Best Client Portal Software

Products Buyer's Guide
8.2
MangoApps
★★★★★

MangoApps

MangoApps is a collaboration network that combines Employee Social Networking, Team Collaboration tools & Intranet into one seamless product.

Amazing intranet that bolsters efficiency, project planning through workflow management - Devwrat T.

Ease of use
8.3
Support
8.1
Ease of Setup
0.0

Languages supported: Bulgarian, Czech, Danish, German, English, Finnish, French, Irish, Hungarian, Indonesian, Italian, Japanese, Korean, Dutch, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Chinese (Simplified)

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

9.0
FileInvite
★★★★★

FileInvite

FileInvite is an information and document requesting solution designed for businesses that want to automate the process across a client base.

A great checklist format! - User in Non-Profit Organization Management

Ease of use
9.2
Support
9.0
Ease of Setup
8.3

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.8
Kahootz
★★★★★

Kahootz

From small teams to projects spanning multiple companies, Kahootz can break down the barriers to collaboration across organisations, by combining a wide range of tools in a secure online workspace.

Keeping kids engaged - Administrator in Education Management

Ease of use
Support
Ease of Setup
7.6
Clust
★★★★★

Clust

Clust helps small businesses in more than 50 countries gather documents and collaborate in a seamless way.

Amazing for Onboarding or for realtors collecting information - Jay M.

Ease of use
Support
Ease of Setup
9.6
SuiteDash
★★★★★

SuiteDash

SuiteDash is a unique solution that combines all the necessary components that you need to run your business, in one convenient & efficient dashboard

SuiteDash has become the complete backend solution for my business - Doug G.

Ease of use
9.1
Support
9.7
Ease of Setup
9.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.8
Portal
★★★★★

Portal

Portal is an all-in-one solution for companies that run virtual professional services businesses. With Portal, you can quickly setup an online presence and give your clients a single place to login and message you, share files, pay invoices, complete intake forms, and sign documents.

RADE LLC's need for a client portal satisfied by Portal - Adam Ashton K.

Ease of use
9.8
Support
9.8
Ease of Setup
9.0

Languages supported: English

8.6
Jumppl
★★★★★

Jumppl

Powerful and centralised tools to keep your team focused and clients informed. Jumppl stops your teams data from spreading all over the place.

the best communication system !! - Luis P.

Ease of use
Support
Ease of Setup
8.8
Accelo
★★★★★

Accelo

Manage your entire business from one simple place. From prospect to payment, automate your processes and gain the visibility you need to grow your business.

A Powerful tool where the power relies on you - Andrew T.

Ease of use
8.2
Support
8.7
Ease of Setup
0.0

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.2
Clientshare
★★★★★

Clientshare

Clientshare is the first Customer Success SaaS platform built to improve the relationship between Buyers and Suppliers.

Brilliant Product - Nat J.

Ease of use
9.2
Support
9.2
Ease of Setup
0.0

Languages supported: English

8.4
Onehub
★★★★★

Onehub

Secure sharing made easy. A faster and more secure way to store, organize, and share your files.

Great platform interface for users! a most have for people - Rifa A.

Ease of use
8.1
Support
8.3
Ease of Setup
7.9

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.0
Zywave Client Cloud
★★★★★

Zywave Client Cloud

A turnkey online client portal for independent insurance agents and brokers to provide for their clients.Engage clients and centralize thousands of resources with an online portal.

MyWave Connect Review - Julie U.

Ease of use
Support
Ease of Setup
9.0
XMS: eXchange Management System
★★★★★

XMS: eXchange Management System

XMS: eXchange Management System is designed to allow organizations to share documents and forms with participants securely.

User friendly and reliablr - User in Accounting

Ease of use
Support
Ease of Setup

Languages supported: English

7.6
Liscio
★★★★★

Liscio

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your ...

Liscio IS THE BEST - User in Accounting

Ease of use
Support
Ease of Setup
10.0
Collect
★★★★★

Collect

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases.Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation ...

Superior - Oliver H.

Ease of use
Support
Ease of Setup

Languages supported: English

8.0
Zoho CRM
★★★★★

Zoho CRM

Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.

Fantastic Free CRM For Growing Businesses - Judson H.

