20 Best Client Portal & Customer Portal Software in 2024

The Definitive Guide on Client Portal Software

January 17, 2024

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Congratulations!

If you’re here, it means that you are committed to elevate your client experience with customer portals in 2024.

But which client portal software should you pick?

How complex is it to create a client portal? How much does it cost?

In this ultimate guide, we'll uncover the 20 best client portal and customer portal software options for 2024. Ideal for small businesses, agencies, and freelancers.

For each one, you’ll get pros, cons, pricing, feature set and more.

What is a Client Portal Software?

It’s a software that helps you create client portals.

Client portals are an essential component of every service business these days.

Think of client portals as a branded online space for your clients.

A one-stop shop where they can:

  • 📁 Access essential documents / delivrables
  • 🖥 Access any external ressource such as a data studio dashboard, an airtable base, a calendly booking page…
  • ⚙️ View the project progress and get updates
  • 📥 Submit tickets
  • 💬 Chat with you
  • 💸 View and pay invoices

It's like having a private, secure digital office for each client.

How much does a client portal software cost?

If you’re a freelancer: most client portal software will cost you around $30/40

If you’re a small business with few employees, client portal software pricing range between 80 to 300$

Some of them will bill you by number of portals or customers, other will bill you by seat.

Overall, the cost of a customer portal software is fairly reasonable compared to the immense value it creates for your business.

Is there any free client portal software ?

You can find decent client portal software starting from 30$ but if you really don’t want to pay, for example if you’re just starting out your business with very limited ressources, then there are some free options.

Here are the 3 best and the limitations that come with their free plan :

  1. Notion: very limited file storage & content // max 10 guests
  2. Softr: visible softr badge // requires to maintain google sheet and airtable bases to work
  3. Ahsuite: max 10 portals / clients - Only embeds & tasks in your portals - No files, updates or conversations
We strongly recommend that you invest that extra 30$ in your business, especially if you plan on having more than 3 clients.
It’s rather a minimal investment compared to the outcome for your business.

How can I build a customer portal?

You have multiple choices to build your customer portal:

  1. Build your own client portal with an agency / freelancers (not recommended)
  2. Use a no-code builder like Wix or Wordpress to build a website with a client portal: recommended only if you have basic client portal needs and you want to share the same ressources with all your clients.
  3. Use a project management software with client portals like notion or clickup. Great to share tasks and docs but these software lack basic client portal capabilities such as billing and messaging and your client experience won’t be great since they offer very limited customization and white label features.
  4. Use CRM with client portal like zendesk or Hubspot. This can be a great option if your client portal will mainly contain tickets but again customization is very limited. The pricing of these solutions can also become crazy high
  5. Use a dedicated portal software: you’ll have all the tools and customization capabilities you need to build a 5 star customer experience.

What Should I Include in my client portal?

This will of course depend on your industry and business needs but here are in general the main components of a client portal

  • Ressources: a space to share (and collect) documents, notes, links or even embed external apps.
  • Billing: a space to view proposals and invoices and pay them
  • Tasks/To-do: so the client can keep track of the project
  • Requests/tickets: to collect and track all your client requests.
  • Messaging: a space to chat with your client


Other modules:

  • Forms: create forms and assign them to clients to collect data and documents.
  • Store: we’re talking here about a page where your client can browse your services and buy them.

What should I look for in a customer portal software?

Aside from the core module we spoke about previously, here are some key aspects to look out for when buying a client portal software

  • Integrations: can you integrate your portal with Stripe for payments? with Google drive for docs? With Gmail? Check also for a Zapier connector, this is super important so you can plug your portal to almost any tool.
  • Mobile app/responsiveness: most customer portals don’t offer a mobile app (sometimes not even responsive apps), check for this, it’s really important that you can manage your portals
  • Billing capabilities : make sure that the software has a complete billing engine with QBO or Xero integration because it will likely become your main invoicing tool.
  • Ease of use: how quickly can you create a new portal? how easy is it to update your portals?
  • Evolution: is the client portal software getting frequent updates?
  • Design/Customization: can you host your portal on a custom domain? can you white label your portal?

Pro tip: you should pick a client portal where you can also manage part of your client back office operations.


What you want ideally is a global client OS with CRM, project management and invoicing capabilities.

