Alternatives to PORTALD
Compare PORTALD alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PORTALD in 2026. Compare features, ratings, user reviews, pricing, and more from PORTALD competitors and alternatives in order to make an informed decision for your business.
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1
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
2
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
3
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
4
MasterControl
MasterControl
Bringing breakthrough products to market in highly regulated industries can feel like an endless series of trade-offs. MasterControl's software simplifies GxP workflows so you never have to sacrifice quality for cost or innovation for regulation. Complete and connected meets fast and flexible. From quality event management to document control and integrated training - MasterControl Quality Excellence transforms your quality data and processes into a competitive advantage. Modernizing your manufacturing operations starts with modern software. From work orders to work instructions and production records (EBR or eDHR) to logbooks, MasterControl Manufacturing Excellence is the simplest way to digitalize manufacturing.Starting Price: $25,000 / 1st year -
5
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 -
6
EosLog
StroBi LLC
EosLog is field service management software for small home-service businesses, built by StroBi LLC in San Diego. It covers the full job lifecycle: online intake forms, quotes with e-signatures, drag-and-drop scheduling with day/week/month/team views, automated reminders and on-my-way texts, field forms with photos and signatures, time tracking, invoicing, and Stripe payment collection, plus QuickBooks sync and a client portal. Pricing is flat-rate with no per-user fees: a free-forever tier, then Solo $39/month, Crew $79/month, and Shop $149/month (annual billing saves 20%). EosLog also offers free tools that require no account: a cleaning price calculator, quote generator, invoice generator with shareable links, and a template gallery of service agreements and checklists.Starting Price: $39/month -
7
Integrify
Integrify
Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account ManagerStarting Price: $30/mo/user -
8
Content Snare
Content Snare
Content Snare is the smart, stress-free way to collect documents from clients. It's a simple, secure portal where your clients can complete your document checklist. Automatic reminders keep clients accountable and let you work on more important things than chasing clients. When you need to collect documents from clients, it's like pulling teeth. Chasing them for weeks (or months) drains your productivity, makes your job harder, and is no one’s idea of a good time. One single missing document can bring the entire process to a screeching halt. You do your best but with all the emails flying around, it can be hard to tell what info you have, which version is correct and what’s missing. The resulting document collection chaos stalls projects and confuses clients. Make clients happy with more professional content creation or document collection experience that makes your team stand out.Starting Price: $29 per month -
9
Pipefile
Pipefile
Pipefile streamlines the collection of personal, financial, or otherwise sensitive documents for business professionals. Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving. Create a checklist or leave it open-ended. Save your templates to make it super simple to request standard forms. No usernames or passwords required. With reminders, documents always show up on time. Pipefile will automatically remind your clients so you don't have to. Just sit back and wait for everything to arrive. You'll receive an email once everything is ready. Just click the link and download the documents directly from Pipefile or sync with your existing cloud storage. Your security is our top priority. All files are stored with 256-bit AES encryption. Additionally, we offer custom PGP key management to give you complete ownership of your data.Starting Price: $14.99 per user per month -
10
Cirrus Secure
Cirrus Secure
Manage deal flow and document chaos effortlessly with our customizable and secure portal. Finally allow your staff to focus on deals and not documents. With a single, secure portal, teams can easily track loan status, automatically name and package documents, and access online support systems to navigate the lending cycle efficiently. Chase down deals not documents; Cirrus is designed to streamline collection of documents into one, simple interface. Checklists, collaboration tools and flexible workflow make for less friction and more transparency, every step of the way. Streamlined deal flow and documentation lets you and your team close more deals—faster. -
11
ShieldFive
ShieldFive
