How Officeheads Built a Dream Client Portal in Just 2 Days

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6 months ago
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Technology no-code client portal workflow automation accounting dashboard Airtable Softr Zapier financial reporting small business tools fintech

Website Link Below:
https://get.softr.io/07e5rg8vpndl

After years of searching for the perfect client portal, Officeheads finally built their dream solution—in just 2 days! Using Softr, Airtable, and Zapier, CEO Rebecca Berneck automated 8+ client workflows, reducing back-and-forth emails and improving financial transparency for over 50 SMB clients.

✅ Self-serve access to financial tools & reports
✅ Live dashboards with interactive reporting
✅ Automated project tracking & team communication

Now, clients can see exactly what Officeheads is working on—without the hassle of emails. Watch the full story to see how no-code automation changed their business!

#NoCode #Automation #ClientPortal #AccountingTech

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