Alternatives to Liscio
Compare Liscio alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Liscio in 2026. Compare features, ratings, user reviews, pricing, and more from Liscio competitors and alternatives in order to make an informed decision for your business.
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1
Proton Drive
Proton AG
Proton Drive is the all-in-one workspace for storing sensitive data and collaborating with your teams, clients, and partners. Collaborate securely without compromising control: Share client files, contracts, and sensitive business documents with full end-to-end encryption. You control who can access what. Set passwords, add expiry dates, or revoke access anytime. Protect all your business data: Plans come with 1 TB of storage allowance per user, giving your team enough space for all their files and docs. You can always add more storage later if needed. Simplify compliance across industries: Proton Drive supports GDPR, HIPAA, NIS2, DORA, and ISO 27001 compliance out of the box, and has been successfully audited for SOC 2 Type II. There's no need for custom configurations or third-party tools, as this helps you meet regulatory standards with minimal effort. -
2
Canopy
Canopy
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com. -
3
Soraban
Soraban
Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. -
4
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 -
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
Legitigant Billing Management
Vanguard Information Technology
Legitigant® is an easy-to-use web-based tool that handles billing specifically for small to mid-size law offices. With a computer or mobile device and the internet, Legitigant can help you automate the tracking and accounting all of your firm’s billable activities. Simply use your favorite web browser to log into Legitigant and begin billing your clients. Legitigant will safely and securely store and maintain all of your billable activities for a low monthly fee of $19.99. We also offer a low 1% processing fee when your clients make payments via Legitigant, so you'll get paid more and faster with Legitigant! So, what you are waiting for? Sign up today and start billing the right way with Legitigant! Portal for clients to make online payments. Store and track clients’ fees and payments. Store and track clients' cases and complaints. Document Management. Autofill and store client documents in Legitigant. Use your favorite file-sharing app to share client docs.Starting Price: $24.99 per month -
7
AboveShare
AboveShare
AboveShare is a simple, private, and reliable online file-sharing platform designed to make sending large files effortless. Upload files directly to your connected storage, create secure shareable links, and send documents, photos, videos, and other files without unnecessary complexity. With features like password-protected links, automatic link expiration, resumable uploads, large file transfers, and direct-to-storage uploads, AboveShare gives you more control over your files while keeping file sharing fast and easy. Whether you’re sharing files with clients, colleagues, friends, or family, AboveShare provides a straightforward alternative to complicated file-sharing services.Starting Price: $10/month -
8
Client Hub
Client Hub
With our all-in-one solution that combines automated task management and client communication, accounting firms build better client relationships, unblocking workflow to get work done in record time. No more workflows blocked because clients aren’t getting back to you. Client communication in our web and mobile apps (eliminating cluttered email boxes) changes the game. No more complex tech stack. Adopt Client Hub as a one-stop-shop for workflow, client communication, client portal, file sharing, and more. Set jobs to recur. Automatically kick off Client Tasks and automatically remind when overdue. And our favorite, automatically creates Client Tasks from QuickBooks uncategorized transactions. We are designed specifically for cloud accounting and bookkeeping practices — and we are single-mindedly focused on features that drive a frictionless workflow for your needs. Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.Starting Price: $32 per user per month -
9
Engager.app
Engager.app
Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.Starting Price: $12.17 per month -
10
Tarkle Send
Tarkle
Tarkle Send is a white-label file sharing platform for businesses. Agencies, studios, freelancers, consultants, and law firms use it to share files with clients, teams, and partners from their own domain, with their own logo and brand on every page. Recipients never see Tarkle Send's name. Most file sharing tools were built for personal or internal use and carry their own brand into your client relationships. When you send a link from Dropbox, WeTransfer, or Google Drive, the client lands on their interface, not yours. Tarkle Send is built the other way around. The branded experience is not a feature added on top — it is the reason the product exists. Tarkle Send: It does not try to replace internal storage tools or compete with Dropbox on sync and collaboration features. For agencies, studios, consultants, photographers, and any business where the file sharing experience is a client-facing moment, Tarkle Send is built specifically for that job.Starting Price: $29/month -
11
DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
12
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. -
13
MyCPACRM
YOO Technologies Inc.
