5 Best Client Portal Examples

What Is a Client Portal?

A client portal is a software interface that allows clients to access information relating to projects and services. This may also include access to things like files and billing.

Client portals, or customer portals, are utilized by many businesses across industries to streamline their clients’ experience. Commercial organizations, design studios, insurance firms, banks and more use client portals to create an efficient line of communication with their customers. Client portals can be especially useful for small to midsize businesses looking to better manage time and day-to-day operations. 

Before onboarding a new client portal software, consider your unique business needs and your clients. What information would be useful for them to have? What information are you regularly providing them, like project status updates? Where is this information current housed and what's the easiest way to make accessible to clients? 

Now, let's start look into five leading client portals and see what they each offer.

5 Best Client Portals 

• Accelo
• Huddle
• HyperOffice
• ShareFile
• Zoho

Accelo 

Accelo streamlines your work by featuring on-demand access to services that you provide for your clients. The end-to-end platform offers a client portal that helps you stay connected with your clients 24 hours a day through document sharing, content sharing and billing capabilities. The client portal gives your clients transparency via easy access to their account so they can view their projects, services and contracts. Accelo’s highly-customizable client portal settings make it perfectly suited for organizations in a wide range of industries, including:

• Digital and creative industries
• Marketing 
• Managed service providers
• Information technology
• Engineering and architecture
• Business consulting
• Accounting 
• Public relations

Accelo serves so many industries because of its versatile features, such as:

• Real-time project tracking. The portal allows clients and their stakeholders to secure access to open tasks, projects and budget usage.
• Round-the-clock issue requests. Offer clients the ability to make service requests or raise issues 24/7. This creates a space for easy collaboration. 
• Easy document review. Give your clients access to view select documents, project plans, contracts without having to send emails. 
• Notifications about client activity. Receive email notifications about any client interactions for full-time collaboration.
• Control of permissions. Fully customize what your clients can view in their portal.
• Secure file-sharing. All files are automatically stored in the client portal account for easy, safe sharing capabilities.
• White-labeled interface. Let your clients choose everything from colors to background images to content.

Accelo’s services start at $24 per user per month, depending on the pricing plan you choose. 

READ NEXT: How one IT consultancy doubled revenue and profits using Accelo's client portal and other robust work management features

Huddle

Huddle is a company that provides client portals that aim to create aesthetically beautiful shared spaces. Huddle’s client portal is best for organizations that focus on teams, partners and other groups. It provides an efficient workspace for managing documents, approvals, discussions and revisions.

Huddle is popular in a range of industries, such as:

• Accounting and consultancy
• Government
• Marketing and media
• Managed services
• Transportation and logistics
• Construction and engineering
• Utilities

Huddle’s streamlined features include:

• Easy collaboration. Huddle gives its client one easy-to-use space for file management, discussion and more. 
• File sharing. This client portal bypasses the need for email attachments and various apps by making access easy to manage. 
• Government-level security. Huddle is utilized by several government agencies, so its security features are top-of-the-line. 
• Custom branding. Huddle allows your clients to easily brand their portals with their logos and colors. 
• File requests and tasks. These client portal features allow your clients to easily assign tasks and request files from their teams. 
• Seamless remote work. Huddle works well on mobile devices and offers integrations, making it ideal for remote work. 

Find out about Huddle pricing by requesting a quote.

HyperOffice 

HyperOffice is a client portal that focuses its efforts on service provider industries. Its platform works best for industries such as: 

• Healthcare
• Education 
• Public sector
• K–12 education

HyperOffice’s comprehensive features include:

• Efficient workflow. HyperOffice allows your clients to automate workflow and manage their data with simple organization tools. 
• Access to teamwork. This client portal gives clients the ability to engage with teams and customers via chat, audio and video. 
• Streamlined collaboration. HyperOffice makes collaboration easy with its complete collaboration toolkit.

HyperOffice’s services range from $7 to $10 per user per month. 

ShareFile

ShareFile’s client portal provides services focused on security, collaboration and comprehensive tools. This client portal software is designed for industries like:

• Accounting
• Finance
• Healthcare
• Legal services

ShareFile’s strongest features include:

• Top-notch security. This client portal gives you control over how sensitive data is handled and includes password protection, device lock, remote wipe capabilities and more. 
• Flexible storage. ShareFile allows for in-person storage, cloud-based storage or both. It even allows you the option to encrypt data with your own keys. 
• Customizable tools. ShareFile gives you the ability to navigate industry regulations from the financial industry to health data and beyond. 
• File sharing abilities. This software makes it easy for your clients to have a positive user experience when storing and sharing files — all on a secure network. 

ShareFile’s extensive services range from $50 to just under $340 per month. 

Zoho

Zoho is a widely used company that provides unique and effective client portal services to over 50 million users worldwide. Zoho serves well-known organizations that range from apparel to agricultural industries. 

Zoho provides its services through a series of comprehensive apps — ranging from customer service to social media management and more — which can be bundled to meet the needs of various industries.

The price varies because of Zoho’s broad range of client portal services, but free quotes are available via Zoho’s website. 

Ready To Upgrade Your Client Portal Services?

These client portal examples only begin to cover the ways that client portals can help streamline communication between you and your clients.  Learn more about how Accelo's client portal can help you build your business and provide a positive user experience for your clients.

Try out Accelo’s client portal and other key features by signing up for a free trial or scheduling a demo.