ShieldFive is end-to-end encrypted cloud storage. Every file and its name is encrypted in your browser before upload (post-quantum ML-KEM-1024 with XChaCha20-Poly1305 by default on the web), so ShieldFive stores only ciphertext and never holds your keys. Plans: 10 GB free with no card, monthly or yearly subscriptions, or the Lifetime Vault: 2 TB for EUR 199 paid once until 31 Oct 2026, then EUR 249, no renewals, with a 30-day refund. You can preview PDFs, images, spreadsheets and Word documents in the browser, share files with an expiry date and password, and revoke links at any time. Firms can also collect documents from clients through a request link with a PIN and checklist; clients need no account (EUR 29 per seat per month). Current limits: web app today, Android app in testing, no desktop sync client or iOS app yet. The encryption core is open source (Apache-2.0); no external security audit has been completed yet.Starting Price: EUR 29/month/seat -
12
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 -
13
ImportFeed
ImportFeed
Your customers send documents using their preferred method and get status in real-time. Incoming documents are automatically organized for fast processing. Document processing tools and direct customer feedback help you get things done faster. Customers send their documents and receive status once processed. Find the documents you need by customer, date, or status. Let your customers securely access their documents. View previous document versions and track changes. Customers send documents, take pictures, or forward emails, from any device. Your incoming documents form into one actionable list. Find documents by client, date, or status. One-click to scan and send pictures using a smartphone. Each one of your customers has a dedicated email address to forward emails. A secure customer portal where customers can quickly locate their documents.Starting Price: $89 per 3 users per month -
14
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 -
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 -
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FastDox
FastDox
Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.Starting Price: £40 per user -
17
CMA
Use CMA
CMA is a client management software platform built specifically for tradespeople and solo service professionals looking to simplify business operations. The platform combines client management, professional quoting, invoicing, scheduling, messaging, and file sharing into one easy-to-use dashboard. CMA helps tradespeople reduce administrative work by replacing spreadsheets, scattered messages, and manual paperwork with a centralized system. Users can create itemized quotes, convert them into invoices, and collect payments online directly through the platform. The software also includes appointment scheduling tools that allow clients to book available time slots without constant back-and-forth communication. CMA provides a branded client portal where customers can view quotes, invoices, documents, and updates in one organized space. Additional features include client messaging, checklists, portfolio management, and Xero integration for accounting automation.Starting Price: £49/month -
18
Hubdoc
Hubdoc
With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.Starting Price: $12 per month -
19
Lightico
Lightico
Formalize orders with legally-binding authorization to ensure air-tight deals with Digital Signatures, an in-call eSignature solution. Customers are able to finger-sign documents and orders via mobile phone with the assistance of Digital Signatures. Effortless, Digital Signatures enables business owners to capture electronically binding signatures. Digital Signatures also features recording and storing capabilities for digital signatures. Digitally complete entire customer journeys with ID Verification, Forms, Document Collection, eSignature, and more using automated workflows. -
20
Floify
Floify
Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.Starting Price: $79 per user per month -
21
Consilio Complete
Consilio
As a global leader in legal consulting and services, Consilio is committed to helping propel our clients further with proven solutions & expertise. The culmination of multi-year, multi-million dollar investments, Consilio Complete is a proven end-to-end legal services & technology platform bringing together world-class expertise, innovations in technology & data, along with robust workflows. Eight capabilities are tightly integrated to drive efficient outcomes, reduce client risk & control cost for investigations, eDiscovery and workflows -all designed to deliver as one complete experience. Powerful modules working together to form a robust experience ― proven to perform by the world’s most rigorous law firms and global corporations. Proven expertise across practice types, challenges and industries delivering at scale for clients of all sizes. Fully supported by a full-stack of seasoned experts — from data operations engineers to analytics experts. -
22
Veri5 V-CIP
Veri5Digital
An AI-driven Customer Identification process that was incepted after RBI approved VCIP. You can now speed-up customer on-boarding by automating document collection and face match. Enterprises can now do KYC verification across India. Complete VCIP process in less than one minute by digitizing document collection and AI face authentication. Accurately extract details from ID cards using smart integration with supported government databases. Authenticate identity details by matching photo on ID document with live video with the agent. Ensure person is present through liveness check. Record declaration and terms & conditions (T&C) acceptance for non repudiation check. We offer in person verification over and above the AI algorithmic verification where final KYC approval is done by your agent. Integrate your existing customer applications, be it mobile or web, using APIs and SDKs. -
