Apps similar to Portico include Clustdoc. Other options are Content Snare, AgencyKit, Hardbook and DokuTrak. In total there are nine Client Portals like Portico for the web, Android, iPhone and iPad.
Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and automate routine tasks from clients during the onboarding phase.
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...
Australia
All-in-one client workspace for freelancers and agencies: proposals, contracts with e-signature, invoicing, online payments, time tracking and a client portal, billed per account from $9/mo.
Online booking software, as easy as sending a link. You decide what it takes to book you: a contract, a deposit, packages, your own brand. No app or account for your client.
DokuTrak collects client documents through a secure upload link without a client account. It tracks missing files, sends follow-ups, and flags files for human review.
France
EU
Freelanzi is all-in-one freelance business software for freelancers who are tired of juggling a CRM, invoicer, project tool, and image workflow. One account covers prospecting, invoicing, project tracking, and creative delivery.
FranceEU
Manage clients more efficiently with our all-in-one project, invoicing and payments management platform. HoneyBook's robust features help small businesses manage everything from brochures and proposals to contracts and online payments.
United States
End-to-end encrypted cloud storage: every file and filename is encrypted on your device. 5 GB free, or 2 TB for €199 paid once.
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...
