Best Smart Client Portal Apps

Customized home searchLoan pre-qualificationAgent connection

Facilitates a seamless home buying experience with customized property searches, loan pre-qualification, and real-time transaction updates. Connect with agents, schedule showings, and manage the entire deal process from search to closure.

🌟 Lifestyle

(20)

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.

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.

Stay updated on your case

Parnall Law Client Portal

(0)

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.

(1)

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)

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.

(19)

Smartsheet: Projects & Teams

Task Management & Productivity

Team collaboration on projectsTask and workflow organizationAutomated workflow implementation

This app provides a dynamic workspace for teams to manage projects, automate workflows, and build solutions using no-code tools. Collaborate, organize tasks, and collect information with ease, all from your mobile device. View work status in real-time and adapt to changing conditions.

free with in-app purchases

(120K)

Intune Company Portal

Company resources on the go

Enroll device for corporate resourcesReset work account passwordDiscover company-provided apps

Access corporate apps, data, and resources securely from your mobile device. Enroll your device, reset passwords, find work-related apps, and manage your enrolled devices. Get IT support contact information directly within the app.

Customized self-service portal

Profile managementDocument reviewOnline payments

A customized self-service portal for internet service provider customers. Manage your profile, view billing and payment history, change services, and track support tickets.

Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.

Client information gatheringDocument collectionEmail-free client interactions

(10)

Clinked: Client portal, VDR

Client Portal and Teamwork app

Secure client portalsFile management and sharingReal-time team chat

Securely manage client interactions and team projects in the cloud. Share files, collaborate on tasks, and communicate in real-time with internal and external stakeholders. Stay updated with notifications and an activity stream.

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

(50)

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.

📊 Productivity

(3)

HTTPBot: API & HTTP Client

API, MCP & WebSocket Debugger

Send HTTP/HTTPS and WebSocket requestsInspect JSON, HTML, and XML responsesImport/export Postman collections

This app allows users to send HTTP/HTTPS requests and connect to WebSockets, making it easy to debug APIs on the go. It supports various response formats, collaboration features, and authentication methods, streamlining API development and testing.

🛠️ Developer Tools

(1.3K)

free with in-app purchases

Clio for Law Firms and Lawyers

Work from anywhere.

Remote case and client information accessBillable and non-billable time trackingSecure client communication

This app allows legal professionals to manage cases, clients, and billing remotely. It offers features for time tracking, secure client communication, document scanning, and in-person payment processing. Stay productive and profitable from anywhere with secure cloud storage and AI-powered assistance.

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)