MyCPACRM is a cloud-based practice management platform built in the GTA for CPA, EA and accounting firms in Canada and the United States. It brings client management, filing deadlines, documents and year-end work into one system. Firms track every client and filing (T1, T2, GST/HST, payroll, T3 and more for the CRA, plus IRS filings for US firms), with deadlines calculated from each client's year-end and automatic email and SMS reminders. A firm-wide workflow board covers task dependencies, document gates and review sign-off. Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant. Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.Starting Price: $59/month -
14
SS&C Intralinks VIA Elite
SS&C Intralinks
Gain full control over sensitive documentation with SS&C Intralinks VIA Elite, our secure file-sharing solution built upon the industry-leading dealmaking platform. Collaborate seamlessly with internal and external stakeholders. Reduce time spent on manual uploads and synchronizations, ensuring data accuracy and enhanced governance. Maintain control over sensitive content with granular user permission management, customizable workflows, information rights management, watermarking, download prevention, and other advanced features. Access Intralinks from your mobile device, anytime, anywhere. With our secure app, you can manage files, user access, alerts, and more. Get deep insight into user activity and engagement, document usage, and project progress with advanced reporting modules. Intralinks provides secure collaboration software and secures online document-sharing solutions that enable enterprise collaboration across organizational, corporate, and geographical boundaries. -
15
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 -
16
FileDue
FileDue
FileDue is a payment-gated file delivery tool for freelancers and small studios. Upload your work, set a price, and share one secure link with your client. The client can preview what they’re paying for, pay via Stripe, and access the files only after payment is complete. Built for designers, developers, writers, photographers, video editors, translators, and other freelancers who deliver digital work and do not want to chase invoices after sending final files. No more “I’ll pay Friday” turning into weeks of silence. Files stay locked until the client pays. FileDue works with any file type and uses Stripe Connect for payments, so funds go directly to the freelancer’s own Stripe account. FileDue never holds client payments. First three paid deliveries are free, then 2% per paid delivery. No subscription, no monthly fee. Live and available for real client payments.Starting Price: 2% -
17
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 -
18
Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
19
Everleagues
Everleagues
Work remotely and collaborate with your team and clients. Create your firm’s own private workspace in minutes. Bring all the tools you need to one location and enhance your productivity while working remotely. EverLeagues seamlessly connects your company’s internal and external users to collaborate on day-to-day tasks in a secure platform, resulting in better service, saved time, and lowered costs. Collaborate through multiple channels, groups, and teams among employees, clients, and other contacts. Communicate with secure messaging, video conference, and file sharing. Everleagues provides security to all your files and messages without compromising productivity. Organize and manage your business or organization with a role and tier based organizational system. With Everleagues you can easily assign team members to specific organizations if you have different locations or departments. You can also assign specific clients to certain professionals or team members.Starting Price: $5.00 per user per month -
20
TaxDome
TaxDome
Your clients shouldn't need a phone call to work with you, and switching platforms shouldn't gamble your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it sits everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration, with TaxDome AI handling the tedious work. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.Starting Price: $58 per month -
21
ClosedEasy
Laejri
ClosedEasy is a web-based escrow communication and transaction-status tool for real estate agents, transaction coordinators, teams and brokerages. Its client-facing board shows milestones, deadlines, actions, document requests and appointments. Agents and coordinators can create deals from contract data or reusable templates, adjust dates, share a secure link, and send email or text updates as transactions progress. Clients can view status, upload requested documents, ask a deal-specific assistant questions, and receive reminders. Team and brokerage workspaces add multi-deal oversight, coordinator assignments, activity records, reports and branded boards. Calendar feeds reflect schedule changes, while signature documents can be added by copying ClosedEasy on supported e-signature emails. It works alongside a brokerage’s transaction or compliance system as a client-communication layer, rather than replacing that system.Starting Price: $35/user/month -
22
Vermilion Reporting Suite
Vermilion Software
