Alternatives to Copilot
Compare Copilot alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Copilot in 2024. Compare features, ratings, user reviews, pricing, and more from Copilot competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
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. -
3
MyHub Intranet Software
MyHub Intranet Solutions
MyHub is a revolutionary cloud-based intranet solution that provides business various manuals and tools to streamline workflow. Built to be mobile, MyHub offers users the ability to connect and collaborate with entire teams or just a couple of members. With a combo of in-app options to have email, social media, and the tools needed to be efficient, projects move smoother through any processes you design. Admins can give their users the ability to Manage Content, a Discussion Board, File-Cloud-Sharing, and more. -
4
InfinCE
Fingent
InfinCE, a digital workplace platform to manage your end-to-end business operations and enhance the employee experience. It is a smart collaboration and remote working platform hosted on a secure private cloud that can easily integrate with third party apps/software's to empower employees to collaborate and work from anywhere. InfinCE is equipped with all the essential collaboration, communication, and productivity tools for businesses to manage employees, customers, business communications, and project management. Virtual phone system to streamline your business communication. Customizable dashboards with smart tiles for complete data visualization. Curated marketplace with many open-source and commercial business software. Guest users can view dashboards, share files/documents, and collaborate with the team, customers or partners, without being part of InfinCE. Smart video calling experience with multiple screen share and simultaneous document editing. Control your IT assetsStarting Price: $5 per user per month -
5
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 -
6
Aprio Board Management Software
Aprio Inc.
Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen. Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple. -
7
Moxo
Moxo
Moxo is a Service Orchestration Platform that drives service delivery across industries such as financial services, consulting, legal, healthcare, real estate, and more. Trusted by institutions like Citibank, Savills, and BNP Paribas, Moxo’s bank-grade security and collaborative workflows enables seamless business processes by providing a collaborative workflow solution for managing client, vendor, and partner interactions, Moxo empowers businesses to consolidate complex, multi-party workflows into a single, secure digital workspace. The platform’s innovative Moxo Flow streamlines client onboarding, document collection, account servicing, and exception handling, among other key processes. With native actions including digital signatures, file requests, and real-time collaboration, businesses can customize workflow templates to personalize high-touch service experiences while maintaining operational efficiency. Founded by Subrah Iyar (WebEx) and Stanley Huang.Starting Price: $120 per month -
8
Propago
Propago
Propago is a leading web-to-print solution for commercial printers to support their enterprise customers with Marketing Asset Management portals. Our cloud-based platform handles pre-approved templates, print ready files, variable data files, direct mail products, promo, apparel and digital files. The front end is modern and intuitive. The back end is designed to streamline the entire supply chain. Propago makes it easier to access, personalize and order marketing materials while controlling the brand, budgets and inventory.Starting Price: $449.00/month -
9
The Hub
Pancentric Digital
The Hub is an easy-to-use employee intranet and client portal used by big brands worldwide, including Nikon, Dominos and Legal & General. Securely share resources, boost employee engagement and improve internal comms with features like polls, surveys, intelligent forms, group forums and more. Securely hosted on the Google Cloud using, The Hub enables you to effortlessly connect employees & offices across multiple locations. Every Hub enables you to create unlimited communities, building private intranet environments with unique branding, content and users - perfect if you need a portal branded to each of your clients or partner companies. There's no extra feature charges or upgrade fees. Your Hub comes with total access to every new and existing feature, and you will be automatically upgraded to the latest version every time we release a new feature. Our intranet consultants work with you every step of the way to help you build and launch an intranet designed around you -
10
SuperOkay
SuperOkay
Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more.Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.Starting Price: $9 per month -
11
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 -
12
Safelink
Safelink
Safelink provides secure virtual data room and collaboration services for organizations such as law firms, accountancy practices, real estate specialists, M&A specialists, and financial services businesses. The cloud-based solution includes encrypted data storage and transmission for the secure sharing of highly confidential documents. Safelink is a fully featured solution offering granular permissions, full content search, secure messaging, collaboration tools, and page-level document tracking. Document features allow users to drag and drop files and folders into the system, as well as set permissions for who can access, copy, download, print, or send to others. Coordination and collaboration features enable users to create tasks and checklists, leave comments on documents, and publish notices for other users to see.Starting Price: Free -
