Best Upheal Client Portal Apps

TaxDome Client Portal

Client interactions made easy

Free

This app allows clients of firms using TaxDome to easily interact with their accountants, tax professionals, and bookkeepers. Clients can review, approve, upload documents, chat securely, sign documents electronically, complete forms, pay invoices, and more. For a secure and user-friendly experience, utilize FaceID and two-factor authentication. Explore TaxDome with over 3,000 reviews on Capterra!

Square Appointments: Scheduler

Book, Schedule, Get Payments

Free

An all-in-one solution for booking, scheduling appointments, sending reminders, and accepting payments. Manage your business with 24/7 online booking, automatic reminders, seamless payment processing, and team management features. Cut down on no-shows and easily track client preferences and history.

HoneyBook - Small Business CRM

Invoices, Contracts, Payments

Free

Create contracts, send invoices, collect payments, and track projects seamlessly in one place with this small business CRM. Join over 100,000 users transforming client experiences. Start streamlining your business processes today!

Vagaro Pro

Booking, Payments, Scheduling

Free

A comprehensive app for managing appointments, clients, sales, and marketing. Take control of your schedule with this powerful and user-friendly tool.

Booksy Biz: Booking & Payments

Business management on the go

Free

Manage your business on the go with scheduling, client management, checkout, and marketing tools all in one place. Access advanced features like Shifts, Inventory, Reporting, and Packages with Booksy Biz Pro for full business optimization.

Logics Client Portal

by Intellirose LLC

Free

This client portal app provides a comprehensive solution for managing cases, activities, and finances in one centralized platform, offering features such as case tracking, billing summary, payment management, and live chat support. Download the app to streamline your interactions, stay informed, and take control of your client management experience.

Patient Portal

InteliChart

Free

Access your medical records, manage appointments, and communicate with healthcare providers through our app. Schedule appointments, check lab results, request refills, message providers, pay bills, and more. Obtain your account PIN from your provider to get started.

Visibook Appointment Scheduler

Business, client reminder app

Free

An appointment scheduling app for businesses that simplifies booking, sends reminders, accepts payments, and allows for client messaging and notes. Easily manage appointments, reduce no-shows, and coordinate your schedule across multiple devices to streamline your business operations. Simplify booking for various services and eliminate the hassle of scheduling with ease.

Schedulista: Online Scheduling

Appointment Scheduler

Free

This appointment scheduling app allows easy booking for clients, complete with automated reminders via text and email. Ideal for hair stylists, salons, and businesses, it offers mobile calendar management and seamless integration with websites and social media.

Clients: Your Client Book, CRM

Manage Your Customer Database

Free

Effortlessly store and manage client data with this simple and efficient personal CRM app. Stay connected with your clients, take notes, import contacts, set reminders, and more from anywhere. Visit the website to learn more: https://clients.is/terms/

Clio for Law Firms and Lawyers

Work from anywhere.

Free

Access essential case and client information remotely, track billable time, communicate securely with clients, and accept payments directly through the app. Stay organized and productive with dynamic calendars and task lists. Sign up at clio.com/signup.

Goldie: Appointment Scheduler

Planner, Booking, Reminders

Free

Schedule appointments, send reminders, manage clients, and grow your business with this free scheduling app trusted by over 100,000 professionals. Upgrade for advanced features like payment processing and team scheduling. Download now to streamline your appointment management.

Boulevard Professional

Service provider app

Free

Book clients, accept payments, and deliver a magical client experience with this application for iPhone, iPad, and desktop. Review client profiles, manage schedules, access forms on the go, and securely process payments. Sign up for a Boulevard account now.

Karbon for Clients

Accounting firm client portal

Free

This client portal app allows you to securely share files, exchange information, and stay connected with your accounting firm in one place, streamlining communication and task management. By using this app, you can easily collaborate, track project progress, and ask questions, reducing back-and-forth and keeping your information safe with industry-standard security.

MyTime Scheduler for Merchants

by Melian Labs Inc

Free

Manage appointments, clients, payments, and marketing on-the-go with MyTime Scheduler™. Seamlessly schedule, message clients, track inventory, and access analytics all in one app. Improve your business efficiency and client relationships effortlessly.

Setmore Appointment Scheduling

Get seen, get booked, get paid

Free

A powerful appointment scheduling app that helps you manage your calendar on-the-go, share booking links, accept payments, automate reminders, and host video calls. Stay organized, reduce no-shows, and enhance customer experiences with just a few taps. Try it now!

Accounting Client Portal

Talk to your accountant

Free

Connect easily with your accountant, securely share files and receive financial insights on-the-go with our Accounting Client Portal. Streamline communication, file sharing, and access to financial data for smarter decision-making. Start optimizing your financial management today.