Best Portal Software
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Compare the Top Portal Software as of February 2026
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What is Portal Software?
Portal software is a centralized platform that enables users to access, manage, and share information, services, and applications within an organization or community. It provides secure authentication, role-based access controls, and integrations with various systems to enhance collaboration and streamline workflows. Businesses, educational institutions, and government agencies use portal software to improve communication, self-service capabilities, and operational efficiency. Features like document sharing, task management, and real-time updates ensure users have the tools they need in one convenient interface. By offering a personalized and user-friendly experience, portal software helps organizations enhance productivity and engagement across teams and stakeholders. Compare and read user reviews of the best Portal software currently available using the table below. This list is updated regularly.
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1
iBabs
iBabs
Effortlessly manage agendas, documents, and board meetings with iBabs. Designed to streamline the entire decision-making process, iBabs eliminates the need for paperwork, making meetings more efficient and informed. This intuitive app provides complete control and a clear overview of all meeting details, empowering organizers and attendees alike. Trusted by around 3,000 organizations and over 300,000 users, iBabs ensures smooth, effective meetings on any device, securely and automatically. With years of experience refining board meeting processes, iBabs offers peace of mind and confidence in making good decisions. -
2
Noodle
Vialect
Noodle is the all-in-one enterprise platform that removes the stress of working across emails, file servers, task managers, spreadsheets, chats, meetings, etc. Teams that use their Noodle communicate better and are more productive. Your people will see where everything is, understand what everyone is working on, all while improving the company culture. Features Cloud or On-Premise Options Fully Customizable Design Build Sites in Minutes Regularly Updated With New Features Flexible Password Controls Drag and Drop Features/Post Track Views of Content Unlimited Colors/Skins Create Polls/Surveys Sync with Active Directory 11 Supported Languages Built In Block Text Editor Follow Co-Worker’s Statuses Create Custom Workflows Embed Video and Photos Easily Archive Content Video Conferencing Build E-Forms and Reports Merge Multiple Calendars Optimized For Speed All Applications Included View Personal User Statistics Personal Digital Workspace EtcStarting Price: $200 per month -
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GreenOrbit
GreenOrbit
With over 25 years of experience, we understand leaders' frustrations with overly complicated and expensive solutions. Our easy, out-of-the-box software helps you handle core business functions and streamline internal processes. A GreenOrbit intranet will: - Reduce friction by bringing everyday tools into a single seamless experience – giving your users the social and collaborative features they need without the distractions of platform-switching. - Provide hybrid and remote workers with a digital tool to overcome disconnection and promote culture. - Offer a secure, scalable, and reliable cloud-based platform. - Increase productivity by providing access to relevant information and tools in a centralized location, reducing the time and effort required to find and discover We believe an intranet should equip you to get your company going — not hold you back.Starting Price: $6.50 - $4.50/month/user -
4
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.">
Starting Price: $20.00/month/user -
5
eXo Platform
eXo Platform
eXo Platform is an open-source digital workplace solutions for growing teams and enterprises, featuring: ✅ Internal Communications ✅ Team Collaboration ✅ Knowledge Management ✅ Productivity and Employee Recognition use cases. eXo stands out by: 👍 its fluid and integrated employe experience, on desktop and mobile 👍 the platform’s ease of use 👍 innovative employee engagement features. eXo Platform is developed on open-source technology and supports open standards. The platform is extensible and interoperable, all services are exposed REST APIs. The platform also offers additional security capabilities, developed in collaboration with highly sensitive clients. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.Starting Price: $3.00/user/month -
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Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
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OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!
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8
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 -
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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 -
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Glasscubes
Glasscubes
Glasscubes makes it easy for businesses of all sizes to work with anyone, from anywhere. A cloud-based collaboration platform trusted by the UK government and high-performing business, Glasscubes provides teams with secure online workspaces that enable them to work smarter and better. The platform includes file sharing, team collaboration, task and project management, and intranet/extranet features.Starting Price: $5.00/month/user -
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Aprio Board Management Software
Aprio Inc.
Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen. Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple. -
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MyDocSafe
DocSafe
MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.Starting Price: $8 per month -
13
iManage
iManage
Transforming how professionals work combining artificial intelligence, security and risk mitigation with market leading document and email management. The iManage Cloud is a modern cloud architecture designed to support the unique needs of professional work product management. Users can work effectively on high or low bandwidth connections and even when disconnected. iManage Cloud delivers an optimized user experience when working with large files, fully secured and back-up across a network of worldwide data centers. Proven deployment methodology, annual subscription pricing and rapid onboarding all increase your organization's agility. -
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NetDocuments
NetDocuments
Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits. -
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The Portal Connector
Sylogist
Improve your Customer Service with Dynamics CRM and The Portal Connector. Seamless integration between Microsoft Dynamics CRM or Dynamics 365 with a secure and customizable Online Portal means you are able to provide more effective Customer Service—faster. Easy to use, no need for coding, custom programming, or other complex technical requirements. Key advantages of The Portal Connector include: • Host your portal onsite, in the cloud or third party hosting provider • Works with Dynamics CRM 2011, 2013, 2015, 2016, Dynamics 365 • All data in CRM, including Custom Entities can be used in your portal solution • One license includes unlimited Dev/Test/UAT environments • The Portal Connector is easy to use and does not require any coding skills • End Users can authenticate to your portal with Facebook, LinkedIn, Twitter and custom authentication methods • Our open API allows developers to customize every aspect of the solutionStarting Price: $14995.00/one-time -
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Doc.It by IRIS
Doc.It Inc.