Ease of use
8.0
Support
8.0
Ease of Setup
7.5

Languages supported: Arabic, Bulgarian, Czech, Danish, German, English, French, Hebrew, Hindi, Croatian, Hungarian, Italian, Japanese, Korean, Dutch, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Vietnamese, Chinese (Simplified)

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 0

9.4
Content Snare
★★★★★

Content Snare

Content Snare is a content collection tool that automates the content gathering process to save you hours of your precious time on every project

Intuitive and easy to use. Has saved me hours. - Danny H.

Ease of use
9.1
Support
9.4
Ease of Setup
8.7
7.8
SafeSend
★★★★★

SafeSend

SafeSend is a only document delivery solution that offers a client portal, file sharing system and an automated PDF encryption feature in one application.

Safe send review - Janice A.

Ease of use
8.0
Support
7.7
Ease of Setup
0.0
9.0
MyDocSafe
★★★★★

MyDocSafe

MyDocSafe is an e-signature and on-boarding platform that empower companies to sign up their customers faster through a process they design which can include form filling, electronically signing contracts and collecting payment.

Faster, simpler document security & e-sign software - Nishant C.

Ease of use
9.2
Support
9.0
Ease of Setup
8.7

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.6
Clinked
★★★★★

Clinked

Client Collaboration

Very complete and robust collaborative tool that allows content management. - SOLANGEL LISETH G.

Ease of use
8.8
Support
8.4
Ease of Setup
8.7

Languages supported: German, English, French, Italian, Japanese, Portuguese, Russian, Spanish, Swedish, Turkish, Chinese (Simplified)

8.8
Hub Intranet
★★★★★

Hub Intranet

The Hub is a social intranet, secure portal and collaboration platform designed for teams, businesses and communities of all shapes and sizes.

My Thoughts on Using Hub Intranet - Jessica P.

Ease of use
9.4
Support
8.6
Ease of Setup
0.0

Languages supported: English

9.0
Service Provider Pro
★★★★★

Service Provider Pro

SPP.co is a client management and billing software made for growing agencies. Get happier clients with a white-labeled Client Portal. Scale up your team with role-based permission controls. Finally, you can have your projects, clients, and billing all under one roof.

Great support team - Arrigo L.

Ease of use
Support
Ease of Setup
9.0
Huddle
★★★★★

Huddle

Huddle is comprised of 28 new offices, an expanded conference room, multiple meeting spaces and a common coworking and event space with an expansive view of our bustling downtown.

Huddle Review - User in Food & Beverages

Ease of use
Support
Ease of Setup

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

7.0
Virtual Cabinet
★★★★★

Virtual Cabinet

Virtual Cabinet is a fully integrated document management system with full version control and audit trail to provide peace of mind for those wishing to destroy their paperwork and create a paperless office while adhering to standards for legal admissibility.

Useful Tool for Document Storage and Management - Saad E.

Ease of use
Support
Ease of Setup

Languages supported: English

5.0
PortalsXpress
★★★★★

PortalsXpress

PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors.

PortalsXpress review - User in Food & Beverages

Ease of use
Support
Ease of Setup
10.0
Kollabro
★★★★★

Kollabro

Kollabro is a Workstream Collaboration tool for agencies which tracks projects ensuring transparency, control and accountability for managers, clients and teams simultaneously which reduces the time that is lost during a project.

Transparency when using Kollabro - Rogerio S.

Ease of use
Support
Ease of Setup
10.0
Everleagues
★★★★★

Everleagues

Everleagues is a collaboration tool that brings communication, files, data and firm management all into one location. Anywhere and anytime. With Everleagues you can assign channels for different departments or levels of organization, message clients and team members, share files, setup video conferencing and collaborate all from one location.

Great productivity platform accounting practice - Susan L.

Ease of use
Support
Ease of Setup
0.0
Accellion Content Access
★★★★★

Accellion Content Access

Accellion Content Access allows collaboration with third parties via email, shared folders, and other channels without exposing the source systems, while wrapping a layer of privacy and compliance around public cloud sources. Provide a safe and secure way to share sensitive information from content repositories with customers, suppliers and other third parties.

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Ease of use
Support
Ease of Setup
0.0
SideDrawer
★★★★★

SideDrawer

SideDrawer is a user friend, visually appealing organization platform that allows enterprises and SMB professionals to provide an engaging client experience. SideDrawer is a cloud-based, multiple device, multi-language platform for digital documents, that users can use to organize, distribute, and support their clients. With a completely customizable experience that offers guided organization, file-specific meta-data that can be used for ...

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Ease of use
Support
Ease of Setup

Languages supported: English, French, Spanish

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

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