10 Best Client Portal Software of 2026

Assembly is built around the client portal itself. Clients sign in on your branded domain to message your team, share files, sign contracts and pay invoices, while your staff work from a CRM that holds companies and contacts. On top of that sits a library of 30+ pre-made apps for intake, onboarding, proposals, payments and project tracking, plus an AI app builder: you describe an app, approve a plan, and it publishes into the workspace with sign-in and permissions already set. Plans are priced by active contacts and internal users. The Free plan covers 5 active contacts, Starter is $29 a month billed annually for 50, Professional covers 500 contacts and 3 internal users and adds custom domains, API access and badge removal, and Advanced adds unlimited contacts, an audit log, enforced MFA and a HIPAA BAA. The catch is that a fully branded portal on your own domain needs Professional, and payment processing fees apply on collected invoices.

SuiteDash bundles a client portal with CRM, proposals, contracts and eSign, invoicing, recurring billing, projects, file exchange, secure messaging, support tickets and a learning management system. The portal is configurable: each client gets a Dashboard assigned directly, by circle or by role, plus private Portal Pages for resources and announcements, and white labeling covers platform branding, a custom URL and login, and email notifications. The pricing is the main draw. Every plan includes unlimited clients and staff, with START at $19 a month or $180 a year, THRIVE at $49 adding client-side live chat and proposals, and PINNACLE at $99 adding the onboarding toolkit, support tickets and LMS. Storage runs from 100GB to 2TB. The tradeoff is setup effort: with more than 25 toolkits, building the portal your clients see takes planning, and an account is limited to one custom URL.

HoneyBook is built for independent service businesses that sell, contract and bill clients online. Its client portal gives each client a dedicated page to access files and project details, and the same client sees proposals, contracts and invoices sent from HoneyBook. The payments side is the strongest part: card and ACH payments, Apple Pay and Google Pay, autopay, payment plans, late fees and payment reminders, plus instant deposit for a 1 percent fee. Starter costs $29 a month billed annually and includes unlimited clients and projects, the client portal and up to 2 live lead forms. Essentials at $49 adds the scheduler, automations, QuickBooks Online and up to 2 team members, and removes the Powered by HoneyBook mark. Premium at $109 adds unlimited team members and multiple companies. HoneyBook says 100,000+ businesses use it. It is less suited to firms that need deep file management or many client-side permissions.

Plutio combines projects, tasks, time tracking, proposals, contracts, invoices, forms and scheduling, and every plan includes a client portal. Clients accept an invite, set a password once, and return to see live project progress, shared files, the message thread and a payment button for each open invoice. Visibility is set per client, so a design client can see tasks and a file folder while a retainer client sees only invoices and payment history. With the white-label add-on, the portal runs on your own domain with no Plutio branding. Core costs $19 a month for solo work with 9 active clients, Pro costs $49 with unlimited active clients and 30 contributors, and Max costs $199 with unlimited contributors, white label and single sign-on included. Yearly billing gives 2 months free. The limits matter: Core's 9-client cap and the separate white-label fee push many studios to Pro plus the add-on.

Moxie targets freelancers who want client management, project management, invoicing, proposals, contracts, time tracking and a sales pipeline in one app. The client portal arrives on the Pro plan, which adds a custom domain, a fully white-labeled freelance client portal, support ticketing and client request management, workflow automation, a communicator phone line for the US, Canada and the UK, and integrations through Zapier, Make, webhooks, a public API and QuickBooks. Pro costs $20 a month billed annually ($240 a year) or $25 monthly, which makes it one of the cheapest white-label portals on this list. Starter at $10 a month billed annually covers the core tools but not the portal, and Teams at $32 a month billed annually adds up to five team members. Moxie is a good fit for a solo consultant or designer, but agencies with larger teams or strict access rules will outgrow the five-member Teams cap.

Bonsai is project and finance software for agencies and consultancies, and its client portal is one part of a wider workflow that covers time tracking, tasks, budgets, invoicing and reporting. The portal arrives on Essentials at $19 per user per month billed annually, along with invoices and payments, proposals and contracts, forms and questionnaires, and scheduling. Premium at $29 per user adds client tasks and messaging, custom fields, a deals pipeline, profit and productivity reports, integrations with QuickBooks, Xero, Zapier, Calendly and Google, and removes Bonsai branding. Elite at $49 per user adds custom permissions and timesheet locking, with a 3-user minimum. Monthly billing costs more, with Essentials at $25. The 7-day trial gives full access. Bonsai is strongest for firms that bill hours and want the client to see invoices and deliverables, but a full branded portal with messaging sits on Premium, which costs more per seat than flat-priced rivals.

Clientjoy is a CRM for agencies that covers client work from first lead to final invoice. It runs on one plan with no feature gates: $199 per user per year, which works out to $16.58 a month per user, with monthly billing also available. Every workspace gets unlimited leads, contacts and companies, a deal pipeline in kanban or list view, unlimited proposals with e-signatures, unlimited invoices, booking pages, unlimited email sequences, web forms and reusable templates. The branded client portal and white labeling are included, and clients get portal access free. The limits are in storage and email: 5 GB of file storage and 1,000 emails a month per workspace. That makes Clientjoy a sound pick for a sales-minded agency that wants proposals and invoices in front of clients, but a weaker one for firms that exchange large files, where Clinked or SuiteDash offer far more storage.

Clinked is a secure, white-label collaboration platform where firms create branded spaces to share files, run discussions, assign tasks and collect document approvals with clients and partners. Document handling is deep: an online editor, annotations, version control, watermarking, file approval, file locking and file requests, plus DocuSign and Adobe Acrobat Sign. Start Up costs $11 per user per month with 2 GB storage and every Standard feature except a custom URL. Standard at $239 a month includes 100 members, 1 TB storage, your own domain, an audit trail and a dedicated account manager, and higher tiers add white-label email notifications, enforced 2FA, single sign-on and a choice of US, EU or rest of world data centers. Yearly billing saves 20 percent. Clinked also sells a virtual data room for due diligence. It does not invoice or send proposals, so firms that bill through the portal need a second tool.

Dubsado is a client management system for service businesses that want to capture leads, send contracts and invoices, onboard clients and close projects from one account. Client portals are included on both plans and give each client a dedicated place to access their project. The Starter plan costs $335 a year and covers email integration, unlimited projects and clients, invoicing and payment plans, form and email templates, client portals, calendar connection and a mobile app, with 1 active lead capture form. Premier at $525 a year adds scheduling, automated workflows, public proposals, bookkeeping integration and Zapier. Pricing is friendly to small teams: 3 additional users are free, and 4 to 10 users cost $25 a month. Separate brands cost $10 a month each. The downside is that the automation that makes Dubsado popular sits on Premier, and building workflows takes time before clients see a polished experience.

Moxo treats the client portal as the place where a multi-step process moves forward rather than a folder of files. Clients click one secure link, with no account, password or download, and find everything waiting on any device. Each portal can collect document requests, forms and uploads, gather eSignatures and approvals, host scheduling, video calls and secure messaging, and handle invoices, payments and identity checks. An AI concierge answers client questions about status and next steps, and AI agents prepare documents, check submissions for completeness and give staff answers with evidence attached. On the firm side, staff see every client, stalled step and due date in one view. Security listings include SOC 2 Type II, GDPR, SAML SSO, audit trails, encryption and role-based access, and customers include Savills, Scotiabank and Procore. Moxo does not publish prices, so it suits firms ready for a sales process, not a solo consultant comparing monthly plans.