Why? Because it will be 10x simpler to manage for you on a daily basis. Your client portal can’t be just a pretty landing page for your clients that’s disconnected from the rest of your apps. Otherwise, you (and your customers) won’t probably use it.

How to add a client portal to an existing website?

if you already have a website hosted on a domain like yourcompany.com, we strongly recommend that you host your client portal on a subdomain like app or client.yourcompany.com.

If you own a domain name, you can create easily any subdomain.

Then you’ll just add a “Client portal access” button on your website that redirects to this subdomain

Is Wordpress a client portal software?

Wordpress is a great platform that powers up a large part of internet websites.

Wordpress is mostly used to build blogs but can be used also to build other type of websites such as :

Landing pages (via a plugin like elementor for example)
E-commerce website (with woocommerce…)


But what about client portals?

The great thing about wordpress is that you’ll be able to build a super customizable portal and easily setup a login mechanism for your customers

However, building a useful portal for you and your clients doesn’t mean having a nice website where your customers can login.

Wordpress was not designed to be

  • ... a CRM
  • … a file sharing system
  • … a billing engine
  • … a messaging app
  • … a project management tool

Of course, you could create custom objects for these and then populate the data, but this is too much work honestly and you’ll end up either wasting a lot of time updating it or having a portal with only a fraction of the information.

We recommend that you consider Wordpress only if you need a portal for hundreds of users with mostly generic content (if you’re a school for example).

Project management software with client portal

Almost every project management tool out there will let you invite external guest to a project. 

However, when it comes to using project management software as a client portal, it's best to be cautious. Here's why:

  • Messy Access Management: It's tough to keep track of who sees what. This can get risky and confusing.
  • Poor Client Experience: Clients have to sign up for the software, which hampers the experience. Plus, you can't create a branded portal with your own colors or domain.
  • Lacking Key Features: These tools often miss crucial client portal features like messaging, billing, and comprehensive file sharing.

In short, project management tools are great internally but may not be the best fit for a client-facing portal.

How can I get a secure client portal?

Let's talk security. It's a big deal, right? Especially when your clients' data is on the line.

Security access: most client portal allow your clients to create an account with a password. An other option is to have just a public page that’s password protected. In that case, make sure that you set a complex password, that you only share it with your clients and that you change it regularly.

Data storage: most customer portal software will store your data on the cloud (mainly AWS, Google or Microsoft cloud). What you want to look for are data back ups. The best client portals (like Hubflo) will make daily back-ups of all your data on different cloud providers to give you that extra peace of mind.

Compliance: if you’re dealing with european customers, you might want to check that your customer portal software is GDPR compliant. If you’re in a regulated industry or are a large corporation, you might need to look for HIPPA or SOC2 compliance.

🏆 Best client portal software

Hubflo: The modern client OS to elevate your service business

Hubflo is the state-of-the-art client OS for service businesses. It has everything you need to streamline your operations and delight your clients.

For each client, you can create one or multiple projects in your back-office to manage the work with tasks, emails, proposals, billing, time tracking.

On the client side, you can create a beautiful branded portal hosted on your own domain to share documents, external apps, invoices, project updates, messages, and tasks.

You even get your own public page presenting your business and your services.

Pricing :

  • 40$ / internal user / month with unlimited clients and portals

Core features:

  • File management: ✅
  • Notes: ✅
  • Tasks / Ticketing: ✅
  • Invoicing / Payments: ✅
  • Messaging: ✅
  • Forms: ✅
  • Embed external apps: ✅
  • Proposals: ✅
  • CRM: ✅
  • Project management: ✅
  • Scheduling / Calendar: ✅
  • Reports: ✅
  • Mobile app: ✅

Integrations:

  • Stripe: ✅
  • Zapier: ✅
  • Google Drive : ✅
  • Dropbox : ✅
  • Gmail / Outlook : ✅
  • Google calendar : ✅
  • Quickbooks : ✅
  • Xero: ✅
  • Slack: ✅
  • Mailchimp: ✅

Pros :

  • A complete client OS with a back-office to manage your clients and work and a front-office for your clients.
  • Deep and numerous integrations: email, Google Drive, calendar, zapier, stripe, quickbooks…
  • Beautiful branded portals for your clients
  • Ease of use

Cons:

  • No multicurrency
  • No internal commenting system (but there is a chat)
  • No forms module

Notion Client Portal

Notion VIP: Create a Client Portal

Our take:

Notion is not per say a client portal software but you can tweak it.

