Custom Software for Accounting Firms, Financial, Mortgage & Lending Professionals
Oak Harbor Tech builds custom accounting software for firms that have outgrown disconnected tools and manual processes. From client intake and document collection to reporting, workflow automation, and system integrations, we help accounting teams reduce friction, improve accuracy, and scale without adding unnecessary headcount.
What we build for accountants:
- Client portals and intake systems
- Workflow and task automation
- Custom reporting and dashboards
- Secure document management
- Integrations with QuickBooks, Xero, payroll, and tax tools
- AI agents for reminders, document checks, and internal reporting
What we build for mortgage and lending professionals:
Mortgage and lending organizations operate in fast-moving, highly regulated environments where delays and errors are costly.
We design and build custom software that:
- Streamlines internal workflows
- Improves data consistency across systems
- Reduces manual handoffs
- Supports compliance-driven processes
Our focus is on building systems that help teams move faster without losing visibility, accuracy, or control.
Whether you run your business on the computer, phone or both, we got you covered.
Agent Login
Client Access
Document Management
Employee Training
Did you know?
They needed business software
They needed better maintenance logs for their heavy equipment in Arizona. Who did they come to? Who built the Custom Software for them?
Yeah, we built that.