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Portal Software

Last updated: June 2026

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12 software options

kitchen.co logo

Cloud-based client portal software for agencies

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kitchen.co is a solution that helps creative agencies, accounting firms, law practitioners, and freelancers, streamline client project management and collaboration. Its folder structure is flexible and allows users to arrange and organize everything to suit business needs.

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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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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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Assembly logo

The new standard for modern service businesses.

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Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you.

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Kademi logo

Cloud-based lead management solution

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Kademi is a cloud-based lead management solution that helps businesses plan, organize, and launch leadership meetings and certification programs on a unified platform.

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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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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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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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Moxo logo

Streamline service orchestration processes for customers.

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Moxo serves as a comprehensive client portal that centralizes communication, task management, and workflows. Businesses can provide clients with a seamless digital experience tailored to their needs.

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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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Bitrix24 logo

All in one business management workspace

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Bitrix24 #1 FREE intranet portal with 12 million companies using it worldwide. Available in cloud and on-premise with open source code.

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Aider logo

Web-based portal for accountants and bookkeepers

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Aider is AI-powered period close automation for accounting and bookkeeping firms, acquired by Karbon in 2025. Connect your QBO or Xero clients, run standardized close checklists, surface anomalies automatically, and generate AI-powered advisory reports — all in one place. Purpose-built to help firms

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