Best Client Portal Software in Australia [3 Top Choices Ranked]

If you're looking for client portal software in Australia, you've come to the right place.

We looked at the options, and identified the top 3 best client portal software services located in Australia. But what sets them apart? Here are the key factors we considered:

1. Price: Affordability is crucial for businesses with tight budgets.
2. Ease of Use: Your client portal should be seamless to navigate, and modern (usable on desktop and phones).
3. Integration with other software: Transitioning from existing software can be time-consuming, so compatibility is key.
4. Security and Compliance: Keeping your client's data secure is always a top priority.
5. Customizability: Your client portal should reflect your firm's brand identity via white-labeling, and support your business's use cases.

In a lot of cases, you can use client portals as your document management solutions too. So if you're looking for a document management service in Australia, you can use our list below.

Let's dive into the best client portal software in Australia so you can make the best choice for your business.

1. Foyer

Foyer stands out as a top choice for businesses in Australia due to its wide array of features, customization, and affordability (offering plans starting at just $10 per month). It boasts some great features perfect for a variety of business use cases, including file sharing, e-signatures, and secure messaging, all presented in a modern, user-friendly interface.

When you sign up you can choose a region for data residency including the US, EU, and Australia. When you select Australia, all your business's data will be stored within the country.

Here are some features that Foyer gets right:

• Secure file sharing
• • Clients can login on desktop or phone to upload and download documents to your firm.
• Custom forms
• • Create custom intake forms to quickly and effectively collect and manage your client's data.
• Knowledge bases
• • Write documents for onboarding staff, or sharing information with your clients.
• eSignature Integration with DocuSign
• • Request signatures for any document, and the signed copy will automatically be uploaded to your client portal.
• Secure Email Outlook Add-in
• • Great for sending secure and compliant emails, as well as sending large files over email.
• Works on Smartphones
• • All client portal features work on any device with no app installation required. That's convenient for both your clients, and your firm.

Foyer is secure-by-default. With Foyer's end-to-end encryption and audit trails, you can be confident your business and client data is secure.

Not only is the data within Foyer secure, but Foyer secures your email via its integration with Microsoft Outlook. Foyer's Secure Email Outlook Add-In is provided with all Foyer subscriptions which encrypts email body and attachments so you can send documents securely over email.

Your Foyer client portal can be completely white-labeled so it fits in with your firm's branding. You can change the logo, colors, and completely remove any Foyer branding so your client portal looks like it was custom-made just for your business.

Customers love Foyer's mobile support. Every page of your client portal (including admin and staff pages) works on any device. Clients can send you files and messages directly using their phones, and you can even use more advanced features like creating custom forms, investigating audit logs, and creating knowledge bases all from your phone.

Foyer's pricing is simple. You get every feature (including secure email and their DocuSign integration) for just $10 per month per internal user. An internal user are your staff or employees who will need to login to the portal. You can have any number of clients for no additional cost.

You'll get a full 100GB of storage for each internal user which is plenty for most businesses (how big is 100GB).

Foyer is a perfect client portal for businesses in Australia because it meets all our criteria of being: affordable, easy to use, flexible (via integrations with DocuSign and Outlook), secure, and customizable (via white-labeling).

If you're interested in Foyer, click here to get started (set up only takes 1 minute).

2. ContentSnare

ContentSnare is a client portal service in Australia, specifically designed to simplify content and document collection for businesses of all sizes. Here’s what ContentSnare brings to the table:

Ease of Use: The platform is intuitive and simple to use, featuring a drag-and-drop request builder that allows for easy creation of content requests.

Automation: Keep your document collection process on track with automated reminders and approvals, minimizing the need for manual follow-up.

Customization and Templates: ContentSnare provides unlimited customizable templates and pre-made email templates, making it easy to tailor the system to your specific needs.

Integration Capabilities: The software integrates with Zapier, enabling connections to over 2,000 other applications to automate your workflows further.

Security: Robust security measures are in place, including encryption of data in transit and at rest, network security controls, and multi-factor authentication to protect your and your clients' data.