On Notion, everything is a page basically, so you’ll need to create a new page for each new client.

Then you have 2 choices:

  • you can either make the page public and share it with your customer. It’s not secure and they won’t be able to do anything on the portal
  • you invite your customer to your notion workspace. They have to become Notion users and the experience is not white label.

Notion is a popular choice among creative freelancers who have a limited client base.

Pricing :

  • Notion has a free plan but since it includes only 5mo for file storage, you’ll need a paid plan to use it as a client portal
  • Paid plans start at 10$ / user / month with up 100 guests

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓
  • Invoicing / Payments: x
  • Messaging: x (no chat but you could use comments)
  • Forms: x
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: ✓
  • Scheduling / Calendar: x
  • Reports: x
  • Mobile app: ✓
  • Custom domain: x
  • White label: x

Integrations:

  • Stripe: x
  • Zapier: ✓
  • Google Drive : ✓
  • Dropbox : ✓
  • Gmail / Outlook : x
  • Google calendar : x
  • Quickbooks : x
  • Xero: x
  • Slack: ✓
  • Mailchimp: x

Pros :

  • Fairly simple to setup if you don’t have that many clients and want something
  • Modern and minimalist UI
  • Highly customizable page layout
  • Advanced editor
  • Very convenient if you’re using Notion for your projects, wiki…

Cons:

  • Your client needs to sign up on Notion and then becomes a guest user on your whole workspace
  • No white-label. Bad customer experience.
  • Requires too much work if you have more than 5 clients
  • Everything is a “page”
  • File management can get messy, you can’t create “folders”
  • No messaging module, just comments
  • No billing / invoicing / proposals
  • No ressources tracking (time & expenses)

Fusebase

FuseBase (Formerly Nimbus): Online Collaboration Tool for Business - Team  Collaboration Software

Our take:

Fusebase has been around for 10 years now but have recently launched its client portal product.

With client portals, you can share docs, collect info via forms, embeds apps and share a project progress.

The UI is modern and customizable and the platform has advanced capabilities in project management.

However, you won’t have find any CRM or billing capabilities.

Pricing :

  • If you have more than 15 clients, you’ll probably have to sign up for the high tier plan at 40$ / user / month.
  • If not, you can stick to the Plus plan at 20$/month/user

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓
  • Invoicing / Payments: x
  • Messaging: ✓
  • Forms: ✓
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: ✓
  • Scheduling / Calendar: x
  • Reports: x
  • Mobile app: x

Integrations:

  • Stripe: x
  • Zapier: ✓ (limited)
  • Google Drive : x
  • Dropbox : x
  • Gmail / Outlook : x
  • Google calendar : x
  • Quickbooks : x
  • Xero: x
  • Slack: x
  • Mailchimp: x

Pros :

  • Modern UI
  • Highly customizable
  • Advanced editor

Cons:

  • Everything is a project, you can’t create “clients”
  • No billing / invoicing / proposals
  • No upload from drive, dropbox, ondrive
  • Limited zapier integration
  • No ressources tracking (time & expenses)

Wix

Wix To WordPress Migration - Square Internet

Our take:

Wix is the leading website builder. It has overall the same benefits and limitations of wordpress and squarespace.

The main advantage is that you can easily add a client portal with client login to your Wix website. You also have limitless customization possibilities.

However, you’ll be missing essential elements of a client portal such as messaging, invoicing, tasks and more.

This could be a suitable option if you have basic needs and you only want to share the same content with all your clients.

Pricing :

  • Wix plans start at $16 / month

Core features:

  • File management: x
  • Notes: x
  • Tasks / Ticketing: x
  • Invoicing / Payments: x
  • Messaging: x
  • Forms: ✓
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: x
  • Scheduling / Calendar: x
  • Reports: x
  • Mobile app: ✓
  • Custom domain: ✓
  • White label: ✓

Integrations:

  • Stripe: x
  • Zapier: ✓
  • Google Drive : ✓
  • Dropbox : ✓
  • Gmail / Outlook : x
  • Google calendar : x
  • Quickbooks : x
  • Xero: x
  • Slack: x
  • Mailchimp: ✓

Pros

  • User-Friendly Interface: Wix's drag-and-drop functionality makes it easy for anyone to set up a basic client portal.
  • Website Integration: Seamlessly integrates the client portal with your existing Wix website, ensuring a consistent brand experience.
  • Basic Communication Tools: Offers basic tools for client communication and document sharing, suitable for simple client interactions.

