Best Client Portal Tools

Basil

4.2 rating

Cost-effective all-in-one accounting practice management software by CoralTree with client portal, workflows, billing, document management, e-signatures, and knowledge-based authentication.

Canopy

4.6 rating

Modular cloud-based practice management software for accounting and tax firms with AI-enhanced modules for workflow, document management, time & billing, and client engagement.

Client Hub

4.2 rating

Modern accounting practice management and client portal software with task management, workflow automation, AI-powered job creation, and deep QuickBooks integration.

Liscio

4.4 rating

Secure client communication, document exchange, and AI-powered workflow platform designed for accounting firms to replace email with secure messaging and task management.

Mango Practice Management

4.2 rating

All-in-one practice management software built by accountants for CPA firms, bookkeepers, and consulting firms with time & billing, project management, document management, and client portal.

Shaker

4.3 rating

All-in-one transaction and workflow management platform for real estate teams with collaborative deal tracking, client portals, and integrated communication.

TaxDome

4.2 rating

All-in-one practice management platform for tax, accounting, and bookkeeping firms with client portal, document management, billing, and workflow automation.