Best Client Portal Software - Page 12

Idutax

idutax is document request and collection software built for Canadian accounting firms. Send clients a secure upload link, track which documents are missing, and get notified the moment everything is submitted — no more email chains or missed deadlines. Built specifically for T1, T2, HST returns, and Canadian tax workflows. Integrates automated reminders, audit trails, and a no-login client portal so even non-tech clients can upload in seconds.

IntelligenceBank Knowledge Management

IntelligenceBank Knowledge Management makes it easy to share and collaborate on documents and data with your team.

Average Rating: 4.7/5.0

Total Reviews: 3

InvestGlass

InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass.

ITM Customer Portal

JetCRM B2B Customer Portal

JetCRM B2B Customer Portal is a web application private and safe that ensures related information sharing with customers. Customers can follow required all information such as credit statuses, invoices, current discounts, product and order information. This way, customers can see everything they need online in one place and take action. JetCRM B2B Customer Portal improves customer relations by providing access to complete and up-to-date information 24 hours a day, 7 days a week. JetCRM B2B Customer Portal works integrated with SAP and aims to transfer the relationship of companies with their customers to SAP through web technologies. It is possible to monitor and control information instantly, thanks to its accessibility at any time and from anywhere. It has been developed to access the detailed information of all transactions such as shipment, stock, current information that the customer needs at any time.

Kollabhouse

Lyfeguard

Lyfeguard is the secure system of record where regulated firms hold their clients’ essential life and financial information. Built for wealth managers, financial advisers, IFAs, private client law firms, accountants and estate planners, Lyfeguard replaces fragmented files, static fact-finds and email-bound documents with a single, structured client record that stays current under the client’s control. Important client information — assets, liabilities, policies, pensions, Wills, LPAs, key contacts, family details, professional relationships — is typically scattered across spreadsheets, scanned PDFs, paper files, inboxes, secure portals and bank statements. Each fact-find captures a snapshot that goes stale within weeks. Advisers and lawyers rebuild the same picture at every life event, every annual review and every change of circumstance. Clients answer the same questions repeatedly. And when something serious happens — incapacity, bereavement, intergenerational transfer — families and professionals struggle to locate what they need. The cost is felt across the firm: onboarding takes longer, reviews are less informed, compliance evidence is harder to assemble, and the client experience falls short of what Consumer Duty and modern professional standards now require. Lyfeguard solves this by bringing every essential element of a client’s affairs into one structured record, organised across eight domains: Personal, Financial, Legal, Property, Health & Wellness, Digital & Subscriptions, Retirement, and End of Life. Financial data flows in automatically through Open Finance connections to 250+ UK banks, pension providers, investment platforms and insurers. Documents, key contacts and life context sit alongside, with reminders tracking expiry dates, renewal windows and statutory deadlines. The client owns and controls their record, deciding what is visible to which adviser, which family member, and at what time. Firms work from a live, accurate picture of the full situation rather than a periodic snapshot. For wealth managers, IFAs and financial advisers, Lyfeguard sits alongside your CRM and platform as the source of truth for client life and financial information. The static fact-find is replaced with a structured record that updates continuously through Open Finance. New clients are onboarded faster — they pre-populate their own record before the first meeting. A complete picture of assets, liabilities, pensions, policies and beneficiaries is surfaced ahead of every review. Ongoing Consumer Duty support is evidenced through documented client engagement and information accuracy. Advice opportunities are identified earlier — protection gaps, IHT exposure, pension consolidation and intergenerational planning all become visible. And by giving the next generation shared family access, firms strengthen the retention story through wealth transfer. For private client lawyers and estate planners, Lyfeguard gives the firm a secure digital home for the documents and information at the heart of every estate matter. Wills, LPAs, deeds, trust documents and end-of-life wishes are held in an encrypted vault the client controls. Full asset, beneficiary and contact information sits in one structured record, ready for estate administration. The discovery burden at bereavement is dramatically reduced — executors and family arrive with information in hand rather than starting from scratch. Loss-of-capacity events are supported through continuity workflows and pre-authorised access. And client service is modernised with a digital experience matched to today’s expectations, while the firm remains firmly in control of the relationship. The platform brings together structured client information across eight life domains, with intuitive client-facing forms and adviser-side visibility. The Open Finance dashboard provides live connections to 250+ UK financial institutions for real-time net-worth, cashflow and portfolio visibility, eliminating manual aggregation. The document vault holds AES-256 encrypted files with granular, permission-based sharing to family members, professionals and trusted contacts. Automated reminders track policy renewals, expiry dates, statutory deadlines and key life dates. The adviser and firm portal gives a multi-client view with controlled visibility into client records and activity. A single address book covers family, professional and institutional contacts, mapped to the relevant areas of the record. Sharing and access controls are client-defined and permission-based, including time-limited and event-triggered access for executors and attorneys. For firms wanting a fully branded experience, Lyfeguard supports white-label and co-branded deployment under the firm’s identity. Lyfeguard meets the trust, security and compliance bar required for wealth management, legal and financial services environments. The company is FCA-authorised, ISO/IEC 27001 certified and Cyber Essentials accredited. Infrastructure is UK-hosted with 24/7 monitoring, AES-256 encryption at rest and in transit, and two-factor authentication on every account. Lyfeguard is a Consumer Duty Alliance affiliate member and a Personal Finance Society Associate Firm. Most client information platforms break at the moments that matter most. Lyfeguard is designed for them. Onboarding, annual review, change of circumstance, marriage, divorce, birth of a child, retirement, downsizing, loss of capacity, bereavement, intergenerational transfer — each is a workflow Lyfeguard supports, with the right people gaining the right access at the right time. This makes Lyfeguard particularly valuable for firms serving HNW and multi-generational families, where the relationship outlives any single life event and continuity matters more than any single touchpoint. Firms typically deploy Lyfeguard in one of three ways. The first is as a firm-funded client offering, where the firm pays for Lyfeguard and rolls it out to its client book as a value-add, strengthening the relationship and gathering richer information across the practice. The second is a white-label or co-branded deployment, with Lyfeguard delivered under the firm’s brand and integrated into the firm’s client experience. The third is partnership distribution, with Lyfeguard included within a wider service proposition such as ongoing advice, estate planning packages or premium client tiers. Implementation typically takes days, not weeks, and there is no migration of existing CRM data required — Lyfeguard is built to sit alongside the systems firms already use. Lyfeguard is a UK WealthTech company founded to solve a problem its founder experienced first-hand: the difficulty of locating, organising and acting on essential personal information at the moments families and professionals most need it. The platform was named in the 2026 WealthTech100, is profiled by The Wealth Mosaic, and was selected for the Fintech Innovation Lab London 2025 in partnership with Accenture. It is trusted by regulated firms across wealth management, financial advice and private client law in the UK.

