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Client Onboarding
Page 2

Client Onboarding Software with Client Portal (2026) - Page 2

Last updated: April 2026

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Features

Client Portal

API(30)

Third-Party Integrations(30)

Activity Dashboard(34)

Activity Tracking(31)

Integrated with

Gmail(5)

HubSpot CRM(17)

Slack(10)

Zapier(13)

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Free(10)

Open Source(0)

Free Trial(25)

One Time License(1)

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Devices supported

Mac(16)

iPad(10)

Android(12)

Linux(12)

Web-based(40)

iPhone(12)

Windows(16)

Organization types

Small Business(40)

Non Profit(8)

Large Enterprises(31)

Public Administrations(7)

Freelancers(20)

Mid Size Business(32)

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40 software options

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Sponsored

ProcessKit

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline client onboarding & service delivery

ProcessKit is an agency process and client management software that helps businesses streamline their client onboarding and service delivery. It allows users to create standardized operating procedures, automate repeatable tasks, and manage client information in one centralized platform. ProcessKit's features include progress tracking, task delegation, and process automation to help agencies deliver client work at scale.

Read more about ProcessKit

Users also considered

Dock

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based collaborative workspace for buyers and customers

Dock is a cloud-based revenue enablement platform that helps project managers, sales teams, customer support executives, and more across industries streamline sales content management, client onboarding, project management, and renewal processes through a centralized dashboard.

Read more about Dock

Users also considered

OnRamp

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

B2B organizations with high-touch customer onboarding

OnRamp is dynamic customer onboarding software that turns any high-touch customer onboarding process into a simple, guided experience. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.

Read more about OnRamp

Users also considered

Scope

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based customer onboarding platform for B2B companies.

Scope is an AI-powered B2B client onboarding platform that automates workflows, speeds up onboarding cycles, and improves overall efficiency, ensuring a seamless onboarding experience.

Read more about Scope

Users also considered

CogniSaaS

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer-centric Onboarding

CogniSaas is a client onboarding and implementation platform. It allows for collaboration between customers and important stake holders to derive value from clients and products.

Read more about CogniSaaS

Users also considered

Mako Fintech

(0)

Wealth management software

Mako Fintech is a wealth management technology that automates manual administration by replacing heavy and long administrative paper processes with digital ones.

Read more about Mako Fintech

Users also considered

Ascendr

(0)

SaaS Customer onboarding platform

SaaS Customer onboarding platform

Read more about Ascendr

Users also considered

ApplyEasy

(0)

Customer onboarding solution for B2B businesses

ApplyEasy streamlines customer onboarding in a secure online portal.

Pre-fill online forms, electronic signatures, and built in data integration to Australian Business Register, ASIC database, and CreditorWatch's credit bureau, due diligence tasks can be automated to complete onboarding faster.

Read more about ApplyEasy

Users also considered

NinjaOnboarding

(0)

Create personalised and engaging popups for onboarding

NinjaOnboarding is an Onboarding Management Application. It helps users create workflows and wizard popups for designing the Self Onboarding for the user.

500apps is a All-In-One Business Suite which cover all the business functions like Sales, Marketing, HR &Ops, It offers 50 apps for all Just Rs. 14.

Read more about NinjaOnboarding

Users also considered

Access Approve

(0)

Cloud-based online trade application software

Access Approve provides businesses and their customers a seamless onboarding process. The tool enables users to efficiently receive, assess and approve trade credit applications online.

Read more about Access Approve

Users also considered

Client Dispute Manager

(0)

Credit repair software for credit repair firms

Client Dispute Manager is a credit repair software that helps businesses analyze credit reports, generate dispute letters, and automate client communication. It offers an AI dispute engine, customizable dispute templates, client portals, and tools to capture leads.

Read more about Client Dispute Manager

Users also considered

FigsFlow

(0)

Cloud-based proposal software for accountants and firms

FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

Read more about FigsFlow

Users also considered

Factor Avenue

(0)

AI invoice platform for factoring companies

Factor Avenue is a cloud-based invoice factoring software that automates client onboarding, invoice verification, risk scoring, and funding processes for factoring companies. The platform includes features for reserve and escrow management, collections tracking, cash posting, and configurable pricing engines for fees and interest calculations. It offers role-based permissions, audit logs, and secure portals for clients, debtors, and partners to submit invoices and track funding status.

Read more about Factor Avenue

Users also considered

Atfinity

(0)

Award-winning no-code platform for process orchestration

An award-winning no-code platform for financial institutions, enabling rapid customisation of client processes, ensuring agility in response to changing needs and regulations. Seamless integration with core banking systems facilitates a smooth data flow and efficient KYC/KYB/AM compliance checks.

Read more about Atfinity

Users also considered

Onthen

(0)

Centralized onboarding task management platform

Onthen is an onboarding platform centralizing tasks into a branded page via unique links. It offers customizable workflows, form-based data collection, secure uploads, identity verification, and CRM integrations to sync actions and communications. Features include automated reminders, task-specific comments, and collaboration tools for inviting others and delegating tasks.

Read more about Onthen

Users also considered

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