# Best Client Portal Software - Page 4

  *By [Neeraja Prakash](https://research.g2.com/insights/author/neeraja-prakash)*

   Client portal software serve as gateway for a business and its clients, where each party can interact with one another remotely. Client portals are a one-stop solution for businesses or organizations that work with multiple external stakeholders or clients. Businesses can use client portals to share and request documents, send project updates and invoices, solicit feedback, and communicate with clients and stakeholders.

The exact functionality of a client portal can vary widely between vendors and use cases. Some vendors will offer an optional client portal attachment to their larger [virtual data room software](https://www.g2.com/categories/virtual-data-room) or [cloud content collaboration software](https://www.g2.com/categories/cloud-content-collaboration) offering. Many client portals come bundled with [project management software](https://www.g2.com/categories/project-management) features, easily allowing clients to track project progress and businesses to provide transparency to their customers.

Client portals can also offer a variety of supporting features depending on industry. Many vendors will offer industry-specific options or can add extra features to support industry needs. Law firms, accounting and insurance firms, and design studios are among businesses that utilize client portals to communicate with their customers.

To qualify for inclusion in the Client Portal category, a product must:

- Provide a client-facing dashboard
- Share files and documents within the application
- Offer custom branding and/or watermarking features
- Structure workflows around content-related procedures




  
## How Many Client Portal Software Products Does G2 Track?
**Total Products under this Category:** 146

### Category Stats (May 2026)
- **Average Rating**: 4.52/5
- **New Reviews This Quarter**: 240
- **Buyer Segments**: Small-Business 52% │ Mid-Market 40% │ Enterprise 8%
- **Top Trending Product**: Taskip (+0.125)
*Last updated: May 18, 2026*

  
## How Does G2 Rank Client Portal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 17,500+ Authentic Reviews
- 146+ 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.

  
## Which Client Portal Software Is Best for Your Use Case?

- **Leader:** [trumpet](https://www.g2.com/products/trumpet/reviews)
- **Highest Performer:** [Content Snare](https://www.g2.com/products/content-snare/reviews)
- **Easiest to Use:** [Aligned](https://www.g2.com/products/teamaligned/reviews)
- **Top Trending:** [Assembly](https://www.g2.com/products/assemblysoftware/reviews)
- **Best Free Software:** [SuiteDash](https://www.g2.com/products/suitedash/reviews)

  
---

**Sponsored**

### Tresorit

Tresorit is a secure content collaboration platform designed to help individuals and organizations store, sync, and share sensitive information while prioritizing privacy. This comprehensive solution integrates encrypted storage, file sharing, collaboration tools, data rooms, and e-signatures into a single product family. Trusted by thousands of organizations worldwide, Tresorit is part of Swiss Post and serves as a privacy-first alternative to mainstream cloud tools, particularly for teams managing confidential files, regulated data, or client-facing work. At the heart of Tresorit is its commitment to zero-knowledge, end-to-end encryption. This means that files are encrypted on the user's device before being uploaded, and the encryption keys remain inaccessible to Tresorit itself. As a result, the platform cannot read customer content, ensuring that sensitive information remains protected even in the event of infrastructure compromise. Tresorit's cryptographic design choices are specifically intended to prevent data leakage through content matching or server-side visibility, providing users with peace of mind regarding their data security. Tresorit SecureCloud serves as an encrypted workspace that facilitates both internal collaboration and external exchanges. It supports secure file storage, syncing, and team collaboration while maintaining user-friendly workflows. The platform offers personal and business plans, with personal use functioning as an encrypted vault for sensitive documents and business use providing a secure workspace that emphasizes IT control, governance, and collaboration. This dual approach caters to a wide range of users, from individuals to large organizations. The Tresorit Drive experience allows users to access encrypted content through familiar interfaces such as Windows File Explorer and macOS Finder. This feature includes “cloud-only” access, which prevents the need to store all files locally, thus enhancing efficiency while maintaining centralized control. Administrators have the capability to take action if a device is lost or compromised, such as revoking access and unlinking the device to mitigate risks. For secure external sharing, Tresorit FileSharing offers robust access control features. Users can protect sharing links with expiration rules, passwords, watermarks, and restrictions on downloading or printing, all while benefiting from detailed activity tracking and auditing. Additionally, Tresorit integrates seamlessly into email workflows like Outlook and Gmail, helping to minimize the risks associated with sending sensitive attachments. For structured client collaboration, Tresorit Engage provides customizable, encrypted data rooms that support ongoing projects, role-based access control, and granular permissions, making it particularly useful for industries such as legal, finance, and consulting. Tresorit also enhances its offerings with Tresorit eSign, which combines document signing with encrypted file handling, supporting EU-qualified electronic signatures for high-trust workflows. Tresorit Email Encryption allows users to send encrypted emails directly from Outlook, ensuring secure communication without imposing complex setups on recipients. On the compliance front, Tresorit boasts strong security validation and certifications, including ISO 27001:2022 and Common Criteria EAL4+, while also supporting compliance with frameworks like GDPR and HIPAA. With data residency options across multiple regions, organizations can align their storage locations with legal and governance requirements, further solidifying Tresorit's position as a trusted solution for secure content collaboration.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2232&secure%5Bdisplayable_resource_id%5D=2232&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2232&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=20629&secure%5Bresource_id%5D=2232&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-portal%3Fpage%3D9&secure%5Btoken%5D=b9ab94efe60ebb68f968da95e6a1a54867fc200e7fcaca1dd592a9b6878e7e60&secure%5Burl%5D=https%3A%2F%2Ftresorit.com&secure%5Burl_type%5D=company_website)

