Alternatives to Assembly
Compare Assembly alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Assembly in 2026. Compare features, ratings, user reviews, pricing, and more from Assembly competitors and alternatives in order to make an informed decision for your business.
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1
Nasdaq Boardvantage
Nasdaq
The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync. -
2
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
3
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
4
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
5
ShareFile
Progress Software
Progress® ShareFile® is an AI-powered document collaboration platform designed to help businesses run client work from start to finish—securely, efficiently and with less friction. Built for organizations that handle sensitive information—such as accounting, legal and financial services—the ShareFile platform goes beyond traditional file transfer tools to support a more connected, end-to-end client experience. From document collection and collaboration to approvals, e-signatures and secure storage, ShareFile software unifies the key stages of client work in a single, secure platform. By unifying people, processes and data into a single platform, ShareFile software helps reduce tool sprawl, simplify workflows and enables teams to scale client work without increasing complexity. Benefits can include: faster turnaround times, improved client satisfaction and stronger business outcomes.Starting Price: $16.50 per month -
6
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
7
Clinked
Clinked
Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace. Key Features: ● White-label client portals with custom branding, domains, and mobile apps ● Secure document sharing and management ● Task and project management ● Real-time chat and collaboration ● Granular permissions and user access controls ● Audit trails and activity tracking ● Branded mobile app on iOS and Android ● Workflow integrations Security AES-256 bank-grade encryption ● ISO/IEC 27001:2024 certification ● Two-factor authentication ● GDPR-focused controls ● Detailed audit logs and permission settingsStarting Price: $599/month -
8
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
9
Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
10
ClientDesk
ClientDesk
ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.Starting Price: $12/month -
11
Oroson
Oroson
The fast, visual way to impress your clients. Kill endless client email threads. Share ideas, files and feedback in one frustration-free client portal. Are you wasting time and energy switching from email to online docs, to notepads and apps - and back again? Ideas, inspiration and discussions happen all over the place. But your brilliance means nothing if your clients can't see it. Vital conversations, files and ideas get scattered across inbox-choking email chains and messy shared folders. Juggling poorly suited tools can double your workload, sap enthusiasm and kill project momentum. Who wants that? Bring deliverables and feedback together in one clear view. Unlike email and other tools, Oroson displays feedback and files side-by-side. Save hours chasing for valuable feedback. Spend more time delivering your best work instead. If you find staying on track a hassle, so do your clients. Oroson doesn't force them to add new steps or learn a bunch of tricky tools.Starting Price: £49.99 per month -
12
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
13
File Request Pro
File Request Pro
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.Starting Price: $49 per month -
14
Rebolt.ai
Rebolt.ai
Rebolt is an enterprise-grade AI platform that empowers companies to build custom applications and intelligent agents simply by speaking with AI. The platform integrates seamlessly with corporate tools such as OneDrive, SharePoint, Salesforce, Slack, and custom APIs, offering built-in infrastructure like databases, file storage, scheduling (cron jobs), audit logs, and distinct staging and production environments for deployment. Users can create apps and agents without writing API key code by simply describing what they need in natural language, while maintaining enterprise-class security, permissions mapping (e.g., via Azure groups), and role-based access. Rebolt is designed for building operational workflows, internal tools, and automation that connect to existing company data and services, enabling non-technical users (or low-code teams) to rapidly assemble solutions and replace spreadsheets, manual processes, and fragmented SaaS stacks.Starting Price: $25 per month -
15
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
16
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
17
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
18
SendMeSafe
SQAN Ltd
SendMeSafe is a secure client workspace for freelancers, agencies and professional teams. Give clients a branded portal for documents, upload status and communication. Collect information with forms and upload requests, manage clients centrally, and share files through controlled download links. Connect and the integrated Messenger support ongoing client relationships, file links and optional end-to-end encryption. Flaschenpost shares passwords or sensitive messages through one-time links deleted after reading. Team permissions, activity notifications and audit trails help keep work organized. Guests can send files, request documents or create a Flaschenpost from the homepage. Guest transfers allow up to 10 files and 2 GB, require email confirmation before upload and delete guest files after 24 hours. Account retention and features depend on the plan. Application hosting and file storage are in the EU. English and German; free account and paid plans.Starting Price: Free; paid from EUR 9/month -
