Kahootz Logo
Kahootz
4.6
  • Positive user reviews
  • Real-time collaboration tools
  • Used by the NHS, Ministry of Defence, and other important clients
Best Overall
Visit Kahootz
Each business has unique relationships with clients, so we can't tell you that any specific provider is the best option for every possible situation. However, Kahootz stood out to us as a great place for managers to start their search for a new client portal platform. It's used by major clients like the National Health Service (NHS) and British Ministry of Defence, and more typical users also have great things to say about its functionality. Kahootz facilitates collaboration both within and between organizations, with many helpful features including surveys, calendars, forums, and document management. It's our selection as the best overall client portal software available in 2022.

Unlike some other client portal platforms, Kahootz enables users to collaborate on their documents in real-time. This means that you won't have to waste time and resources on inefficient processes like emailing new versions of your files back and forth. Managers can also assign specific roles to team members — for example, designating one employee as an editor and another one as responsible for approving their work.

The Kahootz Starter plan runs £5 per user, per month, paid annually (roughly $6.75 USD) This tier is intended for teams of five to 25 users with 10 GB of cloud storage and access to the full range of Kahootz collaboration tools. Teams that need more storage can get 0.5 GB per user starting at £10.50 per user, per month, paid annually (roughly $14 USD), but volume discounts will bring that rate down for larger clients. If you have 50 or more users, you can also get an Enterprise plan for £10 per user, per month, or less (roughly $13.50 USD). Enterprise subscribers gain access to advanced features like 1 GB of storage per user, custom branding, a dedicated account manager, and access to the Kahootz API.

Pros & Cons

Pros

  • Positive user reviews
  • Real-time collaboration tools
  • Used by the NHS, Ministry of Defence, and other important clients

Cons

  • Limited information about updates

What Customers Are Saying

While SuiteDash was our selection as the provider with the best user reviews, Kahootz isn't far behind with an average rating of 4.6 out of 5. Unfortunately, some reviewers appeared to confuse it with the Kahoot! Quiz platform, which made it more difficult to tell how real Kahootz users felt about their experience.

Summary

  • Starting Price
    • £5/user/month: Kahootz Starter
    • £10.50/user/month: Kahootz Professional
    • £10.50/user/month: Kahootz Enterprise
  • Free Trial/Demo
    30-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base
  • Billing Capabilities
    No
Ratings
  • User Review Score 4.6
SuiteDash Logo
SuiteDash
4.9
  • 4.9 average review score
  • Reliable customer service
  • All plans come with unlimited seats, unlimited customer relationship management (CRM) contacts, and unlimited portals
Best User Review Score
Visit SuiteDash
We always try to learn as much as possible about each application we review, and customer feedback is a critical element of that process. While every provider on this list has at least mostly positive feedback, SuiteDash is far above the rest with an impressive 4.9 average score including roughly 1,000 unique reviews. Based on our research, customers appear to be very happy with the responsiveness of its support team, plus its deep customization options. It's the client portal software with the best user reviews in 2022.

SuiteDash also made an impression on us due to its outstanding update log, which details a release every week or two going back for more than a year. While some updates are limited to more minor changes, most of them seem to make surprisingly helpful adjustments considering the release schedule. For example, the November 26 update added in a learning management system (LMS) that enables users to create courses and share them with both team members and external clients.

After a 14-day free trial, users can continue with the Start, Thrive, or Pinnacle plan, each of which comes with support for unlimited seats. SuiteDash gives customers the option to pay monthly, annually, or a one-time fee for a lifetime license. Annual plans are roughly the cost of nine or ten months while each lifetime license costs the equivalent of four years on an annual subscription. You should go ahead with the lifetime license if you've tested out the platform and expect to continue using it over the long term.

Pros & Cons

Pros

  • 4.9 average review score
  • Reliable customer service
  • All plans come with unlimited seats, unlimited customer relationship management (CRM) contacts, and unlimited portals

Cons

  • Can get pricey with add-ons

What Customers Are Saying

We chose SuiteDash as a leading client portal provider because of its exceptionally strong performance in user reviews. While every piece of software gets some criticism, virtually every customer appears to be happy with the overall value.

