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Best Client Portal Software Picked for 2025

Best Client Portal Software Picked for 2025
Discover the 10 best client portal software for 2025! Streamline communication, boost collaboration, and enhance client experiences with top-rated solutions.

Jill Romford

Dec 20, 2024 - Last update: Feb 12, 2025
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Best Client Portal Software Picked for 2025
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When working with clients, I realized they didn't just want excellent service—they wanted a secure, easy-to-use way to collaborate and communicate without juggling multiple tools. That's when the idea of creating an extranet portal was born. It would allow clients to invite their customers to a secure platform where they could collaborate effortlessly and communicate seamlessly.

Initially, my focus should solely be on delivering excellent results. 

However, as I interacted with clients, it became clear that effective communication, organization, and project transparency were just as important to them.

At the same time, I faced challenges: managing multiple clients, each with unique processes and tools left me overwhelmed. It was disorganized and inefficient.
I knew that if I wanted to grow my business, simplify my operations, and provide an unforgettable experience for my clients, I needed a better system to make my business run more like a tech-savvy, client-centred startup.

This led me to explore ways to provide clients with a seamless experience: a platform where they could log in, access documents, onboarding, track project timelines, and communicate—all in one secure place.

That's how I discovered the power of client portal software.

In this article, we'll dive into the best client portal software options available, what features to look for, and how these tools can transform how you manage client relationships. 

What is client portal software?

What exactly is a client portal or extranet portal app it ? 
Think of it as a secure online hub explicitly designed for your clients. 
A client or customer portal (aka "customer portal, extranet portal, client app, customer hub") is a web app that users can access through a protected login page. Its primary purpose is to provide a safe and private space where clients can find essential resources such as documents and educational materials and send communication announcements.

These portals are all about convenience and efficiency. Instead of sifting through endless email threads or searching multiple platforms for the needed information, clients can log into a single, organized space tailored to their needs. Whether accessing sensitive files, participating in discussions, or staying updated with the latest information, a client portal simplifies the experience by putting everything in one secure place.

In today's fast-paced digital world, client portals are more than a nice—to—have—they're a necessity. They foster better collaboration, improve communication, and build trust by ensuring clients feel supported and empowered with easy access to the necessary tools and information. 

Now that you know what exactly is a client portal software, let get into why we think you need one. 

What Is A Customer Portal? Why Companies Need to Have One?

Why Do You Need a Client Portal Solutions?

Client portal solutions make life easier for businesses and their clients by streamlining communication, boosting collaboration, and offering a centralized platform to access important financial information whenever it's needed. Imagine a single, secure space where clients can find all their essential documents, communicate with their service provider, and stay updated—no more scattered emails or endless searching through files.

One of the most significant benefits of a client portal is its focus on security. With encrypted file sharing and secure messaging, sensitive data remains protected from unauthorized access, giving you and your clients peace of mind. In industries like finance, where confidentiality is critical, this added layer of security isn't just a perk—it's a necessity. Clients feel more confident knowing their information is safe, which helps build trust and long-term relationships.

Beyond security, client portals enhance the overall experience by making everything more accessible and convenient. 

Whether downloading financial statements, submitting forms, or tracking progress on a project, clients can handle tasks at their own pace, day or night. This self-service approach empowers clients, reduces back-and-forth communication, and allows businesses to focus on delivering value instead of managing manual processes.

If you manage multiple clients and constantly share documents and communications, a portal lets you keep everything in one secure place instead of juggling emails or other scattered tools. It's not just about convenience—it's about protecting sensitive information and building stronger, more personal relationships with each of your clients. 

  • File Sharing
  • Document Management
  • Remote Client Communication
  • Customer Service

Providing them with a dedicated space and experience to access what they need makes their experience smoother and shows them you value their trust and time.

Why Are Businesses Adopting Client Portals?

In 2025, client portals will become more indispensable tools for businesses across industries. 

The rapid pace of digital transformation and growing client expectations for convenience and security have made them more relevant than ever. We belive enterprises recognize that client portals streamline operations and enhance customer satisfaction, making them a critical component of modern service delivery.

One of the primary reasons businesses are adopting client portals is the ability to provide an exceptional client experience. 

Today's clients demand seamless, 24/7 access to information. 

With a client portal, they can easily access important documents, communicate, and complete tasks whenever it's convenient for them. 

  • Improved Client Communication
  • 24/7 Access to Information
  • Increased Efficiency and Cost Savings
  • Enhanced Security and Compliance

    • This level of accessibility empowers clients, reduces interaction friction, and saves time for both the business and its clients. 

    What are the Benefits of Client Portal Software?

