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Workflow Management Software with Client Portal (2026) - Page 7

Last updated: April 2026

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159 software options

Nucleus One logo
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Nucleus One: Empower Workplace Collaboration.

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Nucleus One: Empower remote teamwork for success. Simplify project, document, and process management with quick, straightforward, and code-free tools. Achieve important goals, milestones, and bottom lines with clarity and collaboration.

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ServiceManager logo
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Enterprise and retail reverse logistics management software

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ServiceManager: Advanced returns & repair solution for 3rd-party providers, returns centers & OEMs. Cloud-based, customizable workflows, robust reporting. Optimize efficiency & enhance customer service. Embrace the future of management with ServiceManager.

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Acounta logo
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Work Incredibly

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At Acounta, we understand the challenges of managing tax processes efficiently. That’s why we’ve developed ‘Start My Tax’ – an innovative feature designed to elevate your accounting operations: Gain Deep Insights, Optimize Task Management, Customize Tasks and Automate Progress Updates.

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Tessaract logo
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The all-in-one, cloud-native PMS for UK SME law firms.

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Tessaract is the all-in-one, cloud-native PMS for SME law firms - a disruptor in a UK market plagued by ageing tech.

A configurable, scalable platform to automate repetitive processes, with all the functionality you'd expect and more.

Realise unmatched productivity gains to maximise firm capacity.

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ATOM logo
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Tax practice and office management solution

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ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

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Silverfin logo
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Cloud accounting for compliance automation

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Standardise working practices across the firm - Agree how you want to work as a firm or follow industry best practice. Then use Silverfin to turn this into automated workflows so every team follows the same processes. Reduce errors, risk and the time wasted correcting mistakes.

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HOLIZE logo
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Project execution automation with worklogs, Escalation Mgmt

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HOLIZE automates project execution: one-click plans, project-plan tasks route to owner worklogs, 14/7/due escalations, checkpoints, timesheets, and live health—on a dedicated instance.

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Genasys logo
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Cloud based insurance platform for brokers

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Genasys is a unified, cloud based insurance platform for insurers, MGAs and brokers moving beyond legacy systems without disruption. The platform allows for drag and drop control of complex processes and workflows, improving operational efficiency and automating manual work.

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Ordaana logo
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Streamlining service businesses with ease.

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Ordaana is an all-in-one small business management software that aims to streamline operations for service-oriented businesses. It offers features like service orders, custom forms, team scheduling, SMS messaging, payments, and client portals. Ordaana seeks to simplify appointment scheduling, automate billing, and provide secure client portals for an enhanced service experience.

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