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Portal Software with Document Review (2026)

Last updated: April 2026

Key features of Portal Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Client Portal: Reviewers appreciate the secure and convenient communication, document sharing, and real-time project status updates it provides. 99% of reviewers rated this feature as important or highly important.
  • SSL Security: Users highlight the importance of SSL Security for maintaining data privacy, building trust, and meeting industry standards. 97% of reviewers rated this feature as important or highly important.
  • Data Security: Reviewers value strong data security measures, including encryption, role-based access, and compliance with regulations. 95% of reviewers rated this feature as important or highly important.
  • Secure Data Storage: Users emphasize the importance of securely storing sensitive and confidential data, ensuring access control and compliance. 95% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers appreciate the flexibility to set granular permissions, control access, and manage organizational risks effectively. 92% of reviewers rated this feature as important or highly important.
  • File Sharing: Users find secure file sharing essential for collaboration, version control, and easy access to important documents and information. 90% of reviewers rated this feature as important or highly important.
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37 software options

Connecteam logo

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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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OnBoard logo

Prepare faster, decide sooner with one secure board record

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OnBoard is a leading board management software trusted by 6,000+ organizations. Experience the difference—start your free trial today.

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Glasscubes logo
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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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Govenda logo

Cloud-based software for managing committees and meetings

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Govenda Board Management Software is a best-in-class board portal solution that equips board leaders with powerful meeting tools to streamline meeting preparation and maximize the effectiveness of their boards. The software features advanced capabilities like Gabii AI, seamless Microsoft 365 integration, and robust security to transform corporate governance through innovation.

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Clinked logo
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White-label Client Portal & Collaboration Software

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Clinked is a cloud-based client portal & collaboration software. Allow clients, internal teams and project groups to efficiently work within branded, secure and intuitive workspaces. Increased brand recognition and productivity of Clinked will drive client retention and setup apart from competition.

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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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Knowa logo

Smart, Secure, AI-driven Board Management & Governance

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Knowa is an ISO 27001 certified, multi-award-winning Board Management and Governance platform combining AI, collaboration, and security to deliver smarter meetings, stronger governance, and best-in-class performance.

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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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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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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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MangoApps logo

Bring your frontline and office teams together

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MangoApps is a unified employee experience portal that serves as a bridge between desk and deskless workers.

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BoardEffect logo

Cloud-based platform for managing board meetings

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BoardEffect provides innovative boardroom technology to nonprofit organizations. As a Diligent brand helping to serve over 14,000 mission-driven organizations, we empower boards with the tools to drive positive change.

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Nasdaq Boardvantage logo

Cloud-based board management software

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Nasdaq Boardvantage is the next-generation board management software and portal designed to enhance board meeting efficiency and collaboration. It features AI-powered tools to streamline meeting workflows, secure data management, and empower directors with a centralized hub to access information, communicate, and make decisions.

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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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Axero logo

Intranet software and collaboration solutions.

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Axero is the easy-to-use intranet portal software that boosts productivity, unifies your people, and helps your company thrive. Increase productivity. Unite employees. Improve culture.

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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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A secure enterprise client portal designed for external stakeholder collaboration with government-grade security standards.

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Aprio logo

Board management & board portal software

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Aprio is a board management software that streamlines board meeting preparation, engagement, collaboration, and reporting. This platform offers features like agenda builders, annotation tools, virtual meeting support, and secure data storage to help boards work more efficiently and effectively.

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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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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Onehub logo

Secure enterprise file sharing made easy.

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Onehub provides secure, easy-to-use file sharing for business. More than 1 million business users trust Onehub for file sharing, client portal and virtual data room needs.

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MyWorkDrive logo

Host your own Cloud File Sharing system with MyWorkDrive

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MyWorkDrive software enables enterprises to provide secure remote access to Windows File Shares without VPN while adding collaboration and security features. Share Files and collaborate with colleagues on file shares from any device safely with built-in DLP protection.

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Atlas Governance logo
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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.

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WorkTogether logo

A workflow-based intranet solution for companies in Italy

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WorkTogether is a collaborative intranet program for Italian companies with over 100 employees. It provides business leaders with over 40 customizable modules, enabling them to engage staff, restructure internal communications, manage projects, build knowledge bases, and create approval processes.

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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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