    • Better Communication - Provides a single platform for all client interactions, reducing miscommunication and improving efficiency. It helps streamline the exchange of messages, files, and updates in a secure environment.
    • Strong Security—Ensures sensitive client information is securely stored and shared using encryption protocols. This reduces reliance on emails, which are more prone to security breaches.
    • Improved Collaboration—This feature enables clients and teams to collaborate on shared projects or documents in real-time, boosting client satisfaction with transparent workflows and updates.
    • Increased Productivity - Automates repetitive tasks like scheduling, billing, and reminders. Saves time by providing quick access to all client-related information in one place.
    • Professional Branding - Offers white-labelling options to customize the portal with your brand's colours, logos, and designs. Reinforces brand credibility and professionalism with clients.
    • 24/7 Access - Allows clients to access their information, documents, or updates anytime, anywhere. Improves client experience by offering greater flexibility and control.
    • Document Access - Simplifies storing, sharing, and organizing documents with easy-to-use interfaces and search functionality. Reduces time spent on finding or requesting files.
    • Better Client Relationships - Improves transparency with clients through real-time project tracking and updates. Builds trust and fosters long-term partnerships.

    Why Client Portal Solution is Essential in 2025

    Why Client Portal Software is Essential in 2025

    Streamlining Communication

    Planning to communicate with all your clients? Simplify the process. Instead of emailing, you can use your administrative team to send company-wide announcements and reminders directly through your client portal. 

    This is a better way to do this rather than using email. With the announcement, you can mark it a must-read; therefore, all recipients will need to acknowledge the announcement, which sends a signal to the sender who has acknowledged it and who has and hasn't read it. 
    Studies show that organizations with streamlined internal communication systems experience 25% higher productivity. Your portal can also be an excellent tool for sharing critical updates, such as quarterly business performance, ensuring everyone stays informed and aligned with company goals.

    Whether you're announcing an in-person networking event or a virtual team-building session, your employee portal makes communication seamless and efficient. While a dedicated announcements module isn't necessary, the portal should include instant messaging capabilities to reach every employee quickly. 

    After all, 74% of employees feel more engaged when they believe their organization communicates effectively.

    By leveraging your portal's features, you can foster a culture of connectivity and engagement across your workforce. 

    Boosting Client Engagement

    Another good reason is that a client portal is a powerful tool for boosting client engagement by enhancing communication, transparency, and personalizing experiences. 

    This is done by centralizing all interactions in one place; a client portal makes it easy for clients to stay connected with your team and your organization. They can track the progress of projects, ask questions, find documents, sign documents and address concerns without navigating multiple channels. Research has shown that companies that prioritize communication often see a 23% increase in client satisfaction, which can lead to increased revenue or client purchasing of additional services.

    Another key benefit of a client portal is transparency. With 24/7 access to documents, project updates, and essential resources, clients feel more in control and informed about their projects. This builds trust and ensures a smoother working relationship. Studies show that 70% of clients prefer businesses that offer self-service options like client portals.

    PerPersonalization also a game-changer when it comes to client engagement. Modern client portals can be tailored to display relevant data, project timelines, or invoices based on individual client needs. This perpersonalizedproach makes clients feel valued and cared for, significantly boosting their overall experience. Businesses that deliver cuspersonalizedices often enjoy higher engagement rates and stronger client loyalty. 

    Enhancing Data Security

    Now, when it comes to security, every company takes it seriously. Enhancing data security is no longer optional—it's essential for safeguarding your business and maintaining client trust. Cyberattacks are rising, with a report showing a 38% increase in global cyber threats in 2023. Companies can mitigate risks and protect sensitive information by prioritizing robust security measures.

    Implementing advanced encryption protocols is a critical step in enhancing data security. Encryption ensures that data remains inaccessible to unauthorized users, whether in transit or at rest. Multi-factor authentication (MFA) adds another layer of protection by requiring users to verify their identity through multiple steps, significantly reducing the risk of breaches. MFA can prevent 99.9% of account compromise attacks.

    Regular security audits and employee training are equally vital. Cybersecurity awareness among staff can prevent common vulnerabilities like phishing attacks or weak passwords. According to recent studies, human error accounts for 82% of data breaches, highlighting the importance of a well-informed workforce.

    Finally, businesses should invest in secure client portals and cloud solutions. These platforms offer built-in security features, including role-based access and activity monitoring, ensuring that sensitive data is only accessible to authorized personnel. By adopting these practices, organizations can protect their assets, comply with regulations, and build lasting trust with clients. 

    Improve Client Retention

    Retaining clients is essential for long-term business success, as keeping an existing customer costs significantly less than acquiring a new one. Increasing client retention rates by just 5% can boost profits by 25% to 95%. Building strong relationships, delivering consistent value, and ensuring satisfaction are key to keeping clients loyal.

