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Keep your inbox quiet, clients in the loop and work on track.
Basic to bespoke in one click.
Your URL, not ours.
Work moves, so do you.
Our branded white-label portals and
mobile app keep collaboration moving
on the go: airport queue, cab seat or lunch break.
Tailored for each client, not the crowd.
with white label branding for each client space.
If it’s confidential, Clinked keeps it that way.
SOC 2 compliance and HIPAA-ready document
management, everything in your secure
client portal is locked in the moment it
enters the platform. Explore Clinked's security and access control features.
Work is no longer tied to a desk. Neither is Clinked.
With mobile access through white label iOS and Android apps, Clinked’s mobile client portal lets you respond, approve and move things forward: from your phone, in real time, wherever you are. Explore Clinked's mobile collaboration features.
You’re in good company.
Not per crowd.
Spin up a customized workspace in minutes with a white label client portal built to match your workflow and reflect your client’s brand, just as much as yours.
Work in motion.
Stay in control with secure file management that just works the way you do. Universal search pulls up your files in seconds, e-signature and one-click approvals keep projects moving, and the audit trail tracks every action in real time.
Stay on track.
Clinked pulls project & task management into one project management portal where real-time collaboration keeps every project on track. You always know what's been done, what's coming up and who's on it, all from a single view. Explore Clinked's task management and collaboration features.
Clinked keeps communication moving with instant updates and real-time notifications that land where people actually are. Work doesn’t stall, clients stay in the loop without sending another email or picking up the phone.
Shopping around? This will save you hours.
Thought you’d be exploring the best client portal software alternatives, so we pulled the data, read the fine print and checked the real reviews to help you make the right call.
Industries
White-label client portal software trusted across 20+ industries where precision, prestige and client experience matter the most.
Accounting
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Finance
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Insurance
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HR
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Agency
Healthcare
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Investment
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Legal
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M&A
Got tools you can't give up?
If it’s already part of your day, it should be part of your portal. 7000+ powerful integrations with Google Workspace, Microsoft 365, Zapier, Docusign and Jotform keep your workflows connected without switching platforms. Explore Clinked's integration features.
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Your shortcut to smarter decisions.
We gathered our most useful guides so you can make confident decisions fast.
FAQs
Here’s a quick overview of the questions asked most when choosing a client portal.
You can also explore the full list of Clinked's client portal features.
Can’t find what you’re looking for?
Reach out to our lovely sales team: they’re real humans, exceptionally helpful, and ready to guide you.
What is a client portal?
A client portal is a secure, online platform that enables businesses to communicate, collaborate, and share documents with their clients. It provides a central hub for clients to access important information, view project updates, and stay connected with the service provider throughout the engagement.
What does a client portal do?
A client portal allows businesses to share files, exchange messages, track projects, and manage tasks—all within a secure environment. It acts as a collaborative space where both clients and teams can stay updated on the latest progress, make requests, and keep track of important deliverables.
What is customer portal software?
Customer portal software is a platform that lets businesses provide customers with secure, self-service access to account details, support, documents, and communication tools. It streamlines interactions, improves customer experience, and reduces the need for direct support.
How to create a portal for clients?
Creating a client portal involves selecting the right software, such as Clinked, and customizing it to meet your business and client needs. Start by setting up your portal with features like file sharing, messaging, task tracking, and branding elements such as your logo and color scheme. Then, invite your clients to join the portal with secure login credentials, and provide them with an intuitive, centralized space for ongoing collaboration.
Can I offer a white-label client portal with Clinked?
Yes, Clinked allows you to offer a fully white-label client portal. You can customize the portal with your own branding, logo, and colors, creating a seamless, professional experience for your clients. This ensures that your portal aligns with your company’s identity while maintaining secure communication and collaboration with clients.
Setup & Implementation
What is a client portal?
A client portal is a secure, online platform that enables businesses to communicate, collaborate, and share documents with their clients. It provides a central hub for clients to access important information, view project updates, and stay connected with the service provider throughout the engagement.
What does a client portal do?
A client portal allows businesses to share files, exchange messages, track projects, and manage tasks—all within a secure environment. It acts as a collaborative space where both clients and teams can stay updated on the latest progress, make requests, and keep track of important deliverables.
What is customer portal software?
Customer portal software is a platform that lets businesses provide customers with secure, self-service access to account details, support, documents, and communication tools. It streamlines interactions, improves customer experience, and reduces the need for direct support.
How to create a portal for clients?
