Compare the Top Client Portal Software using the curated list below to find the Best Client Portal Software for your needs.
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Shape Software
Shape Software
$119 131 RatingsShape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today. -
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Titan
Titan
$12 per month 357 RatingsPartnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today. -
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Moxo
Moxo
210 RatingsMoxo revolutionizes the client portal landscape through its cutting-edge Service Orchestration Platform. Unlike conventional portals, Moxo offers a vibrant, collaborative environment designed for optimizing client engagement and workflows. With its Moxo Flow feature, businesses can expertly navigate client journeys from the onboarding stage to ongoing service provision, all within a secure digital space. The platform includes customizable workflow templates and built-in functionalities such as digital signatures and file requests, which streamline the client experience and make it more tailored. Additionally, real-time collaboration tools boost interaction and responsiveness. Moxo's strong integration capabilities ensure that the portal aligns seamlessly with current systems, serving as a central hub for all client communications and data sharing, ultimately enhancing the quality and transparency of client relationships. -
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The Hub
Pancentric Digital
£6.67 per user per monthRethink your intranet with HUB and discover a smarter, greener way of working. HUB revolutionizes your organization by uniting resources, streamlining communication, and empowering your team to achieve more. Say goodbye to clunky directories, disorganized workflows, and overloaded inboxes—HUB is your secure, intuitive, all-in-one digital workplace designed for success. HUB simplifies processes, making project management, content sharing, and collaboration effortless. It ensures targeted communications reach the right people at the right time while delivering personalized employee experiences with custom content and branding tailored to different teams. Consolidate all your tools and resources into one seamless platform that’s easy to use, manage, and scale. Designed with SMEs in mind, HUB offers every feature you need in a single, affordable package with no hidden costs—just exceptional value. But HUB goes further, as the first eco-conscious intranet, powered by low-carbon servers and supporting reforestation projects, so you can work smarter while championing sustainability. HUB isn’t just an intranet; it’s a transformation. Whatever your goals, HUB is here to make a lasting difference. -
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Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.
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Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.
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FileCenter is the fastest way to organize documents. It is easy to use, learn, and install. FileCenter DMS combines file scanning, file organization, and powerful PDF creation and editing. It integrates with the majority of Cloud services and Windows programs that you already use. FileCenter AUTOMATE converts documents to searchable PDFs using its powerful OCR, and then automatically names them and routes them. FileCenter RECEIPTS allows you to track expenses, manage receipts, and create reports that will ensure accurate reimbursements. FileCenter is ideal for all offices. FileCenter runs on Windows PCs and uses the Windows file system. It does not use complex databases. FileCenter offers a feature-for-feature experience at a price that is unbeatable. Get your free trial now! Call 801-722-798 to get your free trial.
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Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.
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Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.
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Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.
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Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.
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Zapa Client Portals
Breichbilt
$52 per month, unlimited users 1 RatingIntroducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data. -
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Clinked is a cloud-based white label client portal that allows teams to share files and manage projects. Clinked's key features include search tool integrations, file sharing, task managing, task management and collaboration tools. Clinked can also be accessed via Android and iOS mobile apps.
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Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.
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MyDocSafe serves as your essential partner in digital transformation, assisting you in automating processes that involve client interaction, including pitching, onboarding, and secure sharing of documents. As a comprehensive solution for document security and e-signatures, MyDocSafe empowers you to verify and manage all your documents online while streamlining compliance, onboarding, and contract renewal tasks. Experience a host of features designed to enhance your productivity and save time and effort. With numerous integrations, you can significantly boost your operational efficiency. Additionally, increase client engagement to help elevate your revenue. Simplify your proposals through customizable workflows and entirely paperless quoting processes for a more organized approach. Expedite the closing of deals and eliminate administrative bottlenecks with efficient workflows that span multiple departments. Reduce the time spent on low-value, non-billable tasks during client onboarding by utilizing automatic document distribution, reminders, and notifications, ensuring a smoother transition for new clients. Ultimately, MyDocSafe is your all-in-one solution for managing the complexities of client interactions and documentation seamlessly.