---

  ## What Are the Top-Rated Client Portal Software Products in 2026?
### 1. [ClientTable](https://www.g2.com/products/clienttable/reviews)
  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?**

- **Seller:** [ClientTable](https://www.g2.com/sellers/clienttable)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Small-Business, 25% Mid-Market


### 2. [SugarCRM Customer Portal in WordPress](https://www.g2.com/products/sugarcrm-customer-portal-in-wordpress/reviews)
  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](https://www.g2.com/sellers/crmjetty)
- **Year Founded:** 2019
- **HQ Location:** Ahmedabad, Gujarat
- **Twitter:** @CRMJetty (658 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/crmjetty/ (18 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


#### What Are SugarCRM Customer Portal in WordPress's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Easy Setup (1 reviews)


### 3. [Alternative Payments](https://www.g2.com/products/alternative-finance-alternative-payments/reviews)
  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](https://www.g2.com/sellers/alternative-finance)
- **Year Founded:** 2021
- **HQ Location:** New York, United States
- **Twitter:** @Alt_Payments (16 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/alternativeco/ (69 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 82% Small-Business, 9% Enterprise


### 4. [Broadridge Client Portal](https://www.g2.com/products/broadridge-client-portal/reviews)
  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?**

- **Seller:** [Broadridge Financial Solutions](https://www.g2.com/sellers/broadridge-financial-solutions)
- **HQ Location:** New York, NY
- **Twitter:** @Broadridge (6,531 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11834/ (17,566 employees on LinkedIn®)
- **Ownership:** NYSE:BR
- **Total Revenue (USD mm):** $4,362,200

**Who Uses This Product?**
  - **Company Size:** 67% Mid-Market, 33% Small-Business


### 5. [FileCenter Portal](https://www.g2.com/products/filecenter-portal/reviews)
  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?**

- **Seller:** [Lucion Technologies](https://www.g2.com/sellers/lucion-technologies)
- **Year Founded:** 2006
- **HQ Location:** Orem, Utah
- **Twitter:** @MyFileCenter (80 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5304142/ (9 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


### 6. [Superdocu](https://www.g2.com/products/superdocu/reviews)
  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](https://www.g2.com/sellers/superdocu)
- **Year Founded:** 2020
- **HQ Location:** Paris, FR
- **Twitter:** @traqo_in (11 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/superdocu/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 7. [CollabPortals](https://www.g2.com/products/collabportals/reviews)
  CollabPortals is a lightweight client portal and no-code app builder that turns an Airtable base into a branded, permissioned portal for end users. Admins connect Airtable via OAuth, choose which tables and fields to expose, set row-level and field-level permissions, and share a portal URL with users who sign in without needing an Airtable account of their own. CollabPortals is built for small teams, nonprofits, membership organisations, and operators who already run their data in Airtable and need to give customers, members, volunteers, partners, or suppliers a safe, branded way to interact with that data. It is an Airtable-native alternative to tools like Softr, Noloco, Stacker, and Jet Admin, with no data sync, no duplicate source of truth, and no per-seat Airtable licensing for end users. Common use cases include: - Member portals for associations, clubs, and communities, where members update their own profile and browse member-only directories. - Volunteer coordination portals, where volunteers sign up for shifts and update availability without touching the internal Airtable base. - Supplier and partner portals, where external collaborators submit and edit records inside a controlled slice of the admin's data. - Client dashboards, where customers view project status, invoices, or orders pulled from Airtable in real time. - Event and programme portals, where attendees or participants register, update their details, and interact with schedules. Every portal runs on the live Airtable base. There is no ETL, no overnight sync, and no second database to maintain. Admins keep their existing Airtable workflows, automations, and views, while end users only see the tables, fields, and rows the admin has explicitly exposed. Portals are brandable with the admin's logo. Field-level and row-level permissions support multi-tenant setups, where different user groups see different slices of the same base. Setup takes minutes: connect Airtable, pick tables, set permissions, publish.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2
**How Do G2 Users Rate CollabPortals?**

