Best Portal Software of 2025 - Page 3

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

PortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization.

In contrast to isolated systems, we consolidate all your employee communication and essential tools into a single platform, enabling seamless work processes. Our goal is to offer every employee a cohesive digital workspace. The current employee experience is fragmented, plagued by an overwhelming number of tools and outdated systems. This is precisely why we developed MangoApps, an innovative, cloud-based platform that integrates communication, content, training, and operations across the organization. This initiative can significantly enhance productivity: Over the past decade, we have meticulously designed a comprehensive platform to empower organizations of all sizes to confidently embrace the future. By attentively listening to our customers, we've consistently expanded our capabilities to cater to their evolving needs. Consequently, our extensive suite of solutions provides the depth and sophistication that your team requires to thrive in today's dynamic work environment. Furthermore, our commitment to continuous improvement ensures that we remain responsive to the changing demands of the workplace.

Transform your organization into a space where employees feel fully connected, engaged, and collaborative. A well-designed intranet is crucial for fostering engagement, ensuring adoption, and driving overall success. Invotra seamlessly integrates into your workflow, equipping you with the necessary tools to showcase your branding and enhance user experience. With our user-friendly branding tools, updating or adding brand elements is straightforward; whether it's logos, fonts, widgets, or footers, you can create a cohesive look in just minutes. When modifications are needed, simply navigate to the administration section in the workbar to make changes independently, eliminating the reliance on expensive external developers. Once your designs meet your expectations, you can create, save, and share templates with content publishers to maintain a consistent branding style. Additionally, you have the flexibility to organize your content and customize its appearance. With widgets that automatically refresh with new content, your intranet will always remain dynamic and engaging for users. This ensures that your team not only stays informed but also feels a continuous connection to the organization's evolving narrative.

Statlook is a free and professional IT Asset Management suite. It includes the following features: 1. Hardware - All information about infrastructure in one place 2. Software - Software auditing with validation for license compliance. 3. Users can view activity stats, use programs and visit websites with blocking features. 4. Helpdesk - Fully featured helpdesk system that allows remote desktop control and compliance with GDPR. LINKS Statlook Installer: https://dev.statlook.com/appcenter/install/getfree.php User Manual: https://manual.statlook.com/14.0/en-US/master/index.html

Impress your clients with a swift and visual approach that eliminates endless email exchanges. Streamline the sharing of ideas, files, and feedback through a user-friendly client portal designed to reduce frustration. Are you tired of the inefficiencies that come from toggling between emails, online documents, notepads, and various applications? Creative thoughts and discussions often get lost in the chaos, but your innovative ideas lose their impact if they are not visible to your clients. Important discussions, documents, and concepts can become buried under overwhelming email threads and disorganized shared folders. Using incompatible tools can be a drain on your productivity, deplete your enthusiasm, and stall project progress. Why deal with that? Consolidate deliverables and feedback in one straightforward view. In contrast to email and other tools, Oroson presents feedback and documents side-by-side for efficient collaboration. This saves you valuable hours that would otherwise be spent hunting for responses, allowing you to focus more on delivering exceptional work. Your clients also find it challenging to stay organized, and Oroson alleviates this by removing the need for them to adopt new procedures or learn complicated tools, making the entire process seamless and efficient.

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

Introducing a secure, self-service board management platform designed specifically for small to medium-sized businesses, without any binding contracts. Our cloud-based solution allows you to manage every facet of your board meetings seamlessly, including the storage of documents, agenda preparation, board pack compilation, and the digitization of minutes, among other features. Say goodbye to fragmented tools and the hassle of searching through buried emails or chaotic SharePoint folders; your team will have timely access to critical information whenever needed. With the Future Directors Board Portal, you can oversee, engage in, and streamline all governance activities from a singular location. Since many of the most significant cyber threats target boards, it’s essential to stop sharing sensitive information through email. Our secure platform empowers you to manage how information is shared and who has visibility into it. Avoid expensive software subscriptions and instead enjoy our user-friendly service that helps you save costs. Equip company secretaries with the necessary tools to perform their roles effectively, while maintaining complete control over access to sensitive company data and the ability to make necessary changes. By consolidating all these functionalities, you can enhance governance efficiency and security.