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Client Portal
Client Portal
$199 per year 1 RatingDistinguish yourself from the competition by offering your clients a streamlined and efficient client portal. This Client Portal seamlessly integrates with WordPress, enabling you to oversee client projects without the clutter of traditional project management tools. Projects often become chaotic; if you handle client work, you're familiar with the challenges of monitoring various tasks and deliverables. The majority of documents exchanged tend to be sent via email, which can easily get lost in the clutter of both your inbox and your client's. Whether you're searching for a proposal from six months ago to clarify the project scope or your client is trying to locate a Google document with a draft they need, this can lead to frustration. The Client Portal is a straightforward, lightweight WordPress plugin that you can implement on your website immediately, providing your clients with an organized way to track project progress and access all necessary files at their convenience. Say goodbye to frequent requests like "Can you resend our logo? I can't find it!" as this solution ensures everything is right where it should be. By enhancing your client experience, you'll foster better communication and satisfaction. -
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Most business software products are a 'one-trick' solution. This means that businesses must 'cobble together" many software tools to achieve their goals. It is inefficient, time-consuming, costly, and disruptive. SuiteDash solves the problem by combining most commonly used business tools into a cloud-based software platform. The tools are preintegrated and have many useful automations. The entire platform can be white labeled to match your brand! SuiteDash will help your business become more efficient, organized, and more profitable.
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Accelo
Accelo
$24 /User / Product / Month Accelo is a beloved tool among professional service firms globally, designed to effectively manage client projects and enhance profitability. This comprehensive cloud-based platform encompasses every facet of client work, from initial prospecting to final payment, covering areas such as sales, project management, ticketing, retainers, timesheets, and resource allocation, all accessible from any location. Focusing on both time efficiency and financial management, this client work management system provides an integrated view of the latest business metrics and financial health. By centralizing client interactions, activities, and tasks within a single interface, users can effortlessly track progress without the need for constant status inquiries. Accelo optimizes workflows and boosts productivity across teams, fostering improved visibility and collaboration that empower leaders to effectively manage their businesses while allowing professionals to concentrate on their most critical tasks. Moreover, with the aid of robust automation features, managers can easily ensure that projects are completed on schedule and within budget, enhancing overall operational effectiveness. This makes Accelo an invaluable asset for any service-oriented organization looking to thrive in a competitive environment. -
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SuperOkay
SuperOkay
$9 per monthWith a beautiful interface, you can create an unforgettable experience for your clients. Manage client requests, send briefs, proposals, and get client signature-off. Integrate all the apps you use into the same interface. No more app switching. All your smart documents are accessible through a single interface. All your client content requests, briefs and proposals, SoWs, status updates, sign-off requests, and so on, can be kept in one place. Each document can contain action items. A summary of all the tasks your client must complete will be displayed to them. Help them to deliver on time. Allow your client to access the apps you already use. Figma prototypes, Airtable bases and Trello boards are all possible. You can also add client testimonials to your case studies and reuse them in any Proposal. -
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Practice
Practice
$29 per monthStreamline your coaching business We help coaches to consolidate disjointed, clunky and frustrating systems into one place. No more back-and-forth: Automated scheduling makes it easy to see your real-time availability. Simple forms can be used to collect information and invoices. Spend less time chasing and more time earning. In seconds, create invoices, recurring subscribers, and packages and get paid on-time, every time. Simple client management Practice's world-class tools allow you to communicate between sessions without having to give out your personal number. -
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Exact
Exact
$225.00/month/ user Exact for Project Management provides an all-in-one solution that encompasses accounting, time tracking, project oversight, capacity planning, purchasing, and invoicing! This comprehensive approach enables you to meet customer demands while also maximizing profit margins. Are you in search of a user-friendly platform for time tracking and invoicing? Alternatively, do you need a more sophisticated system to monitor projects and financial performance across international operations? Exact presents a solution designed to support your growth objectives, ensuring that your projects are completed punctually, within budget constraints, and in compliance with all specifications. Additionally, it assists in maintaining healthy profit margins by minimizing wasted time. Recording time has never been simpler, as employees can easily log their hours on their smartphones, tablets, or laptops for each project. Moreover, the reporting features provide a transparent overview of project statuses and necessary actions, empowering you to ensure that projects align with customer expectations and deadlines while also allowing for proactive management adjustments. -
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PortalsXpress
PortalsXpress
$311.40 per yearPortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization. -
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Client Hub
Client Hub
$32 per user per monthOur comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction. -
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Collect
Collect