- **Feedback:** 10.0/10 (Category avg: 8.5/10)

**Who Is the Company Behind CollabPortals?**

- **Seller:** [Vibrant Cactus](https://www.g2.com/sellers/vibrant-cactus)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 8. [Pipefile](https://www.g2.com/products/pipefile/reviews)
  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](https://www.g2.com/sellers/pipefile)
- **Year Founded:** 2019
- **HQ Location:** N/A
- **Twitter:** @PipefileHQ (10 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/pipefile/ (3 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 9. [Scope](https://www.g2.com/products/scope-2025-03-03/reviews)
  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](https://www.g2.com/sellers/scope-63ed67c0-b131-40cd-a066-abb1da7b7625)
- **Year Founded:** 2022
- **HQ Location:** San Jose, CA
- **Twitter:** @scope_hq (36 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/scopehq/ (7 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


#### What Are Scope's Pros and Cons?

**Pros:**

- Team Collaboration (2 reviews)
- AI Integration (1 reviews)
- Analytics (1 reviews)
- Automation (1 reviews)
- Case Management (1 reviews)

**Cons:**

- Learning Curve (1 reviews)
- Missing Features (1 reviews)
- Poor Reporting (1 reviews)
- Steep Learning Curve (1 reviews)

### 10. [Welcome Spaces](https://www.g2.com/products/welcome-spaces/reviews)
  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?**

- **Seller:** [Welcome Spaces](https://www.g2.com/sellers/welcome-spaces)
- **Year Founded:** 2022
- **HQ Location:** Montreal, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/welcomespaces (10 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 11. [XMS: eXchange Management System](https://www.g2.com/products/xms-exchange-management-system/reviews)
  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](https://www.g2.com/sellers/mere-secure)
- **Year Founded:** 2015
- **HQ Location:** CLOVIS, US
- **Twitter:** @MereSecure (15 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/mere-secure-inc- (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Enterprise, 50% Mid-Market


### 12. [Aderant Drive](https://www.g2.com/products/aderant-drive/reviews)
  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](https://www.g2.com/sellers/aderant)
- **Year Founded:** 1978
- **HQ Location:** Atlanta, GA
- **Twitter:** @Aderant (1,960 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/162283/ (856 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Enterprise


### 13. [Advice Revolution Plus Client Portal](https://www.g2.com/products/advice-revolution-plus-client-portal/reviews)
  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?**

- **Seller:** [Advice Revolution](https://www.g2.com/sellers/advice-revolution)
- **Year Founded:** 2018
- **HQ Location:** N/A
- **LinkedIn® Page:** http://www.linkedin.com/company/advice-revolution (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 14. [Content Catalyst](https://www.g2.com/products/content-catalyst/reviews)
  Content Catalyst is a technology partner for analyst research firms, offering technology that enables publishers of analyst reports and data to launch subscriber portals that maximise the value of their insights. The company's Active Insight Management approach boosts performance across author workflow, content and data delivery and subscriber management. Their workflow tools allow users to engage with analyst insight whilst sophisticated licensing controls ensure that intellectual property is protected. Content Catalyt's clients are analyst and data firms across a wide range of knowledge-driven industries, such as energy, electronics, life sciences, and tech, and are fully supported by the company's expert in-house team.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1

