Products

AgenciFlow is a comprehensive management platform tailored specifically for agencies, coaches, and digital entrepreneurs. It streamlines various operational tasks, including client onboarding, project management, invoicing, and communication, all within a single, user-friendly interface. Designed by agency owners, AgenciFlow addresses the unique challenges faced by service-based businesses, enhancing productivity and efficiency. Key Features and Functionality: - Client Management: Create custo

Prepare Postal Bulk Mail Quickly and Easily

MaxPresort OS, Anchor Software's New Presort Accuracy and Validation Evaluation™ (PAVE) Gold-certified* software solution, is one of the most powerful and comprehensive presort products available for United States Postal Service® (USPS) bulk mailings, with significant improvements over its predecessor, MaxPresort.

BCC Software provides the mailing industry with solutions that span its need for data quality and presort through streamlined postage payment and acceptance processing. BCC Post-Presort solutions provide mailers with cost-saving benefits from post-presort Mail.dat® file management, drop-ship optimization, co-palletization and dynamic entry planning.

Welcomy enables sales and account management teams to create and customize personalized Web-Apps that house all the important links, files and software solutions which the customer needs in his current sales stage. Enhance your customers' journey, in one simple link.

Foyer is a secure client portal for businesses to share files, send real-time messages, and sign files all in a custom experience for your business. You can select your own colors, and logos to blend your client portal with your brand. Sharing files is as easy as a drag-and-drop. You can use Foyer's Spaces to create secure and convenient places for file sharing and collaboration with any group of clients that is transparently protected with enterprise-grade encryption and access control.

Archiving system for Foreign Exchange & Remittance Houses

SmartAddresser 5 by Datatech SmartSoft, Inc. is the mailing software that puts unparalleled power and control at your fingertips

Portli is a white-label client portal platform that helps businesses centralize client communication, document sharing, and project management—all in one secure, easy-to-use workspace.

DocCollect helps accountants and bookkeepers collect client documents without the email chase. Send document requests, get automatic reminders, and receive files in one organized place.

Flow is a lightweight project management platform designed for solopreneurs and small teams (up to 20 people). Manage your workflow from sales opportunity to payment collection in one place.

Almox is the client experience platform for professional services firms. It gives you one branded place to run the entire client relationship, from the first proposal to the latest invoice, instead of stitching together a handful of separate tools. Clients log in to a single portal under your own domain to see their projects, tasks, files, messages, contracts, and payments. Your team works from a built-in CRM that keeps leads, deals, and renewals moving, with an AI Manager on hand that already

Grain Issue is a client portal for portrait and session photography studios. Run the client relationship in one place: inquiry and online booking with deposits, proofing favorites, full-res delivery and share links, contracts, and card payments via Stripe Connect. Every plan includes a branded subdomain (yourstudio.grainissue.com) and logo. Pricing is a flat monthly subscription from $15–49. Card payments go to your Stripe account; we don’t take a platform cut of those payments. Export-friendly

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

ChaseDesk cuts the document chase out of month-end close. Instead of sending 20 follow-up emails per client, bookkeepers send one magic upload link — clients upload without creating an account — and ChaseDesk's automatic reminders do the chasing until the per-client checklist is complete. A missing-items dashboard shows exactly which client owes which document across the whole book of business. Built for solo bookkeepers and small firms on QuickBooks and Xero, with client-list sync so nothing is

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. T

ClientCollect is a client document collection and information-request platform designed for professional services firms, including accounting, bookkeeping, legal, mortgage, real estate, and advisory businesses. The platform allows teams to create structured checklists containing document uploads, questions, and forms, then share them with clients through a secure, branded portal. Clients can complete requests from a desktop or mobile device without creating an account. Teams can monitor progres

Helium Rooms gives every client their own branded portal built on top of your Linear projects. Pick a team or project, choose what to share, and clients see live progress in a table, board, or roadmap view, no Linear account or guest seat needed. They can also submit requests that land straight in your backlog, and you can publish a public changelog and roadmap from the same workspace. Free to start; Pro adds invite-only client logins, custom branding, and your own domain for €39/month. Built fo

BulkShare is branded file delivery for agencies, freelancers, and client-facing teams. Send large client files from your own custom domain with branded download pages, password protection, link expiry, and download analytics. Recipients see your brand, not a generic file-host link. Includes folder sharing, Google Drive import, and up to 5 team seats on one flat plan.

Gathery is a client document intake tool that lets businesses collect files from clients without requiring them to create an account. You send a secure link; clients upload directly to a checklist-based portal.