Alternatives to Zapa Client Portals
Compare Zapa Client Portals alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Zapa Client Portals in 2026. Compare features, ratings, user reviews, pricing, and more from Zapa Client Portals competitors and alternatives in order to make an informed decision for your business.
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1
FileInvite
FileInvite
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. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
2
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
3
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
4
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
5
PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
6
ImmiCompliance
ImmiCompliance
Immigration software for attorneys. Collaborate seamlessly with Applicants, Petitioners, Immigration Attorneys, Paralegals and other staff. Work from anywhere and from any device. Once created, any template can be assigned to any case type. Finalized documents are automatically generated with case data. Embed your company logo and other details to formalize the document. Generated documents will have PDF and MS Word version to modify further if needed. Provide access to specific cases or modules to the admin or paralegal staff. Clients see the checklist and upload document against each item from their portal. You can switch between cases and our intelligent timer will keep track of each case time separately and bill the time appropriately to the corresponding client.Starting Price: $25 per user per month -
7
TenvioCloud
TenvioCloud
TenvioCloud is an ERP-connected customer and vendor portal builder for manufacturers and distributors. It helps teams launch branded self-service portals for order status, invoices, shipment tracking, quote approvals, RMAs, warranty requests, supplier onboarding, PO acknowledgments, vendor compliance documents, and ERP-connected workflows. Instead of building fragile ERP customizations or managing every request through email, TenvioCloud provides configurable portal pages, forms, data grids, approval flows, document uploads, role-based access, and secure ERP integration support. It is especially useful for companies using systems like Epicor/Kinetic, SAP, NetSuite, Odoo, Microsoft Dynamics, and other business platforms. -
8
CRMJetty
CRMJetty
CRMJetty, a subsidiary of Biztech IT Consultancy, specializes in customizable portal solutions for CRMs like Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their offerings include self-service portals, PRM portals, and vendor portals, designed to enhance engagement and streamline operations. With a focus on security, no-code customization, and real-time CRM integration, CRMJetty provides scalable solutions. Recently, they introduced AI-powered features to optimize portal management. With 15+ years of experience, they help businesses create efficient, user-friendly portals.Starting Price: $399 USD -
9
InfoCenter
ICM Document Solutions
InfoCenter is a powerful, intuitive self-service web portals that enables your organization to securely share records and documents, from multiple sources. User interaction with the portal is easily monitored, including complete search history and viewing data and associated documents. It’s an ideal solution for a wide range of implementations, such as (public, student, employee) records requests, customer service resources, and invoice payment inquiries. InfoCenter’s highly configurable authentication model allows content to be selectively available to external or corporate users, while not compromising the security of internal systems or data. From wide open public record requests to strictly controlled sensitive information, this control allows your business to safely satisfy regulatory requirements and legal obligations. InfoCenter empowers your business to provide the right information to the right parties at the right time. -
10
Future Directors
Future Directors
A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.Starting Price: $30 per month -
11
Clinked
Clinked
Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace. Key Features: ● White-label client portals with custom branding, domains, and mobile apps ● Secure document sharing and management ● Task and project management ● Real-time chat and collaboration ● Granular permissions and user access controls ● Audit trails and activity tracking ● Branded mobile app on iOS and Android ● Workflow integrations Security AES-256 bank-grade encryption ● ISO/IEC 27001:2024 certification ● Two-factor authentication ● GDPR-focused controls ● Detailed audit logs and permission settingsStarting Price: $599/month -
12
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
13
Visas.AI
Visas.AI
The only platform that will make you a better attorney with better visa approval ratings. Gain the insights you need to strategize effectively with your clients as OVIE guides you and provides helpful hints and solutions while you navigate complicated immigration issues. Craft custom contracts with ease, and quickly deliver documents to clients using our comprehensive ecommerce tool. Build all the ingredients for your client's visa petition, from briefs and expert letters to forms, contracts, and business plans. Clients can upload documents, communicate with their legal team, manage their payments, and view the status of their cases through their own secure portal. The only platform that will make you a better attorney with better visa approval ratings. Our platform was designed to reduce the time and number of people involved in producing visas. Strategy questions help attorneys identify potential problems and suggest solutions.Starting Price: $130 per month -
14
File Request Pro
File Request Pro
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.Starting Price: $49 per month -
15
Oracle WebCenter Portal
Oracle
