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Portal Software - Page 2

Last updated: April 2026

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72 software options

FileInvite logo

Streamlining loan document collection for lenders

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FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.

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Glasscubes logo

Simplify group collaboration in a user-friendly environment

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Customise and brand portals that provide an efficient way to collaborate, by securely storing and sharing information outside of your organisation's firewall.

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Clustdoc logo

Customer onboarding software for modern businesses

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Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.

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Boardable logo

Board management software built 
for nonprofits

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Board portal for nonprofits that centralizes meetings, documents, and communication so boards stay aligned and mission-focused.

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LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

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LiveAgent is a secure client portal software for sales and customer support teams. It helps businesses manage all customer requests from a unified user-friendly interface. LiveAgent is a leader in building strong client relationships.

Start with a 1 month free trial, no credit card required.

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Gatheroo logo

Start collating information securely and the pain free way

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Secure client document and information collection at enterprise scale. ISO 27001 practices, automated reminders, and full audit trail.

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Tidyflow logo

Streamlining Accounting Practice Management Effortlessly.

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Cloud-based platform aiding accountants in managing client projects, document security, team collaboration, and automating operational tasks.

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Health Portal Solutions logo

Integrated Portals for Insurance & Healthcare Payers

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Health plan administration involves many moving parts. We help Healthcare Payers organize their data, vendors, and business processes behind one login so they can efficiently manage the different pieces of the health plan in one place.

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Advantage CMS logo

Content management platform for businesses of all sizes

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Whether you are looking to strengthen engagement with your employees, customers, or partners, Advantage CSP Portals provides the foundation you need to succeed.

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Blink logo

Blink. And connect your people, tools and culture.

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Blink delivers a modern, social digital employee experience, giving access to communication, information, workflows, surveys and tools in one easy-to-use app.

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Fusebase logo

Collaboration and information management tool

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An all-in-one, AI-powered tool designed to streamline client collaboration with advanced yet intuitive features for real-time collaboration and project management. Optimize daily operations with our advanced FuseBase AI assistant.

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Convoflo logo

Secure file sharing platform and eSignature

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A platform that listens to your needs and those of your customers. Facilitate the collection of documents, sending of confidential data and messages. Save time and avoid email chains. It's easy to access and just as easy to use!

Secure exchanges, Secure eSignatures, and more !

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Connecteam logo

Enhance employee management with the only all-in-one app

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Don’t let employee management apps cramp your style. Use Connecteam’s customizable all-in-one solution to manage them as you wish to.

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Stacker logo

App builder with Google Sheets & Airtable integration

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Stacker is a cloud-based application builder that integrates with Google Sheets and Airtable to allow businesses to transform their spreadsheets into custom apps. The platform provides app customization tools to provide users with intuitive access to data.

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Selecteev logo

The easiest way to manage your next call for applications

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Selecteev makes it easy to manage calls for applications of any size by making the application and evaluations processes as smooth as possible.

If you are about to create a call for applications but don't know how you'll handle your deal-flow, try us for free!

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Tipalti logo

Finance automation and accounts payable solution

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An intuitive online portal for your suppliers, partners and payees. Accelerate onboarding, communications and payments.

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tugesto logo

Web-based workforce and payroll management solution

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Digitize internal company-employee processes thanks to the employee portal. Centralizes and simplifies people management.

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Atlas Governance logo

Cloud-based collaboration and meeting management software

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Atlas is a digital platform for corporate governance that helps prepare for call meetings, share materials, integrate agendas, and conduct digital voting events that retain records of each user, including date and time.

Read more about Atlas Governance

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start.me logo

Create a customizable start page

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start.me is a cloud-based customizable start page that helps users centralize their vital web links and tools. Designed for individuals and teams, it organizes bookmarks, facilitates shared access, and boosts productivity.

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Confluence logo

Remote team collaboration and knowledge workspace

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Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

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Knack logo

The most secure app and database builder for businesses.

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Build custom no-code apps with a relational database, workflows, and user permissions. Includes Knack Health for HIPAA-ready healthcare applications.

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vcita logo

Appointment scheduling and reminder solution

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Customize your client portal with your brand. Let clients log in and schedule meetings, book and pay for services, see the history with past interactions - 24/7 from any device.

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Quip logo

Docs, tasks, & spreadsheet collaboration with built-in chat

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Quip is a collaboration solution which allows teams to create and work on documents, spreadsheets, and task lists in real time with built-in chat and commenting

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Zoho Creator logo

An all-in-one AI-based low-code app development software

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Zoho Creator is an AI-based, low-code platform that enables users to build custom apps, automate workflows, manage data, and enhance business efficiency. It supports enterprise architecture, legacy system modernization, and digital transformation with integrations and built-in analytics.

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SmartVault logo

Document sharing and collaboration management software

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SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

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