Pricing Details:

• Basic Plan: Ideal for freelancers and individuals at $29 USD/month, billed annually. Includes 20 active requests, 2 users, 20GB storage, and basic integrations.
• Plus Plan: Designed for teams and agencies at $59 USD/month, billed annually. It offers 50 active requests, 5 users, 50GB storage, and custom branding.
• Pro Plan: Best for large teams at $99 USD/month, billed annually, providing 100 active requests, 10 users, 100GB storage, and premium integrations.
• Custom Plan: Tailored for businesses needing extensive capacity, starting at $179 USD/month.

A 14-day free trial is available, allowing businesses to test out the platform’s features.

ContentSnare’s features are designed to simplify client interactions, making it an excellent choice for Australian businesses aiming to streamline document collection processes. Be sure to check out their website for more detailed pricing information and to select the plan that best fits your business requirements.

3. FileInvite

FileInvite is client portal software from Australia that's designed to enhance the efficiency and security of document collection for businesses. Here’s what FileInvite offers:

Client Interaction: FileInvite streamlines the process of requesting and receiving documents through a secure portal that clients can access from any device.

Ease of Use: The platform allows for quick creation of individual client portals with an easy-to-navigate interface, making it simple for both your team and your clients to manage documents.

Document Collection and Management: Send invites, or packages of requests, to clients, which they can respond to by uploading required documents directly to their portal.

Automated Reminders: Smart notifications remind clients about deadlines, ensuring timely submission of documents.

Security: High security standards, including optional password protection for client portals and SOC 2 Type II compliance, safeguard your and your clients' information.

Custom Branding: Enhance your brand’s presence by customizing the portal with your company’s logo and color scheme on advanced plans.

Integration Capabilities: Integrates with cloud storage services like Google Drive and offers Zapier integration for automating workflows with other apps.

Pricing Details:

• Free Plan: Offers up to 3 invites per month, 20 requests per invite, and basic core features.
• Pro Plan: At $49/month, includes 20 invites per month, more SMS credits, and additional features like OneDrive for Business integration.
• Business Plan: Custom pricing for businesses needing over 100 invites per month, with custom request and user limits, robust API suite, and optional white label branding.

FileInvite is particularly suited for Australian businesses that require a secure, scalable, and client-friendly solution for managing document requests and collections. With its customizable options and robust security features, it's a top choice for businesses looking to streamline their document management processes.

Check out FileInvite's pricing page for more details on their plans.

Why Foyer is The Best Client Portal Software in Australia

Foyer is the best client portal for businesses in Australia because the bang-for-buck you get is unmatched by any other client portal.

You cover all the most critical use cases starting at an affordable price of just $10 per month per internal user.

Here's some of the features you'll get with any Foyer plan:

• Secure file sharing
• Knowledge bases
• Secure email
• E-Signatures via DocuSign
• Audit Trails
• Custom Forms
• Mobile support
• White-labeling
• Real-time and email notifications

Read on to discover how Foyer's can be used to solve any business use cases you need to handle.

White-Label Your Client Portal To Build Client Trust and Brand Awareness

For any business, it's important to white-label your client portal so that your clients trust that the portal belongs to you, but also to build brand awareness. There are so many reasons why white-labeling is beneficial!

With Foyer's secure client portal, you can set your own logo and color, template your own emails, use your own domain name, and more.

To white-label your client portal, just head to the Org page where you can configure:

• Color
• • For the page header and for all buttons

• Your Logo
• • Shown all throughout your client portal including email notifications

• Name
• • Shown in the header, login/sign up pages, and in emails

There's even a built-in email templater where you can completely customize the subject and body of any invitation emails you send out to your clients and staff.

Create Knowledge Bases To Share Firm Information

With your Foyer client portal, creating and sharing knowledge bases between your team and clients is easy.

To create knowledge base pages, navigate to the "Pages" section and click the "+" icon in the left drawer. Name your page and incorporate content using the rich-text editor. You can: embed videos, images, format text, and more.

Under the edit icon (next to the page title), you can select which users and groups have access to the page. Any shared pages will show up under the recipients' "Pages" tab. Your staff are free to edit knowledge base pages, while clients are restricted to read-only access.

You can even assign a knowledge base page as the home page, ensuring that clients or staff are welcomed with specific content after they login. This proves invaluable for onboarding and can be used to seamlessly link back to resources, enhancing your customer portal's utility.

Some business opt to use a dedicated service for knowledge bases, like Notion, but I think it is better to have your knowledge base integrated right into your customer portal with Foyer.