    Clear and consistent communication is the foundation of client retention. Keeping clients informed about updates, milestones, and outcomes helps them feel involved and valued. Tools like client portals and automated updates can streamline this process, creating a transparent and engaging client experience.
    Personalization is another critical strategy. Tailoring your services to meet individual client needs shows that you care about their success. According to research, 80% of clients are more likely to stay with a business that offers personalized experiences, as it strengthens trust and relevance.
    Proactive problem-solving also plays a significant role in retention. Addressing potential issues before they arise demonstrates a commitment to the client's success and fosters a sense of reliability. Regular feedback loops like surveys or one-on-one reviews allow you to identify and resolve concerns early.

    Lastly, reward loyalty with incentives or exclusive perks. Programs that recognize long-term clients, such as discounts, early access to new services, or VIP support, reinforce the value of their relationship with your business. Companies that implement loyalty programs see an average 5%–10% increase in customer retention rates.

    By focusing on these strategies, businesses can build stronger relationships, improve satisfaction, and foster loyalty, ultimately driving sustained growth. A client portal is the best way to impress any client.

    Key Features to Look for in Client Portal Software

     Not all client portal software is the same, and the ideal cloud-based tool will vary depending on your business's unique needs.

    Are you a freelancer, agency, startup, or something in between? Understanding your business type and model—whether it's hourly billing, project-based invoicing, or monthly subscriptions—plays a key role in finding the right platform.

    Before selecting a customer portal solution, let's take a closer look at some key factors to consider.

    User-Friendly Interface

    A user-friendly interface is essential when choosing client portal software; it has to be intuitive with a clean user interface. With many apps on the market these days, with many different user flows and designs, clients do not want something with a learning curve but rather something that is self-explanatory. As soon as the user logs in, they are familiar with the UI and can get around with no confusion. 

    It ensures your team and clients can easily navigate the platform without unnecessary complications or a steep learning curve.

    Look for software that prioritizes simplicity and intuitive design, allowing users to quickly access essential features like messaging, file sharing, and task tracking. An easy-to-use interface saves time, reduces frustration, and improves overall productivity.

    The best client portal tools will combine this ease of use with robust functionality, ensuring a smooth experience for everyone involved. 

    Integration Capabilities

    Integration capabilities are a must-have feature in client portal software. Your portal should seamlessly connect with the tools and systems you rely on, such as CRM software, project management platforms, and payment gateways.

    These integrations eliminate the need for constant switching between applications, streamline workflows, and ensure that all your data stays synchronized. This is especially important for businesses managing multiple clients or projects simultaneously.

    The best client portal software will offer a variety of integrations to fit your needs, making it easier to keep everything connected and running smoothly. 

    Secure access

    This is a big one on the list and just as important when working with clients, it's almost inevitable that sensitive information will be exchanged. That's why choosing client portal software with robust security features, such as secure authentication and protected logins for user accounts, is crucial.

    This becomes even more important when working with larger clients. Big companies with dedicated IT teams often require your client portal to meet high-security standards, such as SOC 2 compliance. Features like Single Sign-On (SSO) and social logins make access easier and reassure key stakeholders that their data is safe from leaks.

    Your business's security is just as important, a secure client portal software will ensure secure access. Look for a solution that offers strong safeguards for user accounts and permissions, protecting client and company information. 

    Collaboration features

    Yes we all agree that effective communication is the backbone of any service-based business. It's not just about sending messages or emails to clients—it's also about sharing updates, tracking task progress, and providing insights through reporting tools.

    When choosing client portal software, here are some essential features to prioritize:

    • Built-in Messaging Tools - For seamless communication with clients.
    • Customizable Forms - These are used to collect information or feedback easily.
    • Reporting Dashboards - To embed and share real-time data and analytics.
    • File Sharing and Storage - This is for secure access to essential documents.

    The ideal client portal software will combine all these features to help you deliver a smooth and professional client experience. 

    Types of Сustomer Self-Service Portals

    Customer self-service hubs come in various types, each offering distinct features and advantages. 