$39 /month Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients. From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases. Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows It can also be integrated with existing tools. // Be more productive Collect was designed to help you be more productive. // Make a good impression Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal. // Keep your workflow secure Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU. -
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SafeSend
SafeSend
SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer. -
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Everleagues
Everleagues
$5.00 per user per monthRemote collaboration is possible with your clients and team. In minutes, you can create your own private workspace for your company. You can bring all your tools to one place and increase productivity while working remotely. EverLeagues connects all your company's users, internal and externe, to collaborate on day-today tasks in a secure platform. This results in better service, reduced time and lower costs. Collaboration is possible through multiple channels, groups, or teams between employees, clients, and others. Secure messaging, video conference and file sharing allow you to communicate. Everleagues offers security for all your files and messages, without compromising productivity. You can organize and manage your business with a role- and tier-based organizational system. Everleagues makes it easy to assign team members to specific organizations, even if there are different locations or departments. You can also assign clients to specific professionals or team members. -
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Oroson
Oroson
£49.99 per monthImpress your clients with a swift and visual approach that eliminates endless email exchanges. Streamline the sharing of ideas, files, and feedback through a user-friendly client portal designed to reduce frustration. Are you tired of the inefficiencies that come from toggling between emails, online documents, notepads, and various applications? Creative thoughts and discussions often get lost in the chaos, but your innovative ideas lose their impact if they are not visible to your clients. Important discussions, documents, and concepts can become buried under overwhelming email threads and disorganized shared folders. Using incompatible tools can be a drain on your productivity, deplete your enthusiasm, and stall project progress. Why deal with that? Consolidate deliverables and feedback in one straightforward view. In contrast to email and other tools, Oroson presents feedback and documents side-by-side for efficient collaboration. This saves you valuable hours that would otherwise be spent hunting for responses, allowing you to focus more on delivering exceptional work. Your clients also find it challenging to stay organized, and Oroson alleviates this by removing the need for them to adopt new procedures or learn complicated tools, making the entire process seamless and efficient. -
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Dock
Dock
$29 per monthThe most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers. -
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Copilot
Copilot
$29 per user per monthProvide your clients with a comprehensive one-stop shop experience through a client portal that simplifies communication, payment processing, file sharing, access to help centers, and custom applications, among other features. Businesses leveraging technology—such as accounting firms, marketing agencies, startups, consulting firms, and real estate companies—utilize Copilot to deliver a cohesive, branded, and enjoyable user experience across both web and mobile platforms. Streamline your technology infrastructure with the built-in capabilities of Copilot, which includes messaging, billing, file-sharing, e-signatures, intake forms, and customer support systems. Additionally, the platform’s modular design allows you to begin with a single application and progressively enable more functionalities as your needs evolve. You can easily generate branded invoices and subscription plans, allowing clients to manage payments and access their invoice details effortlessly. Moreover, organize client files into folders, share them securely, and facilitate contract signing through eSignature requests, ensuring a smooth and efficient process for everyone involved. Embrace a more efficient way to engage with your clients and enhance your service delivery. -
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Pulsedesk
Pulsedesk
$8 per user per monthEnhance your response times and elevate customer satisfaction by utilizing Pulsedesk’s AI-driven automation solutions. The capabilities of ChatGPT allow you to swiftly tailor your responses to fit various scenarios while preserving your brand's distinctive voice. Our comprehensive platform supports multiple channels, including Gmail, client portals, WhatsApp, and live chat, making it an all-encompassing tool for handling customer inquiries efficiently, optimizing your support workflow, and minimizing operational expenses. This functionality guarantees that you won't incur costs for features you don't need. By utilizing our helpdesk, you can maintain low support costs without compromising on outstanding customer service. Delegate customer inquiries to support agents effortlessly, ensuring each ticket has clear responsibility and accountability. Additionally, with our platform's holistic overview, you can track who is addressing which issue and the progress of every query in real time, empowering you to make strategic decisions and effectively prioritize your tasks. Ultimately, this integrated approach not only enhances team productivity but also fosters a more responsive and customer-centric service environment. -
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Froonze
Froonze