Quickly and easily create intranets, extranets, composite applications, and self-service portals. Oracle WebCenter Portal provides users with a secure and efficient way to consume information and interact with applications, processes, and people. Manage the complete content lifecycle with access to the unified content repository directly from the WebCenter Portal platform. Use predefined templates to ensure a consistent presentation format across the portal. Accelerate portal development by up to 35% with the Page Draft feature to contribute ad-hoc content inline, write in multiple languages, and publish images directly from the unified repository. Combine responsive design for mobile solutions with adaptive web pages to create omnichannel experiences with a tablet-first UI. Create, customize, and manage role-based portal experiences with browser-based business-friendly tools. -
16
EasyEviction
EasyEviction
EasyEviction is a powerful and easy-to-use eviction management platform that automates your eviction workflow while empowering your clients with the information they need to be productive. It simplifies the eviction process, providing increased efficiency and visibility. With automatic notifications, tracking, billing, and more built into the program, the eviction process will never be the same, and that’s a good thing for both attorneys and their property manager clients. EasyEviction has partnered with LawPay to allow your clients to pay securely by credit card, eliminating the hassle of writing checks and dealing with bank deposits. Some steps in the eviction process take too much time, like filling out all the paperwork. With EasyEviction, you can customize your documents and automatically fill them out in seconds. Features for attorneys include adding and managing multiple clients seamlessly, access to a dedicated client portal, and secure and fast online payments. -
17
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
18
Quillmatic
Quillmatic
Solo and small firm attorneys spend hours every week on documents they've already written, intake they've already collected, and time entries they've already worked. Quillmatic eliminates the repetition. Every tool — document automation, AI drafting, fee agreements, client portals, intake questionnaires, e-signatures, time capture, calendar sync, conflict checking, and deadline tracking — draws from the same matter database. Enter your case details once and every tool gets smarter. Quillmatic also connects directly to Clio. Authorize the connection once and your matters, clients, contacts, and time entries sync automatically. Free plan available. $49/month Solo. $149/month Firm. No per-user fees. No add-on modules. 14-day free trial on paid plans.Starting Price: $49/month -
19
ClientDesk
ClientDesk
ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.Starting Price: $12/month -
20
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
21
SeQwens
SeQwens
Experience a fully integrated solution for your office and your clients. Our interface is equipped with tools to manage your clients year-round, automate your process and grow your business. As a Service Bureau, managing your team has become easier. Have a Bird Eye View over your partners, capture lead and manage leads, create task for sub-office during and off season and automate your entire service bureau program. Our tax office portal allows you to build relationships year round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish. Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents. Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time. Streamline your daily business process to be more productive, efficient and successful.Starting Price: $69.99 per month -
22
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
23
Capricorn
SilverBlaze
Capricon Customer Portals by SilverBlaze provides a completely configurable self-service web portal solution that increases staff efficiency and customer satsifaction. With Capricon, businesses can provide customers with self-help tools to manage their utilities, reduce call volumes, access tools for interacting with customers in new ways, and reduce costs associated with paper invoices, bills, and reports. Capricon can integrate with existing business systems and can be accessed at anytime from anywhere on any device. -
24
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
25
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
26
CASE 365
365Labs
Case 365 is a comprehensive case management solution designed for district attorneys and prosecutors, offering smart, efficient, and user-friendly tools to streamline every aspect of case management. The platform integrates seamlessly with police and court databases, reducing redundancy and simplifying tasks from referral to disposition. With a single integrated screen, attorneys and staff can access all case information across devices, including desktops, laptops, tablets, or smartphones. Key features include automated case creation, subpoena and formal charge management, rap sheets, and electronic police reports. Case 365 also synchronizes calendars with Outlook and supports paperless workspaces for efficient document generation and management. The platform offers additional tools such as a portal for defense attorneys, allowing them to receive discovery documents in a completely auditable environment, and electronic trial packages. -
27
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
28
Iolite Trademark Management
Iolite Softwares
Iolite is a powerful administrative software that manages the complete workflow process of Trademark portfolio managers with regards to allocation of deadlines, correspondence, case document docketing & reminder alerts for renewals, hearing due dates, due filing & submissions to eliminate errors & never miss an important deadline. Iolite offers a user-friendly interface that transforms the office of IP Attorneys, Advocates, Solicitors, and Trademark Agents paperless. Iolite is specially designed for Trademark Attorneys & Agents to integrate the Inter-Departmental users of the IP Law Firms, such as Partners, Principles, Associates, Para Legal team, Clerical & Marketing Staff whilst maintaining agreed levels of restricted access on a single platform.Starting Price: $280.00 / Year -
29
Skywave CRM
Skywave
