get started for free](https://portals.noloco.io/register)  
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.  
[Get started for free](https://portals.noloco.io/register)  
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](https://portals.noloco.io/register)  
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](/content/customer-stories/singular-design/index.html)

### GAP Consulting

A tailored project management system & client portal for streamlined project delivery and real-time collaboration  
[Get the full story](/content/customer-stories/gap-consulting/index.html)

### PFE Limited

A custom reporting solution for bespoke Engineering analysis  
[See the amazing results](/content/customer-stories/pfe-limited/index.html)

## 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](https://portals.noloco.io/register)