13
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! -
14
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 -
15
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 -
16
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. -
17
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. -
18
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 -
19
Clinked
Rabbitsoft
Clinked is a cloud-based white-label client portal, allowing teams to share files, manage projects, and collaborate. Clinked key features include third-party application integrations, search tool, file sharing, task management, and collaboration tools. Clinked is also accessible via Android and iOS mobile applications.Starting Price: $99.00/month -
20
Clustdoc
Clust Technologies
Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information. Featuring advanced document management features, you’ll be able to easily run any customer onboarding process: - Custom client portal - Onboarding checklist - Identity verification module - Shared inbox for clients and teams - Unlimited process templates - Guest access for stakeholders - Onboarding workflows - A free client management mobbile app - API access (1500+ integrations) Tired of juggling with multiple tools to manage new clients? Enjoy a 7-day free trial to see how Clustdoc can help you implement better client onboarding technology in your organization.Starting Price: €100.00/month -
21
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 -
22
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 -
23
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 -
24
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 -
25
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 -
26
Online Appointment Manager
AppointmentQuest
Take control of your appointments and schedules, manage calendars, create custom forms, and accept online payments from your customers with easy to use hosted online appointment scheduler from AppointmentQuest! AppointmentQuest is your ultimate online appointment booking service, designed to deliver the most delightful appointment scheduling experience. Of course, we do more than just make it simpler to turn missed calls into customers (patients, students, clients). We’ve developed a robust suite of appointment scheduling tools to help you provide the best customer service experience when it comes to appointments. AppointmentQuest was designed from the ground up to make appointment management simpler and easier, while delivering seamless scheduling experience to your customers. After all, no business can thrive without happy customers who come back time and again.Starting Price: $6.59 per month -
27
eJeeva Dealer Portal
eJeeva
eJeeva Dealer Portal is a cutting-edge cloud-based e-commerce website portal created specifically for wholesale distributors in manufacturing, retail, and distribution industries. Integrates with enterprise resource planning (ERP) systems, eJeeva Dealer Portal provides dealers their own branded eCommerce website that is connected to a centralized warehouse for inventory, pricing, and drop ship facility. Services offered by eJeeva Dealer Portal include document management, content management, file sharing, and searching functionalities provided within a suite.Starting Price: $200.00/month -
28
Stacker
Stacker
Build custom software that empowers your partners, teammates and customers. Instantly create apps powered by your data. Allow customers, clients and partners to self-serve through a branded portal. Build it yourself, whatever you can imagine. Easily create powerful software interfaces for your business's data in minutes, without needing developers. Software that you control, not the other way around. Off-the-shelf software doesn't fit your business. It doesn't fit anyone. Gain unprecedented access control over who can view and edit your data, with customizability that scales with your business. Share your data with whoever needs it. Collaborate with colleagues, connect multiple data sources, and share your apps with teammates, customers, and partners.Starting Price: $79 per month -
29
Bonzai Intranet
Aurea
Intuitive navigation and best-in-class search make your intranet the key to getting work done. Make it easy for your users to find everything they need. Take collaboration from a buzzword to a reality with Bonzai’s easy-to-use intranet platform. Bonzai makes all the critical people, content and file sharing information your team needs for successful collaboration easily findable with our industry-leading search. Keep the progress moving with team collaboration tools, automated workflows and document access, downloading and editing features. Whether you need to communicate your business goals to the entire organization or just a specific group, Bonzai gives you the tools you need to get your message noticed. Improve engagement by giving employees the ability to comment, like and share posts. Now, you can finally see your internal communication strategy succeed. -
