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Client Onboarding
Client portal

Top Rated Client Onboarding Software with Client portal - Page 2

Last updated: May 2026

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Document Management

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Alerts/Notifications

Electronic Signature

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41 software options

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Sponsored

Precursive OBX

4.4

(21)

5

11

4

8

3

2

2

0

1

0

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

Customer Onboarding Management for Salesforce

Take your onboarding experience to the next level. Create a repeatable and scalable process to ensure each customer is successful.

Read more about Precursive OBX

Users also considered

CogniSaaS

1.0

(1)

5

0

4

0

3

0

2

0

1

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

TaskRay

4.4

(20)

5

10

4

8

3

1

2

1

1

0

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

Customer Onboarding Success in Salesforce

TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

Read more about TaskRay

Users also considered

Bizagi

4.4

(142)

5

83

4

47

3

5

2

5

1

2

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

Digital transformation & business process management (BPM)

Bizagi is a business process management (BPM) solution which enables users to model, improve & execute business processes through a graphic environment. The cloud version of Bizagi offers automation and modeler services including tools for building, optimizing, and publishing dynamic workflows.

Read more about Bizagi

Users also considered

Moxo

4.0

(24)

5

8

4

11

3

4

2

0

1

1

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

Streamline service orchestration processes for customers.

Moxo simplifies client onboarding with customizable workflows for document collection, account setup, and approvals. Its collaborative tools ensure a smooth, secure, and efficient onboarding experience, enhancing client satisfaction from the start.

Read more about Moxo

Users also considered

Progress ShareFile

4.4

(440)

5

263

4

136

3

26

2

5

1

10

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

Secure file sharing and sync

Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

Read more about Progress ShareFile

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

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

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

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

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

Ascendr

(0)

SaaS Customer onboarding platform

SaaS Customer onboarding platform

Read more about Ascendr

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

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

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

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