$5 per monthOur flagship offering is a comprehensive customer portal designed to take the place of the standard account page. This innovative portal consolidates the majority of our tools, plugins, and integrations with various applications to deliver a cohesive user experience for your customers. It equips users with all the necessary details regarding their previous purchases and shipping information. You can enhance the account page by incorporating personalized content and resources from other applications, transforming it into a centralized hub for essential information. It simplifies the shopping experience by allowing customers to revisit their recently viewed items effortlessly. Furthermore, customers can modify their account passwords at their convenience, eliminating the need to reach out to customer support. You have the flexibility to customize how customers can use their points for discounts and rewards, tailoring the experience to meet their preferences. Additionally, leverage email marketing to keep your customers informed about their recent activities and inspire them to take further actions, ensuring ongoing engagement with your brand. Overall, this portal aims to enhance customer satisfaction and loyalty through its user-friendly design and personalized features. -
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Topo.io
Topo.io
€49 per user per monthTopo.io empowers sales teams to advance their interactions with buyers by consolidating stakeholders, resources, and deals into a single platform. By integrating Topo.io with your CRM and various business applications, you can effortlessly monitor prospects' activities and engagement, streamlining follow-ups and reporting processes. Organize your Quarterly Business Reviews (QBR) effectively while communicating key goals to clients. Ensure smooth onboarding by collecting all information shared throughout the sales cycle. The platform identifies and replicates the successful strategies of top performers, disseminating these insights among the team. Furthermore, it accelerates the time to close the first deal by equipping your representatives with templates tailored to your sales process. Track the most effective content and maintain a strong alignment between sales and marketing, fostering a more cohesive approach to achieving business objectives. This holistic view not only enhances productivity but also drives better overall results for your organization. -
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Agency Handy
Agency Handy
$49 per monthAgency Handy is a comprehensive client portal solution crafted to enhance agency workflows by merging client management, project oversight, task distribution, billing, payments, and communication into one cohesive platform. Users are empowered to build extensive service catalogs featuring customizable packages that can be publicly accessible or embedded directly on their websites, while also enabling the setup of personalized intake and order forms to efficiently collect vital client data. The platform facilitates smooth client onboarding by enabling the creation of client profiles that contain key information, along with automated email invitations to expedite confirmations. Agency Handy also boasts powerful task management tools, which include Kanban boards for an intuitive view of project developments, real-time collaboration features for seamless communication between teams and clients, and built-in options for feedback and file annotations. Furthermore, financial transactions are made easier through automated invoicing processes that accommodate multiple payment gateways, ensuring a streamlined experience for both agencies and their clients. This holistic approach not only improves efficiency but also enhances overall client satisfaction, making Agency Handy an invaluable tool for modern agencies. -
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iChannel
Conarc
$50/month/ user iChannel, a document collaboration software, integrates all your business applications with our Document Management System, CRM, Workflow and Portal. iChannel is the perfect solution for you if managing projects, meeting deadlines and complying with compliance standards keeps you up at night. No matter how many employees you have, we can solve your problems at a reasonable price. We will work with you to streamline your processes so that you get the most out of your technology investment. -
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XMS (eXchange Management System)
Mere Secure
XMS is a solution designed for organizations to securely share documents and forms with their stakeholders. This platform enables users to efficiently oversee file objects in collaboration with a multitude of vendors, suppliers, consultants, and clients, all within a centralized and easily accessible environment. By simply using a web browser like Chrome or Firefox, users can access their files, track workflow assignments, and manage the entire flow of both outbound and inbound documents seamlessly. With quick access to essential information anytime and anywhere, users can rapidly search for specific documents or assignees to retrieve the necessary details. The platform facilitates the sharing of various file types, including documents, questionnaires, links to forms, and spreadsheets, all within a user-friendly interface. You maintain control over the content while we handle the creation, hosting, and support of the XMS application, allowing you to concentrate on optimizing your business operations effectively. In this way, XMS not only enhances collaboration but also streamlines processes to boost productivity across the board. -
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Zywave Client Cloud
Zywave
Many agencies boast about their excellent customer service, but what specific tools and resources can you genuinely offer to enhance that service? Elevate the customer experience by leveraging Zywave’s Client Cloud, which equips your clients with centralized tools and content tailored to address their unique business challenges. Whether it's HR support, compliance assistance, employee training, or any other requirement, Zywave’s Client Cloud supplies everything necessary for delivering outstanding customer service throughout the year. Establish your reputation as a reliable advisor by guiding your clients through the intricate landscape of compliance and risk management. By providing them with access to comprehensive tools and an extensive content library, you can help them ensure compliance and steer clear of potential penalties. Additionally, offering training courses through an intuitive learning management system (LMS) has never been simpler, enabling you to meet the needs of your clients and their teams effectively. This comprehensive approach not only strengthens client relationships but also enhances the overall value you provide as their trusted partner. -
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Clientshare
Clientshare