23
Prolexis
Prolexis Analytics LLC
Prolexis is an all-in-one, AI-powered practice management platform built specifically for immigration law firms. It combines case management, automated USCIS form filling, billing, and a 15-language client portal with the deepest AI in immigration software. Key features: - AI document drafting — drafts petitions and RFE responses, and learns your firm's style over time - Automated USCIS forms — enter a client once; forms fill themselves. Upload a passport; AI extracts the data - Multilingual client screener — turns non-English-speaking website visitors into qualified leads across 15 languages (unique in the category) - AI-assistant integration — connect Claude or ChatGPT to your practice via MCP and query cases in plain English - Complete platform — case management, billing, trust accounting, client portal, compliance tracking Built for solo and small immigration firms that want to grow their caseload without hiring. Pricing from $69/user/month.Starting Price: $69/month/user -
24
Optivation
Optivation
Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools. A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record. It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.Starting Price: $19/month -
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Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
26
Agencly
Agencly
Agencly is an all-in-one agency operations platform for freelancers, studios, and service businesses. It consolidates project management, invoicing, contracts with e-signatures, time tracking, and a branded client portal into one workspace. No juggling five different tools. Flat pricing from $19/mo, no per-seat fees, built for solo agency owners and small teams who need everything in one place without enterprise overhead.Starting Price: $19/month -
27
InvoiceParser Pro
InvoiceParser Pro
InvoiceParser Pro captures invoices and bills for finance teams. Upload digital or scanned PDFs and photos, or use email intake. It extracts header fields and line items, checks the arithmetic and flags mismatches for review. Excel exports contain line items; CSV exports contain one row per invoice. Paid plans push approved bills to QuickBooks Online, Xero or Zoho Books. Clients are folders in one workspace, with one accounting connection per provider. Client folders do not connect to separate accounting companies. Free includes 25 invoices a month and one user. Starter is $79/month for 200 invoices and three users; Team is $249/month for 1,000 invoices and unlimited users; Scale is $599/month for 5,000 invoices and unlimited users, with REST API access. Enterprise is available by enquiry. The 14-day trial includes 50 invoices, with no card required. A separate no-signup invoice-to-Excel tool allows up to three invoices a day per browser.Starting Price: $79/month -
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DocsCorp
DocsCorp
Document management professionals turn to DocsCorp when they are looking for easy-to-use software that empowers them to work safer and smarter. We are a global brand with more than 500,000 users in over 65 countries. Our product portfolio is a list of must-have technologies that include document creation, email recipient checking, metadata cleaning, document comparison, PDF creation, and image file conversion to PDF, which can be accessed on the desktop, server or cloud. Our products integrate out-of-the-box with leading enterprise content management systems to streamline processes and to drive business efficiency. We offer organizations a combination of on-premises and cloud integrations. We work with industries that are document-centric to help them manage their most critical asset - documents. This includes Government Departments, Legal Services, Financial Services, and Technology companies.Starting Price: $49.50/user -
29
ezidox
ezidox
ezidox™ is an award-winning document collection and management platform for businesses that need to collect, verify and securely store multiple documents from their clients or other third parties as part of a complex transaction. Mortgage applications, procurement, compliance, employee on-boarding and management, professional services, government departments, etc. ezidox™ makes document collection faster and simpler for both Collectors and Senders. ezidox™ tracks the complete process so that both parties know exactly what stage they are up to, and receive regular reminders until the process is complete. The entire transaction is then auditable if required. ezidox™ is customisable so that Collectors can specify the names of documents needed and group them any way that suits so that documents are grouped and indexed according to the establsihed workflow. ezidox™ is a vital growth ingredient for our clients.Starting Price: $7.61 per use -
30
DocStar
DocStar