Cons:

  • Limited Advanced Features: Wix might not be the best choice for businesses needing sophisticated client portal capabilities like task management, detailed invoice syncing, and advanced messaging systems.
  • Integration Challenges: Syncing complex data such as detailed invoices, project tasks, and extensive document libraries might require third-party integrations or workarounds, which can be cumbersome and not as seamless as specialized client portal software.
  • Collaboration with your team and clients is fairly limited

Honeybook Client Portal

How to Integrate HoneyBook Client Portal With Your Website

Our take:

Honeybook has been around for quite some time now. It’s a complete client management suite with client portal capabilities.

Honeybook is worth considering if:

  • Your business is in the US.
  • You’re a creative solopreneur/freelancer.
  • You want a basic client portal with minimal customization.
  • You don't mind using Honeybook Pay to collect all your payments.

Pricing:

  • Honeybook plans start at $19 / month.
  • They also take a commission on payments: 2.9% to 3.5% on credit cards.

Core features:

  • File management: ✓
  • Notes: x
  • Tasks / Ticketing: ✓ (no ticketing / requests), limited tasks)
  • Invoicing / Payments: ✓
  • Messaging: x
  • Forms: ✓
  • Embed external apps: x
  • Proposals: ✓
  • CRM: ✓ (very limited)
  • Project management: ✓
  • Scheduling / Calendar: ✓
  • Reports: ✓
  • Mobile app: ✓
  • Custom domain / White label: x

Integrations:

  • Stripe: x
  • Zapier: ✓
  • Google Drive: x
  • Dropbox: x
  • Gmail / Outlook: ✓
  • Google calendar: ✓
  • Quickbooks: ✓
  • Xero: x
  • Slack: x
  • Mailchimp: x

Pros:

  • A complete client management suite to manage your client projects from inquiry to money in the bank.
  • Great mobile app.
  • A good fit if you have a single and simple client flow with one-off customers.

Cons:

  • Learning curve.
  • Limited CRM and project management capabilities.
  • Limited customization.
  • Honeybook Pay lock-in with fees: you can’t plug your own Stripe account, for example.
  • Not suitable for teams.

Ahsuite

image

Our take:

Ahsuite is a simple yet powerful client portal software.

They have the main core modules you would expect from a client portal tool (except for billing and forms).

Their file-sharing system is simple and efficient.

However, there are some important limitations such as the lack of customization for the portal or the lack of integrations. Project management capabilities are also very limited; you can’t create projects for clients, so you’ll probably get lost if you have clients with multiple projects.

Pricing:

  • Free plan: up to 10 portals but no file sharing, conversations, or password manager.
  • Pro: $24/month. Contains most of the modules with up to 500 client portals.
  • Agency: $57/month. Adds white label capabilities with custom domains.

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓
  • Invoicing / Payments: x
  • Messaging: ✓
  • Forms: x
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: x
  • Scheduling / Calendar: x
  • Reports: x
  • Mobile app: x
  • Custom domain / White label: ✓

Integrations:

  • Stripe: x
  • Zapier: x
  • Google Drive: x
  • Dropbox: x
  • Gmail / Outlook: x
  • Google calendar: x
  • Quickbooks: x
  • Xero: x
  • Slack: x
  • Mailchimp: x

Pros:

  • Simple and robust client portal software.
  • Affordable pricing.
  • Password manager to share passwords with your clients.

Cons:

  • Limited integrations / No Zapier connector.
  • Limited CRM and project management capabilities.
  • No billing module.
  • The interface is not very slick (according to client reviews on G2).

Superokay

SuperOkay Free Client Portal

Our take:

SuperOkay offers a tailored, brandable portal ideal for document and to-do sharing.

SuperOkay features an advanced document editor that you can use to create proposals, invoices, presentations, or even forms.

The customization level on portals is also great.

However, many SuperOkay customers mention in their G2 crowd page bugs/downtimes and an unresponsive support team.

Also, navigating your portals and projects can get complicated if you have dozens of them.

