Client Portals: best apps and software

FuseBase

FuseBase is a client collaboration tool that enhances workflow and communication through features like project management, client portals, and AI-assisted content creation.

SimplePractice

SimplePractice is an EHR and practice management software for health and wellness providers, offering tools for scheduling, billing, telehealth, and client communication.

Dubsado

Dubsado is a client management platform that streamlines business operations by automating workflows, managing contracts, invoices, and facilitating client interactions.

HoneyBook

HoneyBook is a client management platform for freelancers and small businesses, offering tools for invoicing, scheduling, proposals, and client communication.

SuiteDash

SuiteDash is a cloud-based platform for small to medium-sized businesses, integrating tools for project management, CRM, invoicing, and client portals to streamline operations.

8am™ MyCase

Legal practice management app for organizing cases, clients, documents, deadlines, communications, billing, payments, and reports in one system, with web and mobile access.

Copilot

Copilot provides businesses with tools for client communication, payments, contracts, and file-sharing, along with a branded client portal.

Encyro

Encyro is a secure file-sharing app that allows users to send files via email and receive messages without requiring clients to log in.

Canopy

Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.

TaxDome

TaxDome is a practice management platform for accounting professionals, offering tools for client management, document storage, workflow automation, and team collaboration.

Plutio

Plutio is an all-in-one platform for freelancers and small businesses to manage projects, clients, tasks, invoices, and payments in one place.

Pic-Time

Pic-Time is a platform for photographers to manage online galleries, offer client stores, and automate marketing while ensuring privacy with AI-driven access features.

FieldPulse

FieldPulse is a business management solution for field service teams, offering tools for scheduling, CRM, invoicing, and communication to improve operational efficiency.

AccuLynx

AccuLynx is a cloud-based app for roofing contractors that streamlines project management, estimates, scheduling, and customer communication.

Moxo

Moxo is a client management platform that streamlines communication and project workflows between businesses and their clients through a unified hub.

Accelo

Accelo is a cloud-based platform for managing client work, projects, and finances in professional services, streamlining workflows and improving efficiency.

ReviewStudio

ReviewStudio is a collaborative online proofing platform for managing feedback and approvals on media projects, streamlining workflows for creative teams.

Onehub

Onehub is a secure file storage and sharing platform for businesses, offering data encryption, role-based permissions, and tools for collaboration and project management.

Rocketlane

Rocketlane is a project management and collaboration platform designed for customer onboarding and implementation, incorporating task management, document sharing, and time tracking.

Content Snare

Content Snare simplifies client onboarding and document collection by centralizing requests, deadlines, and reminders in an easy-to-use platform.

Liscio

Liscio is a secure cloud-based platform for accounting firms, facilitating client communication, document sharing, and collaboration through a user-friendly mobile app.

Lightfolio

Lightfolio is a photo gallery platform for photographers, offering client proofing, favorites, downloads, and e-commerce tools to manage projects and client interactions.

ShootProof

ShootProof is a platform for photographers to share, sell, and manage photos, including client galleries, invoicing, contracts, and proofing tools.

Clientjoy

Clientjoy is a CRM app that helps freelancers and businesses manage leads, proposals, clients, invoicing, and projects in one integrated platform.

Assembly

Client management platform for professional service firms, combining portals, CRM, tasks, files, contracts, forms, billing, payments, and integrations.

Client Hub

Client Hub is a workflow management platform for accounting firms, offering a client portal for document sharing, task tracking, and communication with AI integration.

Suralink

Suralink is a cloud-based app that manages audit documentation and client requests, facilitating secure document sharing and streamlined communication for accounting professionals.

Mango Practice Management

Mango Practice Management is a tool for accounting firms to manage projects, track time and expenses, streamline client communication, and generate invoices efficiently.

CloudLex

CloudLex is a case management software for personal injury law firms, managing cases from intake to closure, with features for communication, document storage, and expense tracking.

Dock

Dock is a platform for creating digital sales rooms, onboarding plans, and client portals, featuring a sales content library and e-signature support.