Manage all your content easier and smarter with DocStar ECM and DocStar AP Automation. Scalable, collaborative, and feature-rich, DocStar ECM empowers growing businesses to make better and smarter business decisions and to deliver quick ROI with intelligent data capture, smart workflows, and retrieval and deep business insights. Available as a cloud-based service and on-premises solution, DocStar ECM allows teams to work more efficiently, anywhere and anytime, using any device. The solution can also be integrated with accounting, ERP, HRIS, EMR, and other business applications. Document management and automated AP solutions in the cloud or on-premises. Powerful, affordable, easy to use. Empower your team with DocStar AP Automation. Learn all about automating accounts payable with AP360. Create and process secure, easy to use e-forms to capture, verify, approve, and integrate data with core business systems. -
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DOKKA
DOKKA
DOKKA is an accounting Add-On that will give you Accounting Automation Superpowers. Everything You Need to Collect, Process and Archive Invoices and Bills EfficientlyStarting Price: $150 per month -
32
AlphaTrust e-Sign
AlphaTrust
AlphaTrust e-Sign™ allows you to automate document and signature processes ranging from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants. Electronic signature is a wonderful capability, but getting work done means more than just stamping signatures on documents. Truly automating your work means dealing with how documents are created, how users are authenticated, how data is captured and validated, how compliance rules are followed, how signatures are captured, and how documents and data flow after signing. For organizations that need to process documents for signature, approval, data collection, and/or secure delivery AlphaTrust e-Sign™ offers a better way. AlphaTrust e-Sign™ is designed to function as a central workflow automation platform for service provider and enterprise applications to support more advanced use cases and high volume transactions. -
33
CRDFix
CRDFix
CRDFix — The Next-Gen Credit Repair Platform for Australia & New Zealand CRDFix.com CRDFix is revolutionizing credit repair with next-gen AI and automation. Detect negative items instantly, create powerful dispute letters, and manage every case seamlessly from one intelligent dashboard. Key features include: ⚡ Credit Report Import & Instant Audit Reports 📊 From onboarding to dispute resolution, the dashboard keeps your team on top of every task ⏱️ Elapsed-Days Analysis for Dispute Progress Control - Track how long each dispute item has remained idle, helping you intervene early and keep every client file moving without delays. ✍️ Seamless Digital Signatures for Agreements & Authority Forms 👥 Unified Client & Affiliate Portals for smooth collaboration 🔗 Integrations with Bureaus, Xero, PayWay, SMS, and many more 💼 Automated Invoicing and Payments ✅ Smart Progress Tracking — ensuring no case is leftStarting Price: $150 -
34
Happlicant
Happlicant
Happlicant is an all-in-one ATS and CRM built exclusively for recruitment agencies and solo recruiters. It combines applicant tracking, client relationship management, LinkedIn sourcing, AI resume parsing, workflow automation, and a client portal into one affordable platform — replacing disconnected spreadsheets and overpriced enterprise tools. Key features include a LinkedIn Chrome Extension for one-click candidate and client capture, AI-powered CV parsing and resume reformatting, customisable Kanban pipelines, automated email sequences, a built-in Sales CRM, job board distribution, structured video interviews, custom dashboards, and an open API. The Enterprise plan offers unlimited users on a flat fee with SSO, MFA, a dedicated account manager, and custom API access. Used by recruitment businesses in 15+ countries. Plans start at $75/month with a 7-day free trial.Starting Price: $75/month/user -
35
Juris V-Box
Juris Technologies
Juris V-Box is an all-in-one solution that enables financial institutions to collect, track, and secure customer documents throughout a relationship between the customer and the financial institution. It is a cloud-based solution with benefits to financial institutions, insurance providers, credit leasing companies, and other organizations that include: - Reduces human interaction in the document collection process. - Encrypt and secure all collected documents - Centralize documents in a cloud-based repository - Quick solution implementation - Save operational cost - Reduce the time taken to submit and manage financial products applications -
36
SoloDesks
SoloDesks
SoloDesks is job management for a business of one: quoting, invoicing and job scheduling for solo tradespeople. Plumbers, electricians, painters, landscapers and handymen. Built for one person working alone, not a firm with staff to manage. Build an itemised quote on your phone while you are still on the job, and send it as a branded PDF. Your client opens a private link and taps Accept. An accepted quote becomes an invoice in one tap: same lines, same prices, no retyping. When an invoice goes quiet, Overdue Autopilot emails your client a nudge at 7 days, a firmer one at 14 and a final notice at 21. It goes out under your business name, replies come to you, and it stops the moment you mark it paid. Every job sits on a calendar with the client's address, so you can plan a day's route. VAT and CIS are handled properly, in pounds. Free plan, no card: 10 quotes, 10 invoices and 10 emailed PDFs a month, unlimited clients and jobs. Pro is 12 GBP a month, flat, never per user.Starting Price: £12.00/month -