Gain a reporting solution that moves beyond manual processes and speeds your time to market. Eliminate the burden of managing data uploads, calculations, document creation, and data hosting. Automate and scale your processes with the power of FactSet’s reporting suite. Combine key portfolio analytics with your internal data sources to produce and distribute client-facing documents such as fund factsheets, regulatory reports, marketing pitchbooks, and internal board reports. Bring together holdings and returns-based analysis with your firm’s proprietary content. Create documents that combine vetted portfolio analytics, such as performance attribution and weights, alongside returns-based style, risk, and peer universe analysis. Ensure client-facing documents across all formats reflect your firm’s branding down to the smallest detail. Control every aspect of each document, from the headers and footers to the color palette, to accurately reflect your corporate identity. -
23
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 -
24
eSecureSend
Dmorph
eSecureSend™ is the online file transfer service that offers virus-free processing, full security, and the quickest transfer speeds. The breakthrough technology provides businesses who deal with sensitive data, whether their own or their clients, the highest level of security possible while helping to limit their liability from data loss or hacking. Use eSecureSend™ to send your files securely to people you have preauthorized online. With an outstanding user interface and complete audit trail, eSecureSend™ is the best solution for high security file transfer. And when it comes to industry best practices, eSecureSend™ makes sure you are set with HIPAA, FINRA and Gramm-Leach-Bliley act guidelines so your peace of mind is guaranteed. eSecureSend™ is a user-friendly data exchange service enabling easy transfer of data (documents, pictures, files) for your employees and clients providing the highest security availability and full accountability so you know your data is safe.Starting Price: $17 per month -
25
Collect
Collect
Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.Starting Price: $39 /month -
26
Law Firm Solution
ManekTech
The legal framework has countless complexities. Our customized law firm management solutions enable legal firms to tackle all the challenges arose due to changing the activity pattern. When beginning up our law firm solution to manage our clients and cases because of the full accountancy integration. Our expert developers build law firm solutions for attorneys and lawyers by keeping legal firm's requirements in mind while using the subject advancements for utilize with system in one program! Administrative tasks, improve your workflow, and Save time and effort with predefined matter elements. Create a dedicated system for your clients to access matter information and legal resources. Manage, share and collaborate on important documents and content in secure manner workspaces. -
27
SimpleBooks
GoSimpleBooks
We know what a hassle raising and chasing invoices can be. Invest in us, and those issues are a thing of the past — SimpleBooks can generate and send invoice templates, as well as firm reminders for a client to pay up when they’re overdue. Our easy-to-use quoting system is also here to make bidding for new clients simple. Whether you’re a sole trader, contractor, limited company director or partner. The finer details of your finances have to be in order. Wave goodbye to paperwork, as reports and reconciled bank statements are absorbed into the SimpleBooks platform. At a glance, you’ll see how they affect your earnings, and where your business is heading. -
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Synology Drive
Synology
Rest assured you always have secure online access to all your personal and shared data, whether from the Synology Drive mobile app, desktop client, web browser, or another Synology NAS. Safely share your documents and secure them with granular permission settings and SSL encryption. Work across computers in continuity using the desktop app. It's still your native Windows, macOS, or Ubuntu interface, but any changes you make to a file are automatically synced to other devices as soon as they're connected. Stream files to your device only when they are requested1 to save local disk space and bandwidth, or pin them to your computer to permanently keep a local copy. Protect your data from ransomware attacks or accidental deletion with the real-time or scheduled backup of important folders. -
29
TaxWorkFlow
TaxWorkFlow
TaxWorkFlow is an affordable, comprehensive tax and accounting practice management solution that enables firms to use one software application to increase the profitability and productivity of their tax and accounting workflow while also streamlining and increasing the effectiveness of firm operations, including internal and client-facing communications. TaxWorkFlow will enable your employees work as a team remotely and still be in the loop without losing productivity. TaxWorkFlow will help you organize client contacts, documents, emails, notes, tasks, projects, and billings for each client, providing you with an immediate snapshot of your client status, pending tasks and problems, and historical records, no matter where you are. You can also simplify document exchange with your clients by using the TaxWorkFlow’s client portal, so you can keep your business running from anywhere without the need of meeting your staff or clients in person. -
30
WeTransferQuick
WeTransferQuick.com
