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