37
Sign OS
Sign OS
Sign OS is sign shop management software (MIS) built in Australia. Quotes are computed from product recipes — materials by sheet, roll, square metre or lineal metre with real waste and yield, machine minutes, labour and markup tiers — so any team member produces the same defensible price. An accepted quote becomes the job: department production timeline with capacity warnings, tablet floor boards with QR time clocking, job-linked purchase orders and stock, install dispatch with a contractor portal, and deposit/final invoicing with two-way Xero sync. Includes an approval-gated AI assistant (ReAct) that finds records, drafts quotes and raises purchase orders with a human confirming every action, plus an optional online storefront and VIP client ordering portals. AUD plans from $89/month with user buckets instead of per-seat fees; free 7-day trial, no card required.Starting Price: $89 AUD per month 3 users -
38
BuilderDash
Sites For Business Limited
BuilderDash is job management software for UK project-based trades and construction businesses: builders, fit-out, shopfitting, refurbishment, multi-trade, electrical, HVAC and planned-works contractors. It is built for multi-week, multi-stage projects rather than reactive call-out dispatch. Enquiries, quotes, job hubs, scheduling, tasks, site photos, crew time tracking, receipts, supplier costs and invoices live in one place, so each step feeds the next without re-keying. Track job margin before you bill. Two-way Xero sync, with VAT, CIS and MTD support. Includes a client portal and roles and permissions. Pricing: Admin seats £39/month and Field seats £15/month (ex VAT), with a 14-day free trial and no card required.Starting Price: £39/month/admin user -
39
Ritaja Practice
Ritaja Practice
Ritaja Practice is an all-in-one practice management platform for mental health clinicians — therapists, psychologists, and psychiatrists. It combines scheduling, AI-assisted clinical notes, secure built-in telehealth, billing and insurance claims, payroll, and a client portal in one HIPAA-ready system. Clinicians can draft session notes faster with AI support, track outcomes with built-in psychometric assessments (PHQ-9, GAD-7), and manage a solo practice or a multi-clinician clinic without stitching together separate tools. A dedicated client portal lets patients book appointments, complete intake forms, message their clinician, and join telehealth sessions. Ritaja Practice offers a free trial and transparent per-clinician pricing.Starting Price: $11/month/clinician -
40
BerthRight
BerthRight
BerthRight is browser-based marina management software for marina operators, boatyards, and land-storage businesses. It combines slip and storage records, a visual dock map, seasonal and transient reservations, waitlists, contract templates and e-signatures, renewals, invoicing, payment tracking, and customer communications. Operators can accept card and ACH payments through each marina’s Stripe account and record cash and check payments in the same ledger. Other tools include point of sale, service work orders, launch and haul scheduling, reporting, and a white-label customer portal. Slip holders use the portal in a browser to review or sign contracts, pay invoices, request service, and message the marina. The subscription is billed monthly and priced according to the greater of the marina’s slip or storage count. All modules and unlimited staff accounts are included, with no setup fees or reservation commissions.Starting Price: $50/month -
41
Rentfully
Rentfully
Rentfully is cloud-based rental management software for event, party, and equipment rental businesses. It connects quotes, bookings, date-based inventory availability, contracts, invoices, and customer records in one workflow. Teams can manage inventory variants and kits, prepare pick lists, track pickups and returns, and coordinate warehouse and delivery work. A hosted rental catalog, online booking tools, website builder, and customer portal help customers browse products and manage their rentals. Rentfully also supports payments and deposits, document signatures, and reporting. Plans range from solo operators to teams managing multiple inventory sites, with features and capacity depending on the plan. A 14-day free trial is available.Starting Price: $39 USD/month -
42
Pype
Pype
Pype’s suite of construction software solutions elevates your efficiency from preconstruction through closeout. AutoSpecs gives you immediate access to action submittals, product data, and more during precon. Throughout project planning and takeoff, the versioning tool easily keeps track of changes between multiple versions and identifies added, removed, and modified requirements. Automatically scan drawings for submittals, schedules, and more with SmartPlans, utilizing advanced Pype AI to identify potentially missing submittals. At the end of your project, use Closeout to automate the document collection process before turning over a polished and branded package to your client. As part of Autodesk Construction Cloud, Pype rounds out a comprehensive tech stack by automating critical workflows, reducing risk, and helping break down data silos across your entire project portfolio. -