Pricing:

  • SuperOkay is on the high end. If you have more than 5 clients (which is quite likely), you’ll have to pay $146 / month, regardless of your business size.

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓ (limited)
  • Invoicing / Payments: x
  • Messaging: x
  • Forms: x
  • Embed external apps: ✓
  • Proposals: ✓
  • CRM: x
  • Project management: ✓
  • Scheduling / Calendar: x
  • Reports: x
  • Mobile app: x
  • Custom domain / White label: ✓

Integrations:

  • Stripe: ✓
  • Zapier: x
  • Google Drive: x
  • Dropbox: x
  • Gmail / Outlook: x
  • Google calendar: x
  • Quickbooks: x
  • Xero: x
  • Slack: x
  • Mailchimp: x

Pros:

  • Great customization capabilities.
  • A super powerful and versatile editor.
  • An extensive template gallery.

Cons:

  • Expensive if you have more than 5 clients (+$146 / month).
  • Lack of integrations (not even a Zapier connector).
  • Bugs and unresponsive support (according to customers).
  • No billing engine.
  • No CRM and limited project management capabilities.

Copilot

How to Create a Customer Portal for Any Website (In 6 Steps)

Our take:

Copilot is a powerful client portal tool launched in 2020. They have all the core modules of a client portal like files, messaging, or billing. With Copilot, you can build nice-looking portals that match your brand thanks to their customization features. They also offer an extensive Zapier connector and API.

However, the software lacks native integrations (with Google Drive, Gmail/Outlook, or Calendar, for example).

Copilot is also missing some key modules: project management, ticketing, and CRM. You can't create projects, tasks, notes, or tickets in the app.

You can, however, embed external apps such as Airtable or Asana, but it’s essentially an iframe, so you and your customer would be on guest mode.

Copilot is a great software to consider if you’re an established service business and if you already have a complete stack of tools (for CRM, project, ticketing…) that you’re essentially looking to integrate.

Pricing:

  • Copilot is quite expensive. If you want to use their Zapier connector, embed external apps and host your portal on a custom domain, you have to pick their Pro plan at $89/internal user per month.
  • $139/user/month if you want full white label.
  • For billing, you’re forced to use them as a payment processor and they charge you a fee that’s higher than Stripe’s. Between 3.1% and 3.5% depending on your plan ($5 or 1% for ACH).

If you issue 15 invoices (for an average of $3k) with half payment collected via credit card, you would pay an additional $759.75 monthly fee to Copilot.

Note that you can also pass the fees to your client.

Core features:

  • File management: ✓
  • Notes: x
  • Tasks / Ticketing: x
  • Invoicing / Payments: ✓
  • Messaging: ✓
  • Forms: ✓
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: x
  • Scheduling / Calendar: x
  • Reports: x
  • Mobile app: x
  • Custom domain / White label: ✓

Native integrations:

  • Stripe: x
  • Zapier: ✓
  • Google Drive: x
  • Dropbox: x
  • Gmail / Outlook: x
  • Google calendar: x
  • Quickbooks: x
  • Xero: x
  • Slack: x
  • Mailchimp: x

Pros:

  • Easy to use and customizable.
  • Extensive API and Zapier connector.
  • Great messaging and forms modules.
  • Good support for embeds.

Cons:

  • Quite expensive.
  • Lack of native integrations.
  • Lock-in system for payments with fees higher than Stripe’s.
  • Limited CRM and no project management or ticketing capabilities.

Moxo Client Portal

Exceptional client portals trusted by the world's leading businesses | Moxo

Our take:

Moxo is an enterprise-grade customer portal used by large corporations.

It's highly customizable with advanced security features. Moxo is a good choice if you're a large organization or in a highly regulated industry, like healthcare.

Pricing:

  • Basic plan starts at $120/month plus a $300 setup fee.
  • Pro plan costs $450/month plus a $1500 setup fee.

Core features:

  • File management: ✓
  • Notes: x
  • Tasks / Ticketing: 🟡
  • Invoicing / Payments: x
  • Messaging: ✓
  • Forms: ✓
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: ✓
  • Scheduling / Calendar: x
  • Reports: ✓
  • Mobile app: ✓
  • Custom domain / White label: ✓

Native integrations:

  • Stripe: ✓
  • Zapier: ✓
  • Google Drive: ✓
  • Dropbox: ✓
  • Gmail / Outlook: ✓
  • Google calendar: x
  • Quickbooks: x
  • Xero: x
  • Slack: ✓
  • Mailchimp: ✓

Pros:

  • Advanced workflow builder for automation.
  • Strong security and compliance features.
  • Ability to create mobile apps.

