Best Client Portal SaaS companies
TheraNest
TheraNest software allows you to manage and grow your practice with comprehensive therapy notes, storage for your files and documents, a client portal for intake forms and appointments, secure access, and billing.
Time To Pet
Time To Pet helps clients love the experience of booking visits. Clients can update their info, request services and make payments directly from the Client App or the Client Portal. They'll also get real-time updates, pictures and visit report cards after each event.
FastVisa
All-in-one cloud-based immigration case management platform designed for immigration professionals and companies. FastVisa helps users to manage their works in a single portal. FastVisa provides features including a customizable intake questionnaire, landing page, form auto-populate, easy to use client portal, invoicing, reporting, task management, messaging, and more. FastVisa helps you to do more for less in immigration.
Canopy
Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.
Loss Control 360
Utilant’s Loss Control 360 platform is a highly customizable data collection and loss control inspection management system with a 15 year industry tenure. The solution supports Commercial, Personal, and Specialty lines, and is deployed via a SaaS model. Loss Control 360 uses a combination of contributory, proprietary, and third-party data, and offers a subscription-based pricing model based on the volume and complexity of the client’s needs. The platform plugin layer allows customization that can include – Divisional Security of Entities in the System, Mobile Compatibility for iOS, Android and Win 7 and 10, Client Portal, Account Management System, International Product Requirements, Standardized Integrations, Premium Audit, and Self-survey.
Portal
Portal is an all-in-one solution for companies that run virtual professional services businesses. With Portal, you can quickly setup an online presence and give your clients a single place to login and message you, share files, pay invoices, complete intake forms, and sign documents.
FileInvite
FileInvite is an information and document requesting solution designed for businesses that want to automate the process across a client base.
ImportFeed
ImportFeed is an automated document management platform for managing customer documents and communications, cutting down on email, and getting more done faster.
net2phone Canada
Hosted VOIP Solution
AlchemyWorks Projects
AlchemyWorks Projects is flexible approach to project, task and portfolio management solution, designed to offer security and collaboration features.
BVDash
BVDash is a project management software that can be used by any project team to deliver results.A user-friendly solution that can be customized based on your needs.
Contractify
Save time and money by proactively following up on your purchase and sales contracts.
OfficeClip Contact Manager
OfficeClip Contact Manager is a software that keep contact related information at one place, it can share contacts easily with co-workers, track activities, related documents and create daily call list. The workflow module automates repeated tasks for each contacts and the invoice application allows sending invoices and receiving payments from customers.
Origin Systems UpDraft
Origin Systems has created an SaaS contract management system that easy to use. Focused on small to medium-sized businesses, it also delivers enterprise capabilities. The primary value is to eliminate time, resources, and counsel fees when managing all aspects of your contracts and documents and to significantly reduce legal fees.
ResultsCRM
QuickBooks Integration For Case & Practice Management
ROSYBOA
Rosyboa is a SaaS platform using Lookiimedia's VSAM system for project coordination between multiple users.
Delenta
Delenta is an online platform for coaches, consultants and mentors to launch, manage and scale their practice with effortless professionalism. It's been designed with the 'tech reluctant' in mind so it's intuitive and very easy to use. Tools include lead capturing, availability publishing, payment processing, real-time audio/ video, client accountability portal, group coaching capability and much more. Integrations include Zoom, Paypal, Goole, Outlook, MailChimp etc. You can get your profile and offerings set up and marketable within the hour, then just share it to your own Social Media and anywhere your ideal client hangs out!
PARiM
Workforce Management Software with unique Client Access and Staff Self-Service Portal.
LetFaster Tenant Screening
IDcheck specialises in cloud-based, automated Biometric Identity Screening, Fraud Detection & KYC-AML. Through our proprietary Facial Recognition, Frictionless Liveness and Motion Detection algorithms we authenticate global identity documents, with advanced AI and OCR techniques.
Broadridge Advisor Portal
Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.
ActiveDEMAND
The ActiveDEMAND integrated marketing platform is scalable and powerful. The call tracking does more than simply track calls, the small business marketer package has everything you need: email, landing pages, social and full dynamic content and the Marketing Agency Portal is designed specifically for multi-client account management.
Constructive 3D Colour Selections
Constructive 3D Colour Selections offers cloud based, customer oriented software solutions to help builders get in touch with their customers. It imports the working drawings automatically and does some magic to match with the different elevation selections to allow the client to see the colour selections.
PayMotion
PayMotion provides a multi-channel commerce platform that includes revenue optimization features designed to help merchants boost average order values and sell more online.
Streamline ERP
Streamline ERP is a logistics and supply chain management software built on Salesforce.com platform. Streamline provides a turn-key solution for stand along or existing Salesforce.com customers to manage their supply chain end to end including (land, sea and air) in one platform. The platform provides internationalization, mobile and ability to extend portals to clients, partners and more.
Accord LMS
Accord LMS is a learning management system that makes it easy to train, track and certify employees, partners and customers.
Queentessence
Andromeda dashboard is the ideal cloud-based platform for venues to take WiFi Services to the next level of User Engagement. It presents meaningful insights extracted from your WiFi network. It provides easy drag and drop modules for Beautiful Captive Portals to be created in minutes rather than hours. Offers your clients our unique Play & Engage features allowing you to interact with your clients like never before, all within strict GDPR guidelines.
MediKeeper Wellness Portal
MediKeeper offers a comprehensive suite of population health management tools intended for employer groups, health plans, brokers, TPA’s, and wellness companies. 70,000 clients currently use our platform. MediKeeper’s Wellness Portal and Health Risk Assessment tools enable healthcare consumers to make smarter health-related decisions. Founded in 2003, The MediKeeper technology gathers and analyzes disparate health data. By providing de-identified population reporting in a seamlessly integrated portal, MediKeeper’s customers are better able to manage their population’s health and make smarter wellness investments.
MyWiFi Networks
MyWiFi Networks offers a completely customizable Guest WiFi captive portal management platform.
Titan CMS
Titan CMS is an enterprise Content Management System used to build websites, Intranets, Extranets, Portals and powerful online applications for a large list of clients - from large corporations to small shops.
Express Invoice
Express Invoice lets you create invoices you can print, email or fax directly to clients for faster payment. The reporting functionality allows you to keep track of payments, overdue accounts, sales team performance and more.
Lotame
Lotame is the DMP for Maximum Audience Impact— helping publishers, marketers and agencies maximize the way they collect, unify, protect, and activate audience data.