$36.11 per monthClientshare was founded in 2017 with the vision of repairing supplier-client relationships globally. From our first client to our most recent enterprise win, Clientshare has maintained our passion for helping suppliers grow and retain their most valuable asset, their clients. We've achieved some remarkable results for them along this journey. We have worked with many organisations, large and small, in multiple industries. Our team of experts is ready to help you retain the most important things. Both you and your client can track and record business reviews. This includes the names of all participants. You can create a clear record over time in one secure location that supports all file types, including video. Keep your fingers on the pulse of every account: Learn from top performers and address problems before they become more serious. Standardize how you demonstrate success, communicate how your innovations bring about brand life, and prove your worth. -
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CoordinateHQ
CoordinateHQ
$65 per monthCoordinateHQ offers an efficient platform for project management and seamless collaboration through an intuitive client portal. By integrating various tools, it fosters alignment and enables scalable growth. Your team gains access to all necessary resources for successful project execution from start to finish, while clients are presented with only the tasks they need to complete, although they have the option to view the entire project plan. Eliminate the need for distinct internal and external systems that you currently use with clients. Keep track of the progress of all your projects and tasks in one consolidated view. Communication is contextual and organized by task, ensuring clear dialogue between your team and clients, along with an area for general discussions. CoordinateHQ is adaptable to your workflow, facilitating the delivery of client projects in a consistent and repeatable manner. As your best practices develop, CoordinateHQ will also adapt to ensure your continuous improvement. Furthermore, you have the ability to fully customize your Coordinate portal by incorporating your own logo, color scheme, and domain name, enhancing your brand’s presence. This tailored experience not only improves client satisfaction but also reinforces your company’s identity in every interaction. -
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GrowthForce
GrowthForce
GrowthForce provides comprehensive outsourced services in bookkeeping, accounting, and controllers. Through GF Connect, our online client portal, you can seamlessly collaborate, communicate, and share documents with your team of specialists, ensuring your financial management practices are organized and effectively executed. With this system, nothing is overlooked, and you remain informed from the very first day of onboarding, as well as during weekly and monthly processing. GF Connect offers a straightforward method to stay updated on your outsourced accounting activities at all times. Additionally, with our sleek applications available for iPhone, iPad, and Android devices, you can stay connected and check on your projects no matter where you are. With the support of your GrowthForce Team and the capabilities of GF Connect, you will wonder how you ever operated without such a resourceful tool at your disposal. This partnership redefines efficiency in financial management, making it easier than ever to keep your business on track. -
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Jumppl
Jumppl Technologies
Jumppl offers an intuitive project management platform that simplifies the handling of various projects. This robust platform is packed with features that make project creation and management seamless and efficient. With its comprehensive set of tools, Jumppl significantly enhances the productivity of managers. Additionally, Jumppl allows you to oversee all your organization's files and facilitates easy sharing with the necessary stakeholders. This capability ensures that collaboration is streamlined and effective, further boosting team efficiency. -
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Broadridge Client Portal
Broadridge Financial Solutions
Enhance your productivity daily by utilizing comprehensive reporting and sophisticated search functions. The Client Portal is a user-friendly platform that consolidates all essential information in a single location, allowing you to streamline processes and automate various tasks. By leveraging the Client Portal, you can efficiently retrieve shareholder data and other vital information, significantly improving your workflow. Whether you're generating on-demand reports or tracking live voting outcomes, the Client Portal is designed to simplify your tasks. This versatile tool empowers you to tailor your work approach to suit your needs, providing crucial data, both real-time and historical reports, advanced search and filtering options, as well as client notifications. The ability to access and manage important information efficiently enhances your overall effectiveness, ensuring you remain productive and informed in your endeavors. -
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SideDrawer
SideDrawer
Boost client engagement by collaborating with their family and professional connections while ensuring top-tier security measures are in place. A prominent fintech consulting firm based in New York City has recognized us as the "clear choice" for organizational needs, highlighting our focus on estate planning and a seamless user experience. Ineffective document management systems can severely hinder client interactions, making it essential to engage clients in a proactive manner. By receiving timely notifications about client activities, you can anticipate their needs before they even make a request. Currently, staff members often resort to collaborating outside established portals, utilizing emails and cloud drive links, which can lead to inefficiencies. This approach can consume countless hours that could be better spent on productive tasks. Our solution offers real-time synchronization with your current cloud storage, significantly minimizing administrative burdens. By avoiding the sending of emails with attachments or links, we also mitigate compliance and security risks. The intuitive, user-friendly interface we provide helps to lessen client inquiries, while existing portals often restrict collaboration to only the primary client contact. Our platform allows for straightforward teamwork with external parties, and controlled access ensures that only the appropriate contacts can view sensitive information, thereby enhancing overall security and cooperation. This comprehensive approach not only streamlines processes but also fosters a more engaged client relationship. -
