Client Portal Software
Branded, Secure, Mobile

Branded client portal software
that brings document management
and collaboration under one roof—yours.
Your Client

Keep your inbox quiet, clients in the loop and work on track.

Basic to bespoke in one click.

Your portal reflects your brand, so every client touch point looks unmistakably yours.
Basic to bespoke in one click.

Your URL, not ours.

Your links speak for themselves. A white label client portal with 
your own URL, not ours.
Your URL, not ours.

Work moves, so do you.

Your portal works where you work.
Our branded white-label portals and
mobile app keep collaboration moving
on the go: airport queue, cab seat or lunch break.
Work moves, so do you.

Tailored for each client, not the crowd.

Make every client feel like your only one,
with white label branding for each client space.
Tailored for each client, not the crowd.

If it’s confidential, 
Clinked keeps it that way.

With AES-256 encryption, GDPR coverage,
SOC 2 compliance and HIPAA-ready document
management, everything in your secure
client portal is locked in the moment it
enters the platform.

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.

You’re in good company.

3,000+ high-stakes businesses across 40 countries trust Clinked for branded client collaboration: secure, structured and out of their inbox.
Best Relationship
High Performer
Easiest To Use
Best Support
Best Results
Easiest Setup
Most Recommended
Customer Support
GetApp
Best Value
Best Ease of use
One portal per client. 

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.

One portal per client. 
Not per crowd.
Files in place.
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.

Files in place. Work in motion.
Stay in sync.
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.

Stay in sync. Stay on track.
Communication at the speed of now.

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.

Communication at the speed of now.

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

Accounting

Clients send what you need on time, without you chasing a single receipt. Check out our client portal for accountants. 
Finance

Finance

Decisions move faster when the numbers aren’t stuck in someone’s inbox. Discover branded client portal for finance.
Insurance

Insurance

Fewer calls, faster claims, stronger trust built into every interaction. Check out our white-label customer portal for Insurance.
HR

HR

Focus on what you do best; Clinked handles the paperwork.
Agency

Agency

Every revision, approval and file lives together, so your team focuses on creativity, not chasing feedback.
Consultants

Consultants

Your insight lands better when clients aren’t lost in emails , and a branded client experience reinforces trust at every step.
Healthcare

Healthcare

Care moves faster when the paperwork doesn’t get in the way. 
Investment

Investment

Investors don’t wait. Neither should their updates. Opportunities move forward when nothing gets lost in the process.
Legal

Legal

Clients stay confident when updates arrive before the questions do. Discover the Clinked client portal for legal teams. 
M&A

M&A

Precision, clarity, and timing. M&A demands all three. A fully controlled environment keeps your deal moving without compromise.

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.

Your shortcut to 
smarter decisions.

We gathered our most useful guides so you can make confident decisions fast.

Client Portal Features Your Customers Actually Want (And You Need)
Client Portal Features Your Customers Actually Want (And You Need)
Fighting the Barriers to Effective Client Collaboration
Fighting the Barriers to Effective Client Collaboration
Ready to Master Client Management? Here's How!
Ready to Master Client Management? Here's How!
How to Streamline Client Onboarding Process Effectively
How to Streamline Client Onboarding Process Effectively

FAQs

Here’s a quick overview of the questions asked most when choosing a client portal.



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?

Can I offer a white-label client portal with Clinked?

What should a client portal include?

What are the benefits of using a client portal?

Does Clinked offer a mobile app for client portals?

Can I customize the client portal to match my brand?

What industries can benefit from using a client portal?

Are client portals safe?

Is Clinked HIPAA compliant?

Can teams within my organization use a client portal for internal collaboration?

What is the difference between client portal and customer portal?

How do I add a client portal to my website?

How much does a client portal cost?

How easy is it to set up a client portal with Clinked?

How do client portals improve client relationships?

A client portal fosters transparency and efficiency by providing a central space for document sharing, communication, and project updates. Clients can access information anytime, reducing delays and improving satisfaction.

Can I integrate a client portal with other business tools (e.g., CRM, accounting software)?

Yes, Clinked integrates with popular tools like Zapier, Google Workspace, Microsoft 365, Jotform, Typeform, and many more allowing seamless connectivity with CRMs, accounting practice management software, and other business applications to streamline workflows.

How does a client portal improve team collaboration?

A client portal enables real-time collaboration by allowing teams to share files, assign tasks, track progress, and communicate in a secure space. It keeps internal and client-facing teams aligned without relying on emails.

Can I use a client portal for client onboarding?

Yes, a client portal simplifies onboarding by providing structured workflows, onboarding forms, and document-sharing capabilities. Clients can securely submit required information, access welcome materials, and complete onboarding steps in one place.

How does a client portal reduce email dependency?

By centralizing communication, file sharing, and project updates, a client portal minimizes the need for back-and-forth emails. Clients and teams can access relevant information, request approvals, and collaborate instantly within the portal.

Can clients upload documents securely in a client portal?

Yes, Clinked allows clients to upload files securely with encryption and access controls. Uploaded documents are stored in a protected environment, ensuring confidentiality and compliance with industry standards.

Does Clinked provide automated notifications for client updates?

Yes, Clinked offers real-time notifications for file uploads, task assignments, messages, and project updates, ensuring clients and teams stay informed without needing to check the portal constantly.

Does Clinked support multiple client portals for different clients?

Yes, Clinked allows businesses to create multiple portals for different clients, each with customized branding, permissions, and content. This helps agencies, consultants, and service providers manage multiple clients efficiently within a single platform.

Does Clinked offer guest access for clients and external users?

Yes, Clinked allows businesses to provide guest access with controlled permissions, ensuring external users can view or collaborate on specific documents and projects without compromising security.

Is Clinked suitable for businesses of all sizes?

Yes, Clinked is designed for businesses of all sizes, from small agencies to large enterprises. Its scalability, white-label customization, and secure collaboration features make it ideal for growing businesses that require a professional client portal.

Can I restrict access to specific content within the client portal?

Yes, Clinked offers granular access controls, allowing you to set permissions for different users. You can restrict access to specific documents, discussions, or projects based on roles, ensuring that clients and team members only see what they need.

Can Clinked integrate with my apps?

Is Clinked’s client portal secure?

How does Clinked compare to other client portals?

Give your clients a space that finally matches your standards.