Cons:

  • Very expensive (costs at least a few hundred dollars per month).
  • Steep learning curve.
  • Lacks a billing module.

SuiteDash Client Portal

Client Portal Software : SuiteDash

Our take:

SuiteDash is more of an ERP system than a client portal. It allows you to manage your entire company, including marketing and online learning modules. However, the interface is complex and not very modern. Client portals are not intuitive to build or manage.

If you're looking for software to manage every aspect of your business and are willing to put in the work to set up everything, SuiteDash can be an option.

Pricing:

  • Start plan: $19/month.
  • Thrive plan: $49/month.

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓
  • Invoicing / Payments: ✓
  • Messaging: ✓
  • Forms: ✓
  • Embed external apps: ✓
  • Proposals: ✓
  • CRM: ✓
  • Project management: ✓
  • Scheduling / Calendar: ✓
  • Reports: ✓
  • Mobile app: x
  • Custom domain / White label: ✓

Native integrations:

  • Stripe: ✓
  • Zapier: ✓
  • Google Drive : x
  • Dropbox : x
  • Gmail / Outlook : x
  • Google calendar : x
  • Quickbooks : x
  • Xero: x
  • Slack: x
  • Mailchimp: x

Pros:

  • Comprehensive feature set, covering all needs of a small business.
  • Affordable pricing.

Cons:

  • Complex, outdated interface.
  • Challenging to set up and use.
  • Limited customization in client portals.

Clinked Client Portal

Clinked | White Label Client Portal | Your Branding

Our take:

Clinked is a solid client portal software serving financial, legal, and accounting services. It includes basic features like file sharing, messaging, and project management but lacks billing or proposal modules. It's also quite expensive.

Pricing:

  • Lite plan: $109/month.
  • Standard plan: $279/month.

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓
  • Invoicing / Payments: x
  • Messaging: ✓
  • Forms: x
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: ✓
  • Scheduling / Calendar: ✓
  • Reports: x
  • Mobile app: x
  • Custom domain / White label: ✓

Native integrations:

  • Stripe: x
  • Zapier: ✓
  • Google Drive : x
  • Dropbox : x
  • Gmail / Outlook : x
  • Google calendar : ✓
  • Quickbooks : x
  • Xero: x
  • Slack: x
  • Mailchimp: x

Pros:

  • Advanced file sharing capabilities.
  • Extensive white labeling options.

Cons:

  • Lacks billing and CRM modules.
  • Expensive

Accelo Client Portal

Customizable & Secure Client Portal | Accelo [Try Free]

Our take:

Accelo is a complete business management platform with CRM, projects, billing, and ticketing. While it's not a core component of the platform, Accelo can still be used to create portals for your customers, where they can view and manage requests, quotes, tickets, and invoices. It's more tailored towards mid-sized businesses (minimum of 3 users).

The biggest flaw in Accelo lies in the user interface. On the user side, the platform can be challenging to navigate, and on the client side, the customer portals don’t look very slick.

Pricing:

  • Core plan: $20/user/month (minimum 3 users).
  • Pro plan: $50/user/month (minimum 5 users).
  • Business plan: $70/user/month (minimum 5 users).

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓
  • Invoicing / Payments: ✓
  • Messaging: x
  • Forms: ✓
  • Embed external apps: x
  • Proposals: x
  • CRM: ✓
  • Project management: ✓
  • Scheduling / Calendar: ✓
  • Reports: ✓
  • Mobile app: ✓
  • Custom domain / White label: x

Native integrations:

  • Stripe: ✓
  • Zapier: ✓
  • Google Drive: ✓
  • Dropbox: ✓
  • Gmail / Outlook: ✓
  • Google calendar: ✓
  • Quickbooks: ✓
  • Xero: x
  • Slack: ✓
  • Mailchimp: ✓

Pros:

  • Comprehensive app with advanced CRM, project management, and ticketing.
  • Advanced integrations.
  • Great for managing retainers.

Cons:

  • Complex and outdated user interface.
  • Limited customization options in the portals.
  • Not suited for solopreneurs and micro-businesses.