    Below are some of the most common categories:

    Portal Type Definition
    Community Forums
    		 Allow customers to post questions and receive answers from both other users and company representatives. These forums build a sense of community and brand loyalty.
    FAQ Portals
    		These hubs offer a searchable database of frequently asked questions and answers, enabling customers to quickly find the information they need.
    Knowledge Base Portals
    		Designed for technical products, these portals provide detailed guides and documentation to assist even experienced users.
    Chatbot Portals
    		Offer 24/7 support through virtual assistants, handling simple inquiries quickly while reducing costs and wait times. 
    Chat-Based Portals
    		Enable real-time interaction with customer service representatives. Ideal as a last resort when other self-service options don't resolve the issue. 
    Video-Based Portals
    		Provide a library of step-by-step video tutorials, ideal for visual learners and troubleshooting common issues.
    Billing Portals
    		Allow customers to manage their accounts, view statements, and make payments, reducing billing inquiries and enhancing convenience. 
    Hybrid Portals
    		Combine multiple self-service options, such as knowledge bases, community forums, and live chat, for a comprehensive customer experience.
    Customer PortalA secure, personalized platform where customers can track their interactions, access documents, view project updates, and communicate with your team.
    Helpdesk PortalCentralize customer support by integrating ticket management, chat options, and FAQs in one place, ensuring efficient query resolution.
    Employee PortalThese portals provide employees with access to essential tools, resources, and information, such as HR documents, schedules, and internal communication hubs. Tips For Creating The Best Employee Portal That Your Employees Will Use

    Best Client Portals: 10 Best Top Client Portal Software for 2025

    Our top picks for the best client portal software 2025, carefully curated to help businesses enhance collaboration, streamline communication, and deliver exceptional client experiences. Client portal examples that offers unique features tailored to different industries, ensuring you'll find the perfect solution to meet your needs. 

    Whether you're a freelancer, agency, or enterprise, these tools are designed to simplify workflows and improve client satisfaction, here we have put together the best client portals.

    Client Portal Examples: Client Portal Software Comparison Chart

    Client Portal Software Free/Paid
    AgilityPortal Paid with 14 day Trial
    MyDocSafe
    HuddlePaid
    Client Portal Paid
    ZendeskPaid
    Bitrix24Paid with a Free option
    ShareFile by CitrixPaid
    GlasscubesPaid
    HoneyBookPaid
    SuiteDashPaid

    Alright, let's take a closer look at each one some of the portal are paid, and some of the others client portal software free for a trial.

    #1. AgilityPortal:Client Portal Software for Small Business and Employees

    #1. AgilityPortal: Client Portal Software for Small Business

    Best for: Modern service-based businesses

    AgilityPortal is an all-in-one client portal software for small business, its referred to as a extranet portal app and the employee portal app also known as a intranet portal app is an all-in-one designed to streamline collaboration and improve communication for service-based businesses, agencies, and startups. Its intuitive interface and extensive customization options make it easy to create secure, branded client portals that deliver exceptional user experiences.

    AgilityPortal's mission is to empower businesses to keep clients and employees engaged by offering tools that enhance productivity and connectivity. The platform is designed for companies looking to combine functionality with simplicity, it has a simple client portal builder from widgets, to custom tabs.

    From personalized client dashboards to secure file sharing and seamless project management, AgilityPortal provides everything you need to impress clients while maintaining efficient internal workflows.

    AgilityPortal also boasts integrations with popular tools you can create a client portal dashboard for all your cleint, and create custom tabs and emebed apis allowing you to effortlessly connect your existing tech stack. 

    For instance, you can integrate Google Drive for document management, Microsoft Teams for communication, and Stripe for invoicing and subscriptions. 

    Core Features

  • No-code client portal builder
  • Seamless integrations with third-party tools
  • Customizable dashboards and workflows
  • Secure messaging and file sharing
  • Document management
  • Knowledge base and helpdesk management
  • Employee performance and client engagement tools
  • Performance tracking and reporting
  • Intuitive clean user interface
  • Verified e-signatures fro important documents

    • Pricing

    Pricing: Starts at $99/month (billed annually) - Ulimited clients + 100 Employees

    Rating 

    • G2: 4.8 out of 5 stars 
    • Capterra: 4.9 out of 5 stars 

    #2. MyDocSafe:Client Portal Software for Accountants

    #2. MyDocSafe: Client Portal Software for Accountants
    Best for: Accountants

    MyDocSafe is client portal software for accountants, your ultimate solution for document security, e-signatures, and workflow automation. It's a comprehensive platform that combines e-sign capabilities, a client portal, and advanced automation tools, making it perfect for customer onboarding, proposals, and data rooms.

    Tailored for employers and professional service firms—such as accounting firms, M&A specialists, insolvency practices, wealth managers, law firms, and consulting companies—MyDocSafe empowers businesses to create and implement their own client onboarding processes. It also enables seamless management of virtual data rooms to streamline transactions.

    With features designed to save time and effort, integrations to boost efficiency, and tools to enhance engagement, MyDocSafe helps drive revenue growth. It's available as a standalone platform or through an API for seamless integration with your existing systems. 

