Best Client Portal Software - Page 6

How Many Client Portal Software Products Does G2 Track?

Total Products under this Category: 217

Category Stats (Oct 2026)

  • Average Rating: 4.54/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Fluid Topics (+0.37%) - Among all products in this category, Fluid Topics recorded the largest rating increase compared to last month

Last updated: October 20, 2026

How Does G2 Rank Client Portal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,600+ Authentic Reviews
  • 217+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Client Portal Software

G2 Grid® for Client Portal Software plotting products by satisfaction and market presence

Highlighted products: Aligned, trumpet, Zoho CRM, Softr, Assembly, DocSend, Kontentino, and Vendasta AI Platform.

Underlying data: [Grid® JSON](https://www.g2.com/categories/client-portal/grids.json?focus%5B%5D=teamaligned&focus%5B%5D=trumpet&focus%5B%5D=zoho-crm&focus%5B%5D=softr&focus%5B%5D=assemblysoftware&focus%5B%5D=dropbox-docsend&focus%5B%5D=kontentino&focus%5B%5D=vendasta-ai-platform)

Taskip

Taskip: All-in-One Agency Management and Client Portal Platform Taskip is a complete all-in-one platform for freelancers, digital agencies, and small teams. By combining CRM, project management, billing, communication, support, and workflow automation in one workspace, Taskip eliminates the need for multiple tools and streamlines agency operations. Agencies can: ● Capture leads and manage sales pipelines ● Track projects and tasks ● Send proposals and invoices ● Automate repetitive workflows ● Communicate with teams and clients in real time Clients benefit from a branded white label portal to: ● View project updates ● Approve work ● Submit tickets ● Make secure payments Key platform features include: ● Kanban project boards ● Role based access controls ● Automated task assignments ● Centralized document management ●Time tracking ● AI powered tools for smarter decision making ● Workflow automation with trigger based actions such as sending follow up emails, routing tickets, and converting quotes into invoices Taskip stands out by offering a fully branded client portal, transparent pricing, and a public roadmap. Unlike competitors relying on add-ons or third-party apps, it provides a purpose built solution for agency workflows. Taskip is more than software, it is an agency operating system. It boosts productivity, simplifies operations, enhances collaboration, and delivers a professional experience for clients. Whether managing a single project or running a multi client agency, Taskip provides all the tools to operate smarter, save time, and grow efficiently.

Average Rating: 4.8/5.0

Total Reviews: 6

How Do G2 Users Rate Taskip?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.4/10)

Who Is the Company Behind Taskip?

  • Seller: Taskip
  • Year Founded: 2023
  • HQ Location: Dhaka, BD
  • Twitter: @taskipapp
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Taskip?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the all-in-one solutions of Taskip, streamlining operations and enhancing clarity across business management.
  • Users appreciate the ease of use in Taskip, enjoying quick access to all business operations in one platform.
  • Users love the intuitive platform of Taskip, which simplifies task management and enhances overall productivity.
  • Users appreciate the invoicing feature of Taskip, which simplifies managing contracts and financials in one platform.
  • Users value the intuitive task management of Taskip, enhancing workflow and clarity across various business operations.
Cons
  • Users face challenges with billing issues, especially when integrating PayPal due to unclear guidance and support delays.
  • Users find the embed feature lacking, limiting its usefulness in their tasks and workflows.
  • Users express frustration over the incomplete information regarding payment integration, leading to reliance on support for assistance.
  • Users struggle with integration issues, particularly with PayPal, lacking sufficient guidance for smooth connectivity.
  • Users face challenges with payment integration, particularly with PayPal, due to lack of guidance during setup.

What Are Recent G2 Reviews of Taskip?

Virtual Cabinet

Virtual Cabinet is a leading global provider of digital document management solutions and electronic signature software. We help businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide user friendly document management software you will love, which will save you time and money. Virtual Cabinet serves over 70,000 users worldwide and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments.

Average Rating: 4.0/5.0

Total Reviews: 5

How Do G2 Users Rate Virtual Cabinet?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.4/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 9.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Virtual Cabinet?