19
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
20
MangoApps
MangoApps
MangoApps is a leading intranet platform and employee hub that unifies people, knowledge, tools, and AI into one secure digital workplace. Designed for both desk and frontline employees, it replaces scattered systems with a single source of truth—accessible anywhere, on any device. The platform combines a modern intranet, frontline employee app, and AI Assistants to streamline employee communication, boost employee engagement, and improve the employee experience. Employees can instantly find information, collaborate, manage tasks, complete training, and connect with company culture—all in one place. With enterprise-grade security, mobile-first design, and adoption rates over 90%, MangoApps scales to any workforce size. It helps organizations reduce app overload, bridge the digital divide, automate workflows, and integrate with 200+ business tools—empowering every worker to deliver better results, faster. Ideal for enterprises seeking a connected, informed, and engaged workforce. -
21
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
22
Metatable
Metatable
Metatable.ai is an AI-driven development platform that accelerates the creation and deployment of web and mobile applications. It offers an AI assistant to help define technical requirements, automatically generating and verifying frontend and backend code. It provides secure, scalable infrastructure, enabling one-click deployment and seamless integration with tools like Firebase, GitHub, Stripe, and Slack. Metatable.ai supports customization and scalability, allowing businesses to tailor software solutions to their specific needs. Leveraging Rust and WebAssembly, Metatable.ai ensures high performance and security. It also includes built-in authorization, authentication, and database management features, streamlining the development process. With Metatable.ai, users can transform ideas into minimum viable products in under 60 minutes, significantly reducing development time and costs. Starting Price: $25 per month -
23
PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
24
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
25
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
26
FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
27
Digital Pigeon
Digi Pigi, LLC
A large file delivery service for advertising & marketing agencies, digital media producers, and creative studios. Never miss a deadline with our incredibly fast and reliable service for sending and receiving massive files. We use enterprise-grade Amazon servers to make sure your files are secure and delivered incredibly quickly. We have primary file servers in four continents and edge servers in over 50 major cities around the world.Starting Price: $29.00/month -
28
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
29
bCommunities
bEcosystems
bCommunities is a disruptively efficient online platform that facilitates transactions and work between teams. In the bCommunities network, each organization has their own secure and confidential environment. Your vendor won't see who your client is and they won't ever see that you have 15 other tasks in the same project where they only see one. Alternatively, you'll never see what tasks they set up to work on your request. Only when they create a Flowback task for you or they send you a task as a resource will you see it in your own account. If all your internal users are Light (all are free), then all of them will see all projects and tasks that anyone created during the Trial period or that you've received from your clients. All of our data centers and network infrastructures are designed to ensure maximum uptime with the highest server and cloud performance, best security and fastest scalability.Starting Price: $4.99 per month -
30
Mango Practice Management
ProfitSolv
All-In-One Practice Management Software built by Accountants for Accountants. Mango Practice Management client-friendly suite of software tools makes it easy to run your firm large or small. Whether you bill for time or by project, it's critical to track all time spent working for your clients. Generate invoices quickly and send effortlessly, getting paid faster. Manage all your due dates with streamlined workflows and task management. With out of the box accounting specific templates, you will hit the ground running. The next generation of secure file sharing and eSignature has arrived. Share and request signatures right from your email inbox, eliminating clunky portals. Mango Practice Management was built by accountants to crack the code on how to efficiently run a modern accounting firm. Mango answers who are your most profitable clients, products, and associates. It provides all the information you need to make the right decisions at your fingertips.Starting Price: $35 per user per month -
31
Magentrix PRM
Magentrix
