Best Client Portal Apps

Logics Client Portal

by Intellirose LLC

Free

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.

Telehealth by SimplePractice

Secure video appointments

Free

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.

Accounting Client Portal

Talk to your accountant

Free

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.

eMoney Client Portal

eMoney Client Portal

Free

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.

TaxDome Client Portal

Client interactions made easy

Free

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.

Clio for Clients

Stay connected to your lawyer.

Free

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.

MYIO

Behavioral Health Portal

Free

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.

Client Portal by Kitchen.co

For agencies and their clients

Free

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.

NetClient CS

by Thomson Reuters

Free

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.

SimplePractice for Clinicians

Practice Management Software

Free

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.

C.H. Dean Client Portal

by C.H. Dean, LLC

Free

Access your investment portfolio and financial documents securely on the go. View account balances, retrieve statements, and communicate with your investment team through a dedicated dashboard. Sign in with your existing web portal credentials for seamless access.

Qount Client Portal

by Qount Team

Free

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.

Clients: Your Client Book, CRM

Manage Your Customer Database

Free

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.

VOAOK Client Portal

by Volunteers of America of Oklahoma Inc

Free

Connect with mental health and substance use services remotely. Securely communicate with providers, attend telehealth appointments, and manage your documentation from your mobile device.