WeTransferQuick Cloud File Storage. Fast, Simple, Secure Document and File transfers. Register for a free WE-Drive (starts with 3GB free). Login now, to upload, backup, manage and access your files on any device with internet access, from anywhere in the world. Send file-share links that expire on your terms. E2EE and 2FA Authentication. Upload multiple files at once and keep them forever on this site. If you're using FireFox or Chrome, you can simply drag & drop your files to begin uploading. We supply you with all the tools necessary to easily share your files, on our private cloud platform. Use our pre-generated html code to link from your website or post directly to Facebook, Twitter, LinkedIn, Reddit, Digg, Stumbleupon & Tumblr. Fast and instant downloading! Our premium members benefit from no waiting time and direct downloads for all of their files. Unlike other file hosts we don't limit the transfer speed of our downloads. Safe and Secure!Starting Price: Free -
31
Qwil Messenger
Qwil Messenger
Upgrade to an all-in-one client communication platform. Your data, your control, your brand. The consensus among experts is clear, just don't use social chat platforms for your business. Start chat instantly, easily, and now securely, with Qwil Messenger. Increase in open rates with Qwil Messenger compared to email. Increase in response rates with Qwil Messenger compared to email. Response time drops from 90 minutes for emails to 90 seconds with Qwil Messenger. Stay in touch with clients, colleagues, and your team easily with a secure banking-grade app. Effortlessly manage conversations and add participants as needed. Stay connected on the go, whether you're on desktop or mobile. Save time by avoiding extra passwords, secure emails, or identification calls. Share your screen, and send messages and documents in the same conversation. Schedule your next meeting with participants in the chat, no risk of unwelcome guests.Starting Price: $30 per staff user/month -
32
BilagPilot
Bjorvand Solutions
BilagPilot is a document collection and follow-up platform built specifically for accounting and bookkeeping firms. It helps firms reduce the time spent identifying missing receipts and supporting documentation, contacting clients, sending reminders, and tracking what is still outstanding. BilagPilot connects with supported accounting systems and helps surface transactions or accounting items where documentation may be missing. Accountants can review these items, create requests, and send clients a clear overview of exactly what needs to be provided. Clients receive requests by email or SMS and upload documents through a secure link without creating an account. BilagPilot can automatically follow up on outstanding requests and gives the accounting team a central dashboard for tracking document collection across multiple client companies.Starting Price: $149/month -
33
CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
34
Hyperdoc
Hyperdoc
Hyperdoc is a purpose‑built SaaS platform that automates ATO document handling for Australian accounting firms. Instead of spending hours downloading, renaming, saving and forwarding ATO correspondence, your team manages the entire process in one secure, centralised workflow. With direct integration to the ATO, Hyperdoc automatically retrieves new ATO documents as they become available — no more logging into portals or chasing missing correspondence. Sensitive data, including TFNs, is automatically redacted before anything is sent to clients, reducing compliance risk and removing manual admin. Hyperdoc streamlines your client communication with customisable, pre‑built email templates and auto‑generated client‑ready drafts. Documents are automatically classified, assigned to the right client entity and routed for review, so your team can process more work with fewer follow‑ups and less rework.Starting Price: $100 -
35
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 -
36
FileControl
FileControl Partners
Our solutions help businesses and law firms cut costs and become more efficient by making it easy to store, search and share sensitive data. Our three interrelated yet distinct solutions help business and legal professionals manage data requirements ranging from merger and acquisition support to legal discovery. From mergers and acquisitions to sensitive legal transactions, manage and share sensitive information from the security of a dedicated document repository that provides full-featured support for the storage and sharing of data. Establish complete control of organizational documents with a secure repository configured to support the storage, management, and dissemination of data for particular business requirements for an on-going time frame. Support the collection, analysis, and review of electronically stored information (ESI) for particular matters or groups of related matters with a full featured eDiscovery repository that provides complete legal review capability. -
37
FuseBase
FuseBase
FuseBase is the AI-native client portal and client collaboration platform for client-facing businesses and teams. Clients already have AI. They can complete more routine work themselves, faster and cheaper than before. That changes what agencies, consultants, professional services firms, sales teams, customer success teams, support teams, RevOps, onboarding, implementation, and operations teams must deliver next: finished outcomes, visible progress, reliable delivery, fewer things clients have to manage, and trusted expertise. FuseBase helps teams move from legacy portals, scattered tools, and manual service delivery to AI-native client operations. Use FuseBase to create branded client portals, secure workspaces, onboarding hubs, deal rooms, approvals, knowledge bases, workflows, dashboards, client-facing apps, and AI-assisted operations in one governed foundation.Starting Price: $32 -
