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The modern client portal

Made for keyword

Give clients one unified account to

Amplify your brand by letting clients login on your own website to send messages, share files, make payments, and more.

CAPTERRA
G2 GROUP
GETAPP
SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure

Integrated experience

Everything streamlined in one place

Provide a streamlined experience. Clients login on your own website to interface with you. One unified account for payments, file-sharing, messaging, and more.

Unified platform

A fully integrated suite of modules

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Extensions

Connect anything with Extensions

While Modules provide a powerful foundation for any business, you can use Extensions to embed tools you already use. You can add global Extensions where all clients see the same thing (like a calendar booker) or add client-specific extensions (like project dashboards). Extensions show up on the sidebar and have a custom name and icon.

Project tracking

Connect Kanban boards from tools like Airtable and Monday.com to give your clients real-time visibility on projects.

Dashboards

Connect dashboards from tools like Google Data Studio, Google Sheets, Databox, and Tableau. Instead of manually sending out reports via email, connect your dashboards and give clients real-time access.

Schedulers

Connect Calendly or another scheduling tool to make it easy for clients to schedule time with you directly in your portal. If you have different tiers of clients, you can connect different scheduling links for different customer groups.

Videos

Connect YouTube or another streaming service to give clients instant access to your video library or playlist.

Gallery

Connect an Airtable gallery or any other embeddable album to give clients streamlined access to your images. With the right setup, clients can preview images, sort through albums, and even access full-screen views.

Reviews

Portal is the industry leader on G2 and Capterra

Portal is consistently rated the highest scoring client portal solution—recognized for its flexibility, security, modern design, and speed of innovation.

4.9 / 5.0
G2 rating
4.9 / 5.0
Capterra rating

"Instead of setting up separate tools for file-sharing, eSignatures, messaging, and dashboards, we streamlined everything with Portal. Now our clients and team have a single login for everything."

Bill Barth
,
President

"Portal amplifies our brand and makes us look more professional. With expansive customization options and the ability to connect custom domains, clients feel at home and more secure interfacing with us."

Mark Waller
,
Founder

"We spent 2 years building a custom portal and vastly underestimated how much work it takes to support. Switching to Portal worked out great because the software is modular and let us connect our own systems."

Karine Hsu
,
Partner

"Our team cumulatively saves hundreds of hours each month on support time. This is happenening because clients have fewer IT issues, have self-serve access to files and messages, and no longer need to manage multiple accounts."

John Methion
,
Co-Founder & Principal

"At vero eos et accusamus et iusto odio dignissimos ducimus, qui blanditiis praesentium voluptatum deleniti atque corrupti, quos dolores et quas molestias excepturi sint, obcaecati cupiditate non provident, similique sunt in culpa"

Lyndsay Aaroinrd
,
Chief Marketing Officer
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