Client Portal Software Resources

If you are looking for client portals that integrate smoothly with accounting and billing systems, a few platforms on G2’s Client Portal Software category stand out. These tools help firms handle invoicing, payments, and financial visibility while keeping collaboration simple.

1. TaxDome: Purpose-built for accountants and tax professionals with e-signatures, invoicing, and client billing automation. Did you find its invoice workflows flexible enough during high-volume tax season?
2. Copilot: Combines client messaging, file sharing, and built-in billing features with Stripe integration. Was its payment setup smooth enough to replace standalone billing tools?
3. Moxo: Offers secure communication and workflow portals with payment requests embedded into client processes. How effective was it in streamlining approvals and payment tracking with clients?
4. Zoho: Provides integrated client portals tied to CRM pipelines with invoice management and Zoho Books connectivity. Did clients find its billing features intuitive when paired with project collaboration?

Question for G2: If you have used any of these tools,

1. Which client portal worked best for you in integrating billing and accounting?
2. Were there any gaps that pushed you to keep separate tools?

We’re looking for a client portal that excels at secure file sharing and came across these top tools on G2’s Client Portal Software category. These stood out for their focus on encryption, permissions, and reliable client access:

1. Clinked – Offers encrypted file sharing, version control, and granular permissions in a branded workspace. Did its search and navigation features fully support secure collaboration at scale?
2. Moxo – Provides client portals with secure communication, workflow approvals, and controlled file access. How effective was it in ensuring data security during cross-team collaboration?
3. TaxDome – Built for accounting and tax firms, featuring e-signatures, document storage, and compliance-ready file access. Did it streamline secure sharing during heavy client document exchanges?
4. Copilot – A modern portal with encrypted messaging, billing, and client file uploads in a unified hub. Was its simplicity enough for secure file management, or did you feel the need for more advanced options?
5. Zoho CRM – Integrates client portals with document sharing tied to CRM pipelines and record access. Did its permissions and security features meet your team’s file compliance needs?

I’d love to hear from the G2 community:

1. When evaluating portals for secure file sharing, did you also look for managed file transfer or EDI capabilities?
2. How critical were these in your decision-making?