    Core Features 

    • E-Signature Capabilities
    • Secure Document Management
    • Client Portals
    • Workflow Automation
    • Virtual Data Rooms
    • Customizable Onboarding Processes
    • Compliance Management
    • API Integration

    Pricing

    • Starter: £21 per month (approximately $28), includes 2 company users and up to 75 client users.
    • Small: £76 per month (approximately $99), includes 8 company users and up to 300 client users.
    • Medium: £189 per month (approximately $240), includes 20 company users and up to 750 client users.
    • Business: £553 per month (approximately $700), includes 60 company users and up to 2,500 client users.
    • Large: Custom pricing for over 60 company users and more than 2,500 client users.

    Rating

  • G2: 3.9 out of 5 stars, based on 15 reviews.
  • Capterra: 3.8 out of 5 stars, based on 26 reviews.

    • #3. Huddle:Document Collaboration for Regulated Industries

    Best for: Document sharing

    Huddle is a powerful client portal solution tailored for freelancers and small businesses. It offers unparalleled collaboration and document management features. Designed to enhance project transparency, streamline workflows, and foster stronger client relationships, Huddle is the ultimate tool for efficiently managing multiple projects.

    Ideal for businesses that prioritize secure file sharing, real-time collaboration, and task management, Huddle stands out with its intuitive interface and advanced functionalities. Freelancers and agencies can use Huddle to centralize client communication, share project updates, and ensure seamless teamwork, all within a secure digital workspace. 

    Core Features 

  • Secure file sharing and storage
  • Real-time collaboration tools
  • Task management and assignment
  • Document version control
  • Integration with Microsoft Office and Google Workspace
  • Customizable workspaces for clients and teams
  • Mobile app for on-the-go access
  • Granular user permissions and access controls
  • Automated notifications and activity tracking
  • Centralized communication channels

    • Pricing

    • Visit the website for detailed pricing options.

    Rating

  • G2: 3.9 out of 5 stars (based on 15 reviews)
  • Capterra: 3.8 out of 5 stars (based on 26 reviews)

    • #4. Client Portal:Agencies, Schools, Law firms, and Coaching Practices

    #4.Client Portal

    Best for: One to one cleint management

    True to its name, Client Portal is a dedicated client portal solution tailored for businesses such as agencies, schools, law firms, and coaching practices.

    Much like Copilot, Client Portal stands out on this list for offering robust customization options. 

    These options allow you to tailor the platform to meet your clients' specific needs.

    Client Portal is an excellent option to consider if you work with clients who frequently reach out with questions or need seamless access to review documents. It also includes valuable features like notifications and integrations, ensuring it works effortlessly alongside the tools you already use in your tech stack.

    Core Features  

  • Customizable Client Portals
  • Document Sharing and Management
  • Real-Time Notifications
  • Task Tracking
  • Integrations with Existing Tools
  • Secure Messaging Platform
  • File Upload and Access
  • User Role Management

    • Pricing  

    • Pricing: Client Portal offers a single-site license priced at $249 

    Rating 

  • G2: 4.8 out of 5 stars
  • Capterra: 4.9 out of 5 stars

    • #5. Zendesk:Dedicated Hub for Customer Management

    #5. Zendesk:Dedicated Hub Customers Management

    Best for: Managing customers

    Zendesk Guide's customer request portal empowers users to stay updated on the activities that matter most. 

    From a single platform, customers can monitor the status of their support tickets, review updates in the knowledge base and community contributions, and follow the content that interests them. With a dedicated customer web portal, finding the information they need becomes seamless and efficient.

    Core Features  

  • Ticketing System
  • Multi-Channel Support
  • Self-Service Knowledge Base
  • Live Chat and Messaging
  • Analytics and Dashboards
  • Automation and Workflows
  • Customization and Integrations
  • Customer Relationship Management (CRM)
  • Service Level Agreement (SLA) Management
  • Mobile App Access
  • Customer Satisfaction Surveys
  • Agent Workspace
  • Community Forums
  • AI-Powered Tools
  • Security and Compliance Features

    • Pricing 

  • Suite Team: $55 per agent/month (billed annually).
  • Suite Growth: $89 per agent/month (billed annually).
  • Suite Professional: $115 per agent/month (billed annually).
  • Suite Enterprise: $169 per agent/month (billed annually).
  • Suite Enterprise Plus: $249 per agent/month (billed annually).

    • Rating 

  • G2: 4.3 out of 5 stars, based on over 5,000 reviews. 
  • Capterra: 4.4 out of 5 stars, based on more than 4,000 reviews. 

    • #6. Bitrix24:CRM, Project Management and Customer Portal

    Best for: CRM and Customer Portal all in one solution

    This portal allows you to bring your customers directly into your Bitrix24 CRM by creating dedicated workgroups or projects for each client. With no limit on external users, you can effortlessly collaborate. Each workgroup or project includes its own workspace, document storage (ideal for contracts and invoices), calendars, and additional tools to keep your processes seamless.