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

Provide your clients with a comprehensive one-stop shop experience through a client portal that simplifies communication, payment processing, file sharing, access to help centers, and custom applications, among other features. Businesses leveraging technology—such as accounting firms, marketing agencies, startups, consulting firms, and real estate companies—utilize Copilot to deliver a cohesive, branded, and enjoyable user experience across both web and mobile platforms. Streamline your technology infrastructure with the built-in capabilities of Copilot, which includes messaging, billing, file-sharing, e-signatures, intake forms, and customer support systems. Additionally, the platform’s modular design allows you to begin with a single application and progressively enable more functionalities as your needs evolve. You can easily generate branded invoices and subscription plans, allowing clients to manage payments and access their invoice details effortlessly. Moreover, organize client files into folders, share them securely, and facilitate contract signing through eSignature requests, ensuring a smooth and efficient process for everyone involved. Embrace a more efficient way to engage with your clients and enhance your service delivery.

Agency Handy is a software organization located in Singapore that was started in 2023 and provides software named Agency Handy. Agency Handy includes training through documentation, live online, in person sessions, and videos. Agency Handy has a free version. Agency Handy provides 24/7 live support and online support. Agency Handy is a type of portal software. Cost begins at $49 per month. Agency Handy is offered as SaaS software. Some alternatives to Agency Handy are Copilot, CloudRadial, and Zapa Client Portals.

The eJeeva Dealer Portal is an innovative cloud-based e-commerce platform designed exclusively for wholesale distributors operating in the manufacturing, retail, and distribution sectors. By seamlessly integrating with enterprise resource planning (ERP) systems, this portal enables dealers to have personalized eCommerce websites linked to a centralized warehouse that manages inventory, pricing, and drop shipping capabilities. In addition to these features, the eJeeva Dealer Portal also offers a comprehensive suite of services, which includes document management, content management, file sharing, and robust search functionalities, ensuring a streamlined user experience for dealers. This combination of tools allows businesses to enhance their online presence while efficiently managing their operations.

Linchpin serves as the social intranet for your organization, providing an intuitive platform where you can easily navigate and find the resources you need, all designed to align with your company's unique aesthetic. This tool curates content and features specifically for you, reflecting your interests, work responsibilities, and profile—offering a wealth of resources such as news, events, announcements, and localized information. Essentially, the intranet acts as your central hub for day-to-day necessities, placing your tools just a click away while granting you seamless access to all the internal and external programs required to complete your tasks efficiently. With this integration, Linchpin becomes your personal headquarters, fostering collaborative efforts among colleagues by enabling effective and transparent communication on shared content. Users can engage in discussions through quick reactions or detailed comments, ensuring all conversations unfold in the relevant context, thereby enhancing team collaboration and productivity. Ultimately, Linchpin is designed to streamline your work experience and facilitate meaningful interactions within your organization.

With an array of top-tier features, the setup of your new intranet can be completed in just a few days rather than dragging on for weeks or months. Our dedicated team supports you throughout the launch process, bringing a wealth of knowledge, best practices, and checklists to ensure your success. We focus on achieving tangible results rather than merely providing software solutions. Involv simplifies the creation of news, events, and pages that look stunning on any device, and we offer fantastic templates to make getting started even easier. Your employees can continue utilizing the applications they already enjoy, and the enhanced capabilities within the Microsoft 365 ecosystem provide additional benefits for your organization. Following a successful launch, our team continues to assist you, offering valuable insights, best practices, and resources to maximize engagement and retention. In addition to our empowerment services, the Involv analytics center serves as an essential tool for assessing performance, tracking adoption rates, and refining your communication strategies to achieve even greater success. By leveraging these resources, you can ensure a thriving intranet experience for your entire organization.

Further, BizPortals Solutions also provides comprehensive Microsoft 365 and SharePoint services, including development and customization, user adoption training, integration, and migration services. We are a leading Microsoft SharePoint consultant and specializes in building custom SharePoint solutions based on your specific requirements and creating out-of-the-box SharePoint user experiences. We help you to leverage the integration of SharePoint with multiple custom solutions like CRM, ERP, financial systems, document management, and project management to bring all the tools and technology at one place. We also help you to bring your important data, whether on-premise or in the cloud to SharePoint seamlessly.

Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning. FEATURES Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things! INTEGRATIONS Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance. You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.

Altiar empowers users to swiftly access the information they require, which in turn enhances organizational efficiency and competitive edge. By equipping users with specialized tools to uncover relevant content, Altiar Enterprise serves as a robust platform for fostering and disseminating knowledge throughout a company. Regardless of how data is organized, Altiar Enterprise reveals its full potential by converting it into an efficient, brand-aligned portal. The management of Altiar Enterprise is straightforward and does not necessitate specialized expertise; from content uploads to user administration, adjustments can be made quickly and easily replicated. With extensive single sign-on capabilities and adjustable security features, Altiar Enterprise is engineered for seamless integration into any corporate environment. Additionally, Altiar Enterprise is pre-configured to interface with familiar providers, facilitating the organization and publication of content sourced externally, which helps streamline overall workflows and enhance productivity.