Summary

SuiteDash Logo
SuiteDash
  • Starting Price
    • $19/month: Start
    • $49/month: Thrive
    • $99/month: Pinnacle
  • Free Trial/Demo
    14-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
  • Billing Capabilities
    Yes
Ratings
  • User Review Score 4.9
Clinked Logo
Clinked
4.9
  • Streamlined interface
  • Positive customer feedback
Easiest to Use
Visit Clinked
Managing client relationships is a complicated process, particularly for teams that work with many different customers. Clinked makes it simple to add new users, set up new portals, and even create custom iOS and Android apps for its clients. We also found that customers appreciate its support for internal collaboration and integrations with hundreds of other pieces of software through Zapier. While usability is naturally somewhat subjective, we felt that Clinked is the easiest platform to use in 2022.

The Clinked team recently introduced a new feature called Shortcuts that gives users more control over the application's interface. If you want to access a specific link, for example, you can add it to the left-hand toolbar as a Shortcut, where it will be available to access at any time. Shortcuts supports many different types of content and is a key aspect of visual customization in the Clinked platform.

While you can pay for a Clinked subscription by the month, you'll save 16% if you pay annually or 35% if you pay for two full years at a time. After a 10-day free trial, you can continue with one of four plans: Lite ($99 per month), Standard ($249 per month), Premium ($495 per month), and Enterprise ($995 per month). Subscriptions differ in terms of limits — for example, up to 100 members in the Lite plan compared to 1,000 with Enterprise. However, some advanced features are also limited to higher tiers.

Pros & Cons

Pros

  • Streamlined interface
  • Positive customer feedback

Cons

  • Mixed feedback for mobile apps

What Customers Are Saying

With a 4.9 average and consistently positive notes about ease of use, it's clear that customers are happy with Clinked. However, reviews are much more mixed with respect to the mobile app, which has an average score under 4.0 on both Android and iOS.

Summary

  • Starting Price
    • $99/month: Lite
    • $249/month: Standard
    • $495/month: Premium
    • $995/month: Enterprise
  • Free Trial/Demo
    10-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live Rep), Chat
  • Billing Capabilities
    No
Ratings
  • User Review Score 4.9
Freshdesk Logo
Freshdesk
4.5
  • Basic free plan with support for unlimited agents
  • Consistently updated
  • Chatbot support in more than 40 languages
Best Free Option
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While paid subscriptions will always offer more power and functionality than their free counterparts, you don't necessarily have to spend any money to get decent help desk capabilities. The Freshdesk free plan supported unlimited agents, with tickets available through both email and social media. Free users can also set up business rules for ticket processing, access basic support analytics, and communicate more efficiently within teams. Those factors make Freshdesk the best choice in 2022 for clients that are looking for a free solution.

Freshdesk is one of the most actively supported client portal platforms we've seen. A December 2021 release introduced chatbot support in more than 40 different languages, helping subscribers connect with customers around the world. It also enabled users to export chat logs to up to five email addresses at the same time.

If you aren't satisfied with the free Freshdesk tier, you can upgrade to a paid plan for as little as $18 per agent, per month ($15 per agent, per month, billed annually). That comes with basic features like automation workflows, service-level agreements (SLAs), time tracking, and timesheets, plus alerts when multiple agents are looking at or responding to the same ticket at the same time. At $59 per agent, per month ($49 per agent, per month, billed annually), Pro adds in custom roles and reporting, audience segmentation, support for up to 5,000 collaborators, and flexible application programming interface (API) access. The Enterprise plan ($95 per agent, per month, and $79 per agent, per month, billed annually) comes with bot sessions, auto-triage, audit logs, and other advanced tools.

Pros & Cons

Pros

  • Basic free plan with support for unlimited agents
  • Consistently updated
  • Chatbot support in more than 40 languages

Cons

  • Average customer reviews

What Customers Are Saying

Customers are highly satisfied with Freshdesk, with mostly positive comments about every aspect of the platform. We also found strong praise for its support desk apps on iOS and Android, demonstrating that it offers strong experiences on both desktop and mobile.

Summary

Freshdesk Logo
Freshdesk
  • Starting Price
    • Free Plan Available
    • $15/agent/month: Growth
    • $49/agent/month: Pro
    • $79/agent/month: Enterprise
  • Free Trial/Demo
    21-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live Rep), Chat
  • Billing Capabilities
    Yes
Ratings
  • User Review Score 4.5
LiveAgent Logo
LiveAgent
4.6
  • Responsive 24/7 support
  • Some features available for free
  • Supports Instagram, Viber, Twitter, and Facebook
Best Customer Service
Visit LiveAgent
If you or your clients are having trouble, you can't afford to spend hours or days waiting to have the issue resolved. Customer service is particularly important for client portal software since a negative experience will reflect poorly on your own brand. LiveAgent offers unlimited 24/7 customer service through email, support tickets, phone, and live chat, giving users plenty of options when they need to get in touch. Users also had excellent things to say about the support staff, making LiveAgent an easy choice as the provider with the best customer service in 2022.

