Client Portals - Top Apps & Software

Ahsuite

Ahsuite is a client portal app for organizing communication and sharing work securely, featuring collaboration tools, task management, and customizable portals.

AdviceWorks

AdviceWorks is a cloud platform that consolidates financial accounts, tracks goals and progress, stores and shares documents, and enables collaboration with your advisor from a single login.

Omnidek

Omnidek is a Business Process Management platform that enables businesses to streamline communication, workflows, and data sharing in a private portal environment.

StimLABO

An app for pharmacies to manage lab-related commercial tasks, including contract signing, sales declarations, photo uploads, messaging, and payment tracking.

Sharebrand

A white-label file sharing app for sending and receiving files through a custom-branded portal with your domain, logo, and colors.

MyFreelancerMate

An app for freelancers and small agencies to manage projects, clients, tasks, time tracking, invoices, and payments in one place.

PlanStreet

PlanStreet offers customizable case management software for non-profits in health and human services, streamlining client management and operational tasks.

Clientell

Clientell AI enhances Salesforce by using AI agents to automate data cleaning, workflow creation, and ticket resolution, streamlining admin tasks for users.

Canopy Connect

Canopy Connect allows insurance agents to quickly obtain reliable insurance information from prospects by sending a link for direct data import from their current carrier.

Clientshare

Clientshare is a platform that helps businesses manage and improve client relationships through digital Quarterly Business Reviews and feedback tools.

KAISPE Customer Portal

KAISPE Customer Portal offers clients self-service access to order management, shipment tracking, and product documentation, enhancing customer support and communication.

Mvine

Mvine provides a cloud-based platform for organizations to create secure collaboration portals and business social networks, enhancing communication and data integration.

CoachVantage

CoachVantage is a coaching software that helps coaches manage sessions, track client progress, handle payments, and share resources within a secure client portal.

Delenta

Delenta is an online platform connecting mentors and mentees, offering tools for coaching management, client interaction, scheduling, and payment processing.

Gatheroo

Gatheroo is a client portal that allows businesses to collect information and documents through a unique URL for each client, featuring progress tracking and automated reminders.

Infile

Infile is a document collection app for gathering files, forms, and client information through secure portals, reminders, and reusable request templates.

NUAL IO

All-in-one workspace for freelancers to manage proposals, contracts, invoices, projects, client portals, and time tracking.

Logisth.AI

Logisth.AI is a client portal for digital accounting that securely uploads and archives invoices and documents, automates processing and bookings, integrates with ERP systems, and provides live financial views.

ClientZen

ClientZen is feedback analytics software that tags customer feedback and provides sentiment analysis for SaaS teams, helping manage roadmaps and improve client relations.

Openmemo

Openmemo creates client-facing project status pages from project management boards, letting teams control which tasks and updates clients can view.

KinFlux

KinFlux helps agencies and brands plan and manage influencer campaigns, coordinating creators, content approvals, contracts, budgets, compliance, and performance reporting in one workspace.

HelloNoa

A UK freelance management app for creating proposals and contracts, tracking time, issuing invoices, collecting payments, and communicating with clients in one workspace.

Base de Clientes

Customer management and recurring billing platform for businesses, with tools for onboarding, contracts, payments, invoicing, reminders, documents, and client communication.

픽스픽스 Pixpics

Pixpics helps photographers manage client galleries, bookings, contracts, payments, photo selection, delivery, and print sales in one platform.

Tideway

Tideway helps creative freelancers and studios manage projects, clients, time, files, contracts, invoicing, expenses, payments, and financial reporting in one place.

Ultra

Ultra helps photographers manage client bookings, payments, photo galleries, file sharing, feedback, downloads, and storage in one platform.

Brixor

Brixor helps contractors create estimates, contracts, invoices, approvals, and payment workflows while managing project and client information in one workspace.

Clint Capital

Clint Capital is a secure portal for viewing and managing information, reports, and communications related to alternative investment funds and private equity opportunities.

La Fraise

La Fraise helps dental practices send, explain, sign, and track treatment estimates, while enabling patients to review costs, provide consent, and make payments online.