43
CleanFlo
CleanFlo
CleanFlo is cloud software for UK cleaning businesses, from sole traders to multi-site teams. It combines recurring and one-off job scheduling, staff rotas, customer and site records, quotes, surveys and a client portal. Cleaners can see assigned work, complete checklists, add photos and job reports, and use lone-worker check-ins and SOS alerts; the cleaner app supports offline work and 27 languages. Completed jobs can be converted into VAT invoices with BACS payment details, and overdue invoice reminders can be automated. Other tools include expenses, staff-hour records, risk assessments and method statements, COSHH records, accident reporting, waste transfer notes, and CSV exports for accountants. CleanFlo also provides a public business page and quote form. The cloud service has a flat monthly plan and a 14-day free trial.Starting Price: £19.99/month flat, unlimited u -
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Inscribe
Inscribe
Tedious document reviews add friction to account opening and underwriting processes, but automation alone isn’t the answer. We believe automation without fraud detection is reckless, which is why Inscribe is the total Risk Intelligence package that helps you detect fraud, automate processes, and understand creditworthiness so you can approve more customers, faster. Rely on educated guesses to identify manipulated documents, leaving your business open to fraud and credit losses. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. It’s where our focus began and we’ve spent years perfecting our machine learning models — and they keep evolving. Because we got here first, you can trust that our models will remain the best and most reliable in the industry. -
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fylt
fylt
fylt is all-in-one client management software for service businesses. It combines a client CRM, appointment scheduling, project management, invoicing and billing, e-signature contracts, a white-label client portal and a support desk into one platform, with AI drafting assistance built in. Because every module shares the same client record, updating one thing updates the rest automatically. It is a direct alternative to running HoneyBook, Dubsado, Bonsai, Calendly and Monday side by side, and starts with a free 3-month trial with no credit card required.Starting Price: $25 -
46
PaintOps
PaintOps
PaintOps is an all-in-one business management suite for solo painters and small painting companies. Quote a job in minutes, track scheduling and crew time, invoice clients, collect payments, and see job profitability—all in one app. Features include painter-specific estimating with automatic paint calculations, real-time scheduling with crew assignment, online invoicing with payment collection, CRM pipeline management, and job costing. Works on web (desktop back-office) and mobile (field estimating). 30-day free trial. $29/mo for solo painters, $49/mo for teams.Starting Price: $29/month -
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MyReportPortal
My Report Portal, LLC
MyReportPortal eliminates the need to build and maintain custom web applications just to share Sigma Computing analytics with external clients. Building a client portal from scratch pulls engineering resources away from your core product roadmap to handle embed security, dynamic Row-Level Security (RLS) variable mapping, SSL certificates, custom domain routing, and multi-tenant authentication. MyReportPortal acts as an instant, zero-code infrastructure layer between your Sigma Computing workspace and your clients. Data and product teams connect their Sigma account, map their custom domain, upload corporate brand assets, and invite external users—publishing production-ready client analytics portals in 10 minutes instead of months. Key Capabilities: - 100% White-Labeled: Host on custom domains with custom logos & fonts - Enterprise Security: Multi-tenant isolation with pass-through Sigma Row-Level Security (RLS) - Flexible Flat-Rate Plans: $1,000/monthStarting Price: $1000/month -
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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 -
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Unit Trac
Unit Trac
Built by Self Storage owners for Self Storage owners. Unit Trac is cloud-based self storage management software with productivity boosting features that include an interactive facility map, custom website, integrated payment processing, financial reporting and more. -Make it easy for customers to do business with you - eSignature lease agreement, online rentals/payments. Serve your customers quickly and professionally while managing your business from anywhere on any device. -No hassle integrated payment processing built in to simplify payment record keeping and collection with an online portal for your customers. -Check out the full-feature demo and try Unit Trac risk-free for 30 days.Starting Price: $0.50/month -
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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