30
HyperOffice Atlas
HyperOffice
End-to-end tools to make your team collaborative and productive. Free data from the confines of your office walls – get online document management! Store, organize, access & collaborate on company files from any PC, Mac or handheld. G’bye scheduling mixups! Keep your official life in order with online calendars. Organize schedules, set up meetings, sync with Outlook & more – from anywhere on Earth! Have one click audio and video meetings right in your browser - no downloads required. Enjoy advanced features like screen sharing and meeting recording. Everything you expect from a modern chat solution - Instant messaging, unlimited channels for group chat, inline sharing of information, threaded comments, hashtags and more.Starting Price: $5 per user per month -
31
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 -
32
Smint.io
Smint.io
Use Smint.io to activate content silos and enhance the content experience between brands, teams, employees, agencies, investors, channel partners, and journalists. Working with content requires a new way of experience and above all overcoming silos. Brands face a brutal truth, nowadays used information management systems keep their content locked in. Smint.io gets it because we’ve experienced it on our own. Smint.io is the first content activation platform, that enables the seamless flow of assets from your content warehouse to your users. Smint.io offers the first content activation platform that enables companies to publish their content directly from their digital asset management and enterprise content management in a way that marketing teams crave. We love helping brands create unique content experiences and optimize their digital touchpoints. Publish your content out of SharePoint in a brand-compliant way.Starting Price: €480 per month -
33
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. -
34
NetDocuments
NetDocuments
Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits. -
35
Origami Connect Intranet
Sharemuch Software
The existing intranet is stale and files are all over the place. New hires don't know where to find information or who to ask for. Employee communication and updates get lost in email. There is not enough in-house capacity to look after intranet updates and improvements. Why take the risk or settle for the unknown outcome? Origami is the only SharePoint in-the-box intranet that measures ease of use with real user patterns and behaviors. You will be confident that your intranet is intuitive and easy to use before it's launched. And that's the result worth paying for. Origami templates help content owners and authors get started with beautiful pre-built designs. The result is a clean interface that includes everything your employees need to get their job done. Manage content easily. Add content and make changes safely without having to ask IT for help. Allow non-experts to maintain intranet pages while keeping them looking clean and on-brand. -
36
Kiwire
Synchroweb Technology
Kiwire is a single platform that enables your customers to offer guest or user, Wi-Fi or network access. Using a customizable splash portal, powerful proximity and targeted marketing, advertising, and analytics applications, they can provide an engaging Wi-Fi and network experience. Create your own custom landing page style that is both welcoming and captivating to empower your branding image. Client could choose login using social media (Facebook, Instagram, WeChat, LINE, Kakaotalk), email, hotel PMS, One-Time-Password (SMS), coupon, vouchers, subscription & many more. Up-to-date customer data in a simple and easy-to-use dashboard that can automatically collect guest profile information, including demographics, locations & interest. Wi-Fi analytics for retail, enterprise and any crowded location. Get access to highly valuable Wi-Fi analytics to help you build detailed customer analysis and better understand visitor behavior within your venue.Starting Price: $300 per month -
37
Altiar
Altiar
With Altiar, users can connect quickly with the information they need, enabling organizations to improve performance and competitiveness. By providing targeted tools to help users discover content, Altiar Enterprise offers a powerful way to promote and share knowledge within an organization. No matter how your data is structured, Altiar Enterprise unlocks its true potential by transforming it into a streamlined on-brand portal. Altiar Enterprise can be managed easily and without specialist knowledge, from uploading content to managing users, changes are quick to implement and simple to replicate. With comprehensive single sign-on support and configurable security settings, Altiar Enterprise is designed to support hassle-free integration into any enterprise. Altiar Enterprise comes ready to connect with the providers you know, making it easy to catalog and publish content from external sources.Starting Price: $1,200 per month -
38
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 -
39
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 -
40
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 -
41
Directors Desk
Nasdaq
