Accounting Client Management System

This accounting client management system is an admin panel that allows accounting firms to manage their accounting client base, to access customer financial data, such as company name and tax IDs, in an organized and user-friendly interface.

Admin Panel

Finance

How this template works

Retool allows you to bring your data to life to make powerful internal tools with both pre-made and custom components.

Learn about how Retool works

Click 'Try this template' to import this accounting client management template and create an organization.
Edit your generated application visually by dragging-and-dropping components and writing queries against your pre-populated Retool Database.
Extend this application by connecting to your own database to start building powerful internal tools.

Customers using Retool like this

View customer stories

Ismail Ceylan

Co-founder, Software Engineer at Zeplin

Retool lets our engineers move significantly faster and focus on customer-facing features. We build lots of tools for both support and success in Retool, all of which are used daily. It's one of my favorite pieces of software!

Eddy Kim

Engineering Manager at Verishop

Using Retool, we've built internal tools for our retail and merchandising teams quickly, while maintaining our speed on feature development for our shoppers.

More data sources you can power an Admin Panel with

Databases

MSSQL

Postgres

Snowflake

APIs

REST API

GraphQL

Frequently Asked Questions

What is Retool?

Retool is a development platform that allows developers to quickly build custom internal tools and dashboards for their businesses. Retool offers a drag-and-drop interface and pre-built components, making it easy to create applications while writing little code.

Who uses Retool?

Retool is used by a variety of businesses, from small startups to large enterprises, across industries such as healthcare, finance, and e-commerce. Retool is particularly useful for businesses that rely heavily on internal tools and dashboards to run their operations, as it allows for the creation of custom applications tailored to their specific needs.

What databases does Retool support?

Retool supports a wide range of databases, including MySQL, PostgreSQL, Microsoft SQL Server, Amazon Redshift, and Google BigQuery. Retool also offers integrations with popular APIs and services such as Stripe, Twilio, and Slack, making it easy to incorporate data from these sources into Retool applications. Here is a list of all our different integrations.

Try Retool today

Start building an internal tool or customer portal in under 10 minutes

Schedule a demo