A State of the Art CRM with Automation at its core. User Friendly. Designed and developed with the user experience in mind. The layout is self-explanatory. Buttons and forms go in contexts that make sense and are simple to understand. Modern Framework. Built from the ground up using a modern foundation. Utilizing the latest in security practices, speed optimizations and scalable design. Tough, fast and current. For All Industries. Flexible and configurable for any industry. Battle tested with financial industries like Student Loan Consolidation, Debt Management and Mortgage. Client Portal. We have a separate portal for your clients to login to for updates. This portal syncs and communicates directly with the CRM for receipts, progress updates, resolving issues, uploading documents and updating information. Automation. Have your employees be steered and driven by the system.Starting Price: $50 per user per month -
30
DynamicPoint Portals
DynamicPoint
Easy to access and share customer, vendor, or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured by displaying only the relevant information for the authenticated user. By leveraging the Office 365 platform, which provides the foundation for every DynamicPoint portal, workflows can be added in conjunction with data collection forms to automate entire business processes. With 24/7 self-service, customer satisfaction will increase. Partners will have a direct connection to your staff, so you can answer any questions they have immediately in real-time without having to pick up the phone or send an email. Our portal is a window to the business data that exists within your ERP and CRM system. There are no replications or syncs. The data is displayed in real time. The product is based on your Microsoft Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow.Starting Price: $500 per month -
31
CASH for Sugar
Faye Business Systems Group
CASH for Sugar gives you the ability to allow dozens, hundreds, or thousands of external parties to access key data in Sugar. With CASH, you can give people limited access to data that was previously inaccessible unless you were logged directly into Sugar. If you work with multi-line sales reps, you can give them access to their accounts only to view detailed account information. Have customers or vendors view the status of projects maintained in Sugar. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to view product information, including quantity on hand (if integrated with your ERP Software). -
32
Doc.It by IRIS
Doc.It Inc.
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editorStarting Price: $29.00/month/user -
33
Eviction Manager
Eviction Manager
Eviction Manager is a user-friendly, web-based software suite designed to simplify the eviction process for property managers, attorneys, and landlords. The platform enables users to create notices to vacate, retain local attorneys, or file independently, and receive notifications of important dates such as vacate deadlines and court appearances. Property managers can efficiently generate multiple notices and evictions daily using previously entered property information. Attorneys can expand their reach through the platform's network and management tools, instantly creating court-ready documents and customer notifications. Landlords have the ability to locate and retain eviction attorneys in their area through a straightforward interface. Eviction Manager aims to streamline the eviction process, saving users time and money. -
34
DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
35
Portal 360
Portal 360
Portal 360 is an AI‑powered practice management and client portal platform built for accounting firms and bookkeepers looking for a simpler, more connected way to run their practice. It centralises client communication, tasks, workflows and file management into one intelligent system, giving teams full visibility and reducing daily admin. With a unified inbox and secure client portal, every email, document, task and approval stays linked to the right client. Portal 360 integrates seamlessly with Xero (Practice and Client Files) and MYOB, keeping financial data aligned with workflows and eliminating double handling. Smart workflows simplify task assignment, approvals, deadlines and workload management. Available on web, iOS and Android, Portal 360 helps firms reclaim 15–20 hours per staff member and achieve 30–50% efficiency gains, improving client experience, lowering costs and supporting sustainable growth.Starting Price: $1/per month -
36
Closd
Closd
Simplify exchanges with your clients and partners, secure your exchanges and sensitive documents, and automate time-consuming tasks. Attorneys, transaction advisors, accountants, in-house counsels, funds, etc. The simplicity of a shared space, the best-in-class features, and foolproof security look no further, Closd is the most competitive data room on the market. Open collaborative workspaces and invite your clients and partners. Discover a new way to manage your matters and transactions from start to finish and focus on your expertise rather than on the process. No more backtracking and checklists on Word. Give your partners a real-time view of the project’s progress, and save and reuse your checklists to automate your processes. Save countless hours on your contract signatures and closings, in physical meetings or remotely. Take advantage of our Docusign and Certeurope integrations and discover features you won’t find elsewhere. -
37
Content Snare
Content Snare
Content Snare is the smart, stress-free way to collect documents from clients. It's a simple, secure portal where your clients can complete your document checklist. Automatic reminders keep clients accountable and let you work on more important things than chasing clients. When you need to collect documents from clients, it's like pulling teeth. Chasing them for weeks (or months) drains your productivity, makes your job harder, and is no one’s idea of a good time. One single missing document can bring the entire process to a screeching halt. You do your best but with all the emails flying around, it can be hard to tell what info you have, which version is correct and what’s missing. The resulting document collection chaos stalls projects and confuses clients. Make clients happy with more professional content creation or document collection experience that makes your team stand out.Starting Price: $29 per month -
38
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
39
Compliance Manager GRC
RapidFire Tools, a Kaseya Company