    The CRM client portal is equipped with robust customer support capabilities. Bitrix24 integrates telephony, SMS, email, Facebook, Instagram, website live chat, and other popular messaging platforms into its support center. This enables you to deliver exceptional customer service to every client right from within your CRM.

    Bitrix24's pricing is another standout feature and it also has a free client portal for small businesses. The free cloud plan supports unlimited customers and allows unlimited employees to access the CRM. Paid cloud plans unlock advanced features like marketing and sales automation. Plus, the mobile CRM portal is fully accessible on iOS and Android devices. 

    Core Features

  • Contact and lead management
  • Sales pipeline and funnel tracking
  • Task and project management
  • Document storage and sharing
  • Integrated telephony and call tracking
  • Email marketing and automation
  • Multi-channel communication (live chat, SMS, social media, and more)
  • Reporting and analytics dashboards
  • Calendar and scheduling tools
  • Customer support center with ticketing system
  • Customizable workspaces and workflows

    • Pricing

  • Free Plan: $0/month, unlimited users, 5 GB storage.
  • Basic Plan: $61/month, up to 5 users, 24 GB storage.
  • Standard Plan: $124/month, up to 50 users, 100 GB storage.
  • Professional Plan: $249/month, up to 100 users, 1,024 GB storage.
  • Enterprise Plan: Starts at $499/month, supports 250 to 10,000 users, up to 100 TB storage.
  • Business 50 (On-Premise): $3,590 one-time, up to 50 users.
  • Business 100 (On-Premise): $5,990 one-time, up to 100 users.
  • Business 250 (On-Premise): $10,990 one-time, up to 250 users.
  • Enterprise 1000 (On-Premise): $24,990 one-time, up to 1,000 users.
  • Annual billing discounts available for cloud plans.

    • Rating

  • G2: 4.1 out of 5 stars, based on approximately 547 reviews. 
  • Capterra: 4.2 out of 5 stars, based on around 925 reviews. 
  • TrustRadius: 8.6 out of 10, with 189 reviews.

    • #7. ShareFile by Citrix: Small Enterprises to Large Corporations

    Best for: Sharing files with clients

    ShareFile is a comprehensive solution for secure content collaboration, file sharing, and synchronisation, designed to meet businesses' diverse document management and workflow requirements, from small enterprises to large corporations. With its versatile offerings, ShareFile ensures seamless access, sharing, and storage of sensitive documents, making it an indispensable tool for industries prioritising data security and efficiency.

    The platform allows businesses to choose between cloud-based or on-premises storage, catering to unique organisational needs and compliance requirements. Also, ShareFile offers advanced features like virtual data rooms, which are ideal for managing confidential transactions such as mergers and acquisitions, and client portals that streamline communication and document sharing with external stakeholders.

    By Citrix, ShareFile is trusted by companies worldwide for its robust security measures, user-friendly interface, and integration capabilities. 

    It empowers teams to collaborate efficiently while safeguarding critical data, making it a preferred choice for businesses in finance, healthcare, legal, and other document-intensive sectors. Whether you need secure storage, advanced sharing tools, or tailored workflows, ShareFile delivers a reliable and scalable solution to drive productivity and maintain trust.

    Core Features

  • Secure file sharing and synchronization
  • Cloud-based and on-premises storage options
  • Virtual data rooms for confidential transactions
  • Customizable client portals for streamlined collaboration
  • Advanced data encryption and security protocols
  • File versioning and tracking
  • Integration with popular tools like Microsoft Office and Outlook
  • Mobile access via dedicated apps for iOS and Android
  • Granular user permissions and access controls
  • Automated workflows and e-signature capabilities
  • Audit logs and activity tracking

    • Pricing

  • Standard Plan: $11/user/month, minimum 3 users, includes unlimited client users and custom branding.
  • Advanced Plan: $16/user/month, minimum 3 users, includes encrypted email and Office 365 co-editing.
  • Premium Plan: $25/user/month, minimum 5 users, includes unlimited e-signatures and custom workflows.
  • Virtual Data Room: $67.50/user/month, minimum 3 users, advanced security and dynamic watermarking.
  • Annual billing discounts available across all plans.

    • Rating

  • G2: 4.2 out of 5 stars, based on 1,425 reviews.
  • TrustRadius: 8.4 out of 10, with 258 reviews. 

    • #8. Glasscubes: Client Engagement and Information Gathering

    Best for: Client Engagement and Accountants

    Glasscubes is a robust and secure online collaboration and file-sharing platform that empowers teams and organizations to improve communication, manage projects effectively, and streamline workflows. Its intuitive interface simplifies collaboration by enabling businesses to create customizable virtual workspaces tailored to their unique needs.

