Best Client Portal Apps

4.9😊(24K ratings)

Free

Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.

What We Love

👍 Easy to use and navigate
🚀 Convenient and efficient document upload
🔒 Secure and reliable
💡 Helpful and patient customer service
👍 User-friendly interface
🚀 Fast document transfer
👍 Intuitive and self-explanatory
🚀 Saves time and effort
👍 Organized and orderly

Room to Improve

🐛 Camera feature needs improvement for cropping and centering
🐛 Occasional issues with scanning documents

Client Tracking Portal by Mark Clayborne

Credit Report Progress

Worth Considering

Telehealth by SimplePractice

3.4(15 ratings)

Free

Monitor your credit restoration journey, track credit score progress, and view disputed or deleted items. Securely send documents and messages to manage your financial well-being.

More Client Portal apps to explore

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.

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

(28)

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.

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.

Intuitive dashboard overviewCase tracking and media viewingContact management and communication

by ONIN STAFFING, LLC

Submit credit requestsReal-time approvalsView account status

This app offers registered clients secure mobile access to manage factoring transactions and credit workflows. Submit and approve credit requests, and monitor account activity on the go. Streamline your business's financial processes with real-time insights and approvals.

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.

Parnall Law Client Portal

Access your case with ease

Real-time case status monitoringView assigned staff contact informationSecure document uploading

Stay informed and connected with your legal case. This app allows you to monitor case status, view team contacts, securely upload documents, and access important files shared by your legal team.

💼 Business

Safe accounting client portal

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.

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

💼 Business

(318)

Chckvet Client Portal

Connect with your vet!

Online appointment bookingPet health record managementDirect chat with veterinarian

Manage your pet's health and connect with your veterinarian through online booking, secure messaging, and centralized health records. Receive timely reminders for appointments and medications, all within a user-friendly interface.

🏥 Medical

(10)

Bassani's Client Portal

Bassani's Auction House

💼 Business

(0)

Jefferies Client Portal

by Jefferies LLC

Customized interactive dashboardHolistic financial portfolio viewSophisticated investment reports

Securely access your financial portfolio, documents, and expert insights from your client team. This app offers a customized dashboard and sophisticated reports for a holistic view of your investments.

by Errante Securities (Seychelles) Limited

Errante Client Portal

Account creation and verificationFund your trading accountAccess to 6 asset classes

Manage your trading account on the go. Create, verify, and fund your account with ease. Access global markets and multiple asset classes from a regulated broker.

by Range Mental Health Center Inc

Appointment managementAppointment remindersProvider messaging

Access your mental health care conveniently with this app. Manage appointments, communicate with your care team, participate in telehealth, and handle documents and billing securely.

R.M. Davis Client Portal

by R.M. Davis, Inc.

Secure client loginPortfolio dashboardAccount balances

Access your R.M. Davis Wealth Management portfolio securely on the go. View your total portfolio, individual accounts, balances, and statements. Easily contact your investment management team.