Somewhat surprisingly, that attentiveness to the customer experience didn't translate into a consistent release schedule. Despite a steady stream of new blog posts, none of them offered any information about updates to the platform. However, there were still many recent user reviews with positive feedback, so that didn't seem to have a negative effect on their experience.

LiveAgent offers a limited free tier that includes a seven-day ticket history, one phone number, one email address, and one live chat button. There are also three options for paid plans: Ticket ($15 per agent, per month), Ticket + Chat ($29 per agent, per month), and All-Inclusive ($39 per agent, per month). The All-Inclusive plan comes with support for Instagram, Viber, Twitter, and Facebook along with the features available in cheaper subscriptions. New users can get a 14-day free trial of All-Inclusive with no credit card required.

Pros & Cons

Pros

  • Responsive 24/7 support
  • Some features available for free
  • Supports Instagram, Viber, Twitter, and Facebook

Cons

  • Limited information about recent updates

What Customers Are Saying

Providers make all sorts of claims about the quality of its customer support, but LiveAgent's responsiveness is backed up by high marks in user reviews. With an average score of 4.6 out of 5, LiveAgent is competitive with most leading client portal platforms in 2022.

Summary

LiveAgent Logo
LiveAgent
  • Starting Price
    • Free plan available
    • $15/agent/month: Ticket
    • $29/agent/month: Ticket+Chat
    • $39/agent/month: All-Inclusive
  • Free Trial/Demo
    14-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live Rep), Chat
  • Billing Capabilities
    Yes
Ratings
  • User Review Score 4.6
Monday Logo
Monday
4.6
  • Strong reviews of both desktop and mobile offerings
  • Basic free plan
  • Receives monthly updates
Best Mobile App
Visit Monday
Client portal software is generally built for desktops, often to the detriment of mobile apps and websites. Monday contrasts with most of the other services on this list due to its incredibly popular mobile app, available on both iOS and Android devices. Both applications have impressive user review scores of 4.7 out of 5 across thousands of ratings. While Monday is also a decent choice for desktop users, it stood out to us as the option with the best mobile app in 2022.

Monday started being publicly traded in June 2021, and it has been trading upwards of $300 per share for most of the rest of the year. Since then, it has been putting out at least one update per month, illustrating the team's dedication to improving the platform. The November release, for example, introduced several changes, such as folders within folders, duplicate custom automations, and a chronological view of both past and future projects.

How much you'll pay for access to Monday depends on the features you need, the number of seats on your team, and whether you're planning to pay monthly or annually. With 10 seats paid monthly, for example, you'll pay $14 per seat, per month, for Basic, $17 per seat, per month, for Standard, and $27 per seat, per month, for Pro. There's also a limited free option with up to two seats, plus custom Enterprise solutions for larger clients. New users can take advantage of a 14-day free trial.

Pros & Cons

Pros

  • Strong reviews of both desktop and mobile offerings
  • Basic free plan
  • Receives monthly updates

Cons

  • Free plan limited to two users

What Customers Are Saying

Monday has strong feedback with respect to both the desktop and mobile services, and it's the highest-rated mobile client portal software on the market in 2022. Users seem to be especially happy with its streamlined design and visually pleasing interface.

Summary

  • Starting Price
    • Free Forever: Individual
    • $8/seat/month: Basic
    • $10/seat/month: Standard
    • $16/seat/month: Pro
    • Custom Quote: Enterprise
  • Free Trial/Demo
    Free Plan Available
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live Rep), Chat
  • Billing Capabilities
    Yes
Ratings
  • User Review Score 4.6
SmartVault Logo
SmartVault
4.5
  • Store and share files both internally and externally
  • Integrates with many third-party applications
  • Set up branded client portals
Best for File Storage and Sharing
Visit SmartVault
SmartVault is a document management and collaboration platform that facilitates secure file storage and sharing in the cloud. Users can upload files to their SmartVault account, share them with the correct recipients through branded client portals, and maintain compliance with the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and other key regulations while maintaining detailed activity reports. It also connects directly to many third-party applications for seamless sharing between different pieces of software. For example, you can share SmartVault documents in QuickBooks without downloading and reuploading. It's our pick as the best client portal platform in 2022 for storing, sharing, and collaborating on documents.

To maintain the best security possible, SmartVault subscribers can share files using password-protected links. That way, a user with the link still won't be able to access the document in question unless you've already sent them the password. This feature also enables your clients' guests to sign into their portals and access files as long as they've been authorized with the necessary credentials, all without having to get explicit permission from your team.