    These virtual workspaces act as centralized hubs where teams, clients, and external partners can collaborate seamlessly in real time. Whether sharing files, assigning tasks, or tracking project progress, Glasscubes ensures every stakeholder stays informed and connected. Its secure design protects sensitive information, making it an ideal choice for industries like finance, healthcare, legal services, and consulting, where data confidentiality is critical.

    Glasscubes also supports dynamic project management through task tracking, document version control, and workflow automation, helping organizations save time and reduce errors. Its mobile accessibility ensures teams can collaborate and maintain productivity regardless of location.

    With features like granular user permissions, activity tracking, and integration with popular third-party tools, Glasscubes provides a comprehensive solution for businesses of all sizes looking to simplify collaboration, enhance transparency, and boost overall efficiency. It's the perfect tool for organizations aiming to foster stronger connections and effortlessly achieve project success.

    Core Features

  • Secure file sharing and storage
  • Customizable online workspaces
  • Task management and tracking
  • Real-time collaboration tools
  • Document version control
  • Automated workflows and approvals
  • Integration with third-party applications
  • Access controls and granular user permissions
  • Mobile access for collaboration on-the-go
  • Audit trails and activity tracking

    • Pricing

  • Team Edition: £30/month (includes 5 users), £5/additional user, 10 GB storage, 6 workspaces.
  • Workgroup Edition: £60/month (includes 5 users), £5/additional user, 500 GB storage, unlimited workspaces.
  • Enterprise Edition: £120+/month, unlimited storage, unlimited workspaces, 10,000 form submissions.
  • Annual billing discounts available for additional users.
  • Prices exclude applicable UK VAT.

    • Rating

  • Capterra: 4.7 out of 5 stars, based on 390 reviews. 
  • Software Advice: 4.7 out of 5 stars, based on 378 reviews. 

    • #9. HoneyBook: Independent Businesses Provide Client Experiences

    #9. HoneyBook: Independent Businesses Provide Client Experiences

    HoneyBook is an all-in-one client management and business operations platform for small businesses, freelancers, and creative entrepreneurs. It streamlines essential business processes such as project management, invoicing, payment processing, and client communication, helping users save time and focus on growing their business.

    HoneyBook is particularly popular among service-based businesses, such as photographers, event planners, consultants, and designers. It provides tools to create professional proposals, manage bookings, track project timelines, and automate workflows from a user-friendly platform. 

    Core Features

  • Invoice creation and management
  • Proposal drafting and tracking
  • Secure online payment processing
  • Appointment scheduling tools
  • Contact forms and lead tracking
  • Customizable branded brochures
  • Bookkeeping and financial management
  • Integration with QuickBooks for seamless accounting
  • Automated payment reminders
  • Client portal with secure login access

    • Pricing

  • Team Edition: £30/month for 5 users, £5/additional user, 10 GB storage, 6 workspaces.
  • Workgroup Edition: £60/month for 5 users, £5/additional user, 500 GB storage, unlimited workspaces.
  • Enterprise Edition: Starts at £120/month, unlimited storage, unlimited workspaces, 10,000 form submissions.

    • Rating 

  • Capterra: 4.7 out of 5 stars, honeybook reviews based on 390 reviews. 
  • Software Advice: 4.7 out of 5 stars, based on 378 reviews. 

    • #10. SuiteDash: All-in-One Business Software 

    #10. SuiteDash: All-in-One Business Software

    Suitedash client portal is a versatile, all-in-one business management platform designed to help small and medium-sized businesses streamline operations, manage client relationships, and enhance collaboration. By combining tools for project management, client portals, billing, and communication into a single interface, SuiteDash eliminates the need for multiple standalone software solutions.

    Core Features

  • Secure, branded portals for easy client collaboration.
  • Manage leads, track interactions, and build customer relationships.
  • Tools for task tracking, time management, and team collaboration.
  • Generate invoices, process payments, and set up subscriptions.
  • Secure file storage with role-based access control.
  • Workflow automation for repetitive tasks and processes.
  • Integrated calendar and appointment booking features.
  • Built-in tools for campaigns and client communication.
  • Suitedash customize dashboard branding to match your business identity.
  • Connect with third-party apps like Zapier, Stripe, and QuickBooks.

    • Pricing 

  • HoneyBook Starter: $16/month (annual billing), unlimited clients and projects.
  • HoneyBook Essentials: $32/month (annual billing), adds automations and scheduling.
  • HoneyBook Premium: $66/month (annual billing), team management and advanced features.