**Who Is the Company Behind Content Catalyst?**

- **Seller:** [Content Catalyst](https://www.g2.com/sellers/content-catalyst)
- **Year Founded:** 2003
- **HQ Location:** Cambridge, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/content-catalyst/ (17 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


#### What Are Content Catalyst's Pros and Cons?

**Pros:**

- Chat Interaction (1 reviews)
- Competitor Insights (1 reviews)
- Ease of Use (1 reviews)
- Easy Access (1 reviews)
- Intuitive (1 reviews)

**Cons:**

- Limited Features (1 reviews)
- Missing Features (1 reviews)

### 15. [CRMJetty Dynamics 365 Customer Portal in WordPress](https://www.g2.com/products/crmjetty-dynamics-365-customer-portal-in-wordpress/reviews)
  Stay connected with your customers at all times and make your connection a productive one through Microsoft Dynamics CRM - one of the most popular CRM tools! It brings a lot of convenience for your portal users as they can manage schedules, documents, cases, accounts and order sheet details with ease. Dynamics 365 WordPress Customer Portal not only processes your database, but also keeps its detailed records. It is an ideal solution for a number of use cases such as - customer/client portal, partner portal, supplier/vendor portal, affiliates portal, account portal, and more.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**Who Is the Company Behind CRMJetty Dynamics 365 Customer Portal in WordPress?**

- **Seller:** [CRMJetty](https://www.g2.com/sellers/crmjetty)
- **Year Founded:** 2019
- **HQ Location:** Ahmedabad, Gujarat
- **Twitter:** @CRMJetty (658 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/crmjetty/ (18 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 16. [Dokky](https://www.g2.com/products/dokky/reviews)
  Dokky is the customer success engine for fast-growing teams. Built for fast growing mid-market and startup companies, Dokky unifies your customer engagement into one shared client hub - giving CS, pre-sales, and post-sales teams a 360° view of every customer. By centralising communication, documents, and tasks and layering on AI-driven insights and engagement analytics, Dokky helps you drive adoption, strengthen relationships, and reduce churn at scale. To know them is to grow them.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Dokky?**

- **Versioning:** 10.0/10 (Category avg: 8.1/10)

**Who Is the Company Behind Dokky?**

- **Seller:** [Dokky](https://www.g2.com/sellers/dokky)
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/getdokky/ (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


#### What Are Dokky's Pros and Cons?

**Pros:**

- Centralization (1 reviews)
- Integrations (1 reviews)
- Intuitive (1 reviews)
- Process Simplification (1 reviews)
- Productivity Improvement (1 reviews)

**Cons:**

- Integration Issues (1 reviews)

### 17. [File Request Pro](https://www.g2.com/products/file-request-pro/reviews)
  Creates file request links or embeddable forms that go straight to your Google Drive or One Drive account.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate File Request Pro?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)

**Who Is the Company Behind File Request Pro?**

- **Seller:** [File Request Pro](https://www.g2.com/sellers/file-request-pro)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


#### What Are File Request Pro's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- File Sharing (1 reviews)
- Simplicity (1 reviews)

**Cons:**

- Limited Storage (1 reviews)
- Storage Issues (1 reviews)

### 18. [FlowVid](https://www.g2.com/products/flowvid/reviews)
  FlowVid is a professional client portal platform for freelancers and small agencies. For $7/month, create branded portals to manage files, messages, project updates, and invoices in one place. Unlike expensive competitors ($20-99/month), FlowVid launches in 30 minutes with core features freelancers need: custom subdomains, unlimited file sharing, project boards, Stripe invoicing, and global support. Free tier available for up to 2 clients.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate FlowVid?**

- **Billing and Invoicing:** 10.0/10 (Category avg: 8.1/10)

**Who Is the Company Behind FlowVid?**

- **Seller:** [FlowVid](https://www.g2.com/sellers/flowvid)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


#### What Are FlowVid's Pros and Cons?

**Pros:**

- Centralization (1 reviews)
- Client Management (1 reviews)
- Platform Quality (1 reviews)

**Cons:**

- Difficult Customization (1 reviews)