Compliance Manager GRC is the first and only purpose-built, role-based Compliance Process Automation platform. It combines a wizard-driven workflow engine, automated network and computer data discovery, a web-based management portal, and built-in compliance document generation and archiving. Almost every client you serve is subject to at least one set of security or privacy rules… and sometimes more. For most organizations, compliance with these rules is tedious, confusing, and downright frustrating. This presents a huge opportunity for MSPs to step in and offer to manage the compliance process. Your clients will breathe a huge sigh of relief, and you will boost your recurring revenue with a profitable add-on service. There are many check-list products on the market that provide you with a laundry list of tasks you must perform, and information you need to gather, process, analyze, and validate to be compliant with a number of regulations and laws. -
40
Case Master Pro
CMPOnline
Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online. -
41
Enkrypt Criminal Legal Pro
Enkrypt
Enkrypt automates up to 70% of your client communication, dramatically reducing unnecessary calls and emails. A legal assistant app that keeps your clients happy! Start using Enkrypt today and receive FREE access until January. Save time with custom automatic client updates. When you schedule an appointment or update a case, you have the option to immediately notify your client. Text and document exchange is secure with enterprise-level encryption. Enkrypt Legal-Pro is a full featured practice management software built around a secure messenger that seamlessly connects attorneys and clients. Designed by attorneys, it dramatically reduces the time legal professionals spend on updating clients and managing cases. Enkrypt brings together automatic client updates, on the fly scheduling and case management, and secure document exchange. -
42
MyDocSafe
DocSafe
MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.Starting Price: $8 per month -
43
Magentrix PRM
Magentrix
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own. -
44
TransActioner
TransActioner
The easiest way to manage your real estate transactions, documents, and signatures. Modern interface. Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting. Forms automatically update using transaction information. Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal. Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.Starting Price: $19/month -
45
IT-BRAMA Corporate Portal
IT-BRAMA Enterprise Portal Solutions
IT-Brama Standard is optimally suited for those companies that, due to the exceptional specifics of their activities or as unnecessary, do not need to use templates and standard business process routes. As in IT-BRAMA Basic, the corporate portal IT-BRAMA Standard implements the concept of Enterprise 2.0 using a set of proprietary tools. In addition to the functionality implemented in IT-BRAMA Basic, IT-BRAMA Standard includes document management core mechanisms with mechanisms for visually setting document movement routes. The workflow core itself is a platform and acts as the basis for the document flow management system and related processes. The document management core implements the basic functionality of electronic document management, as well as automates internal business processes: preparation, registration, storage, search for documents, minimizes work with paper copies, differentiation of access rights, export/import of data from external electronic information sources, etc.Starting Price: $1,500 one-time payment -
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Engager.app
Engager.app
Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.Starting Price: $12.17 per month -
47
Univention Corporate Server
Univention
Univention Corporate Server UCS is our open integration platform offering centralized Identity & Access Management (IAM) with Nubus with a web portal. -Portal with Single Sign-On -Integrated IAM -Packaged integrations -App Center with enterprise applications -Active Directory integration -Platform for your entire IT -Operation on-premise, in the cloud, or hybrid The centerpiece of UCS is Nubus, our central IAM solution for managing identities, roles, and groups. The integrated portal with Single Sign-On and self-service functions provides access to all IT services and applications. Thanks to pre-built software and integration packages, apps can be easily put into operation. UCS is ideal for managing distributed, heterogeneous, and virtualized IT environments across Windows, Mac OS, and Linux systems. Find out more about UCS on our website and download the free UCS Core Edition!Starting Price: €25.00 /net per user and year -
48
Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
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eJeeva Dealer Portal
eJeeva
eJeeva Dealer Portal is a cutting-edge cloud-based e-commerce website portal created specifically for wholesale distributors in manufacturing, retail, and distribution industries. Integrates with enterprise resource planning (ERP) systems, eJeeva Dealer Portal provides dealers their own branded eCommerce website that is connected to a centralized warehouse for inventory, pricing, and drop ship facility. Services offered by eJeeva Dealer Portal include document management, content management, file sharing, and searching functionalities provided within a suite.Starting Price: $200.00/month -
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MediaLab InspectionProof
MediaLab
InspectionProof is MediaLab’s all-inclusive inspection readiness and accreditation management system. InspectionProof digitizes your standards and checklists and stores your responses and evidence in a secure web-based portal. Upload attachments, link to policies and procedures in Document Control or your own document management system, and more. Import checklists from a wide variety of accrediting organizations, including CAP, COLA, TJC, and ASHI. InspectionProof supports: • Online inspection events with your actual inspection windows and custom CAP checklists, • Integration with current SOPs, policies, and documents to add evidence of compliance to checklist items, • Delegation of checklist items to respective supervisors, directors, admins, and staff, • To-do lists, dashboards, and automatic notifications to monitor progress, and more!
