AI-powered client portal software for managing clients, contracts, billing, and communications in one branded platform.
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6 Client portals
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A client portal is a private online space where you and your clients work together. It helps you share files, track projects, collect signatures, and handle onboarding in one place. For example, a client can approve a contract or check project progress without searching through long email threads.
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White-label client portal software for secure, branded collaboration and document management.
Paid
from $239 per month
AI-native client portal and collaboration software for service businesses with internal and external workspaces.
Free plan
Custom pricing
Secure document workflow and file sharing software with client portals, e-signatures, and automated workflows.
Paid
SuiteDash combines client portals, CRM, project management, billing, and workflow automation in a white-label business platform.
Paid
SuperOkay gives agencies and freelancers a branded client portal for files, tasks, approvals, and project updates.
Paid
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Which Client portal do you use, and why?
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3 decisions
How to choose Client portals
Start with the main job you want the portal to handle. A firm sharing sensitive files has different needs from a team building a branded client space or managing billing and onboarding together.
- 01 of 03
Keep files and client work together
For secure client portal work, focus on privacy, file access, and the services you already use. Teams that manage client projects may also want project updates and communication in the same space.
- ShareFile brings secure file sharing, contracts, signatures, and client onboarding into one portal.
- Clinked keeps client files, project communication, tasks, and progress together.
- ShareFilepaid
- Clinkedpaid
- 02 of 03
Create a portal that feels like your brand
A branded space can give clients one clear place for documents and project updates. White-label client portals suit teams that want the portal to carry their own identity.
- SuperOkay helps you present interactive documents, proposals, tasks, and project progress in a branded portal.
- FuseBase combines branded client portals with shared workspaces, project tracking, and a knowledge base.
- SuperOkaypaid
- FuseBasefreemium
- 03 of 03
Handle onboarding and business admin
Client onboarding portals can reduce the back-and-forth when a new customer starts. Billing management also matters when payments and financial work belong in the same setup.
- Assemblyfreemium
- SuiteDashpaid
4 questions
Common questions
What is a client portal used for?
It gives clients a private place to share documents, follow work, complete onboarding, sign files, or handle billing, depending on the tool.
Can I put my own branding on a client portal?
Can client portal tools connect with software I already use?
Yes.
The tools listed connect with services such as Google Drive, Microsoft 365, QuickBooks, Xero, Slack, Teams, and Zapier.
Each tool supports a different set.