Creating a client portal involves selecting the right software, such as Clinked, and customizing it to meet your business and client needs. Start by setting up your portal with features like file sharing, messaging, task tracking, and branding elements such as your logo and color scheme. Then, invite your clients to join the portal with secure login credentials, and provide them with an intuitive, centralized space for ongoing collaboration.
Features & Capabilities
What is a client portal?
A client portal is a secure, online platform that enables businesses to communicate, collaborate, and share documents with their clients. It provides a central hub for clients to access important information, view project updates, and stay connected with the service provider throughout the engagement.
What does a client portal do?
A client portal allows businesses to share files, exchange messages, track projects, and manage tasks—all within a secure environment. It acts as a collaborative space where both clients and teams can stay updated on the latest progress, make requests, and keep track of important deliverables.
What is customer portal software?
Customer portal software is a platform that lets businesses provide customers with secure, self-service access to account details, support, documents, and communication tools. It streamlines interactions, improves customer experience, and reduces the need for direct support.
How to create a portal for clients?
Creating a client portal involves selecting the right software, such as Clinked, and customizing it to meet your business and client needs. Start by setting up your portal with features like file sharing, messaging, task tracking, and branding elements such as your logo and color scheme. Then, invite your clients to join the portal with secure login credentials, and provide them with an intuitive, centralized space for ongoing collaboration.
Can I offer a white-label client portal with Clinked?
Yes, Clinked allows you to offer a fully white-label client portal. You can customize the portal with your own branding, logo, and colors, creating a seamless, professional experience for your clients. This ensures that your portal aligns with your company’s identity while maintaining secure communication and collaboration with clients.
What features should a client portal have?
At minimum: secure file sharing, messaging, project & task management, document approvals, branding options, integrations, audit trails and mobile access, so work stays organised and clients stay engaged.
What are the benefits of using a client portal?
Using a client portal has numerous benefits, including improved communication and transparency, streamlined collaboration, and enhanced client satisfaction. It reduces back-and-forth emails by providing a centralized location for all client-related information. Clients can easily access project updates, documents, and task statuses, which leads to more efficient workflows and stronger relationships.
Does Clinked offer a mobile app for client portals?
Yes, Clinked offers a mobile app that allows clients and teams to access the client portal on the go. With the mobile app, you can securely share documents, track projects, manage tasks, and communicate in real-time from any device. It’s designed for seamless collaboration, ensuring that you and your clients can stay connected and up-to-date no matter where you are.
Benefits & Use Cases
What is a client portal?
A client portal is a secure, online platform that enables businesses to communicate, collaborate, and share documents with their clients. It provides a central hub for clients to access important information, view project updates, and stay connected with the service provider throughout the engagement.
What does a client portal do?
A client portal allows businesses to share files, exchange messages, track projects, and manage tasks—all within a secure environment. It acts as a collaborative space where both clients and teams can stay updated on the latest progress, make requests, and keep track of important deliverables.
What is customer portal software?
Customer portal software is a platform that lets businesses provide customers with secure, self-service access to account details, support, documents, and communication tools. It streamlines interactions, improves customer experience, and reduces the need for direct support.
How to create a portal for clients?
Creating a client portal involves selecting the right software, such as Clinked, and customizing it to meet your business and client needs. Start by setting up your portal with features like file sharing, messaging, task tracking, and branding elements such as your logo and color scheme. Then, invite your clients to join the portal with secure login credentials, and provide them with an intuitive, centralized space for ongoing collaboration.
Can I offer a white-label client portal with Clinked?
Yes, Clinked allows you to offer a fully white-label client portal. You can customize the portal with your own branding, logo, and colors, creating a seamless, professional experience for your clients. This ensures that your portal aligns with your company’s identity while maintaining secure communication and collaboration with clients.
Security & Compliance
What is a client portal?
A client portal is a secure, online platform that enables businesses to communicate, collaborate, and share documents with their clients. It provides a central hub for clients to access important information, view project updates, and stay connected with the service provider throughout the engagement.
What does a client portal do?
A client portal allows businesses to share files, exchange messages, track projects, and manage tasks—all within a secure environment. It acts as a collaborative space where both clients and teams can stay updated on the latest progress, make requests, and keep track of important deliverables.
What is customer portal software?
Customer portal software is a platform that lets businesses provide customers with secure, self-service access to account details, support, documents, and communication tools. It streamlines interactions, improves customer experience, and reduces the need for direct support.