  • Seller: GetBusy
  • Year Founded: 1998
  • HQ Location: CAMBRIDGE, Cambridgeshire
  • Twitter: @getbusy
    453 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    86 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 40% Large, 40% Medium

What Are Recent G2 Reviews of Virtual Cabinet?

What Are G2 Users Discussing About Virtual Cabinet?

ClientTable

Tax and accounting professionals use ClientTable to create a branded login portal for clients for secure file-sharing, communication, and client management.

Average Rating: 3.0/5.0

Total Reviews: 4

Who Is the Company Behind ClientTable?

Who Uses This Product?

  • Company Size: 50% Small, 25% Medium

What Are Recent G2 Reviews of ClientTable?

What Are G2 Users Discussing About ClientTable?

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SugarCRM Customer Portal in WordPress

Any ready-to-deploy CRM is built with the concept to provide a building block. You add your business logic and it can deliver magical results for your business. SugarCRM WordPress Customer Portal is a similar building block to host and lay foundation of what could be a game-changer for your business through a self-care portal, a partner portal, a supplier network - you define the use case. SugarCRM WordPress Customer Portal works as a perfect conjunction between businesses and their end users. Now, that end user could be customers, channel partners, affiliates, suppliers or may even be your employees.

Average Rating: 4.6/5.0

Total Reviews: 4

How Do G2 Users Rate SugarCRM Customer Portal in WordPress?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 5.6/10 (Category avg: 8.1/10)
  • Versioning: 3.3/10 (Category avg: 8.1/10)
  • Feedback: 6.7/10 (Category avg: 8.5/10)

Who Is the Company Behind SugarCRM Customer Portal in WordPress?

  • Seller: CRMJetty
  • Year Founded: 2019
  • HQ Location: Ahmedabad, Gujarat
  • Twitter: @CRMJetty
    650 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Do G2 Reviewers Say About SugarCRM Customer Portal in WordPress?

AI-generated summary from verified user reviews

Pros
  • Users value the well-defined customer support of SugarCRM Customer Portal, making configuration and usage easy and effective.
  • Users value the ease of use of SugarCRM Customer Portal, benefiting from simple configuration and excellent support.
  • Users value the easy setup of SugarCRM Customer Portal, finding it straightforward and well-supported for streamlined processes.

What Are Recent G2 Reviews of SugarCRM Customer Portal in WordPress?

Alternative Payments

Alternative Payments is a full-service B2B payments platform that simplifies and automates payments for you and your customers. Offer your customers a white-labeled and secure platform to pay invoices with numerous payment methods (ACH, credit cards, and Pay in Installments). Integrate with leading accounting and PSA software solutions to sync invoices and make auto-reconciliation a breeze. Enable automations like auto-pay and automated email reminders to save you time and collect invoices faster, and unlock data insights to give you complete visibility on payments and better predict cash flow. All in one platform.

Average Rating: 4.7/5.0

Total Reviews: 11

How Do G2 Users Rate Alternative Payments?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 10.0/10 (Category avg: 8.1/10)
  • Versioning: 5.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Alternative Payments?

  • Seller: Alternative Finance
  • Year Founded: 2021
  • HQ Location: New York, United States
  • Twitter: @Alt_Payments
    16 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    93 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 82% Small, 9% Large

What Are Recent G2 Reviews of Alternative Payments?

Broadridge Client Portal

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.

Average Rating: 4.2/5.0

Total Reviews: 3

How Do G2 Users Rate Broadridge Client Portal?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.3/10 (Category avg: 8.1/10)
  • Versioning: 1.7/10 (Category avg: 8.1/10)
  • Feedback: 3.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Broadridge Client Portal?

Who Uses This Product?

  • Company Size: 67% Medium, 33% Small

What Are Recent G2 Reviews of Broadridge Client Portal?

What Are G2 Users Discussing About Broadridge Client Portal?

FileCenter Portal

The FileCenter Portal is the most intuitive and affordable client portal for small offices. You can brand the portal with your logo and color scheme.

Average Rating: 3.3/5.0

Total Reviews: 3

Who Is the Company Behind FileCenter Portal?

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of FileCenter Portal?

What Are G2 Users Discussing About FileCenter Portal?

