Best Client Portal Apps

Intuitive dashboard overviewCase tracking and media viewingContact management and communication

Manage your cases, activities, and finances with this comprehensive client portal. Track progress, view media, communicate with contacts, and handle billing and payments all from one centralized platform.

📊 Productivity

(41)

Accounting Client Portal

Talk to your accountant

Effortless communication with accountantSecure file and receipt sharingQuick access to financial statements

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

💰 Finance

(24)

Telehealth by SimplePractice

Secure video appointments

Secure video appointmentsHIPAA-compliantAttend from anywhere

Connect securely with your therapist for HIPAA-compliant video sessions from any private location. Start appointments instantly without needing to log in or remember a password.

🏥 Medical

(359K)

Client interactions made easy

TaxDome Client Portal

Review and approve documentsScan and upload documentsSecure chat with accounting professional

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

Stay connected to your lawyer.

Secure document sendingPrivate messaging with lawyerCase information access

This app offers a secure portal for clients to communicate with their legal counsel. It allows for document sharing, private messaging, case updates, and invoice management, all within a protected client-attorney environment.

Behavioral Health Portal

Update personal and contact detailsSet communication preferencesReview statements

Manage your behavioral health information and care with this patient portal. Update personal details, set communication preferences, review statements, and pay balances. Access is granted through your mental health provider.

🏥 Medical

(19K)

Client Portal by Kitchen.co

For agencies and their clients

Client communication threadsProject and task managementClient profile management

Streamline agency-client collaboration with a unified platform for managing projects, tasks, messages, files, and invoices. Stay organized and connected with your team and clients from anywhere.

Access your online accounting and payroll services from anywhere. Manage account details, view important documents, and track financial information. Stay updated with notifications and access earnings reports and leave balances on the go.

Account managementDocument accessMessages and notifications

(303)

SimplePractice for Clinicians

Practice Management Software

Client scheduling and managementHIPAA-compliant securitySession note writing

Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.

🏥 Medical

(34K)

by United Telemanagement Corporation

Syncrotist Client Portal

Client Portal by ZealousWeb

(0)

Stay connected to projects

This app facilitates secure communication and real-time updates between accounting firms and their clients. It allows for direct messaging, information requests, and mobile notifications to streamline collaboration and provide insights into ongoing work.

Secure MessagingInformation RequestsMobile Notifications

📊 Productivity

(10)

Clients: Your Client Book, CRM

Manage Your Customer Database

Client data storageContact importReminders and notes

Effortlessly store and manage your client data with this simple and beautiful application. Organize customer interactions, make notes, import contacts, and set reminders. Communicate with clients via email, SMS, or direct calls, all from one place.

free with in-app purchases

(412)

OpenArc Client Portal

by OpenArc Corporate Advisory, LLC

Portfolio accessPerformance report downloadsAdvisor communication

Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.

💰 Finance

(11)

(Simple)CRM - Client Tracker

Contacts, Sales & Tasks

Streamline client management with digital workflows, secure messaging, and document exchange. This app supports the entire client lifecycle, from onboarding to servicing and exception handling, helping businesses break bottlenecks and meet deadlines.

One-stop digital workflowsSecure messagingDocument exchange

(45)