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Document Management Software with Client Portal (2026) - Page 3

Last updated: April 2026

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114 software options

Planio logo

Manage Sofware Projects in One Place

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Planio is an issue tracker and agile project management tool based on open-source Redmine. You'll be able to manage projects using agile methodologies such as scrum, host git/svn repos and manage documentation all in one place.

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UniPhi logo

Portfolio & project management software

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UniPhi is a portfolio & project management software which enables SMBs to find, store, create & manage documents in one convenient location

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Legal Files logo

Cloud-based legal case management solution for lawyers

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Legal Files offers a complete and fully functional document management assembly program as a standard component of its case & matter management application. Fully integrated with Word, Legal Files also offers document assembly.

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AuditDashboard logo

Manage engagements, exchange files & stay organized.

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AuditDashboard helps accounting firms and their clients standardize the process for exchanging information during complex tax, audit, review, or consolidation engagements.

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LegalSurf logo

Legal document management software

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LegalSurf is a legal document management software that helps law firms and legal departments digitize operations. It centralizes case management, streamlines collaboration and communication within the team, and automates various legal tasks. LegalSurf integrates with tools like Google Calendar and WhatsApp and provides detailed reports and metrics to help monitor team performance.

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Imagen logo

Digital asset management and content distribution platform

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Imagen is a digital asset management software that helps organizations and businesses in the sports and media industry store, search, view, distribute and handle videos, images, documents, and audio assets on a centralized platform.

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UniFi logo

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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GeoCivix logo

Permitting, Plan Review, Access, and Compliance Simplified

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GeoCivix is a modern, cloud based platform that's easy to use, and built specifically for small to mid-sized government agencies. This comprehensive solution streamlines permitting, plan review, and inspections to improve operational efficiency, automate routine tasks, and promote transparency.

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Revv logo

The best eSignature workflow automation software

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An advanced document workflow automation system that provides enterprise-grade security & features like electronic signatures, templates, apps integration, collaboration, real-time tracking, machine learning, and storage.

Revv helps businesses to reduce costs & increase productivity and compliance.

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NextProcess logo

Accounts Payable software for automated invoice processing

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NextProcess accounts payable (AP) software integrates with existing ERPs to accurately automate invoice processing, route approvals and add vendor self-services

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Mango Practice Management logo

Everything accountants need, all in one place.

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Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

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dMACQ DMS+ logo

Document management system for legal, HR & finance teams

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dMACQ DMS+ streamlines document management with AI-powered features, including auto-indexing, metadata customization & secure storage. It supports bulk operations, advanced search & seamless third-party integrations, ensuring efficient document lifecycle management.

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Dibcase Legal Case Management logo

Cloud-based legal case management solution

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Dibcase Legal Case Management is a cloud-based solution crafted for social security practitioners. It offers all the features users need with no compromises. With hundreds of integrated forms and templates, it does the formatting for its users.

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sharesuite logo

Collaboration and project management software for teams

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In the central DMS you can store all your data. You can link the documents out of the DMS directly to tasks, so that the most current file is stored. With just one click you can share files or folders with special access rights through a download link for external partners.

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RockSolid MAX logo

Affordable and easy-to-use POS software helps retailers grow

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Rocksolid MAX is a cutting-edge software platform designed to revolutionize the way hardware store and home centers operate. All transactions are automatically linked in the software, with a document scanner, you can attach packing lists, handwritten notes, tax forms, or virtually any Windows® file.

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Docusoft CloudFiler logo

Cloud-based document and collaboration management software

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Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save, amend, and collaborate on documents internally and with their outbound contacts.

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Doc.It Suite logo

Document and workflow management solution

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Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments.

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Moxo logo

Streamline service orchestration processes for customers.

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Moxo offers robust document management tools for secure file sharing, storage, and collaboration. Businesses can streamline document-heavy processes while maintaining compliance with global regulations.

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Projecis logo

Web based project management solution to connect teams

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Projecis is a web-based solution that enables project managers to organize information and share it with other stakeholders for better decision making

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OrangeDAM logo

Enterprise DAM platform - Robust | Versatile | Elegant

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For ambitious content creators in growing enterprises, Orange Logic provides a powerful DAM platform to increase control, creativity and commercial advantage.

Our infinitely scalable, user-friendly DAM solution streamlines content workflows, automates manual processes and enables collaboration.

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ParaCode logo

Straightforward insurance technology from straight talking

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ParaCode is a cloud-based policy administration and claims management software platform that is product agnostic and is aimed at anyone in the insurance market including MGA’s, Brokers and Insurers who want to take advantage of our Broker portal, Marketplace and Online sales functionality.

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Intalio logo

Turn your data into knowledge with Intalio Solutions.

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Intalio's Document Management System (DMS) enables users to manage and track electronic documents across the entire organization with seamless information governance.

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Intralinks VDRPro logo

Try Intralinks VIA for Free !

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Intralinks VIA offers secure, scalable file-sharing letting you store all of your content online. Access, manage, share, and UNshare from anywhere, anytime. Enterprise-grade file sync and share tool that IT and business professionals will love.

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iSite logo

Complete visibility and control of your Properties & Assets.

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iSite is a cloud-based, configurable asset management platform, bringing together properties, assets, leases, maintenance, projects, and more. With powerful reporting, mobile access, and seamless integrations, iSite provides a single source of truth to optimise operations and drive efficiency.

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