    • Rating  

  • Capterra: 4.7 out of 5 stars, suitedash reviews on capterra 638 reviews. 
  • GetApp: 4.8 out of 5 stars, based on 569 reviews. 

    • How to Choose the Right Customer Portal Software for Your Business

    Now that we have listed the top 10 client portals let's get into how to select the right customer portal software for your business. 

    This requires a strategic approach that aligns with your operational goals and customer expectations. Start by assessing your business needs and identifying the key features your customers require. Consider functionality such as self-service capabilities, integrations with your existing CRM, support for knowledge bases, secure file sharing, and real-time communication tools. 

    Also, evaluate the software's scalability and customization options to ensure it grows with your business. Usability is equally critical—opt for a solution with an intuitive interface requiring minimal training for your team and customers. Always request a demo or trial period to test how well the software fits your workflow.

    Beyond functionality, prioritize security and compliance features, especially when handling sensitive customer data. Ensure the software complies with relevant regulations, such as GDPR or CCPA, and includes advanced security protocols like encryption and multi-factor authentication. 

    Cost is another factor—compare pricing models to understand the total cost of ownership, including licensing fees, setup costs, and ongoing support. Finally, seek feedback from your team and customers to validate your choice. This ensures the portal you select improves internal efficiency and enhances the overall customer experience.

    Build Your Own Customer Portal with AgilityPortal

    With AgilityPortal, you can create a fully customizable self-service portal for your business clients in minutes. 

    Designed for businesses of all sizes, AgilityPortal empowers organizations to build a tailored hub that meets their customers' unique needs—no coding or technical expertise required. Easily integrate features such as live chat, knowledge bases, video tutorials, support widgets, and custom links to deliver a comprehensive customer experience.

    Transform Client Collaboration with AgilityPortal!

    AgilityPortal's self-service portal equips businesses with the tools to enhance client engagement, reduce response times, and foster long-lasting relationships. Your customers can independently find answers, stay connected, and track ongoing conversations—all in one centralized hub. This not only improves customer satisfaction but also helps lower support costs. 

    Think of AgilityPortal as the ultimate protector of great customer connections, collobration, and communication, enabling your clients to self-serve while you focus on growing your business.

    Learn more: AgilityPortal 

    Try now

    FAQs when researching the best client portal software

    What is a client portal?

    A client portal is a secure, online platform that allows businesses to share files, communicate, and collaborate with clients efficiently.

    Why do I need client portal software?

    Client portal software enhances communication, improves client satisfaction, streamlines workflows, and provides 24/7 access to information.

    What features should I look for in client portal software?

    Look for features like document sharing, real-time chat, integrations with CRM or project management tools, customizable dashboards, and strong security measures.

    Is client portal software suitable for all industries?

    Yes, client portals are versatile and can be tailored to meet the needs of various industries, including healthcare, finance, education, and professional services.

    Is client portal software secure?

    Most modern client portal solutions include advanced encryption, secure login options, and compliance with data protection regulations like GDPR or CCPA.

    Can I integrate a client portal with my existing tools?

    Many client portal platforms integrate seamlessly with CRMs, accounting software, project management tools, and communication apps like Slack or Microsoft Teams.

    Do I need technical expertise to set up a client portal?

    No, most client portal software is user-friendly and requires little to no technical knowledge for setup and customization.

    Is it possible to customize the client portal to match my brand?

    Yes, many client portals offer branding options, such as custom logos, color schemes, and personalized dashboards.

    How much does client portal software cost?

    Pricing varies depending on features and the number of users. Many providers offer scalable plans, starting with free or trial versions for small teams.

    Will my clients need training to use the portal?

    Most client portals are designed with user-friendly interfaces, so minimal training is required for clients.

    Can a client portal handle sensitive or confidential information?

    Yes, reputable client portals include robust security features to protect sensitive data, such as multi-factor authentication and secure file storage.

    What types of support are available for client portal software?

    Support options often include live chat, email, knowledge bases, and video tutorials. Some providers offer premium support for advanced troubleshooting.

    How does a client portal improve communication?

    A client portal centralizes all client interactions, including file sharing, updates, and messaging, ensuring seamless and organized communication.

    Can a client portal help reduce operational costs?

    Yes, by automating routine tasks and reducing manual communication efforts, client portals save time and operational costs.

    Is a client portal scalable for business growth?

    Most modern solutions are scalable, allowing businesses to add users, storage, and features as they grow.

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    Jill Romford

    I am a digital nomad, lover of exploring new places and making friends.

    I love to travel and I love the internet. I take pictures of my travels and share them on the internet using Instagram.

    Traveler, entrepreneur, and community builder. I share my insights on digital marketing and social media while inspiring you to live your fullest life.

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