Search results for Sortail

Deepwell is client reporting software for IT managed service providers. It pulls data from the tools an MSP already runs including PSAs, backup management tools, security services, and any REST API through a custom connection. Deepwell matches clients across all the tools and builds scheduled reports that go through a review step before they're delivered to the custom-branded client portal. The result is repeatable, high-quality reporting that shows clients the real service their MSP provides: keeping the noise of IT management out of their way so they can focus on their own mission.

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.

SendShoot is a photography-focused client portal that helps professional photographers upload, organize, share, proof, and deliver photos through secure online galleries. Photographers can create one share link with multiple passcodes and assign different permissions for viewing, downloading, or marking and commenting on photos. Clients can select favorites, request edits, and leave feedback directly on images, while photographers can track and export that feedback. SendShoot also includes AI-powered photo search, gallery templates, mobile-responsive galleries, and customizable branding.

DSP CRM is a white-label client portal and billing platform for digital agencies selling productized services. It centralizes client orders, invoices, payments, project tracking, and service delivery in one branded portal, helping agencies reduce manual admin work and scale their operations more efficiently.

Feedvote is a customer-facing roadmap and feedback platform for teams using Linear. Keep your product and engineering work in Linear while giving customers a dedicated place to follow progress, submit requests, vote on feedback, and see what’s planned, in progress, and shipped. Feedvote lets teams choose exactly which Linear issues and projects customers can see, without exposing their internal Linear workspace or requiring customers to have a Linear seat

AssetSnag is a client onboarding and asset collection platform built for digital agencies, web design studios, and development teams. Instead of chasing clients through endless emails, Slack messages, and spreadsheets, agencies create a branded client portal where customers can securely upload logos, brand assets, website content, credentials, DNS information, and project requirements in one place. AssetSnag helps teams start projects faster, reduce onboarding delays, and ensure every required asset is collected before work begins. It acts as the missing layer between closing a deal and starting the actual project, replacing chaotic back-and-forth with a structured, automated workflow.

Docka is a client portal built for freelancers and agencies who want to deliver a professional, organized client experience. Instead of scattered emails, shared drives and chat threads, each client gets a dedicated portal where everything about their project lives in one place: [documents, deliverables, project updates, tasks, approvals]. Docka is fully white-label: add your logo, your brand name and your colors, so clients see your brand, not ours. Why freelancers and agencies choose Docka: - One central space per client, no more lost files or endless email threads - A branded experience that reinforces your professionalism - Clients always know where their project stands, which means fewer follow-ups and better retention - Quick setup: create your first portal in minutes Your first portal is free, no credit card required. Centralize. Share. Move forward.

Unimatix helps Indian freelancers and small agencies send proposals, get client approvals, and raise GST-compliant invoices with UPI payment links, all from one client portal. Free for up to 3 clients.

MaintFolio is a home inventory and maintenance platform for people who own things worth keeping track of — a house, a rental, a vehicle, an RV, a boat, or the equipment that keeps all of it running. Most homeowners discover the gaps at the worst possible time: filing an insurance claim without photos or receipts, selling a house without service records, or finding out a warranty expired three months ago. MaintFolio exists to make that information findable before you need it. Inventory and documentation. Catalog what you own with photos, receipts, serial numbers, purchase dates and manuals, organized by property and by room. Everything is exportable, so the record is yours whether or not you keep using the app — which is the point when an insurer asks what was in the house. Maintenance that runs itself. Set recurring service schedules per asset and get reminders before things come due rather than after. Warranty expiration dates are tracked alongside them, so coverage gets used while it still exists. Inspection reports, turned into a schedule. Upload a home inspection PDF and MaintFolio reads it, extracts the findings, and builds a maintenance schedule from them — turning a document most buyers read once into an ongoing plan. Recall monitoring. Registered assets are checked against published NHTSA and CPSC recall notices, so a recall on something you actually own surfaces in your dashboard instead of in a letter you never received. Service history worth keeping. Every completed task builds a dated, mileage-stamped log, exportable as a PDF. For a vehicle or a property, documented maintenance is what a buyer pays for. For professionals. Home inspectors, realtors, property managers and contractors can manage client portfolios from one account, and hand a fully populated portfolio to a client as a closing gift or a post-inspection deliverable. Free to start, with paid plans for homeowners managing multiple properties and for professionals managing clients.