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editorStarting Price: $29.00/month/user -
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PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
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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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Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
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Safelink
Safelink
Safelink provides secure virtual data room and collaboration services for organizations such as law firms, accountancy practices, real estate specialists, M&A specialists, and financial services businesses. The cloud-based solution includes encrypted data storage and transmission for the secure sharing of highly confidential documents. Safelink is a fully featured solution offering granular permissions, full content search, secure messaging, collaboration tools, and page-level document tracking. Document features allow users to drag and drop files and folders into the system, as well as set permissions for who can access, copy, download, print, or send to others. Coordination and collaboration features enable users to create tasks and checklists, leave comments on documents, and publish notices for other users to see.Starting Price: Free -
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IntelliEnterprise
adenin TECHNOLOGIES
IntelliEnterprise is the most complete Intranet Software Suite for managing content and processes. It lets organizations manage and efficiently distribute relevant content, offers integrated security, customizable applications and workflows for process automation, extensive social tools to connect employees across departmental boundaries; and ties everything into a Digital Workplace foundation that enables the mobile workforce to access data in a user-friendly wherever they are.Starting Price: $99.00/one-time/user -
22
bCommunities
bEcosystems
bCommunities is a disruptively efficient online platform that facilitates transactions and work between teams. In the bCommunities network, each organization has their own secure and confidential environment. Your vendor won't see who your client is and they won't ever see that you have 15 other tasks in the same project where they only see one. Alternatively, you'll never see what tasks they set up to work on your request. Only when they create a Flowback task for you or they send you a task as a resource will you see it in your own account. If all your internal users are Light (all are free), then all of them will see all projects and tasks that anyone created during the Trial period or that you've received from your clients. All of our data centers and network infrastructures are designed to ensure maximum uptime with the highest server and cloud performance, best security and fastest scalability.Starting Price: $4.99 per month -
23
BoxesOS
Epazz
The Epazz Web Portal is a gateway to information and resources for your users. The customizable portal is where users log in to your company's intranet system. Each user can log in as well as customize the portal with his or her own choice of organization, graphics, colors, and layout. The Web Portal Component makes it simple for companies to create a business home page and provide access to communication features, and collaboration options. We offer streamlined portal software that leads into your corporate intranet. What do you get with the BoxOS portal component? Epazz opens up communication so you and your employees can collaborate easily and effectively. Access your company's online community through your web portal. Improves interaction and working together for any complex organization. Improves the lines of communication and productivity. Offers live online chats for dialog between coworkers anywhere.Starting Price: $300 per month -
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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. -
25
Hyperwave
Hyperwave
Hyperwave is your partner for efficient and secure information processing in your company. Allow data and knowledge to flow freely - and reach your goals. Learn more about the wide variety of features and possible applications of Hyperwave. We provide individual advice on how to implement the software successfully in your company. You can gain direct insight into how to use the software. We have decisively shaped development in information and data management for more than 20 years. We consider ourselves to be pioneers of the information age. But we do not rest on that — we are constantly reinventing ourselves and our products. Our products are intended to help people and companies to reach greater success by targeted use of information and data. Proven and innovative: More than 100 companies worldwide count on Hyperwave, and have implemented our software to control the flow of information in their organizations. -
26
Evoq Content
DNN Software
Creating and managing content, pages, and digital assets has never been easier or more efficient. Evoq Content is so intuitive, that marketers can jump right in and get pages up quickly, without IT assistance. Use one of Evoq’s pre-built layouts or create your own and save it as a template for easy re-use. Drag and drop right onto your page and use the slider to resize copy blocks. Gallery style interface makes it easy to identify specific pages. Drop new pages into the right location, and the editing window opens immediately so you can start building your page. Having more content contributors is a major advantage, but it can also increase the likelihood of human error. Evoq Content lets you grow your content production team inside and outside the organization, while safeguarding your brand. -
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Bonzai Intranet
Aurea
Intuitive navigation and best-in-class search make your intranet the key to getting work done. Make it easy for your users to find everything they need. Take collaboration from a buzzword to a reality with Bonzai’s easy-to-use intranet platform. Bonzai makes all the critical people, content and file sharing information your team needs for successful collaboration easily findable with our industry-leading search. Keep the progress moving with team collaboration tools, automated workflows and document access, downloading and editing features. Whether you need to communicate your business goals to the entire organization or just a specific group, Bonzai gives you the tools you need to get your message noticed. Improve engagement by giving employees the ability to comment, like and share posts. Now, you can finally see your internal communication strategy succeed. -
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HyperOffice Atlas
HyperOffice
End-to-end tools to make your team collaborative and productive. Free data from the confines of your office walls – get online document management! Store, organize, access & collaborate on company files from any PC, Mac or handheld. G’bye scheduling mixups! Keep your official life in order with online calendars. Organize schedules, set up meetings, sync with Outlook & more – from anywhere on Earth! Have one click audio and video meetings right in your browser - no downloads required. Enjoy advanced features like screen sharing and meeting recording. Everything you expect from a modern chat solution - Instant messaging, unlimited channels for group chat, inline sharing of information, threaded comments, hashtags and more.Starting Price: $5 per user per month -
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DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
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Boardtrac
Boardtrac
Boardtrac is an Australian owned board software that is designed by corporate governance and legal experts who understand the tools and knowledge that boards need to function efficiently. It is the perfect meeting management tool, with a superior User Experience (UX) designed for enjoyable use. Our board portal is cost-effective, recently re-designed to suit a modern interface, and made by governance professionals who know real-life boardroom challenges and the specific requirements of best practice governance. If your board portal is eating away at your budget, consider our solution today.
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