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FeatValue
FeatValue
FeatValue provides a customer portal to agencies and service providers. Its deep integration with the most popular project-management systems allows clients to be easily integrated into current processes. FeatValue offers a client review process and synchronizes tasks. Clients can view and create tasks. -
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FundPortal
The Edgefolio Group
All you need to grow your business and improve your investor relationships is one portal. Hedge fund managers will benefit from smart analytics, file sharing, and marketing tools. FundPortal was designed for today's fund manager. Streamline your workflow and delight your clients with FundPortal. Intelligent CRM for hedge funds helps you identify and manage clients. A customizable client portal that can easily be accessed from your website will maximize your marketing efforts. You can delight and retain investors by providing analytics that cover a variety of metrics to show how you beat S&P 500. -
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CASH for Sugar
Faye Business Systems Group
CASH for Sugar enables you to grant access to essential data in Sugar to a multitude of external parties, ranging from dozens to potentially thousands. This system allows you to provide limited data access to individuals who previously couldn't retrieve information without being logged into Sugar. For instance, if you collaborate with multi-line sales representatives, you can permit them to access their accounts solely to examine detailed account information. Additionally, customers or vendors can monitor the progress of projects recorded in Sugar. Furthermore, customers have the ability to log into the portal to create support cases, check the statuses of their support queries, and retrieve important company documents. They can even access product information, such as available inventory, if your system is integrated with ERP software. This level of accessibility empowers users and enhances communication between businesses and their clients. -
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Aderant Drive
Aderant
Aderant Drive offers law firms and their clients a secure platform for collaboration and information exchange through data-rich client portals. By utilizing the firm’s current technology alongside the security features of the Office 365 ecosystem, Drive simplifies the complexities involved in developing and maintaining law firm extranets, ultimately enhancing client service through improved transparency, responsiveness, and overall value. This innovative solution not only streamlines communication but also fosters a more interactive relationship between firms and their clients. -
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EverAfter
EverAfter
You won't send your customers endless emails with attachments or spreadsheets. Instead, you will focus on creating value. Create widgets to include call recordings and documents, KPIs, contracts or task lists. Create hubs automatically that include tasks, written materials, videos, surveys, and more. Your CSMs spend the most time onboarding new users. They are often asked the same questions repeatedly. Create an automated onboarding experience that feels personal. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Customers are often reactive to the efforts of their CSMs, which results in a long onboarding process, and constant follow-ups to complete the necessary steps and master product. -
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Hubflo
Hubflo
$55/month Hubflo stands out as the rapidly expanding AI-Driven Client Portal designed specifically for professionals and creatives. In just 60 seconds, you can craft a visually appealing and branded client portal that enhances client onboarding and enables you to provide services like an expert. With over ten integrated tools at your disposal—such as file sharing, contracts, approvals, client messaging, task management, and billing—you can seamlessly connect with more than 500 external applications. Currently, over 20,000 businesses, clients, and contractors rely on Hubflo for their everyday operations. Don't allow cumbersome processes to hinder your ability to offer an exceptional client experience; instead, wow your clients with an automated and customized onboarding process, ensuring smooth collaboration and service delivery. Elevate client satisfaction and boost retention rates while minimizing the need for emails, calls, and meetings. Hubflo is particularly beneficial for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and a wide array of other professional or creative service providers. Embrace Hubflo to transform how you engage with your clients and manage your services effectively.
Overview of Client Portal Software
Client portal software is a type of technology that allows organizations to provide customers and clients with access to their services online. This can include anything from online forms and applications, scheduling tools, customer service, or even payment processing systems.
The primary function of client portal software is to enable users to access desired information or services in an easy and secure manner. These portals are typically user-friendly, allowing users to quickly find the information they need without any technical knowledge. The login process is usually secure, using either a username/password combination or two-factor authentication (2FA) system for added security.
The benefits of client portal software are numerous. It can be used to streamline business processes by improving communication between the organization and its customers, simplifying data collection, reducing paperwork overhead and making it easier for both parties to share documents securely through encrypted channels. Additionally, it allows businesses to respond quickly while providing customers with a more intuitive way to communicate with them. Furthermore, client portal software can help reduce operational costs since it eliminates the need for expensive IT infrastructure and personnel dedicated solely for customer service functions such as answering questions and troubleshooting problems.
