Professional Client Portal Software

Client Portal Software


One Dashboard®
One Low Price
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Manage your business like a PRO with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and automates interaction with your clients.

Avoid the pain of researching, setting up, learning, inter-connecting, and paying for a hodge-podge of separate software tools.

Customer Login Portal Software

Secure Client Portal CRM

All in One Business Client Portal

SuiteDash REPLACES the core functionality of ALL these tools

Client Portal Software

Advanced File Exchange

CRM / Client Management

Advanced Form Builder

No-Code Automation Builder

Custom Client On-Boarding

Appointment Scheduling

Project Management

Time Tracking & Billing

Cloud-Based Proposals

Estimates & Invoicing

Documents & eSigning

LMS Learning Management

Custom Embeddable Forms

Email & Drip Marketing

Real Time Team Chat

How much can you save?

How big is your team now? In the future?

1 person 1
50 50
$20/mo per user $/mo
$25/mo per user $/mo
$9.99/mo per user $/mo
$15/mo per user $/mo
$50/mo (Max 500 Clients) $/mo
$20/mo per user $/mo
$55/mo (Max 5,000 Contacts) $/mo
$24/mo (Max 10,000 Submissions) $/mo
$15/mo (Max 1 Calendar) $/mo
$49/mo per user $/mo
$8/mo per user $/mo

Total monthly costs to use:


Do the math. No. Brainer.

CRM & Client Portal is where it starts, but certainly not where it ends. SuiteDash can handle all the needs of your internal team, while also bridging the communication & interaction gap with your Customers & Clients

I love using SuiteDash. It allows me to automatically onboard my clients using automation. For a long time, I have been using email service software and I have been able to replace the software for my bookkeeping firm because SuiteDash allows me to acquire leads.

~ Kianja J. via G2

Man using Client Portal Software

CRM + Automation

Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

  • Embed Kickoff Form on your website
  • Unlimited Custom Fields in CRM
  • Customize the Client Portal experience
  • Automate your Onboarding process
  • Create Funnel/Landing Pages to suit

Client Portal Alternatives

So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.

~ Nafiur R. via Capterra

Desktop & Mobile Client Portal Software

White Label Portal + Mobile App

Customize the Client Portal experience with your URL, Logo & Colors

Your Clients & Staff will access your Client Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.

  • Portal can be setup on your URL
  • White Label Mobile App is included
  • Fully Branded Login Page
  • Fully White Labeled email notifications
  • Users never see the SuiteDash brand


Client Portal Mobile App

I love the fact that it creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.

~ Spencer J. via Capterra

Client Portal Dashboard CPA Accounting

Onboarding + Custom Dashboards

Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.

  • Assign a custom Dashboard to each Client
  • Set custom Dashboard as the ‘Start Page’
  • Each Client uniquely sees their own data

Customer Login Portal

I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.

~ Sharpened P. via G2

Man using Client Portal Software

Invoicing + Subscriptions

Get paid Online + Subscription Payments + Membership Site

A complete Client Portal solution for sending invoices & receiving payments + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

  • Quickly create Invoices that can be paid online
  • Auto-convert Estimates to Invoices
  • Invoice both ‘One Time’ & Subscription items
  • Clients can manage & cancel Subscriptions
  • Securely store ‘Payment Methods on file’

Online payments in Client Portal

I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.

~ Ken I. via Capterra

LMS Learning + Monetization

Integrate Learning into your Business

Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.

  • Create Courses for Clients and Staff
  • Build beautiful courses using our drag & drop Editor
  • Lock content until previous Lessons are completed
  • Easily embed video, images, charts, etc.
  • Allows for multiple Courses configured in separate Products


We initially chose SuiteDash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.

~ Dara B. via Capterra

Client Onboarding + Member Access

Onboarding Clients on Autopilot

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!

  • Start the onboarding using Kickoff Forms on your website
  • Automatically move Prospects through a journey
  • No-Code Automations make it easy to build autopilot systems
  • Direct the path of a Prospect/Client based on the choices they make
  • Designed to be flexible and adaptable to your workflow


Secure Messaging directly from Client Portal

I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.

~ Ken I. via Capterra

Branded Accounting Client Portal

Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.

  • Client files are securely insulated
  • Integrate file(s) upload into onboarding
  • Use File Requests to ask Clients to upload
  • Send/Share files of any size to anyone
  • Shared Folders are powerful & flexible

Client File Management Portal Software

We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.

~ Alex C. via Capterra

Portal showing Client Proposal

Cloud Proposals + eSigning

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)

  • Proposal are viewed & eSigned online
  • Prospect/Client does not need to log in to view
  • Auto-generate Invoice when Client accepts
  • Templates prevent repetitive work
  • Signature is documented & 100% legal


Proposal Software Client Portal

The Single Most Influential Tool In Growing My Business! The client management options are top-notch! Project management helps my business ensure we’re always on top of our projects and deliverables are centralized. Billing is everything for us! All of our services are centralized and can be attached to automated actions for ease of use!

~ Ellis M. via G2

Scheduling Software working in Client Portal

Appointment Booking + Automations

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.

  • Can be used by your entire team
  • Leads can book directly from your website
  • Create a ‘Book me’ landing page with custom URL
  • Sync appointments to your Google calendar
  • Admin can book on behalf of others


Scheduling Appointment directly from Client Portal

All that AND a bag of chips. I was immediately hooked! It’s one package that takes the Prospect all the way through to the end when you’re going to move them to a Client. All Inclusive! You can communicate with that individual or business from the very start all the way through the entire flow, and you’ve got a ping on them the entire way!