Superdocu

Superdocu is a document collection and verification platform that helps companies automate compliance workflows — from onboarding suppliers to managing due diligence. Instead of chasing PDFs by email, teams create secure document portals that guide users through exactly what’s required, validate uploads automatically, and keep everything organized in one place. Trusted by finance, insurance, and transportation firms, Superdocu replaces manual document management with a clear, auditable process that saves time, reduces risk, and improves client experience. The platform integrates with CRMs and e-signature tools, offers granular access control, and ensures full GDPR compliance.

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate Superdocu?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Versioning: 9.4/10 (Category avg: 8.1/10)
  • Feedback: 9.4/10 (Category avg: 8.5/10)

Who Is the Company Behind Superdocu?

  • Seller: Superdocu
  • Year Founded: 2020
  • HQ Location: Paris, FR
  • Twitter: @traqo_in
    11 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Superdocu?

What Are G2 Users Discussing About Superdocu?

Pipefile

Pipefile enables streamlined collection of personal, financial, and otherwise sensitive documents to keep your business moving.

Average Rating: 4.5/5.0

Total Reviews: 2

Who Is the Company Behind Pipefile?

  • Seller: Pipefile
  • Year Founded: 2019
  • HQ Location: N/A
  • Twitter: @PipefileHQ
    10 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Pipefile?

What Are G2 Users Discussing About Pipefile?

Projetly

Overview Projetly is an AI-native Digital Sales Room for B2B teams that need to close enterprise deals faster and eliminate the handoff gap between sales and onboarding. Unlike traditional DSRs that stop at closed-won, Projetly continues through implementation, preserving full deal context from first proposal to go-live. Built for VP Sales and CROs at B2B companies with complex sales cycles and 60+ day implementations. Digital Sales Room Projetly gives sales teams a dedicated AI-powered workspace for every deal, with real-time buyer engagement tracking, buying committee intelligence, and deal confidence scoring. Reps know exactly who is engaged, who has gone dark, and what to do next. Key capabilities: - Buyer engagement tracking with document, email, and meeting activity visibility - Buying committee map with persona confidence scores and risk flags - AI-powered Deal Copilot for next best action suggestions and deal Q&A - Shared workspace for proposals, documents, and collaborative tasks with buyers - Magic Link buyer portal with no login friction Sales-to-Onboarding Continuity When a deal closes, Projetly automatically transfers all deal context including documents, conversations, tasks, and buyer history into the onboarding project. No manual handoffs. No information gaps. No re-introductions. Key capabilities: - Automatic context transfer from deal room to onboarding project at closed-won - Structured onboarding workflows with milestones, task ownership, and health scoring - Client portal for real-time collaboration, document sharing, and progress transparency - AI meeting notes with automatic action item extraction - Proactive risk alerts and delivery health indicators Who Uses Projetly Mid and large enterprises with 100 to 5000 employees, $10M to $500M ARR, and sales teams managing enterprise deals with multi-stakeholder buying committees and complex post-sale implementations.

Average Rating: 4.8/5.0

Total Reviews: 13

How Do G2 Users Rate Projetly?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Projetly?

  • Seller: Projetly
  • Year Founded: 2024
  • HQ Location: New Castle, US
  • Twitter: @Projetly_AI
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Medium, 33% Small

What Do G2 Reviewers Say About Projetly?

AI-generated summary from verified user reviews

Pros
  • Users find Projetly's ease of use exceptional, allowing quick setup and smooth collaboration for sales and onboarding.
  • Users find Projetly's easy implementation beneficial, enabling quick startup and smooth onboarding experiences.
  • Users value the exceptional visibility Projetly provides, ensuring transparency and alignment during sales and onboarding processes.
  • Users appreciate the centralization of sales and onboarding in Projetly, ensuring clear ownership and seamless collaboration.
  • Users value the intuitive dashboard usability of Projetly, enhancing task tracking and customer collaboration seamlessly.
Cons
  • Users feel that the limited customization in Projetly restricts their ability to tailor workflows and analytics effectively.
  • Users find the integration issues of Projetly limiting, desiring more customization and deeper connections with other tools.
  • Users note a small learning curve when transitioning from spreadsheets and emails to using Projetly effectively.
  • Users feel that limited reporting restricts their ability to perform detailed analytics and customize workflows effectively.

