Client Portals

Summit is a modern, self-hostable invoicing and financial management application designed for freelancers, small businesses, and agencies. Create professional invoices, track expenses, generate financial reports, and more.

Manage customizable portals for productized services with task management, subscription tools, and collaboration features for agency optimization.

A front-office solution for design services featuring customizable checkout forms, client portal, and service catalogs, managing all design projects, client communication and automations in one place.

Streamline customer requests with a unified client portal, offering bespoke online services management. Simplify tasks, communication, and payments.

Manage client collaborations and payments with a customizable portal, project board, mobile app, and integrations like Slack, Google Docs, and more.

Content Snare is secure client onboarding and document collection software. It's used by accounting firms, bookkeepers, marketing agencies, law firms, mortgage brokers and more to gather tax documents, BAS, year-end workpapers, AML/KYC info, client briefs, and loan...

Client portal built for solo coaches, not coaching businesses.

Customizable project management and invoicing tool enabling collaboration with reusable templates, drag-and-drop editing, and workflow automation.

Top-rated, cloud-based, legal software. Unleash your firm's potential with affordable, integrated practice management from Actionstep. No fixed-term contracts. Free trial. World class support.

Photography Management is a WordPress Photography plugin specially tailored to the needs of professional photographers. Create client profiles, upload images and present them in a beautiful and secure way.

All-in-one SaaS dashboard offering project management, CRM, invoicing, white-label client portals, integrated chat, document sharing, time tracking and task management.

Retallio is a client portal and time tracking tool built specifically for freelancers who bill on monthly retainers. When you log time, your client sees it instantly in their live portal, including what you worked on and what their invoice is tracking toward.

FlowVid is a professional client portal designed specifically for freelancers. It combines file sharing, messaging, project updates, and invoicing into one unified platform. Key features include branded client portals with custom domain support, organized file libraries...

PrimeBase is a unified business platform that combines CRM, accounting, project management, document storage, and a client portal.

ClientDeck is a web-based client management platform for freelancers, agencies and other service businesses. It combines customer relationship management (CRM), project management, proposals, invoicing, payments, time tracking, client portals and business analytics in a single...

OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place.

An AI client hub for small agencies and freelancers that turns client requests into clear, structured tasks on a Kanban board.

Client Portal Software: Productize your services and turn your agency into a profitable and scalable system.

PixProof is a custom WordPress plugin that is meant to ease the way photographers interact with their clients. It allows you to have a protected straight forward environment to discuss and proof photos from photo shootings, all in a interactive, AJAX based, interface.

Client Portal is a project management and client dashboard for WordPress. Simply create a project from your WordPress back-end and give your clients access so they can keep updated as the project progresses.

Stacker is the portal you need for your Airtable.

Unified onboarding platform with forms, document upload, e-signatures, payments, multi-step workflows, SMS/email reminders, and field-level review for client-facing service businesses.

Taskip is an all-in-one client portal software for agencies and freelancers. Manage clients, projects, invoices and workflows from a single workspace.

Secure, cloud-based document management and storage built for the unique security, compliance, and workflow needs of business professionals.

Atrium is an open-source, self-hosted client portal built for agencies and freelancers. It replaces scattered tools — shared drives, spreadsheets, and emails — with a single branded portal your clients can log into.