Airsend

Airsend is a digital workspace for professionals to communicate, share files, and manage tasks collaboratively across various industries, especially in real estate.

Clinked

Clinked is a cloud-based collaboration tool for secure file sharing, task management, and client communication with customizable portals.

Simply.Coach

Simply.Coach is a digital platform for service professionals to manage coaching operations, client engagements, scheduling, and invoicing efficiently in one place.

fotograf.de

The fotograf.de app helps photographers manage their workflow by organizing photos, handling client galleries, invoicing, and ensuring high-resolution image sharing.

Taxfyle

Taxfyle connects users with licensed CPAs and EAs for tax preparation and bookkeeping services, offering a platform for secure communication and efficient collaboration.

FutureVault

FutureVault provides secure document management and exchange solutions for financial firms, enhancing compliance and client interactions through a user-friendly digital vault.

Anywhere

Anywhere is a project management tool for client-facing teams, featuring client portals, customizable visibility, unified updates, private chats, and white-labeling options.

SuiteFiles

SuiteFiles is a document management platform that integrates collaboration, signing, and storage for professional services firms, enhancing efficiency and workflow.

Tango

Tango is client engagement software for creative agencies, facilitating proposal approval, automated invoicing, payment, and easy purchasing of add-on services.

Projectworks

Projectworks is a business management app for project management, financial tracking, and team management in professional services like software, architecture, and consulting.

Zapa Client Portal

The Zapa Client Portal app simplifies secure file exchange and client management, offering a customizable platform for efficient communication and data handling.

Mydoma Studio

Mydoma Studio is online software for interior designers that manages projects, facilitates client collaboration, and provides tools for creating design packages.

FileInvite

FileInvite automates the secure collection and management of client documents, streamlining workflows for organizations handling sensitive information.

Canopy

Canopy is a remote monitoring and management platform for managing kiosks, POS systems, digital displays, and IoT devices, aiding in troubleshooting, updates, and performance reporting.

Arive

Arive is a loan origination system for mortgage brokers to manage loan files, borrower tasks, documents, pricing, and lender submissions in one place.

Penbox

Penbox is a secure online platform that allows insurance customers to submit required documents easily, improving efficiency and compliance while enhancing satisfaction.

VibeDash

VibeDash syncs GitHub activity to a project dashboard, provides a client portal for milestones, payments, messaging and feedback, and includes AI tools for automatic PRD generation.

SuperOkay

SuperOkay is a platform that allows businesses to create customizable client portals for sharing links and documents, enhancing project collaboration and management.

Heybase

Heybase is a digital sales platform that creates personalized virtual sales rooms for sellers to share materials and collaborate with potential buyers.

TheraNest

TheraNest is EHR software for mental health professionals, offering scheduling, billing, telehealth, and secure client portals to streamline practice management.

Soluno

Soluno is a time tracking, billing, and accounting app for law firms, helping manage cases, documents, client communications, and workflows efficiently.

Service Provider Pro

Service Provider Pro is a client management and billing software for agencies, offering tools for project management, invoicing, and customizable client portals.

TheraPlatform

TheraPlatform is a HIPAA compliant telehealth software for mental health professionals, offering tools for practice management and online therapy.

Cone

Cone is a finance and accounting platform for SMBs, offering bookkeeping, tax filing, compliance, vendor payments, and financial reporting.

Coaching.com

Coaching.com is a platform that helps coaches and clients manage their relationships through tools for communication, progress tracking, and administration.

OneSuite

OneSuite is an all-in-one platform for project management, time tracking, and invoicing, designed to streamline operations for agencies and freelancers.

Arcadina

Private client galleries for professional photographers: deliver, proof and download shoots, sell with no commission, and run bookings, contracts and a portfolio website.

Weven

Weven is a venue management system that streamlines event planning by centralizing messaging, tasks, vendor selection, and documents for efficient management.

GoProof

GoProof is an online proofing platform that streamlines design review and approval by integrating with Adobe Creative Cloud and project management tools.

Clientary

Clientary is a comprehensive app for managing projects, proposals, invoices, and client communications in one centralized platform.