~ Lisa S. via G2

Project Management Portal

Projects + Templates + Automation

Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.

  • Task Templates & Generators eliminate repetition
  • Design a workflow, then automate the steps
  • Task timers allow for granular time tracking
  • Easily convert tasks/projects into Invoices
  • Kanban boards simplify organization

Project Management Software Client Portal

I am using this software for billing, client onboarding, organizing, and structuring client tasks. This software is basically running half of my business for me. I love everything that this platform offers. I am able to invoice clients, set-up tasks or projects for clients, use forms to get client information. Now, I no longer need at least 6 different apps that I was originally using!

~ Geisha J. via Capterra

Email Marketing in Client Portal

Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions

Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.

  • Add manually or via embedded form
  • Send campaigns manually or schedule them
  • Campaign Templates let you re-use base design
  • Import your existing subscriber list via CSV
  • Track campaign opens and clicks


Client Email Marketing Software

We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.

~ Alex C. via Capterra

E-Signing + Contracts

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.

  • Document Templates with Dynamic Data for use in Automations
  • Trigger a Document to be sent/signed on autopilot
  • Fully compliant Audit Trail including IP address
  • Notifications when a Document is viewed, signed, and completed
  • Trigger a variety of automatic actions after the Document is signed


Proposal Software Client Portal

The intuitive interface of this platform makes it a breeze to navigate, and the learning curve is minimal. However, what truly sets this platform apart is the exceptional customer support. Whenever we’ve had questions or needed assistance, their support team has been responsive and knowledgeable. It’s clear that they value their customers and are committed to helping us succeed. Considering the breadth of features and functionalities the platform offers, it represents exceptional value for money. It has eliminated the need for us to subscribe to multiple separate tools, saving us both time and resources.

~ Ryan R. via Capterra

Support Tickets

Streamline your Customer Support workflow!

Use Custom Inboxes, Priorities & Tags to define your internal systems, processe, and escalation procedures to ensure that tickets are handled according to your business requirements. Powerful Permissioning lets you control exactly which Staff members can view and respond to support requests.

  • Provide a dedicated Customer Support channel right inside your own White Label Client Portal
  • Create Custom Inboxes, Priorities & Tags to help organize your Support workflow
  • Powerful filtering & search lets you easily segment and identify specific scenarios
  • Configure a custom support email address that can automatically create tickets
  • Define exactly which members of your Staff can view, respond to, or re-assign Support Tickets


Proposal Software Client Portal

We initially chose SuiteDash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.

~ Dara B. via Capterra

Project Management Portal

Secure Messaging + Live Chat

Communicate seamlessly with Client and your Team in a secure & organized way

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.

  • HIPAA Compliant secure messaging
  • Clients can send messages to you
  • Control who in your org Clients can message
  • Organize with unlimited Folders
  • Live chat w/ direct messages & channels


Secure Messaging directly from Client Portal


What is a client portal?

A Client (or Customer) portal is a cloud-based  gateway to a collection of digital files, services, and information, accessible over the Internet on a desktop and/or mobile device.

Portals are most prevalently used to exchange private messages, manage clients (with an integrated CRM solution), share and download big files and create custom customer journeys to increase retention and reduce churn rates.

How can I use a client portal?

Manually sending every email & responding to each client request gets the job done, but it often does not provide a simple experience.

That’s why we built SuiteDash.

The best way to ensure an excellent client experience is by using a client portal, designed from the ground up to give you unmatched flexibility and an extremely professional appearance. To achieve this, your organization would typically need to demo dozens of tools and spend a fortune in custom development.

What Makes SuiteDash different?

We are a “Community-centered” solution. We build what the Community asks for, because in this way, we know that you’ll really use and really love what we build.

You can find a features list on our website, but what you really want is to know if we are the best solution for your company – right?

Easy! We’ll let you decide! We have over 600 reviews on G2 and Capterra, you can see them here:


REVIEWS on Capterra

Rated #1 Client Portal by Business Solutions

Our live average rating is 4.9/5 and almost all of our customers say they’d suggest SuiteDash on their personal blog and to their friends.

We prioritize customer satisfaction over everything and constantly develop the tool to be easy to use, but also to become better, faster and more feature-rich. SuiteDash is here for the long run, will you join us?

How secure are your client portals?

We follow all the best practices to make sure your files are safe all the time.

Our team backs up the entire platform multiple times per day, we have a strong process in place to take care of all hiccups (big and small) and the average response time for our tickets is less than 10 hours.

Not only is our client portal is safe to use, but it’s also HIPAA compliant:

This means you can use the tool even if you are a doctor and need to share private information with your patients, or if you’re an accountant and need to update your terms, or send your clients their self-assessment for the year.

Does SuiteDash include project management?

Yes, but it’s so much more! SuiteDash is an All-in-One Business Suite which serves not only as a client portal, but also as your primary business platform because it contains multiple toolkits to cover all your needs.

One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one, unified platform.

Your clients will be able track activity and be updated on their projects, but you can use this client portal for to do a lot more than just that!

For example, they will be able to:

  • Upload Files and see Shared Resources (DropBox-style)
  • Send you Private Messages (goodbye emails)
  • Sign Documents (who said we need Hellosign?)
  • Pay Invoices (all major gateways supported, 0% fee on our side for all plans)
  • See custom pages (yup, like a membership portal!)

Will your client portal upstage my brand?

No, it won’t. In fact, when you take the steps to fully White Label your account, your clients will never see anything that refers to SuiteDash.

Our solution is completely white label, even on our least expensive plan. Everything your clients experience in your client portal will be using your logo, branding. We also include a White Label Mobile App with your branding for free!