AI-powered portals for tax and accounting
Tax documents, invoices, and client requests handled over email slow down solo practitioners and large firms alike. Betty Blocks generates a governed accounting portal connected to Xero, QuickBooks, or your ERP, with workflow automation and self-service built in from the start.
Financial Integration
A portal that integrates with your accounting and billing systems
Add your brand and the features your practice needs to a portal built around how your firm actually works with clients.
Adaptive Functionality
Build an accounting portal with custom features
With AI app generation, you can build features your practice needs now, and add more as you scale.
Frictionless Portals
Build accounting portals that evolve with business needs
Your portal grows with your firm. Add services, onboard new clients faster, and evolve internal processes as your practice changes, without replacing the system you already built or starting the project over from scratch.
Secure tax portals
Customised tax portals
Customize every part of the portal, from user login options to region-specific form fields, so it matches how your firm actually operates. Multi-factor authentication, granular permissions, and role-based access are built in, without sacrificing ease of use.
Integrated Financial Logic
Automate your financial administration
Manual workarounds, email chains, and disconnected tools have long been the norm in accounting firms, and they cost time through delays and duplicated effort. A custom accounting portal makes workflows a native part of financial administration instead of a workaround.
Compliant Storage Logic
Document management features
Control how financial documents are stored, accessed, and shared, with version control, approval states, and retention rules that match your compliance requirements. Connect DocuSign or another platform to extend it further.
Branded Compliance Portals
On-brand software for accounting and reporting
Give clients and employees self-service clarity, with SSO, granular permissions, and a full audit trail for every action taken in the portal. Set notifications and alerts so nothing falls through the cracks.
Instant AI Generation
Generate your accounting portal from a prompt
Describe who the portal is for, and Betty Genius builds a working prototype to start from.
Connect with the accounting and financial tools you already use
Frequently Asked Questions
Building client portals for accounting firms
Can I connect a Betty Blocks portal with any external software or tool?
Yes! This is done by creating the appropriate data model and integrating it with your application. Learn more about connecting external software with your Betty Blocks app here.
How do I ensure that my accounting portal software is secure?
The Betty Blocks platform is secured by our SOC 2 Type II attestation, as well as our ISO 27001 certification.
Are there other out-of-the-box add-ons that I can implement in my tax or accounting portal?
Yes! You are free to augment your accounting portal software with out-of-the-box low-code solutions such as the Quote Calculator App or the DAC6 Assessment Tool.
Is there a way that I can try out the Betty Blocks platform for free?
You can try out the Betty Blocks platform completely free by starting the trial.
Can I white-label accounting software and client portals with Betty Blocks?
Of course! Betty Blocks users are free to brand any portal solution the way they see fit. You can learn more about white-label portals here.
