Professional Client Portal Software

Client Portal Software

Manage your business like a PRO with My Portal App, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.

Avoid the pain of setting up, learning, and paying for a mishmash of separate software tools.

My Portal App REPLACES the core functionality of ALL these tools

Client Portal Software

Advanced File Exchange

CRM / Client Management

Custom Client On-Boarding

Appointment Scheduling

Project Management

Time Tracking & Billing

Cloud-Based Proposals

Estimates & Invoicing

Contracts & eSigning

Custom Embeddable Forms

Email & Drip Marketing

Real Time Team Chat

Learning Management System

Man using Client Portal Software

CRM + Automation

Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

  • Embed Intake Form on your website
  • Unlimited Custom Fields in CRM
  • Customize the Client Portal experience
  • Automate your Onboarding process
  • Create Funnel/Landing Pages to suit

Client Portal Alternatives

Desktop & Mobile Client Portal Software

White Label Portal + Mobile App

Customize the Client Portal experience with your URL, Logo & Colors

Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.

  • Portal can be setup on your URL
  • White Label Mobile App is included
  • Fully Branded Login Page
  • Fully White Labeled email notifications
  • Users never see the My Portal App brand


Client Portal Mobile App

Client Portal Dashboard CPA Accounting

Onboarding + Custom Dashboards

Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.

  • Assign a custom Dashboard to each Client
  • Set custom Dashboard as the ‘Start Page’
  • Each Client uniquely sees their own data

Customer Login Portal

Man using Client Portal Software

Invoicing + Subscriptions

Get paid Online + Subscription Payments + Membership Site

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

  • Quickly create Invoices that can be paid online
  • Auto-converted Estimates to Invoices
  • Invoice both ‘One Time’ & Subscription items
  • Clients can manage & cancel Subscriptions
  • Securely store ‘Payment Methods on file’

Online payments in Client Portal

Branded Accounting Client Portal

Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.

  • Client files are securely insulated
  • Integrate file(s) upload into onboarding
  • Use File Requests to ask Clients to upload
  • Send/Share files of any size to anyone
  • Shared Folders are powerful & flexible

Client File Management Portal Software

Portal showing Client Proposal

Cloud Proposals + eSigning

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Contracts, etc.)

  • Proposal are viewed & eSigned online
  • Prospect/Client does not need to login to view
  • Auto-generate Invoice when Client accepts
  • Templates prevent repetitive work
  • Signature is documented & 100% legal


Proposal Software Client Portal

Scheduling Software working in Client Portal

Appointment Booking + Automations

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc… You can configure all the details related to each appointment type, and setup automated actions that happen when a time is booked.

  • Can be used by your entire team
  • Leads can book directly from your website
  • Create a ‘Book me’ landing page with custom URL
  • Sync appointments to your Google calendar
  • Admin can book on behalf of others


Scheduling Appointment directly from Client Portal

Project Management Portal

Projects + Templates + Automation

Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.

  • Project Templates & Profiles eliminate repetition
  • Design a workflow, then automate the steps
  • Task timers allow for granular time tracking
  • Easily convert tasks/projects into Invoices
  • Kanban boards simplify organization

Project Management Software Client Portal

Email Marketing in Client Portal

Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Lists & automatically move them to new list(s) based on triggers/actions

Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Lists.

  • Add manually or via embedded form
  • Send campaigns manually or schedule them
  • Campaign Templates let you re-use base design
  • Import your existing list via CSV
  • Track campaign opens and clicks


Client Email Marketing Software

Project Management Portal

Secure Messaging + Live Chat

Communicate seamlessly with Client and your Team in a secure & organized way

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.

  • HIPAA Compliant secure messaging
  • Clients can send messages to you
  • Control who in your org Clients can message
  • Organize with unlimited Folders
  • Live chat w/ direct messages & channels


Secure Messaging directly from Client Portal