Use Custom Forms to Gather Client Data

Sometimes you need to request exact information, but a regular file drop-off would be too confusing for clients. Foyer has a solution just for this called "Forms".

Forms enable you to collect the exact information you need by letting you choose and a wide array of fields (e.g. text, files, multiple choice).

All data collected by your forms go straight into your client portal where it can be easily shared internally in your organization. You can collect files of any type and size (including large files). All you do is add a field, and choose the "file" field, and save the form.

Foyer comes with both desktop and email notifications. So you'll get an email to all your staff whenever a form is submitted so you never miss any updates from your clients. Anyone can opt-out of these notifications by visiting their notification preferences.

To get started, visit the "Forms" tab, click "Form Definitions", and "Add Form".

Each form is made up of "steps", and each step has any number of fields. Fields can be textboxes, file inputs, or multiple choice check boxes.

You can choose the style of your form between the two built-in settings: "stepper" and "row". Stepper will treat each step as a different page (perfect for mobile), while "row" will show the whole form as a single page (ideal for desktop). The "stepper" view is what is shown in the screenshot above.

You'll often see businesses create forms using a service like Jotform, but having your forms built-in to your own client portal is really convenient.

Keep Your Client Portal Secure With Audit Trails

Client portal are not only about productivity. A huge part of them is their security. That's why Foyer has complete audit trails built-in, so you can track every security event that occurs within your organization to keep your clients and your business as a whole safe.

Each audit log is stamped with when it occurred, who did it, and what exactly happened. These logs cannot be deleted. So you'll always have a way to go back in time to replay what happened. Here are a few example audit log actions:

• Deleting files
• Previewing files
• Disabling or enabling Two Factor Authentication (2FA)
• • Important to know if someone is subverting security measures
• Unsuccessful Login Attempts
• • Tells you if someone may be attempting to access your account

There are over 50 different audit log actions, so you'll have the full picture of what's going on in your client portal.

Also, if any of your clients are in the healthcare industry, audit trails is essential if you are storing HIPAA data or any other personally identifiable information (PII).

Foyer provides searching, filtering, and sorting through all audit logs to make auditing easy.

Collect File Signatures From Anyone With DocuSign

Foyer has partnered with the industry leading e-signature solution, DocuSign, to simplify collecting file signatures from your clients.

You can select any file within Foyer, and request file signatures from your clients or staff. You'll receive updates directly in your client portal on the status of each file signature, and the final signed copy of the file will be securely uploaded into your client portal.

Using a client portal integration with DocuSign helps keep your business secure by avoiding transferring files over email, which is an inherently unsecure means of sharing files. You certainly wouldn't want a signed copy of any file to be leaked!

For more information, check out our comprehensive guide on how to how to send file signature requests.

If you use another service for eSignatures, or don't want to use DocuSign, that's fine too! Check out this list of e-signature services and decided which is best for your business.

Secure Your Email With Foyer's Secure Email Outlook Add-in

Foyer's Secure Email Outlook Add-in facilitates secure email communication, which is ideal for when your firm is exchanging contracts, forms, and other sensitive data. It is particularly effective for:

1. Sending end-to-end encrypted files and messages via email.
2. Transmitting large files of any size and type through email.

Given the inherent risks associated with standard email for file transmission, adopting a secure email service is paramount for many businesses. Foyer's Secure Email Outlook Add-in addresses this concern by encrypting all file attachments and email contents, ensuring robust protection against data leaks.

Additionally, the add-in simplifies the process of sending large files, surpassing the typical 20MB attachment size limit imposed by traditional email providers. You can seamlessly drag and drop any file, regardless of its size, for secure email transmission.

For detailed instructions, please refer to comprehensive guide on how to send secure email.

If you're using another email provider than Outlook, check out this list of secure email providers. Whether you use Foyer secure email or not, you should really be encrypting all your email.

Conclusion

I hope this guide helped you make an informed decision on which client portal software is best for your firm.

I suggest you take the time to visit each of the 3 choices that were outlined above and weight the options for yourself.

There are a few important things to consider like: core features, pricing, number of clients or staff allowed, file storage requirements, and more.

It's best to make a list of what's most important to your business, then check out each client portal from our list, and decide based on your exact needs.

Thanks for reading! If you have any comments or questions, please don't hesitate to drop a comment below!