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Top Rated Professional Services Automation Software with Client Portal - Page 5

Last updated: April 2026

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134 software options

ProWorkflow logo

Your go to platform for projects, task, and time management.

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Use ProWorkflow to track your tasks, billable hours and client communications, to create quotes and invoices, share files, manage client projects and more. Signup for a free trial today!

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PlanStreet logo

Make an Impact with Secure Case Management Software

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Organize your data in one central location with PlanStreet's secure Case Management Software. Streamline Workflows, Deliver Custom Reporting to Stakeholders, Organize Cases and Programs, and Maintain Compliance and Security with our all-in-one software solution. We offer a custom pricing structure!

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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Intervals logo

Time tracking, task management, & project management.

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Discover a better way to track your time and manage your task with Intervals. More than simple time tracking, less than enterprise complexity. Deliberately in the middle with features that are ideal for small businesses.

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Celoxis logo

AI-enabled platform for streamlining project management

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Celoxis is a Professional Service Automation tool —a versatile solution to plan, manage, and optimise complex project portfolios. Effortlessly handle projects, resources, budgeting, revenue forecasting, time & expense tracking. Choose SaaS or On-Premise deployment with 99.99% up-time.


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COR logo

Management solution for Advertising & Marketing Agencies

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COR is the all-in-one management solution for creative agencies. It automates time tracking to increase business profitability and team efficiency. COR offers features like precise time tracking to accurately predict delivery times, data-driven decisions to identify profitable services and projects, managing team capacity to assign talent efficiently, and detailed operation analysis through quarterly business reviews.

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Kaseya BMS logo

Business management solution for IT departments & MSPs

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With Kaseya BMS you’ll have a modern Professional Services Automation (PSA) that delivers all the tools you need to run your business with ease.

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KeyedIn logo

Domain PMOs, Enterprise PMOs, Digital Transformation Office

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Enterprise-class Professional Services Automation software for Implementation Teams KeyedIn is ideal for teams with 50+ resources. KeyedIn combines a refreshingly simple interface with deep PSA functionality to drive improved utilization, profitability and performance from your service delivery.

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TimeLog logo

Best-of-breed PSA suite for SME and enterprise companies

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The complete PSA-solution for companies looking to elevate the processes from contract to invoicing - and evolve to become much more efficient and profitable.

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Vorex logo

Manage clients and projects on a single platform

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Vorex aims to simplify the conversation around PSA and online project management and capitalize on having developed an intuitive, easy-to-use solution.

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Deltek WorkBook logo

Project & Resource Management for Advertising Agencies

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WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications, Architects, Consultancies and Engineering companies. It is used by organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource planning and capacity usage, billing as well as integrated accounting. You choose what modules to include in your system and you only pay for what you require.

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Teamleader logo

Sell, bill and organise work in one place.

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Invoices, quotes, CRM, and planning. Manage your business easily in one place. Over 20,000 entrepreneurs and their teams hand over their paperwork to Teamleader's business software.

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N-sight RMM logo

Cloud-based remote monitoring and management platform

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N-sight RMM is a cloud-based remote monitoring and management (RMM) platform designed to assist with managing, maintaining, and protecting IT.

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Adobe Workfront logo

Online enterprise work management software

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Professional services businesses can use Workfront to plan projects, create & assign tasks, track progress and log time on projects and tasks for billing.

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Wrike logo

AI powered workflow management platform

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Exceed clients' expectations with Wrike's ready-made professional services solution. Plan projects, track progress, collaborate in real-time and increase on-time delivery. Share automatic, custom-built reports with clients and accelerate approvals.

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CS Professional Suite logo

Cloud-based accounting and tax management suite

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CS Professional Suite is a cloud-based suite of solutions that helps tax and accounting businesses manage various financial processes, such as payroll, tax calculation, asset control, and more. With GoFileRoom, supervisors can store documents in a centralized database and utilize the search functionality to retrieve specific files from the repository.

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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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With Clarizen, enterprise companies gain robust PS management with full tracking, visibility, analysis and collaboration.

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Plooto logo

Accounts payable and receivable software

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Ideal for SMBs, accountants, and bookkeepers, Plooto provides end-to-end payment automation, with easy workflows and integrated electronic payments, saving you and your business countless hours

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Autotask PSA logo

IT Business Management Software Platform

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Autotask PSA is an intelligent IT business management platform providing a singular view across the entire business (services, internal operations, customers, and prospects) to improve efficiency, accountability, insight, and profitability.

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Deltek Maconomy logo

Cloud-based tool for project, finance, and HR operations.

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Deltek Maconomy is a cloud-based enterprise resource planning (ERP) solution, which helps businesses in the professional services industry manage projects, financial operations, employee databases, and more. The platform offers various features such as expense management, work order tracking, project budgeting, subcontractor databases, accounting processes, performance monitoring, mobile application, and more.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Professional Service Accounting Software with Full Project Financial Management.

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NetSuite logo

AI-powered cloud-based business management suite

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Increase visibility into your professional services organization, improve resource utilization, elevate on-time project delivery, and drive profitability with NetSuite ERP's fully integrated PSA solution, which provides powerful tools to help you manage your projects, resources, and finances.

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OfficeTools logo

Run your tax and accounting practice from a single solution

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OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

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FieldAware logo

Made-for-mobile field service management

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FieldAware's mobile app and web-based software provide businesses with the power, intelligence and flexibility to build high-performance field service teams with the aim of improving revenue. Features include scheduling, dispatch, task management, invoicing, asset management, time tracking and more.

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ConnectWise PSA logo

PSA tool designed for as-a-service businesses

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Find out why 70% of the world's top technology solution providers (TSPs) on the prestigious MSPmentor 501 Global Edition List choose ConnectWise Manage.

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