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own. -
32
Glasscubes
Glasscubes
Glasscubes makes it easy for businesses of all sizes to work with anyone, from anywhere. A cloud-based collaboration platform trusted by the UK government and high-performing business, Glasscubes provides teams with secure online workspaces that enable them to work smarter and better. The platform includes file sharing, team collaboration, task and project management, and intranet/extranet features.Starting Price: $5.00/month/user -
33
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
34
DeskDirector
DeskDirector
With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.Starting Price: $97 per month -
35
ikno intranet
ikno
ikno intranet keeps all of your employees on the same page, improving communications, information sharing and engagement. ikno is easier, economical and more efficient. Simplify and improve your internal communications while building your corporate culture. A more engaged and informed workforce is more productive, safer, more profitable, and provides better customer service. You can’t afford not to have ikno. Companies that care about transparency and outstanding employee communication. We work with insurance agencies, banks, professional service firms, manufacturers, non-profits and associations. Improve employee interaction. Provide easier access to information. Save time searching. Increase transparency. Enhance morale and build culture. Mobile, flexible, reliable, capable. Eliminate file trees and share drives. Reduce email. We work with insurance agencies, banks, professional service firms, manufacturers, non-profits and associations.Starting Price: $5 per month -
36
MyDocSafe
DocSafe
MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.Starting Price: $8 per month -
37
MinuteBox
MinuteBox
MinuteBox is a cloud-native legal entity and minute book management platform that helps organizations centralize all corporate records, automate compliance monitoring, and streamline entity administration in one secure system so teams can confidently track filings, manage corporate governance, and stay audit-ready without juggling spreadsheets or disconnected files. It continuously monitors legal entities, calendars, and compliance obligations while offering automated workflows for tasks like company formation, registration renewals, bulk document generation, ownership chart creation, and compliance reminders, and keeps all minute books, ledgers, registers, and cap tables updated and easily accessible from anywhere with enterprise-grade security and granular permissions. MinuteBox’s centralized dashboard, global search, and calendar views give a real-time snapshot of entity status and deadlines, while built-in tools for document assembly, e-signatures, and secure sharing. -
38
Liscio
Liscio
If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule. -
39
Zywave Client Cloud
Zywave
A lot of agencies say they offer superior customer service, but what additional resources and tools do you truly provide? Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round. Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Provide them access to tools and a content library to help them maintain compliance and avoid potential penalties. It is easier than ever for you to provide the training courses your clients and their employees need in an easy-to-use learning management system (LMS). -
40
Mvine
Mvine
Providing your client with a highly personalized and secure mobile app requires integration with on premise and in-cloud systems. To be successful you must overcome the challenges of single-sign on, federated user profile management, automated context provisioning and Seamless multiple API integration - all happening in near-real time. Mvine has both the technology and expertise to build mobile applications that integrate with a range of directory services, location services and systems of record to create highly personalized customer experiences. The highly sophisticated context provisioning engine operates in near-real time, allowing for experiences based on where customers are, what is known about them and what they are doing. -
41
FileGenius
Applied Answers
The fastest, easiest, and most secure way to share files with anyone, anywhere using nothing more than a web browser. FileGenius is 100% private branded. Only your name and brand appear on your file transfer site and email – boosting your business, not ours. Airtight, state-of-the-art security that meets or exceeds industry and government standards. Your data and files are safe with FileGenius. No nickel and diming here. For one price, you can add unlimited users, workspaces, transactions and bandwidth. Plus unlimited support. Our HTML5-powered mobile sites and iPad app will make FileGenius users more productive by letting them view and share files on the go. Our HTML5-powered mobile sites and iPad app will make FileGenius users more productive by letting them view and share files on the go. So many outstanding features. Here are some of them at a glance.Starting Price: $49 per month -
42
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
43
InfoCenter
ICM Document Solutions