### 19. [FutureVault](https://www.g2.com/products/futurevault/reviews)
  FutureVault is pioneering the Client Life Management Vault™, providing an AI-powered Digital Vault Platform-as-a-Service driving Intelligent Document Processing for financial institutions, wealth enterprises, advisors, their clients as well as management, operations, and compliance executives. FutureVault redefines how utilizing documentation and its embedded data via our Digital Vault platform is transforming enterprise workflow and the Advisor/Client relationship. FutureVault automates, aggregates, and centralizes client, advisor, and enterprise documentation (and data embedded within documentation) via bi-directional integrations and connections with other wealth tech providers. Data is extracted from documents in real time by leveraging private LLMs and OCR technology, where it is then accessible and utilized across the enterprise for various workflow and use cases, including sending critical document-data to an enterprise CRM or other databases. Our patented collaboration paradigm optimizes outcomes with trusted internal and external parties. FutureVault is certified as SOC 2 Type II and PCI DSS compliant and recognized as a 5-star WealthTech provider and a Top 100 Global WealthTech Innovator. FutureVault’s Digital Vault and Intelligent Document Processing Platform helps enterprise firms and institutions overcome document handling workflow and regulatory challenges while delivering a new relationship paradigm to Advisors and Clients with the following Platform capabilities and products: AI and Data Extraction ➜ Harness the power of AI and private LLMs to summarize documents, drive actionable insights, and extract critical data to power your workflow and enterprise-wide intelligence. Document Automation & Aggregation ➜ Automate, aggregate, and centralize Client, Advisor, and Enterprise documents (and their data) within a secure single source of truth. We leverage APIs and SFTP Bulk Uploads to ingest millions of documents (tax packages, tax slips, monthly statements, onboarding documents, financial plans, estate plans, trust documentations, etc) Enterprise Line of Sight & Dashboarding ➜ Gain actionable insights and enterprise-wide line of sight across your Lines of Business and Advisor-Client relationships. Advisor and Client Life Management Vaults ➜ Deliver more enterprise value with a unique digital experience that drives collaboration and engagement with clients, their next gen, and trusted third-parties. Secure Document Exchange Functionality ➜ Securely request, receive, distribute, and exchange critical documents across your organization and with clients. Information Security & Regulatory Oversight ➜ Improve enterprise-wide data security via bank-grade encryption while meeting regulatory data and document retention requirements. FutureVault is SOC 2 Type II and PCI DSS compliant. For more information, visit www.futurevault.com.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 13
**How Do G2 Users Rate FutureVault?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10)

**Who Is the Company Behind FutureVault?**

- **Seller:** [FutureVault](https://www.g2.com/sellers/futurevault)
- **Year Founded:** 2015
- **HQ Location:** Toronto, CA
- **Twitter:** @FutureVault (938 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/futurevault/ (33 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Financial Services
  - **Company Size:** 71% Small-Business, 21% Enterprise


### 20. [Gatheroo](https://www.g2.com/products/gatheroo/reviews)
  Gatheroo provides your business with a client portal to help you collect information and documents from your clients. Each client receives a unique URL with a list of all the information you need from them. The progress bar, coupled with a traffic light system, means your clients are in control of the information they need to share. The automated client reminders mean that you can get on with other things, and you'll be notified when all the information you have requested has been shared. Choose from text fields, document uploads, multiple answers, single select, conditional questions, lists and tables - to get the information you need in the format you want. And by using the "comments" section, everything relating to the information and documents shared by your clients are kept in one place - no more searching emails, trying to recall conversations or checking text messages. Everything is in the portal, right where it should be. Clients love Gatheroo because it's simple to use, and they don't need to get "another account...". If sensitive information is being shared, the unique link can be password protected, and 2FA can be turned on. Whether you are dealing with sensitive information, or a lot of it, Gatheroo will help you be more productive and clients to love your process!


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**Who Is the Company Behind Gatheroo?**

- **Seller:** [Gatheroo](https://www.g2.com/sellers/gatheroo)
- **Year Founded:** 2021
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/gatheroo/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 21. [iChannel Client Portals](https://www.g2.com/products/ichannel-client-portals/reviews)
  iChannel Portal allows for secure, bi-directional sharing of files between you and your clients.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1

**Who Is the Company Behind iChannel Client Portals?**

- **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group)
- **Year Founded:** 1978
- **HQ Location:** Alpharetta, GA
- **Twitter:** @IRISSoftwareGrp (1,344 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/iris-software-group/ (2,976 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 22. [Kollabro](https://www.g2.com/products/kollabro/reviews)
  Kollabro is a Workstream Collaboration tool for agencies which tracks projects ensuring transparency, control and accountability for managers, clients and teams simultaneously which reduces the time that is lost during a project.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Kollabro?**

