You are here7 tools
All categoriesCategory

6+ Client Portals

These tools give businesses a shared space with clients to exchange files, track work, assign tasks, and handle billing. FuseBase covers file sharing and project tracking and is the only tool here with a free plan. Clinked and SuperOkay both offer white-label portals with file sharing, project tracking, and task management. Assembly adds contracts and billing, with plans from $39 a month. SuiteDash covers project tracking, task management, and billing, and allows unlimited clients and staff on every plan from $19 a month. Clarityflow is built only for coaching work.

See all 7 tools

Missing a tool?

File Sharing6Document Sharing4Manage Client Projects4Project Tracking4Secure Client Portal4White-Label Client Portals4
1 to 7 of 7

All Client Portal tools

Showing 1 to 7 of 7 tools

Sort
Paid
Client Portal

ShareFile

Secure document workflow and file sharing software with client portals, e-signatures, and automated workflows.

Client Document Collection
Be the first to save
Paid
Client Portal

Clarityflow

Coaching software designed to manage asynchronous and live coaching conversations, payments, scheduling, courses, and client onboarding.

Relationship Coaching
Be the first to save
Paid
Client Portal

SuperOkay

SuperOkay gives agencies and freelancers a branded client portal for files, tasks, approvals, and project updates.

Agency Client Portals
Be the first to save
Freemium
Client Portal

FuseBase

AI-native client portal and collaboration software for service businesses with internal and external workspaces.

Collaborative Workspace
Be the first to save
Paid
Client Portal

Clinked

White-label client portal software for secure, branded collaboration and document management.

Collaborative Workspace
Be the first to save
Paid
Client Portal

Assembly

AI-powered client portal software for managing clients, contracts, billing, and communications in one branded platform.

Billing Management
Be the first to save
Paid
Client Portal

SuiteDash

SuiteDash combines client portals, CRM, project management, billing, and workflow automation in a white-label business platform.

All-In-One Business
Be the first to save

6 questions

Frequently asked questions

Which client portal tools include a free plan?

FuseBase is the only tool here with a free plan. Its Solo plan costs $0 a month and covers branded client portals and project tracking. Every other tool, including Clinked, Assembly, SuiteDash, SuperOkay, and Clarityflow, requires a paid subscription from the start. Assembly offers a 14-day trial, and Clinked offers a free trial, but neither has a permanent free tier.

Which tools handle billing and invoicing inside the client portal?

Assembly and SuiteDash both cover billing management inside the portal. Assembly includes invoicing, contracts, and electronic signatures, with plans starting at $39 a month. SuiteDash handles billing, packages, and subscriptions alongside project tracking and task management, starting at $19 a month. SuiteDash also allows unlimited clients and staff on every plan, which keeps costs flat as a business grows.

Which tools cover file sharing with clients?

Four tools here cover file sharing: SuperOkay, FuseBase, Clinked, and Assembly. SuperOkay and Clinked both offer white-label portals with document management. FuseBase adds a free starting plan and AI-assisted features. Assembly pairs file sharing with contracts and billing. Clinked's Standard plan costs $239 a month, so it suits teams that need strong security controls for regulated industries more than those watching costs closely.

Do any of these tools support electronic signatures?

Assembly is the only tool here that covers electronic signatures. It combines contracts, e-signatures, invoicing, and a branded client portal in one place. Plans start at $39 a month, and the Enterprise plan starts at $2,000 a month. No other tool among these six lists digital signatures as something it supports.

Which tool suits a coaching business?

Clarityflow is built specifically for coaching work. It supports video, audio, and text messaging between coach and client, handles payments through an integrated payment processor, and includes scheduling with calendar syncing. Plans run from $29 a month for the Starter tier to $149 a month for Premium. It does not cover file sharing or project tracking, so it fits coaching practices rather than agencies managing multiple client projects.

Which tools allow unlimited clients without extra fees?

SuiteDash allows unlimited clients and staff on all plans, starting at $19 a month. The monthly cost stays the same whether a business has five clients or five hundred. Clinked charges $11 per user a month on its entry plan. That per-user model raises costs as a client list grows, unlike SuiteDash's flat monthly rate.