Best Client Portal Software - Page 13

Kollabhouse

Legacy360

Legacy360™ is a secure, all-in-one digital legacy and estate planning platform designed to help individuals and families organize, protect, and share the information that matters most. From financial and legal records to healthcare information, property details, digital assets, personal wishes, and important documents, Legacy360 gives you one centralized place to manage your estate throughout your lifetime. With a secure digital vault, you can store wills, trusts, financial records, property information, insurance documents, healthcare directives, digital asset details, personal instructions, photos, audio, video, and more. Legacy360 helps eliminate scattered paperwork and makes critical estate information easier to find when it is needed most. Unlike basic online will or document-storage solutions, Legacy360 supports ongoing estate and legacy management. Personalized checklists, reminders, dashboards, and AI-driven insights help you identify missing information, stay organized, and keep your estate plan up to date as your life changes. You remain in control of your information. Legacy360 allows you to securely share selected documents and information with family members, beneficiaries, executors, financial advisors, lawyers, and other trusted contacts. You can determine who receives access, what they can see, and when information becomes available, including after incapacity or death. Legacy360 is also designed to make life easier for the people who will eventually manage your affairs. When the time comes, authorized estate information can transition into Inheritus Estate360™, helping executors and estate administrators access the information they need to manage and settle the estate efficiently. Whether you are beginning your estate planning journey, organizing an existing plan, preparing for future incapacity, managing digital assets, or simply want to give your family greater clarity and peace of mind, Legacy360 provides a practical way to prepare, protect, organize, and preserve your legacy. estate planning software, digital legacy planning, secure document storage, digital vault, estate organization, inheritance planning, executor preparation, family legacy planning, digital asset management, wills and trusts, estate management, financial document organization, and legacy preservation.

Lyfeguard

Lyfeguard is personal information infrastructure for life. It gives individuals and families one secure, structured place to organise important personal, financial, legal, medical and household information, connect key data sources and control who can access each part of their record. By turning fragmented documents and data into a current, connected picture, Lyfeguard reduces life admin and helps people prepare for major life events. The same client-controlled record gives trusted professionals richer context, smoother information gathering and a clearer foundation for advice. Lyfeguard supports individuals, families, wealth managers, financial advisers and private client law firms in making important information easier to collect, understand, share and act on.

MoneyInfo

NOVO Client Portal

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

OIO

OIO is a web app for freelancers and small studios that keeps a client job in one place, from the first lead to the paid invoice. Each project holds its client, tickets (list, kanban, timeline or calendar), files, project chat, meeting recordings with transcripts and reminders. You write the invoice or quote from the same project in any currency and log the payment against it, so the project shows what is still open. Proposals and contracts sit in the same place, and clients can sign them online at a link without an account. Projects can be shared with clients or collaborators as viewers for free. Plans: Free (3 projects, 3 clients), Solo $12, Pro $29 (AI, more storage, project PDF export, Claude connector over MCP) and Studio $69 with 5 seats.

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.

Pacten

Pacten is business management software that puts your clients, bookings, contracts, invoices, projects, team and stock in one workspace, so you log in once and see everything. It combines CRM and pipeline, online booking, proposals and e-signature, invoicing and finance, client delivery and portals, a shared inbox across email, SMS, WhatsApp and calls, people and planning, and supply and inventory. Every app works on the same record, so a lead, a booking, a contract and an invoice are the same thing, not four entries in four tools. Pacten AI answers questions from your own data and handles routine client messages. Roles and permissions control who sees what, and Pacten's team can help with setup and data migration. Built for growing service and product businesses, including training providers, agencies, consultants, realtors, wellness and beauty, logistics, and retailers and distributors.

Piqqi

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

Plott

Plott is a comprehensive project management platform tailored for design studios, streamlining the entire project lifecycle from initial renderings to final invoicing. By integrating design sharing, client feedback, approvals, and financial management into a unified system, Plott enhances collaboration and operational efficiency. One of Plott's standout features is its seamless integration with Google Drive. Design studios can link their existing Drive folders to Plott, transforming them into organized, client-accessible project pages without the need for file duplication or migration. This ensures that clients always have access to the most current designs, with previous versions archived for reference. Clients can provide precise feedback by pinning notes directly onto specific areas of designs or drawings, facilitating clear communication and reducing misunderstandings. These notes can be converted into tasks for the design team, ensuring that client requests are systematically addressed. Version control is another critical aspect of Plott. The platform automatically stacks design revisions, allowing clients to compare versions side by side and approve specific iterations. This process maintains a clear record of approvals, including who approved what and when, which is invaluable for project tracking and accountability. For internal studio management, Plott offers a centralized task board that consolidates all tasks across projects. Each task can be assigned to team members with specified due dates, and reminders can be set for important activities such as site visits or payment follow-ups. This centralized approach ensures that all team members are aligned and aware of their responsibilities. Financial management is also streamlined within Plott. The platform enables the creation of GST-compliant quotes and invoices, with payment schedules that can be invoiced in stages. Payments can be recorded as they are received, providing a clear overview of each project's financial status. Notably, Plott does not handle or hold client payments, ensuring that studios maintain direct control over their financial transactions. Client interactions are simplified through Plott's private project links. Clients can access their project pages without the need for additional accounts or installations, making it convenient for them to view designs, provide feedback, approve versions, and sign documents online. This ease of access enhances client satisfaction and engagement throughout the project. In summary, Plott offers a robust solution for design studios seeking to manage their projects more effectively. By consolidating design sharing, client feedback, task management, and financial processes into a single platform, Plott reduces administrative overhead and fosters a more collaborative and transparent working environment.

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.

PortalXpand - Salesforce Customer Portal

Salesforce Customer Portal allows your users to manage their own details and get on demand support through an integrated system which connects WordPress and Salesforce.

Average Rating: 4.5/5.0

Total Reviews: 2