What Are Recent G2 Reviews of Projetly?

Scope

Scope.cx is a modern customer implementation system designed to help CX teams intelligently automate workflows, accelerate onboarding cycles, enhance customer engagement, and significantly improve team efficiency. 🤖 With powerful automation features, teams can standardize and run onboarding processes on autopilot. AI-powered tools minimize manual work, allowing teams to focus on high-value tasks. ⚡️ Quick, bite-sized actions like "Schedule Meeting", "Submit Form", "Send Email", and others, combined with a user-friendly Customer-Facing Portal, ensure better customer engagement. Intelligent reminders across all available channels further enhance the experience. ✅ Seamless integrations with Slack, HubSpot, Jira, and more make it easy to connect with your existing tools, ensuring a smooth and efficient onboarding experience.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Scope?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Scope?

  • Seller: Scope
  • Year Founded: 2022
  • HQ Location: San Jose, US
  • Twitter: @scope_hq
    36 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Do G2 Reviewers Say About Scope?

AI-generated summary from verified user reviews

Pros
  • Users value the effective team collaboration facilitated by Scope, enhancing engagement and streamlining project management.
  • Users appreciate the AI integration in Scope, enhancing collaboration and efficiency with partners and teams.
  • Users value the analytics capabilities of Scope, enhancing collaboration and integration for seamless partner communication.
  • Users value the automation of customer engagement in Scope, ensuring efficient onboarding and follow-up for all clients.
  • Users value the efficient case management of Scope, enhancing collaboration with partners and streamlining communication.
Cons
  • Users mention a noticeable learning curve in configuring and setting up Scope, impacting initial usability.
  • Users feel that missing features limit the product's effectiveness, but hope for improvements in future updates.
  • Users note the need for better reporting, highlighting a lack of essential features in Scope's current offerings.
  • Users note a steep learning curve for configuring and setting up Scope, which can be challenging at first.

What Are Recent G2 Reviews of Scope?

Welcome Spaces

Welcome Spaces offers private Spaces for professionals and their clients to exchange, share and stay connected. We host all your exchanges - simplifying, unifying and organizing everything. If you are a marketing agency, financial expert, wedding planner, web designer or a lawyer - this is the client portal you've been dreaming of. Why Welcome Spaces? Because doing business can get messy and overwhelming for both you and your clients! Key Features: ✅ Simple organization : Private Spaces with Activity Feed ✅ Personalized client experience : Custom Branding ✅ Easy exchanges : Document Sharing and File Requesting ✅ Time saving : Bundles and Templates ✅ Versatile communication : Live Chat, Private Chat, Video Call ✅ Centralization : Document Library Start with our forever-free version and enjoy smooth business relationships! 🤝

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate Welcome Spaces?

  • Billing and Invoicing: 10.0/10 (Category avg: 8.1/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 7.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Welcome Spaces?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Welcome Spaces?

XMS: eXchange Management System

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.

Average Rating: 4.5/5.0

Total Reviews: 2

Who Is the Company Behind XMS: eXchange Management System?

  • Seller: Mere Secure
  • Year Founded: 2015
  • HQ Location: CLOVIS, US
  • Twitter: @MereSecure
    15 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of XMS: eXchange Management System?

What Are G2 Users Discussing About XMS: eXchange Management System?

Aderant Drive

Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind Aderant Drive?

  • Seller: Aderant
  • Year Founded: 1978
  • HQ Location: Atlanta, GA
  • Twitter: @Aderant
    1,959 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    870 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Aderant Drive?

What Are G2 Users Discussing About Aderant Drive?

Advice Revolution Plus Client Portal

Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience. Invite your clients to enter data before or after meetings on any device. Continue your fact finding with a range of flexible modules that adapt to your meeting structure. Finalise your fact find for a clean handover to your paraplanner. Our market-leading tools play perfectly with your CRM. If you’re ready to make the most of your investment in technology and people, you’ve arrived at the right place. Run your advice business like it’s 2023.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Advice Revolution Plus Client Portal?

  • Feedback: 6.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Advice Revolution Plus Client Portal?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Advice Revolution Plus Client Portal?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated October 3, 2024