Another benefit of client portal software is that it’s highly customizable according to needs of the particular organization or industry verticals in which it’s applied. Features such as multi-language support and custom branding options allow companies to showcase their unique identity within their own platform so customers can feel comfortable doing business with them via the web. It also enables organizations to capture customer data in real time so they can deliver personalized experiences throughout their interactions with customers across different touchpoints (e.g., website visits vs email campaigns).
Finally, many companies have begun offering mobile versions of their client portals so that customers have access on-the-go if needed. This makes accessing critical information even more convenient than before when people had to be physically present at an office space in order obtain the same services now available remotely from any location using various devices (e.g., desktop computer vs tablet). As such, this form of technology has become increasingly popular among organizations who want offer better experiences while still ensuring secure transmission of sensitive data between users without compromising on convenience in any way whatsoever.
What Are Some Reasons To Use Client Portal Software?
- Increased Efficiency: Client portal software can streamline processes, allowing for faster and more efficient customer service. By offering a single point of entry for clients to access the information they need, it can save time for staff by reducing paperwork, emails and phone calls in order to answer questions or provide information.
- Improved Collaboration: With client portal software, businesses and their clients have secure access to the same data at all times, making collaboration easier than ever before. It also allows for easier sharing of documents between parties and helps reduce clutter in emails or shared folders as all materials are centralized in one location.
- Enhanced Security: Client portal software provides enhanced security as compared to other methods of communication like email where sensitive documents can easily be intercepted or accessed by unauthorized personnel. The software integrates with existing security systems used by your company which further strengthens its protective capabilities against potential threats such as identity theft or data leakage due to malicious activity on the web.
- Improved Customer Service: Client portals allow customers direct access to information specific to their needs without having to wait on staff members who might be busy with other work tasks or not available when needed most urgently—resulting in a superior customer experience overall. The ability to update customer details quickly via an automated system can also make it easier for businesses keep up with any changes that occur over time without having to manually input them into each individual record one-by-one—reducing overhead costs significantly in the process too.
Why Is Client Portal Software Important?
Client portal software is an integral part of any business. It is a secure platform that allows businesses to keep track of customer data, streamline processes, and provide customers with access to their information.
One of the main benefits of client portal software is that it helps businesses increase efficiency. This can help increase sales, reduce costs, and maximize profits. By allowing customers to access their accounts quickly and easily, they are more likely to make purchases or engage in other activities with your business. They will also be able to update their profile information and preferences more quickly, eliminating additional steps for your team. Additionally, because customer data can be stored securely on the platform, clients do not need to worry about privacy concerns when sharing personal information with your company via the portal system.
At the same time, client portals can also provide a greater degree of transparency between you and your customers by providing them with visibility into details related to transactions or other services rendered by you as a company. This increases trust in your relationship as clients know exactly what they should expect from you in terms of service delivery times or pricing options among other specifics related to products or services provided.
Finally, modern consumer trends have shifted away from traditional communication methods (such as email) towards online platforms such as social media sites and messaging apps making it important for businesses to provide alternative channels for engaging with customers like client portals instead of relying solely on traditional channels which may not generate the desired level engagement anymore in today’s digital landscape. Client portals are designed specifically for this purpose—allowing customers another avenue through which they can communicate directly with companies regarding product inquiries or service requests across multiple devices whenever needed without being restricted solely by office hours or location-based constraints imposed by traditional communication methods.
Features of Client Portal Software
- Automated Invoicing: Client portal software provides automated invoicing capabilities, allowing users to schedule and track payments, send payment reminders and receipts, and generate custom invoices with a few clicks of the mouse. This feature helps streamline billing processes, reducing time spent on manual record-keeping duties.
- Online Payments: Client portal software also includes an online payment system for accepting payments from customers using various methods such as credit card, ACH bank transfers, or PayPal funds. This makes it easy for clients to pay their bills without having to write paper checks or do cumbersome wire transfers.
- Automated Email Notifications: Client portal software can be used to automate email notifications for specific tasks related to customer relationships such as appointment confirmations, purchase receipts, account statement updates, etc., ensuring clients are kept up-to-date on all correspondence related to their accounts with your business.
- Security Protocols: More sophisticated client portal solutions offer additional layers of security protocols such as two factor authentication (2FA) or encryption methods like Secure Sockets Layer (SSL) when transmitting data through the interface which helps ensure that confidential information remains safe and secure throughout the process.
- Document Storage & Sharing: Depending upon the features included in the client's chosen solution they might have access to document storage & sharing options which allow them securely store documents inside the system while having administrative permission controls over when and who should view these documents within certain organizational boundaries if needed for compliance purposes.