OnboardHive

OnboardHive combines proposal tracking and client onboarding in one private link, with engagement tracking, signatures, payments, forms, file uploads, and progress monitoring.

Eventbit

Eventbit helps photographers upload, organize, proof, and deliver photo and video galleries, with client management, AI face search, selections, downloads, and access controls.

Veledrive

Veledrive lets clients upload files without an account and helps teams organize, review, share, and track them with collaboration tools and access controls.

SuCCeed

SuCCeed is a secure extranet for accessing business documents and services, viewing updates, and communicating with professional communities through messages, discussions, and surveys.

FeatureFlight

FeatureFlight combines project management, task planning, time tracking, invoicing, team collaboration, client communication, and reporting in one workspace.

Modulat

A client portal platform for sharing prototypes, files, videos, notes, and specifications in branded, password-protected pages with custom domains, updates, uploads, and activity tracking.

Canaccord Wealth

A secure client portal for viewing and managing Canaccord Wealth investments, including portfolios, balances, transactions, documents, and messages with your Investment Manager.

Droplana

A client portal for securely sending, organizing, and collecting documents, signed forms, and files through private, account-free links.

BAUBESCHEINIGUNGEN

A portal for managing, requesting, sharing, and tracking construction certificates among clients, general contractors, and subcontractors, with reminders for missing or expiring documents.

Soap Notes

A practice management app for coaches and therapists to manage SOAP notes, clients, scheduling, secure communication, invoices, payments, and reporting.

HTI BEEM

HTI BEEM connects businesses with HTI contacts for project communication, image and document sharing, spare parts requests, complaints, order processing, and progress tracking.

DealCollab

A HubSpot app that creates shared deal rooms for buyers and teams to manage content, pricing, documents, tasks, and activity in one place.

Artyphonic

Artyphonic is a studio management app for sharing mixes, collecting timestamped client feedback, tracking revisions, and unlocking files after payment.

Petzio

App for pet boarding and daycare teams to manage owner requests for photos, videos, and notes, and send pet updates through a private portal and dashboard.

CorePath

CorePath is a business workspace for QR codes, short links, forms, invoices, PDFs, client portals, analytics, and workflow tools.

Whizo AI

AI platform for agencies to manage client work, tasks, content calendars, and communications from one dashboard.

Rex Cirrus8

Cloud-based commercial property management and accounting platform for leases, trust accounting, compliance, maintenance, invoicing, and owner/tenant portals.

Veristar Equipment

Web platform for marine and offshore equipment manufacturers to submit survey requests, track certification status, upload documents, and access certificates.

Tarkle

White-label platform for agencies and small businesses to sell services, share files, manage client portals, and coordinate contractors under their own brand.

Piggment

Piggment is a tattoo business management app for artists and studios, with client tracking, quotes, signatures, consent forms, payments, scheduling, and messaging in one place.

Qoviro

Qoviro is a client portal for freelancers to share files, collect feedback, manage approvals, message clients, and track projects in one place.

ClientProof

A no-login client portal for sharing project updates, files, milestones, and approvals in one place.

OnboardMap

Client onboarding portal for service businesses to collect forms, documents, and task updates with automated reminders and progress tracking.

Morningside HUB

Cloud-based platform for requesting quotes, submitting translation orders, tracking progress, downloading files, and reviewing past projects.

Taskip

Taskip is a white‑labeled client portal for agencies and freelancers that consolidates CRM, proposals, invoicing, project and task management, file sharing, messaging, support tickets and scheduling.

AgencyPro

AgencyPro is a branded client portal and agency management platform that centralizes client communication, project workflows, time tracking, billing, file sharing, and integrations.

EssayTigers

EssayTigers connects students with professional writers to produce custom academic papers (essays, research papers, case studies), offering messaging, revisions, deadlines, and dashboard access.

PhotoBiz

PhotoBiz is a website builder for photographers with client galleries, booking, invoices, contracts, online sales, SEO tools, and an AI writing assistant.

AgencyAccess

Send one link to connect with clients' accounts for onboarding, removing password sharing and manual setup.

Manay CPA

Manay CPA app streamlines financial management, allowing users to manage documents, track expenses, automate accounting tasks, and enhance communication with accountants.