38
Chaseless
BulkBrains
Chaseless by BulkBrains is a client document collection and reminder platform designed to help teams stop manually chasing missing information. The software keeps client requests, due dates, statuses, ownership, and follow-up activity visible in one simple workflow. Teams can create client records, define required documents or details, assign deadlines, and automate reminder emails until items are received and approved. Chaseless helps replace scattered email chains, memory-based tracking, and spreadsheets with a cleaner system for managing outstanding requests. Staff can quickly see what is requested, submitted, approved, overdue, or coming due soon. Chaseless helps accountants, advisers, operations teams, and service businesses reduce repetitive admin, avoid missed follow-ups, and keep client work moving forward.Starting Price: €19.99/month -
39
Wizuda
Wizuda
Powerful Solutions to revolutionize how your organization shares data internally and externally. Designed with security, compliance and efficiency at its core, Wizuda MFT enables IT to manage the movement of critical data within your organization and with external parties, from one centralized solution. Wizuda MFT scales with your business and provides full end-to-end accountability of all file transfer operations. Provide people in your organization and clients with an easy, secure and compliant way to share sensitive data. With no file size limitations and encryption by default, using insecure alternatives such as USBs can be a thing of the past. Users have the added flexibility of sending emails with Wizuda either straight from their Outlook email or the secure web portal. Wizuda Virtual Data Rooms provide your business with a secure online repository for document storage, collaboration and distribution. Built with ‘privacy by design’, Wizuda VDRs can be set up in minutes.Starting Price: $9.99/month/user -
40
Redi2 Revenue Manager
Redi2 Technologies
A powerful rules engine that supports the most custom billing scenarios your firm negotiates with your demanding clients – all at the fingertips of billing operators and finance professionals, with secure access and controls. Let us help you unlock your potential for negotiating competitive and unique investment management agreements. An integrated invoicing solution for producing one of your firm’s most important client-facing documents. Clear and accurate invoices drive cash collection efficiencies and customer satisfaction. Give your marketing team unlimited possibilities for professionally designing your invoices – you’ll never have to fret about another lackluster fee statement going out the door. Upgrade your revenue management and collection operations to a global platform that calculates fees and journal entries in any foreign currency. -
41
Auditi
Auditi
With Auditi, a platform that simplifies your workflow and brings communication, collaboration, and secure file exchange together. Auditors, accountants, and other professionals must request lots of information from their clients before they can begin their engagement. But typically, the process is very messy. A mix of tools and spreadsheets are used. Communication becomes painfully slow as employees take leave. Many hours are spent chasing clients for files instead of on productive tasks. Vital information is missing, which only becomes apparent later on. Sensitive files get shared by insecure means. And no one really knows what’s going on, not least the client who has a terrible experience before the real work even begins. Auditi replaces this confusing and chaotic process with a simplified workflow that saves you time and money. Your firm centralizes communication, collaboration, and file exchange on one platform. -
42
Formlio
Formlio
Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures. Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document. After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.Starting Price: 15 -
43
Quillmatic
Quillmatic
Solo and small firm attorneys spend hours every week on documents they've already written, intake they've already collected, and time entries they've already worked. Quillmatic eliminates the repetition. Every tool — document automation, AI drafting, fee agreements, client portals, intake questionnaires, e-signatures, time capture, calendar sync, conflict checking, and deadline tracking — draws from the same matter database. Enter your case details once and every tool gets smarter. Quillmatic also connects directly to Clio. Authorize the connection once and your matters, clients, contacts, and time entries sync automatically. Free plan available. $49/month Solo. $149/month Firm. No per-user fees. No add-on modules. 14-day free trial on paid plans.Starting Price: $49/month -
44
Cliénta
Cliénta
Cliénta makes onboarding new clients a seamless experience. It transforms the messy opening weeks of a new engagement into a single branded experience your client can complete from their device, in one sitting. Cliénta is client onboarding software for UK accountancy firms. It replaces manual onboarding, spreadsheets, and scattered compliance checks with a single magic link. Your clients complete ID verification, AML screening, e-signatures, and HMRC authorisation in one automated, branded flow. Cliénta fits into your existing workflow and integrates with tools like Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs and numerous leading AML providers so you can onboard clients faster and stay compliant. Ready to stop chasing clients? Join the modern accounting firms already using Cliénta to onboard clients in minutes - not days.Starting Price: £79 per month per firm -