Types of Users That Can Benefit From Client Portal Software
- Clients: Those who send and receive documents, payments, and messages through the system.
- Business Owners: Those who manage and monitor client information, secure access to services, and ensure compliance.
- Employees: Those responsible for providing customer service, administering accounts, and processing invoices.
- Accounting Professionals: Those that need to keep track of client information such as income statements or tax returns.
- Virtual Assistants: Those managing online calendars or booking appointments for clients remotely.
- IT Professionals: Those handling the technical aspects of setting up the portal software and ensuring its security.
- Lawyers & Legal Teams: Those needing to securely store confidential legal documents for their clients or law firms in a secure virtual filing cabinet.
- Property Managers & Homeowners’ Associations: These organizations can set up portals to allow tenants and homeowners access to residential resources such as rent payment tracking or copies of rules/regulations easily accessible from anywhere within their networks.
- Sales & Marketing Representatives: Organizations engaging with potential customers can use the portal software to streamline onboarding processes by providing easy-to-access forms, contracts and more documents related to capabilities presentations in one central place where all users are able to review them together in real time without coming into an office location or scheduled meeting time slot.
How Much Does Client Portal Software Cost?
The cost of client portal software can vary greatly, depending on the features included and how it's hosted. If you're using a 'Software as a Service' (SaaS) model, then the costs are typically monthly or annual subscription fees based on usage and size, with plans starting around $50 per month.
If you opt for an 'on-premise' solution where you host the software yourself on your local servers, then additional hardware and setup costs will apply. With an on-premise solution, there are also ongoing IT staff expenses to consider to manage and maintain your system. These costs can quickly add up over time so be sure to factor them into your budget before making a final decision.
Finally, if you decide to go with a custom development option, then plan for considerable upfront development costs as well as additional maintenance fees afterwards. Custom development is usually necessary only for very large enterprises where existing solutions don't meet their specific needs, so the majority of businesses need not worry about this type of expense right away.
In summary, the cost of client portal software largely depends on what features you need and how they're hosted—whether through SaaS or on-premise options—but there are reasonable pricing options out there regardless of budget size.
Risks To Consider With Client Portal Software
The risks associated with client portal software include:
- Security Breach: A security breach of a client portal could result in the exposure of sensitive data, including customer information, financial records, and confidential documents.
- Phishing Attacks: Cybercriminals can use the client portal to launch phishing attacks that attempt to trick users into revealing their personal or financial information. Such attacks can lead to identity theft and fraud.
- Loss of Data: Client portals may be vulnerable to data loss due to hardware failure or malicious software, such as viruses and ransomware. User data could be lost if not backed up properly.
- Unauthorized Access: An unauthorized third party may gain access to a client portal by using stolen passwords or other means of authentication. This could lead to a violation of privacy laws and other legal repercussions for the company.
- System Downtime: If the server hosting the client portal experiences an outage or crashes, customers will not be able to access their accounts and important business operations may suffer as a result.
Client Portal Software Integrations
Client portal software can integrate with many different types of software ranging from collaboration tools to project management solutions. Collaboration tools such as document sharing, online chat and video conferencing allow users to share information and collaborate on projects in a secure environment. Project management software provides a centralized platform to track tasks, resources and time spent on each project, while also allowing users to create automated reminders for upcoming deadlines or milestones. Customer relationship management (CRM) software is used by businesses to organize customer contact information, sales processes, lead generation and marketing campaigns. By integrating with client portal software, companies are able to give their customers real-time updates regarding account details or any support requests they may have submitted. Other integrations include eCommerce solutions that enable customers or clients to make purchases directly from their account page without having to leave the client portal environment.
What Are Some Questions To Ask When Considering Client Portal Software?
- Is the software user-friendly and easy to navigate?
- What level of customization is available? Can I easily make changes to fields, adjust branding, etc.?
- Does the portal enable e-signatures for documents like NDAs and contracts?
- Does the software have built-in applications for hosting client data such as images, files, emails and other documents?
- Is the security of the portal robust enough to protect sensitive data from malicious actors?
- Are there any limits on storage capacity or bandwidth usage for large numbers of clients?
- What kind of analytics does the portal include that can help me track customer trends over time?
- Can multiple users access and use the same account simultaneously or are individual user licenses needed?
- What type of support is available if I encounter problems while using it?
- Does this product offer a free trial so I can evaluate it before making a purchase decision?