- **Billing and Invoicing:** 10.0/10 (Category avg: 8.1/10)
- **Versioning:** 8.3/10 (Category avg: 8.1/10)
- **Feedback:** 8.3/10 (Category avg: 8.5/10)

**Who Is the Company Behind Kollabro?**

- **Seller:** [Kollabro](https://www.g2.com/sellers/kollabro)
- **Year Founded:** 2017
- **HQ Location:** Carrick-on-Shannon, IE
- **LinkedIn® Page:** https://www.linkedin.com/company/kollabro (5 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 23. [Manyrequests](https://www.g2.com/products/manyrequests/reviews)
  Client Portal Software For Agencies Manage your clients, team members, projects, billing, automations, all in one easy to use platform.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Manyrequests?**

- **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:** 6.7/10 (Category avg: 8.1/10)
- **Feedback:** 10.0/10 (Category avg: 8.5/10)

**Who Is the Company Behind Manyrequests?**

- **Seller:** [ManyRequests](https://www.g2.com/sellers/manyrequests)
- **Year Founded:** 2019
- **HQ Location:** Menlo Park, US
- **LinkedIn® Page:** http://www.linkedin.com/company/manyrequests (8 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 24. [OkaySend](https://www.g2.com/products/okaysend/reviews)
  It’s a fast, easy, and secure way to collect documents from clients. OkaySend is a document collection software solution designed to streamline the secure gathering, organization, and tracking of client files. It caters to professionals in accounting, legal, marketing, consulting, and other service industries by automating workflows and enhancing collaboration. By providing a centralized client portal, OkaySend helps businesses efficiently manage document requests while ensuring security and compliance. Main Features and Benefits: - Automated Document Requests: Create itemized checklists and send automated follow-ups, saving significant time and reducing manual errors. - Secure File Uploads: Enable clients to securely submit files via encrypted client portals, ensuring data protection. - Customizable Workflows: Tailor document collection processes to fit your business needs with reusable templates. - Real-Time Notifications: Stay updated with instant alerts for file submissions or incomplete tasks, improving response times. - Integrations: Connect OkaySend with tools like Dropbox, Google Drive, and Zapier to automate workflows and enhance productivity. Use Cases for OkaySend: - Accountants can gather tax documents or financial statements without back-and-forth emails. - Lawyers can securely collect contracts, identification, or case-related files from clients. - Marketing agencies can streamline project onboarding by collecting creative briefs and assets. - Consultants can manage proposal documents and client onboarding efficiently. OkaySend helps businesses save up to 71% of the time typically spent on document collection, allowing them to focus on what matters most—delivering value to clients. It’s the ideal solution for organizations looking to simplify file management and ensure seamless client interactions.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate OkaySend?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10)
- **Billing and Invoicing:** 4.2/10 (Category avg: 8.1/10)
- **Versioning:** 9.2/10 (Category avg: 8.1/10)
- **Feedback:** 9.2/10 (Category avg: 8.5/10)

**Who Is the Company Behind OkaySend?**

- **Seller:** [Let Me Search](https://www.g2.com/sellers/let-me-search)
- **Year Founded:** 2021
- **HQ Location:** Dodge City, US
- **LinkedIn® Page:** https://www.linkedin.com/company/okaysend (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


#### What Are OkaySend's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Easy Integrations (3 reviews)
- Integrations (3 reviews)
- Automation (2 reviews)
- Customer Support (2 reviews)

**Cons:**

- Limited Customization (1 reviews)
- Missing Features (1 reviews)
- Missing Functionality (1 reviews)

### 25. [PortalsXpress](https://www.g2.com/products/portalsxpress/reviews)
  PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors.


  **Average Rating:** 2.5/5.0
  **Total Reviews:** 1

**Who Is the Company Behind PortalsXpress?**

- **Seller:** [Portalsxpress](https://www.g2.com/sellers/portalsxpress)
- **HQ Location:** N/A
- **LinkedIn® Page:** http://www.linkedin.com/company/portalsxpress (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market



    ## What Is Client Portal Software?
  [Content Management Systems](https://www.g2.com/categories/content-management)
  ## What Software Categories Are Similar to Client Portal Software?
    - [CRM Software](https://www.g2.com/categories/crm)
    - [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration)
    - [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)