Clickup Client Portal

Client Dashboards with ClickUp, my all-in-one app | Tech Savvy Creatives |  by Kylie Ross | Tech Savvy Creatives | Medium

Our take:

ClickUp is an all-in-one productivity platform, integrating tasks, docs, chat, and whiteboarding.

Like Notion, ClickUp is a potent tool for managing projects and knowledge. It offers functionality for client collaboration as well. You can either create dedicated views for clients or build what ClickUp calls a "dashboard" to display tasks or updates.

However, similar to Notion, managing multiple clients (more than 5 or 10) on ClickUp can become challenging. In ClickUp, everything is categorized as either a task or a doc; there's no specific feature to create and manage clients. Managing permissions can quickly become overwhelming.

A significant limitation is that clients need to sign up for ClickUp, and the platform lacks white-labeling capabilities, which may impact the client experience negatively.

Pricing:

  • Free version with limited storage.
  • Unlimited plan at $10/user/month.
  • Business plan at $19/user/month.

Core features:

  • File management: ✓
  • Notes: ✓
  • Tasks / Ticketing: ✓
  • Invoicing / Payments: x
  • Messaging: ✓
  • Forms: ✓
  • Embed external apps: ✓
  • Proposals: x
  • CRM: x
  • Project management: ✓
  • Scheduling / Calendar: ✓
  • Reports: ✓
  • Mobile app: ✓
  • Custom domain: x
  • White label: x

Integrations:

  • Stripe: x
  • Zapier: ✓
  • Google Drive: ✓
  • Dropbox: ✓
  • Gmail / Outlook: ✓
  • Google calendar: ✓
  • Quickbooks: x
  • Xero: x
  • Slack: ✓
  • Mailchimp: x

Pros:

  • Modern UI.
  • Advanced editor.
  • Over 20 different views for tasks.
  • Convenient if you’re already using ClickUp for projects, wiki, etc.

Cons:

  • Clients need to sign up for ClickUp.
  • No white-label capabilities, potentially leading to a poor customer experience.
  • Management becomes messy with more than 5 clients.
  • No CRM module.
  • Lacks billing, invoicing, and proposal features.

📊 Best client portal for accountants

As an accountant aiming to enhance efficiency and professionalism, integrating a client portal into your practice is a wise decision. It streamlines communication, simplifies document sharing, and elevates the overall client experience. Key features like file sharing and task management are essential for accountants.

You have two primary options: using the client portal module of a practice management tool or opting for specialized client portal software. Here's a look at the most popular choices for accountants:

Canopy - Avis, prix et démos 2023
Canopy client portal

Practice Management Software with Client Portal Module:

  1. Canopy: Offers an integrated solution, combining practice management with a client portal.
  2. Karbon: Known for its robust practice management features, including a client portal for streamlined communications.

Client Portal Software with a strong focus on accountants:

  1. Clinked: Tailored for accountants, Clinked provides a secure space for client interactions and document handling.
  2. SmartVault: A dedicated client portal software that excels in document management and security, making it a popular choice for accounting professionals.

Each of these solutions brings unique strengths to your accounting practice, helping you manage client interactions more efficiently and securely.

⚖️ Best client portal for law firms

As a law firm, choosing the right client portal software is crucial for optimizing your operations and client experience.

You have two options to implement a client portal software: using the client portal module of a practice management tool or opting for specialized client portal software.

Let's delve into the details of each option, including their potential drawbacks and pricing, to help you make an informed decision:

Practice Management Software with Client Portal Module:

  1. Clio: Integrates case management with client communication, offering secure messaging, document sharing, and billing. Clio's pricing starts with a basic plan, typically around $39/user/month, with more advanced features available in higher-tier plans.
  2. PracticePanther: Combines practice management tools with a client portal, offering document management, time tracking, and invoicing.

Client Portal Software which are a good fit for law firms

  1. Hubflo
  2. Clinked:
  3. SmartVault

👤 Best client portal for freelancers

If you're a freelancer, you'll likely be looking for a comprehensive client management system with integrated client portal capabilities to manage your entire customer workflow.

Here are the best customer portal software options for freelancers, ranked specifically by their client portal capabilities.

Elevate your client experience with Hubflo

30-day free trial
Peronalized onboarding
Access to all features
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