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Client Portal reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Client Portal Software

    Client portal software serve as gateway for a business and its clients, where each party can interact with one another remotely. Client portals are a one-stop solution for businesses or organizations that work with multiple external stakeholders or clients. Businesses can use client portals to share and request documents, send project updates and invoices, solicit feedback, and communicate with clients and stakeholders.

    The exact functionality of a client portal can vary widely between vendors and use cases. Some vendors will offer an optional client portal attachment to their larger virtual data room software or cloud content collaboration software offering. Many client portals come bundled with project management software features, easily allowing clients to track project progress and businesses to provide transparency to their customers.

    Client portals can also offer a variety of supporting features depending on industry. Many vendors will offer industry-specific options or can add extra features to support industry needs. Law firms, accounting and insurance firms, and design studios are among businesses that utilize client portals to communicate with their customers.

    To qualify for inclusion in the Client Portal category, a product must:

    Provide a client-facing dashboard
    Share files and documents within the application
    Offer custom branding and/or watermarking features
    Structure workflows around content-related procedures

    Top 7 Client Portal Software

    • Accelo
    • SuiteDash
    • MOXTRA
    • Content Snare
    • Clientshare
    • Onehub
    • SafeSend

    Compare Client Portal Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (242)4.4 out of 5
    Entry Level Price:$39 user / month

    Accelo is built for Service Businesses. Our all-in-one professional services business system makes it easy to manage all your client work, from prospect to payment, and everything in between. Easy-to-use, automated and intelligent - Accelo lets you finally run your entire business in the cloud. Experience the most streamlined, integrated, and powerful Service Operations Automation software that easily allows you to connect all the moving parts of your business in one cloud-based platform. Wit

    (332)4.8 out of 5

    More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

    (26)3.9 out of 5

    Your Private Digital Channel — in every customer's pocket In today's world, your business needs a digital branch where you deliver premiere service to your customers. This means providing a digital channel for your customers to call-in at their convenience and receive a one-stop service experience. Moxtra powers your OneStop Customer Portal – your digital branch, with continuous collaboration experiences, helping you retain and grow customers, manage your distributed organization, and lower you

    (13)4.7 out of 5

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

    (28)4.6 out of 5

    Clientshare is an easy to use secure portal that helps suppliers evidence their contractual compliance, safeguard relationships and standardise coverage with their clients. Business reviews are tracked, recorded and available to both the supplier and client. Health scorecards provide historical records keeping everyone up-to-date. A Management view across the whole sales portfolio provides invaluable insight for Sales Leaders. Clientshare brings together suppliers and their clients leading t

    (24)4.1 out of 5

    Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file

    (13)3.9 out of 5

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

    (10)5.0 out of 5

    Leading client portal solution that is designed for modern businesses. With Portal, you can let your clients login on your website and give them one place for files, eSignatures, payments, messaging, intake forms, and more. Your client portal is fully customizable and can be hosted on your own domain.

    (12)4.3 out of 5

    Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. Collaborative: integrate & share content, conversations and decisions: - Team member activity updates, e.g. file uploads, updates, comments, requests etc displayed in real-time activity streams & customisable email notifications. - Feedback, comments, approval requests etc are

    (6)4.5 out of 5

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

    (4)4.4 out of 5

    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.

    (83)4.1 out of 5

    MangoApps is a unified employee experience platform that combines intranet, training, teamwork, and content management into a single dashboard and workspace. Our user-friendly, infinitely customizable approach fits into the way your company already does business, and creates a single digital hub where employees can find all the information they need, alongside their communication and collaboration tools. Our product works for teams of all sizes across a broad array of industries, and has all the

    (12)4.5 out of 5

    MyDocSafe is a secure client and employee onboarding platform for all size of business. We empower companies to design, deploy and manage bespoke onboarding and hiring processes that combine secure e-forms, identity verification, electronic signature and payment processing. We save more than 50% of time and cost of those processes while improving service quality.

    (4)3.8 out of 5

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

    (2)5.0 out of 5

    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 workflows,... It also integrates perfectly with thei

    (3)4.3 out of 5

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

    (2)4.5 out of 5
    Entry Level Price:$300.00 100

    Helping organizations securely send and receive documents with external participants. Whether this is for vendor management and risk management due diligence or simply for an improved solution over the conventional file sharing tools out there. The product helps users to manage all third-party relationships efficiently through gathered centralized data, system notifications, statistics dashboards and advanced search options. All from a personalized client browser access-anywhere desktop.

    (2)4.5 out of 5

    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.

    (1)5.0 out of 5

    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.

    (1)4.5 out of 5

    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.

    (1)4.0 out of 5

    iChannel Portal allows for secure, bi-directional sharing of files between you and your clients.

    (1)5.0 out of 5

    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.

    (1)2.5 out of 5

    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 clients deserve.

    (1)2.5 out of 5

    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.

    (1)3.5 out of 5

    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.

    (1,837)4.0 out of 5
    Optimized for quick response

    Zoho CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Zoho CRM to build lasting customer relationships and maximize team productivity. Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Zoho CRM the most tightly integrated system in the market. Zoho's AI-powered sales assistant, Zia, provides adva

    0 ratings

    Our Client Portal helps Accountants, CPAs and Bookkeepers to dramatically reduce time and effort in receiving and gathering client documents. Our innovative solutions has garnered a lot of attention in the marketplace and helps you to get your clients W-2s, credit card statements and invoices when you need them, which can increase your margin between 2% to 5%. Our portals offer you and your clients a convenient way to access documents, transfer data and convey information.

    0 ratings

    Work smarter every day with detailed reporting and advanced search capabilities.The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks.

    0 ratings

    Client Portal integrates with WordPress to help you manage your client projects, without the bulky project management software.

    0 ratings

    The FileCenter Portal is the most intuitive and affordable client portal for small offices. You can brand the portal with your logo and color scheme.

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    Check out the G2 Grid® for the top Client Portal Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    Leaders
    High Performers
    Contenders
    Niche
    Onehub
    Accelo
    MOXTRA
    Clientshare
    SafeSend
    SuiteDash
    Content Snare
    Market Presence
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