### Contents

- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Client Portal Software Resources

##### Discussions and Reports to expand your knowledge on Client Portal Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Client Portal Software Discussions

0

Question on: FileInvite
[Is FileInvite secure?](/discussions/is-fileinvite-secure)

Is FileInvite secure?

You can rest assured that FileInvite is secure. Some of the world’s largest financial enterprises trust FileInvite to secure their sensitive information. FileInvite is GDPR compliant, SOC-2 certified, and securely hosted on AWS. Your first and third-party data is secure at rest and in transit. FileInvite was built to be immeasurably more secure than email when requesting information from clients. As well as hosting your data, FileInvite can also exclusively facilitate the transfer of data when requesting information from clients if desired. Using our native integrations with leading Cloud Storage service providers (Google Drive, Dropbox, OneDrive, etc.), you can choose to store your data in your existing infrastructures.

Answered: Tiago Penteado on May 29, 2022

[Your answer](/discussions/is-fileinvite-secure/comments/new?remote=true)

0

Question on: Hub
[What is an intranet hub?](/discussions/what-is-an-intranet-hub)

What is an intranet hub?

The Hub is many things - a company intranet, a client portal, and employee engagement platform, a knowledge management centre... and much more. The Hub aims to provide businesses with a one-stop-shop of flexible features that enable them to adapt and shape their Hub into the tool that they need it to be. Flexibility and customisation are at the heart of everything in The Hub. Whether you're a multi-brand enterprise organisation looking for a multi-site multi-branded intranet to connect your organisation, or a SME of 35 staff looking for a better way to organise your files and share news, The Hub can be easily adapted to suit your exact needs - and our team of experts are on hand the whole way through providing 1-2-1 support to help you build your Hub the way you want.

Answered: Clare Willson on March 29, 2022

[Your answer](/discussions/what-is-an-intranet-hub/comments/new?remote=true)

0

Question on: Accelo
[I find it slightly convoluted at times because it can be chaotic with everything to look at on the screen. I would appreciate a little bit of simplicity in the visuals to allow for a more streamlined UX! My team has noticed glitches at times that are random and don't make sense. When I am using the scheduling feature, I find that there are too many steps involved in changing any scheduling, so it can be annoying to spend so much time on something somebody would solve with better programming. Accelo can be confusing to navigate at times!](/discussions/i-find-it-slightly-convoluted-at-times-because-it-can-be-chaotic-with-everything-to-look-at-on-the-screen-i-would-appreciate-a-little-bit-of-simplicity-in-the-visuals-to-allow-for-a-more-streamlined-ux-my-team-has-noticed-glitches-at-times-that-are-random)

I find it slightly convoluted at times because it can be chaotic with everything to look at on the screen. I would appreciate a little bit of simplicity in the visuals to allow for a more streamlined UX! My team has noticed glitches at times that are random and don't make sense. When I am using the scheduling feature, I find that there are too many steps involved in changing any scheduling, so it can be annoying to spend so much time on something somebody would solve with better programming. Accelo can be confusing to navigate at times!

Hi Hayley, Accelo's user interface is often changing based on the feedback provided by our users within the Ideas Forum. Your account administrator can always remove specific functionality or features within the account settings, or set permissions so that certain users don't see absolutely everything available out of the box - this may help to simplify your experience. Please share this along with some further detail within the Ideas Forum at ideas.accelo.com. The Accelo product team is always looking for more customers to share their feedback, in particular around UX/UI. Thanks, Matty

Answered: Matty Sayer on January 19, 2022

[Your answer](/discussions/i-find-it-slightly-convoluted-at-times-because-it-can-be-chaotic-with-everything-to-look-at-on-the-screen-i-would-appreciate-a-little-bit-of-simplicity-in-the-visuals-to-allow-for-a-more-streamlined-ux-my-team-has-noticed-glitches-at-times-that-are-random/comments/new?remote=true)

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## Client Portal Software Reports

Mid-Market Grid® Report for Client Portal

Summer 2026

G2 Report: Grid® Report

Grid® Report for Client Portal

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Client Portal

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Client Portal

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Client Portal

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Client Portal

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Client Portal

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Client Portal

Spring 2026

G2 Report: Grid® Report

Grid® Report for Client Portal

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Client Portal

Spring 2026

G2 Report: Momentum Grid® Report