Top 5 Best Client Portal Software for 2024 [Ranked]

In 2024, finding the right client portal can make all the difference in keeping your online business running smoothly.

From secure data transfer to easy client collaboration, the right portal can make your business more productive, but also secure your client's sensitive data.

So, which service stands out as the best client portal this year?

Here’s our list of the top 5 best client portal software for 2024, ranked based on security, features, ease of use, and overall value.

1. Foyer

Best for: Secure file sharing, client collaboration, and white-labeling

With an intuitive mobile-friendly interface and a wide range of features, Foyer offers an all-in-one solution for businesses that need to manage client interactions and securely share files with clients.

Foyer's bank-grade encryption ensures that all files, messages, and emails shared through the platform are protected at the highest level, making it an excellent choice for industries that handle sensitive data, such as accounting, law firms, and healthcare.

On top of that, you Foyer seamlessly integrates with apps you already use like DocuSign, Outlook, Power BI, Notion, and more. You can even embed apps you already use within your client portal, so you can use the tools you're familiar with.

Your Foyer client portal is fully customizable, allowing businesses to white-label their portals with their own branding, logos, and colors, creating a professional client experience from start to finish.

Key Features:

• Bank-grade encryption for files, messages, emails and more
• No file size limits
• Compatible with mobile devices
• Fully customizable, white-labeled portals
• DocuSign integration for e-signatures
• Secure file uploads with or without accounts
• Mobile-friendly interface and real-time notifications

If security, flexibility, and a professional look are your top priorities, Foyer is a great choice.

You can try Foyer out today (free for 14-days), no credit card necessary.

2. SmartVault

Best for: Secure document management for finance and accounting professionals

SmartVault earns its spot for being one of the best client portal software for businesses in industries that handle sensitive documents, particularly accounting and finance. SmartVault’s primary focus is secure document storage and sharing, with features designed to comply with industry standards like HIPAA and FINRA.

What’s really great about SmartVault is how easily it integrates with QuickBooks and other accounting software. You can upload financial records, tax documents, and other sensitive materials with ease, knowing that clients will have secure access to these documents. And for signing important documents, SmartVault includes built-in e-signature features, streamlining approvals and contracts.

With its robust security measures and focus on document management, SmartVault is perfect for businesses that need top-tier security and regulatory compliance.

Key Features:

• Integration with QuickBooks for accounting firms
• Built-in e-signature capabilities
• Secure document storage with advanced access controls
• Compliance with HIPAA and FINRA standards
• Ideal for managing and sharing financial documents

If you're in finance or accounting, SmartVault should be at the top of your list.

3. Clinked

Best for: White-label customization and collaboration

If branding and collaboration are your top priorities, Clinked has you covered.

This client portal is perfect for businesses that want a fully branded client experience, with white-label customization that allows you to change logos, colors, and even the domain to match your business identity.

But Clinked isn’t just about aesthetics. It’s also packed with features for secure file sharing, real-time collaboration, and client communication. Teams can create workspaces to collaborate on projects, share files, and keep track of deadlines. The portal works seamlessly on both desktop and mobile, making it easy for clients and teams to collaborate no matter where they are.

While Clinked is more expensive than some of its competitors, the robust collaboration features and ability to fully customize the portal make it worth the investment for businesses that prioritize branding and teamwork.

Key Features:

• Full white-label branding options
• Secure file sharing with permission controls
• Real-time collaboration tools
• Workspace creation for teams and clients
• Mobile-friendly access

For businesses that need collaboration and customization, Clinked is a strong contender.

4. Citrix ShareFile

Best for: Secure file sharing and compliance

Citrix ShareFile is a leader in secure file sharing, particularly for businesses that need to comply with strict data privacy regulations like HIPAA.

ShareFile allows users to securely upload, share, and access files with robust encryption and secure permission settings. It's widely used in industries like healthcare, legal, and finance for transferring large files while maintaining compliance with regulations.

One of ShareFile’s standout features is its ability to handle large volumes of data through virtual data rooms, making it ideal for businesses that need to share multiple files securely at once.

With e-signature integration, clients can also sign documents directly through the portal, ensuring a streamlined and secure document workflow.

However, the interface can feel a bit dated compared to more modern solutions, and some customization options are limited. Still, for businesses that prioritize security and compliance, ShareFile is a trusted option.

Key Features:

• Robust encryption and compliance with HIPAA regulations
• Virtual data rooms for large file sharing
• E-signature capabilities built-in
• Permission controls and audit trails for security
• Secure storage and file-sharing workflows

For businesses handling sensitive client data, Citrix ShareFile offers unmatched security and compliance.

5. Google Workspace

Best for: Comprehensive tools and affordability

Rounding out our top 5 is Google Workspace. You might not think of it as a traditional client portal, but Google Workspace offers an incredibly flexible and affordable solution for businesses looking to manage client interactions, file sharing, and collaboration all in one platform.

With Google Workspace, you get access to Google Drive for secure file storage, Google Sites for creating a basic client portal, and Google Meet for virtual meetings. You can even use Google Forms to collect client data securely. The integration across the Google ecosystem makes it easy to handle all aspects of client management.

At just $6 per user per month on the Business Starter plan, Google Workspace offers unbeatable value for businesses that need a cost-effective solution without sacrificing functionality.

Key Features:

• Secure file sharing through Google Drive
• Integration across Google Docs, Sheets, and Slides
• Video meetings through Google Meet
• Customizable client portals using Google Sites
• Affordability and ease of use

If you’re on a budget but still need a comprehensive client portal solution, Google Workspace is the way to go.

Conclusion

Choosing the right client portal for your business depends on your specific needs—whether it's secure file sharing, branding, collaboration, or compliance.

No matter your business needs, one of these top five client portals is sure to help you streamline client communication, and securely manage your data in 2024.

Thanks for reading! If you have any questions or feedback please drop a comment below.