After a 14-day free trial, you can continue with one of three subscriptions: Standard ($28 per user, per month, five-user minimum), Business Pro ($56 per user, per month, two-user minimum), and Accounting Pro (also $56 per user, per month, with a two-user minimum). Each plan also comes with a discount of roughly 30 percent if you pay for a year at a time. While those two Pro plans cater to users with specific needs, teams with 10 or more members can get a custom Enterprise plan with the features from both plus dedicated onboarding and other extra tools.

Pros & Cons

Pros

  • Store and share files both internally and externally
  • Integrates with many third-party applications
  • Set up branded client portals

Cons

  • Some negative comments about customer support

What Customers Are Saying

SmartVault has received several positive reviews, but we found that feedback was more mixed when customers discussed the provider's support. One user said that they felt ignored — that might not be your experience, but it's something to be aware of if you move forward with SmartVault.

Summary

SmartVault Logo
SmartVault
  • Starting Price
    • $28/user/month: Standard
    • $56/user/month: Business Pro
    • $56/user/month: Accounting Pro
  • Free Trial/Demo
    14-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
  • Billing Capabilities
    No
Ratings
  • User Review Score 4.5
Zendesk Logo
Zendesk
4.4
  • Strong sales features
  • Offer customer support through social media
  • Starts at $19 per agent, per month
Best for Sales
Visit Zendesk
Zendesk is a customer support and sales customer relationship management (CRM) that made an impression on us with its powerful tools for sales teams. It facilitates more efficient communication between departments and centralized information that stays with clients throughout their journey with your brand. For example, customer support and sales teams might work with the same client at different times, and both will be able to see all relevant information. It's our pick as the best client portal software in 2022 when it comes to sales.

One key element of Zendesk is the ability to connect with clients and prospective clients on social media. Zendesk currently supports Facebook, Twitter, Instagram, WhatsApp, and LINE, making it easy for subscribers to engage with clients on their preferred platforms. A recent update to the platform also enabled users to move conversations between their website and social media profiles without losing the message history.

After a free trial, Zendesk subscriptions start at $19 per agent, per month, billed annually, for either the customer support plan or the sales suite. Each solution also comes with more expensive subscription options designed to meet the needs of larger organizations. With plans generally running from $19 to $99 per agent, per month, billed annually, Zendesk is roughly in line with what we've seen from most comparable services.

Pros & Cons

Pros

  • Strong sales features
  • Offer customer support through social media
  • Starts at $19 per agent, per month

Cons

  • Mixed user reviews

What Customers Are Saying

Reviews are generally positive for both Zendesk Support and Zendesk Sell, but we left Zendesk below top competitors due to its slightly underwhelming average score of 4.4. While users find that the platform streamlines customer support, some also ironically noted that service from Zendesk itself can be less reliable.

Summary

  • Starting Price
    • $19/agent/month: Foundational Support
    • $49/agent/month: Suite Team
    • $79/agent/month: Suite Growth
    • $99/agent/month: Suite Professional
    • $150/agent/month: Suite Enterprise
  • Free Trial/Demo
    30-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live Rep), Chat
  • Billing Capabilities
    Yes
Ratings
  • User Review Score 4.4
Accelo Logo
Accelo
4.4
  • Thorough features for sales, project management, support tickets, billing, and more
  • 24/6 customer support
  • 14-day free trial
Best All-in-One Solution
Visit Accelo
Different client portal platforms excel in different areas, but Accelo is our choice as the best all-in-one solution for businesses that want to improve client relations while optimizing their own internal processes. It supports sales and quotes, project management, customer service tickets, recurring work, and invoicing and billing, plus thorough reporting to tie everything together. While its minimum price tag of $120 per month might be steep for some smaller teams, it's the top client portal software in 2022 when it comes to updating your organizational practices.

The most recent new Accelo feature we were able to find was Google Contact sync, which was released on October 12th, 2021. After that update, your Accelo contacts will be pushed to Google automatically (and vice versa), ensuring that your information is always consistent and up-to-date across different platforms. Accelo can also pull email history from your Google account so that you can see past conversations with each contact.

Accelo offers a 14-day free trial along with the option to book a one-on-one demo with someone from their teams. From there, plans run $24 per user, per month, for Plus or $39 per user, per month, for Premium. Both options come with a five-user minimum, so you'll have to pay a total of at least $120 per month for Plus or $195 per month for Premium. Plus comes with tools like timesheets, calendar and email sync, and a client activity feed, but you'll need to upgrade to Premium for access to more advanced features such as scheduling, resource management, branded workspaces, client portals, and custom workflows.