CU Board Members offers a user-friendly and secure integrated platform for board management that features online board packets, video conferencing, procedures and policies, event calendars, discussion forums, online voting, and compliance tracking. Enhance meeting productivity by allowing board members to easily access essential documents and board packets online. A dedicated virtual conference room is always open, enabling directors to join meetings from any location, even while traveling. Foster collaboration among board members between meetings with tools such as video conferencing, discussion forums, and the ability to vote online securely. Ensure that all policies are readily available and can be directly published on your corporate intranet. The system automatically tracks compliance requirements and alerts you to potential issues in advance. Designed to be compatible with desktop computers, laptops, tablets, and smartphones, it caters to a wide range of devices. Our pricing model is affordable on a monthly basis, with no setup or cancellation fees, making it accessible for all organizations. This comprehensive solution is aimed at streamlining board operations and enhancing overall governance efficiency.

Safelink offers secure virtual data rooms and collaboration services to organizations such as law firms and accountancy practices, M&A specialists and financial service businesses. The cloud-based solution allows for secure sharing of highly confidential documents through encrypted data storage and transmission. Safelink is a fully-featured solution that offers granular permissions and full content search. It also includes secure messaging, collaboration tools and page-level document tracking. You can drag and drop files and folders to the system. You can also set permissions to who can view, copy, download and print them. Collaboration and coordination features allow users to create tasks, checklists, comment on documents, and publish notices to other users.

IntelliEnterprise, the most comprehensive Intranet Software Suite, is designed to manage content and processes. It allows organizations to efficiently distribute relevant content. It also offers integrated security, customizable apps and workflows for process automation. There are extensive social tools to connect employees across departments. All this is tied into a Digital Workplace foundation, which allows the mobile workforce to access data in an easy-to-use manner, wherever they are.

bCommunities is a highly innovative online platform that streamlines transactions and collaboration among teams. Within the bCommunities ecosystem, each organization operates in a distinct, secure, and private setting, ensuring that your vendor remains unaware of your client’s identity and cannot see the multitude of tasks you are managing for a particular project, as they are only privy to one task at a time. Conversely, you will not have visibility into the tasks they are working on related to your requests unless they create a Flowback task specifically for you or designate a task as a resource, which will then appear in your account. If all members of your internal team are categorized as Light users (meaning they are all free), they will have access to view all projects and tasks created during the Trial period or those assigned to them by clients. Our robust infrastructure, including data centers and network systems, is meticulously designed to deliver unparalleled uptime, optimal server and cloud performance, enhanced security, and rapid scalability, ensuring a seamless user experience for everyone involved. Additionally, bCommunities is committed to fostering a collaborative environment that promotes efficiency and transparency among all teams.

AuraQuantic allows business users to quickly and easily build unlimited applications and processes to automate their end-to-end operations, reduce costs and optimize productivity. It combines the sophistication and innovation of iBPMS (Intelligent Business Process Management Suite), for process automation with intuitive design environments for integration, innovation, and business operations transformation. Our Digital Platform makes it easy to turn your ideas into applications and accelerates your digital transformation.

Whether it's Gmail, Outlook, Google Drive, OneDrive, or Dropbox, Correlate serves as a productivity platform that consolidates everything into a single, user-friendly space. By emphasizing the importance of contextualizing your cloud content, we empower you to accomplish your tasks efficiently without the interruptions of irrelevant distractions. Our vision is to cultivate an environment where individuals can connect ideas, collaborate effectively, and concentrate on what is truly significant—both in their personal lives and professional endeavors. You can easily and securely share the appropriate files with the right individuals at the optimal time. Correlate fosters connections that could potentially transform the world around us. Among our initial collaborators are inspiring EU initiatives such as Cities2030, aimed at developing sustainable urban food systems, and the FeMALE project, dedicated to enhancing support for those affected by endometriosis, highlighting our commitment to impactful partnerships. Together, we strive to create a more interconnected and productive future.

Delivering a secure and tailored mobile application for your client necessitates the integration of both on-premises and cloud-based systems. Achieving this goal demands overcoming several challenges, including implementing single-sign-on solutions, managing federated user profiles, automating context provisioning, and ensuring seamless integration across multiple APIs, all while maintaining near-real-time performance. Mvine possesses the necessary technology and expertise to design mobile applications that connect with diverse directory services, location services, and systems of record, thereby crafting deeply personalized customer interactions. Their advanced context provisioning engine functions in near-real time, enabling the creation of experiences that reflect the customers' current locations, their known preferences, and their ongoing activities. This capability not only enhances user engagement but also helps businesses build stronger relationships with their clients.