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.
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.

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.

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

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
ENTERPRISE

Custom

For organizations building scalable, flexible apps with extra volume, security controls and dedicated support.
Get your custom quote
No credit card required
Everything in Business with
Custom team & client seats
Volume-based data limits
All integrations included
SSO & Two-factor authentication
Dedicated Support Manager
Custom onboarding plan & implementation support
Full white-label with custom domain & email
BUSINESS

$213

/ 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, SQL
200,000 rows +$75/ 25k extra
100,000 synced rows +$75/ 25k extra
10,000 workflow runs
Unlimited user roles
Priority syncing
ENTERPRISE

Custom

For organizations building scalable, flexible apps with extra volume, security controls and dedicated support.
Get your custom quote
No credit card required
Everything in Business with
Custom team & client seats
Volume-based data limits
All integrations included
SSO & Two-factor authentication
Dedicated Support Manager
Custom onboarding plan & implementation support
Full white-label with custom domain & email

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?