Best Client Portal App

232+ iOS apps curated and reviewed

4.4 avg rating

20 free apps

Updated June 2026

The best client portal app apps on iPhone average 4.4★ across 232+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.

Top Picks for Client Portal App

#1

SimplePractice Client Portal by SimplePractice LLC

Access your care with ease

Editor's Choice

🏥 Medical

4.9😊(34K ratings)

Free

#6in Medical

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Manage your healthcare appointments, messages, and payments from one secure app. Connect with your practitioner, complete paperwork digitally, and join virtual appointments with ease.

What We Love

🚀 Easy to use app
👍 Convenient features like messaging, document upload, and payment
🚀 Intuitive and user-friendly interface
👍 Helpful for managing appointments and keeping track of care

Room to Improve

🐛 Occasional login and sign-in issues
🐛 Messaging and notification glitches
🐛 Inconsistent performance and crashes

#2

Canopy Client Portal by Canopy Tax, Inc.

Secure client interactions

Strong Contender

💰 Finance

4.9😊(23K ratings)

Free

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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

Room to Improve

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

#3

Client Tracking Portal by Mark Clayborne

Credit Report Progress

Worth Considering

💰 Finance

3.6(14 ratings)

Free

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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 App apps to explore

Logics Client Portal

Logics Client Portal

by Intellirose LLC

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

📊 Productivity

Accounting Client Portal

Accounting Client Portal

Talk to your accountant

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.

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

eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

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

Telehealth by SimplePractice

Telehealth by SimplePractice

Secure video appointments

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.

Secure video appointmentsHIPAA-compliantAttend from anywhere

Behavioral Health Portal

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.

Update personal and contact detailsSet communication preferencesReview statements

TaxDome Client Portal

TaxDome Client Portal

Client interactions made easy

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.

Review and approve documentsScan and upload documentsSecure chat with accounting professional

Clio for Clients

Clio for Clients

Stay connected to your lawyer.

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.

Secure document sendingPrivate messaging with lawyerCase information access

📊 Productivity

Square Appointments: Scheduler

Square Appointments: Scheduler

Book, Schedule, Get Payments

Manage your business with an all-in-one solution for booking, scheduling, and payments. Offer 24/7 online booking, send automated reminders, and process payments securely. Track client details and manage your team's calendars and reports.

24/7 online bookingAutomated appointment remindersSecure payment processing

Smart Start Client Portal

Smart Start Client Portal

Smart Start Account Management

Manage your alcohol monitoring account conveniently from your phone. Make payments, purchase unlock codes, find service centers, and update your profile. New users can enroll and prepare for installation appointments.

Make paymentsPurchase unlock codesFind service centers

free with in-app purchases

Invoice Maker ▸ Estimate App

Invoice Maker ▸ Estimate App

Simple Invoices Generator Tofu

Create, send, and manage professional invoices and estimates quickly. This app helps freelancers and small businesses track payments, organize client information, and generate reports for bookkeeping. Get paid faster and maintain a professional image with customizable templates.

Create invoices and estimates quicklySend via email or messengersAttach photos to estimates

Goldie: Appointment Scheduling

Goldie: Appointment Scheduling

Planner, Booking, Reminders

This app helps professionals manage their schedules and grow their businesses by offering appointment booking, online payments, and automated reminders. It caters to various service providers, allowing clients to book and pay online easily. Data transfer from other platforms is also supported.

Online appointment bookingAutomated client remindersOnline payment processing

📊 Productivity

free with in-app purchases

SimplePractice for Clinicians

SimplePractice for Clinicians

Practice Management Software

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.

Client scheduling and managementHIPAA-compliant securitySession note writing

This proxy client facilitates secure internet access through various proxy protocols. It offers robust encryption, privacy protection, and high-speed performance. Users can easily import configurations and manage DNS and routing settings.

Traffic ProxyingSupport Reality (xray)Multiple encryption support

free with in-app purchases

Email Client - Boomerang Mail

Email Client - Boomerang Mail

Gmail, Outlook E-mail Triage

Manage all your email accounts in one place with features like read receipts, scheduled sending, and AI-powered writing feedback. Quickly schedule meetings directly from your inbox and pause incoming messages when you need to focus.

One-tap calendar schedulingRead receiptsEmail scheduling

📊 Productivity

free with in-app purchases

FTWA Client Portal App

FTWA Client Portal App

by Fifth Third Wealth Advisor LLC

Clients: Your Client Book, CRM

Clients: Your Client Book, CRM

Manage Your Customer Database

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.

Client data storageContact importReminders and notes

free with in-app purchases

Hona - Client App

Hona - Client App

Client Portal for Updates

This app provides a secure and convenient way to communicate with your legal team. Receive real-time case updates, send instant messages, and access all your legal documents directly from your iOS device.

Instant two-way messagingReal-time case updatesFull mobile access to case information