InfoCenter is a powerful, intuitive self-service web portals that enables your organization to securely share records and documents, from multiple sources. User interaction with the portal is easily monitored, including complete search history and viewing data and associated documents. It’s an ideal solution for a wide range of implementations, such as (public, student, employee) records requests, customer service resources, and invoice payment inquiries. InfoCenter’s highly configurable authentication model allows content to be selectively available to external or corporate users, while not compromising the security of internal systems or data. From wide open public record requests to strictly controlled sensitive information, this control allows your business to safely satisfy regulatory requirements and legal obligations. InfoCenter empowers your business to provide the right information to the right parties at the right time. -
44
Bitrix24
Bitrix24
Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.Starting Price: $ 49 per month -
45
US Immigration AI
US Immigration AI
US Immigration AI is AI-powered case management and automation software built for licensed immigration law firms. It automates the full case lifecycle from first client contact through final filing. The platform includes: AI Intake, a 24/7 digital receptionist that screens leads across chat, web forms, SMS, and email, and flags likely case types for attorney review. AI Retainer, which drafts engagement letters from intake data and tracks e-signatures. AI Payment Collection, which routes retainer funds into trust accounts, keeps processing fees separate to prevent commingling, and accepts international payments. AI Document Collection Portal, a secure client upload portal with automated reminders for missing files. AI Legal Document Drafting, which pre-fills USCIS forms and drafts supporting letters from case data. AI Case Assembly, which organizes documents and forms into a submission-ready packet.Starting Price: $97/month -
46
eXo Platform
eXo Platform
eXo Platform is an open-source digital workplace solutions for growing teams and enterprises, featuring: ✅ Internal Communications ✅ Team Collaboration ✅ Knowledge Management ✅ Productivity and Employee Recognition use cases. eXo stands out by: 👍 its fluid and integrated employe experience, on desktop and mobile 👍 the platform’s ease of use 👍 innovative employee engagement features. eXo Platform is developed on open-source technology and supports open standards. The platform is extensible and interoperable, all services are exposed REST APIs. The platform also offers additional security capabilities, developed in collaboration with highly sensitive clients. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.Starting Price: $3.00/user/month -
47
BrightManager
Bright
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.Starting Price: $27.23 per month -
48
Encyro
Encryo Inc
Encyro offers secure file sharing, encrypted email, and electronic signatures. Encyro's award winning design makes the process easy for both you and your clients. You need not ask clients to sign up for any portal accounts. Encrypted Messaging and File Sharing You can directly send to any email address and Encyro automatically keeps your data secure both during transmission and storage to let you comply with HIPAA, GLB, IRS, GDPR, FINRA, SOX and other compliance standards. You can receive securely via your custom branded upload page that does not require the client to login or jump through hoops. Electronic Signatures Encyro e-signatures are designed to keep your transaction secure during remote signing. You control the login options and the type of signature to ensure that the right person is signing. Encyro also provides custom branding, automated reminders, and re-usable e-sign templates. NIST-800-63 compliant access codes by text/SMS for added security.Starting Price: $9.99/month/user -
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Hancom Office
Hancom
Useful and affordable MS Office alternative for your work. Hancom Office 2020 provides a feature-rich set of desktop productivity applications for conducting common tasks such as word processing, spreadsheet modeling, graphic presentation and working with PDFs. With an intuitive interface and powerful features, Hancom Office can bring out the true professional in you today. Hancom Office 2020 builds on the best of the Hancom Office and Thinkfree Office productivity suites to deliver an office experience that empowers teams to do their best work. Hancom Office 2020 provides the best performance, the highest MS Office file compatibility and the most feature-complete productivity suite for beginners and advanced users. Create, edit, and share professional-quality documents, spreadsheets, and presentations. New enhanced visual clipboard selection pane. Annotate PDF files or convert them into editable Word/Excel/PowerPoint documents. -
50
CRMJetty
CRMJetty
CRMJetty, a subsidiary of Biztech IT Consultancy, specializes in customizable portal solutions for CRMs like Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their offerings include self-service portals, PRM portals, and vendor portals, designed to enhance engagement and streamline operations. With a focus on security, no-code customization, and real-time CRM integration, CRMJetty provides scalable solutions. Recently, they introduced AI-powered features to optimize portal management. With 15+ years of experience, they help businesses create efficient, user-friendly portals.Starting Price: $399 USD
