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

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JJ Maxwell

Co-Founder and CRO at JetFuel

We would have had to hire 2-3 full-time engineers to build what I did in 30 minutes using Retool.

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Kee Han Ooi

Software Engineer at Solera Health at Solera Health

Retool offers us prebuilt components and integration with resources that we otherwise would have to build. Ultimately, Retool empowers us to provide a better tooling service level to our internal users than in the past and, as a result, better serve our customers.

More data sources you can power an Admin Panel with

Databases

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Postgres logoPostgres
Snowflake logoSnowflake

APIs

S3 logoS3
REST API logoREST API
GraphQL logoGraphQL

Frequently Asked Questions

What is Retool?toggle icon
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?toggle icon
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?toggle icon
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.

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