Streamline your board meeting preparation with Directors Desk, used to compile board books, store documents and distribute them, as well as conduct votes, surveys and discussions. Centralized and efficient, Directors Desk software simplifies the sharing of critical information via the web or board meeting app, helping you make meetings held anywhere more productive. Designed to help corporate secretaries and administrators distribute board materials and information and manage meetings efficiently. The platform allows administrators to control what users can see, provides an audit trail, and serves as a central document repository. Using your PC, tablet or smartphone, you can log into your Directors Desk account to view and download the latest board materials, make annotations, respond to votes and surveys, and communicate with your fellow board members within the platform. -
42
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. -
43
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 -
44
Envestnet Portal
Envestnet
Envestnet's multi-portal platform is a unified network focused on enhancing the wealth management process. We harmonize data across the breadth of our network to deliver thoughtful, actionable intelligence that can foster growth and deliver better client outcomes. Our portals are complete solutions that can be accessed on the go and span the key elements of the advisory process. Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks. Our manager portal is a complete solution that enables third-party strategists and separate account managers to implement client portfolios for advisors. Managers can also leverage enhanced analytics and reporting to deliver better decisions on distribution strategies and gain deeper insight about their book of business. -
45
Twine
Twine
Helping fast growing companies bring their workplaces together. Twine is comms tool for the modern workplace. Bringing your people, content and ideas together in one place with apps such as a Knowledge, News & Broadcast, Wellbeing, People Directory, Team boards, Connected Search and more. These play nicely with your existing systems too: sign-on using Okta and Active Directory, pull in files from Dropbox, Google and Box, and much more. It's all built on a modular basis, so you can pick and choose the features you need and start building your ideal digital workplace. Check out the promo video here: https://www.twineapp.com/feature-videoStarting Price: $6.00/month/user -
46
Linchpin
//SEIBERT/MEDIA
The social intranet for your organization. Linchpin is an intranet where you can find your feet instantly – a visually familiar tool following your company’s look and feel, with content and features tailored to you, your work, your interests and your profile: News, events, announcements, information for your location and more. The intranet is your one-stop shop for everything you need to do or know each day. Your tools are just a click away and you have direct access to all the internal and external programs you need to get your tasks done efficiently and effectively. This integration transforms Linchpin into your own HQ at work. To achieve great things together, you need to work effectively and transparently with your colleagues on content and share intranet pages quickly and easily with each other. From short reactions to detailed comments – all discussions take place directly in context.Starting Price: $2,500 -
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Intranet Connections
Intranet Connections
Intranet software made for healthcare, finance, and professional service corporations. Stop relying on IT to build your intranet! HR, marketing, and internal communicators are empowered to build your intranet that solves the problems unique to your organization. Build a thriving workplace and keep your employees informed, engaged, and productive with our intranet software. There's over 100 built in features like workflows and online forms to take the work out of work. Provide the tools, knowledge and resources your employees need to flourish in their roles. Break down silos with a platform built for collaboration and sharing information. Keep all your files, policies, links, and documents in one searchable, accessible location. Share your company vision, mission, purpose, business objectives, and news. Organize and promote events, share photo albums, personalize your intranet and more. -
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Future Directors
Future Directors
A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.Starting Price: $30 per month -
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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
Invotra
Invotra
Open up your organisation to a fully connected, engaged and collaborative employee experience. Great intranet design is essential for engagement, adoption and all-round success. Invotra gets out of your way and gives you the tools to implement your branding and establish your user experience. Our branding tools make adding and amending your brand assets simple. From logos to fonts and widgets to footers, it takes minutes to create a familiar feeling for users. To make a change, access administration in the workbar and do it yourself without the need for costly external resources like developers. When you’re happy with your designs; create, save and share templates with publishers to establish that all-important consistent style. Arrange where your content lives and how it looks. Widgets will keep your intranet fresh as they update whenever you publish something new.Starting Price: $5 per user per month