MoneyInfo

NOVO Client Portal

UK-built client portal and practice management platform for accounting firms with AI assistant, document management, and HMRC compliance.

Onvera

If you run a marketing agency, your client work probably lives in scattered chats, email threads and your head. You're the only one who knows where everything is, and half your week goes to chasing approvals and answering "what's the status?" Onvera fixes that with one workspace per client. Your team sees what's due, what's in progress and what's waiting on the client. Your client gets a single link where they see their tasks and approve work — no passwords, no training, no new tool to learn. Tasks, documents and conversations stay attached to the work they belong to, and automated reminders do the chasing for you. Built for small marketing agencies that have outgrown spreadsheets and group chats but don't want heavyweight project-management software their clients will never open. Set up your first client workspace in about 15 minutes. First month free.

Piqqi

Client Portal. Manage and share documents, approvals, and requests with clients. Built for agencies and consultants.

Plyq

Plyq simplifies document collection with an account-free, three-step workflow: create requests, receive files, and validate submissions. Clients upload files via a mobile-friendly, drag-and-drop portal using a shared link, without creating accounts. Customizable templates cater to industries like real estate, accounting, and HR. The software integrates with Google Drive, OneDrive, and SharePoint Online, allowing validated files to flow directly into cloud storage. A zero-storage mode ensures files transit servers briefly without retention, meeting strict data governance standards. Project management tools centralize requests by client or case, offering aggregated views and private settings. A public REST API enables integration with ERP, CRM, and automation tools. Security features include European hosting, TLS and AES-256 encryption, configurable document purging, and GDPR compliance, ensuring robust data protection and audit readiness.

PORTALD

PortalD is an online customer portal for UK small businesses that need to collect documents, manage customer information, create online forms, and connect workflow data with Xero. The platform lets businesses request files from customers, track submissions, store documents securely, and use AI-assisted checks to review uploaded information for completeness and consistency. PortalD also supports custom online form creation, helping businesses replace email-based information gathering with structured digital workflows. Xero integrations allow relevant customer, document, and form data to support accounting and administrative processes. The product is designed for small business teams that want a central place to manage customer-facing document collection and back-office workflow tasks.

Portalstack

Portal Worx

Portal Worx is a project workspace for construction and trades: main contractors, specialist contractors, fit-out firms, and the architects working alongside them. Everything a job produces, in one place. Drawings, site photos, documents, reports, updates and message threads, organised by project rather than scattered across email, shared drives and WhatsApp groups. Every upload, edit and deletion is logged automatically and kept for a year, so when a question lands months later the answer is already recorded. Your client sees the job without ringing you. Access is set per item, not per person. Every document category, photo folder, report and message thread carries its own audience, so a client sees exactly the parts of their own job you shared and nothing else. Clients and subcontractors cannot see each other. You can also send a document, photo or report by secure link to someone with no account at all. Reports worth handing to a client. Build the form once as a template, then fill it in on site. Thirteen block types including checklists, tables, annotations drawn on a photo and signatures signed on screen, with sections that show or hide based on the answers given. Export as a PDF stamped with your logo. AI that reads the job and stops there. Ask any project for a plain-language catch-up: progress against the dates, what has moved recently, what is flagged. It is built from a view filtered to the person asking, so it can never surface something they could not already open, and it reports rather than advises. Unlimited users on every plan. Your team, your clients and your subcontractors. There are no seats and no per-user fees, so bringing another person onto a job never costs more. It sits alongside what you already use. Portal Worx covers documents, photos, reports, communication and the audit trail. It does not do estimating, job costing, scheduling or invoicing, so there is nothing to migrate and no need to replace the tools handling your money. 14-day free trial on the Professional plan. No card required.