45
AnyToURL
AnyToURL
AnyToURL is a web-based file-sharing service that instantly turns uploaded files into shareable URLs with no complicated steps. You just drag and drop, browse to upload, or paste from your clipboard, and get a short link within seconds that you can share by email, chat, or social media. It stores files up to a size limit (with free users typically getting up to 50 MB and temporary hosting) and serves them over a high-performance global edge CDN for fast access worldwide, with smart previews for images, PDFs, and documents so recipients can view content directly in the browser. It emphasizes simplicity and speed, providing password protection for sensitive links, optional permanent storage for paid users, and support for a variety of file types, including media, documents, and code snippets. Key features include one-click link generation, browser previews, secure hosting, and instant delivery via a global network.Starting Price: $99 per year -
46
Qbox
CoralTree
Qbox is an all-in-one collaboration platform designed to streamline accounting workflows by combining file sharing, client portals, task management, chat, invoicing, eSignatures, and QuickBooks Desktop remote access into a single dashboard. It lets multiple users share and collaborate on QuickBooks, MS Access, Word, Excel, and PowerPoint files, automatically syncing changes and locking files to prevent conflicts, and supports QuickBooks attachments (PDF, DOC, XLS, JPG, PNG) in lock-step with company files. With no complex installation, you simply grant access to your QuickBooks Desktop files, and Qbox manages versioning and syncing, providing secure, cloud-based collaboration even for occasional monthly reviews. The platform integrates seamlessly with over 300 QuickBooks-compatible apps, offers bank-level security through 256-bit SSL encryption, and stores data in AWS data centers to safeguard sensitive financial information.Starting Price: $5 per month -
47
My CPA Dashboard
CPA Organizer
MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction. When you sign up with our accounting firm portal, you’ll create a profile that will allow you to add your clients. Just add your clients’ names and email addresses so you can use the CRM client portal to communicate with them.Starting Price: $300 per month -
48
Switch Secure Workspace
Egress Software Technologies
Secure Workspace makes it easy for users to upload, control, and share documents securely with teammates and external partners. Our encrypted environment offers enterprise-grade access permissions at the click of a button. Our mobile app and productivity toolkit enable teams to collaborate seamlessly from anywhere. Detailed reporting helps you to demonstrate compliance and stay clear of burned reputations and regulatory fines. Secure Workspace lets you easily and securely share your most confidential data both internally and with your supply chain. Zones act as secure containers, making it easy for you to clearly organize content within folders and keep sensitive content safe from unauthorized access. With access permissions and controls, accredited security frameworks, and flexible authentication, your team can stay in control while sharing sensitive documents internally and with external partners. -
49
Apxium Collect
Apxium
Fully automated debtor management and client engagements Apxium Collect saves your firm valuable admin hours by managing the entire debtor process including all client communications, electronic payments, reconciliation, reporting and more. Apxium Collect allows your practice to significantly reduce administrative costs by completely automating the debtor management process. Fully automated debtor management and client engagements. Apxium Collect saves your firm valuable admin hours by managing the entire debtor process including all client communications, electronic payments, reconciliation, reporting and more. Simple Integration. Apxium Collect fully integrates with multiple cloud & server based accounting systems. Packed with features to significantly reduce admin time. Apxium Collect will save your firm countless hours spent chasing unpaid invoices, taking manual payments, reconciling the accounts, and generating reports. From the point where an invoice is approved -
50
Sprucebooks
Sprucebooks
Sprucebooks was built with the Insurance Industry in mind. We built an easy to use payment relationship system that allows insurance agents to stay in front of their clients by engaging them with a simple to use Client Portal. Consumers want an App that is useful. Our App allows Insurance Agents, Carriers, MGA's to send their clients request for payment, e-signature, instant messages, and important documents. With the Assureify mobile app by Sprucebooks you can request Credit Card Payments, E-signatures, send your clients important insurance documents, instant message, and even insurance offers. It's simple and easy to use design keeps clients engaged with your agency with instant notifications. Sprucebooks gives you the ability to run credit card payments, send e-esignature request, send payment request, message your clients, setup recurring payments, send important documents to clients, and much, much more through our intuitive dashboard.Starting Price: $14.95 per month