Pros & Cons

Pros

  • Thorough features for sales, project management, support tickets, billing, and more
  • 24/6 customer support
  • 14-day free trial

Cons

  • Client portals limited to Premium plan ($39 per user, per month, with a minimum of five users)

What Customers Are Saying

While most reviews of Accelo are still positive, we noticed that feedback is a little more mixed than we've seen from other leading providers. In particular, users had trouble getting Accelo up and running and fully leveraging the software's capabilities.

Summary

  • Starting Price
    • $24/user/product/month: Plus
    • $39/user/product/month: Premium
  • Free Trial/Demo
    14-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
  • Billing Capabilities
    Yes
Ratings
  • User Review Score 4.4
Onehub Logo
Onehub
4.4
  • Securely share files with role-based permissions and virtual data rooms
  • 14-day free trial
  • 24/7 support
Honorable Mention
Visit Onehub
Onehub is a cloud storage and file sharing solution that makes it easy for users to give access to the right people while securing sensitive documents from unauthorized access. While it didn't quite stand out for any particular aspect of its services, we still found that it offers enough functionality for most use cases. Its customizable client portals will give your customers easy access to an out-of-the-box interface that looks both sleek and professional.

Virtual data rooms are an especially helpful feature of Onehub. Users can upload files to a data room quickly by dragging and dropping them into their internet browser. Onehub will store detailed activity logs automatically so that you never lose track of who is accessing your files. The platform also supports custom branded virtual data rooms for a more professional experience.

New users can sign up for a 14-day trial of any of Onehub's premium subscriptions. From there, plans start at $15 per user, per month, for the Standard tier (three-user minimum). At $25 per user, per month, with a five-user minimum, Advanced comes with extra features like two-factor authentication enforcement, custom session timeouts, audit trails, and a DocuSign integration. The Data Room ($375 per month for up to five users) and Unlimited ($575 per month for any number of users) subscriptions introduce even more tools including 24/7 phone support, nondisclosure agreements (NDAs), and customizable watermarks.

Pros & Cons

Pros

  • Securely share files with role-based permissions and virtual data rooms
  • 14-day free trial
  • 24/7 support

Cons

  • 4.4 average review score

What Customers Are Saying

Onehub has received mostly positive reviews, but its average score of 4.4 was one factor that pushed it down our list. Many of the negative comments focused on its ease of use, including difficulties with the initial configuration.

Summary

  • Starting Price
    • $15/user/month: Standard
    • $25/user/month: Advanced
    • $375/user/month: Data Room Edition
    • $575/user/month: Unlimited Edition
  • Free Trial/Demo
    14-Day Free Trial
  • Customer Support
    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live Rep)
  • Billing Capabilities
    No
Ratings
  • User Review Score 4.4

How We Chose the Best Client Portal Software

No matter what industry you're working in, your clients expect a smooth, intuitive experience. Effective client portal software makes it easier to respond to their needs while staying on top of your own workflow.

Researching client portal software on your own can be a tedious, time-consuming process, so we went ahead and did most of the work for you. We put these four factors at the center of our evaluations to bring you the 10 best overall providers available in 2022.

Collaboration Tools

When your client portal is running smoothly, it will streamline every aspect of their experience. In turn, that will improve your relationships with your clients and help take some of the pressure off of your customer support team.

We chose Kahootz as the top overall provider in 2022 largely due to its outstanding collaboration features. Kahootz users can share documents and collaborate in real-time, send out surveys, engage with clients through online discussion forums, and access shared calendars to facilitate efficient scheduling.

Ease of Use

Client portal software is an investment designed to make life easier for you and your clients. Any inefficiencies, technical issues, or other problems with your application will add unnecessary strain to your workflow and make it more difficult to deliver a high-quality experience.

Ease of use comprises many different criteria. While visual design is the most obvious factor, we also considered the devices and operating systems supported by each platform. Furthermore, we looked at its integrations with third-party software and read through user reviews to understand the experiences of real customers.

Customer Support

Customer support is always relevant, but it's even more critical when you're working with client-facing software. If something goes wrong with your portal, every second you spend getting it back up will hurt your client relationships and potentially lead to lost revenue.

You shouldn't underestimate the importance of reliable service from your client portal provider. While LiveAgent was our selection as the platform with the best customer support, we made an effort to focus on providers that offer a positive experience and have strong performance in user reviews.

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