Client Portal Software
All your clients, and all their stuff, all in one client portal.
Share reports, presentations, and everything else in an easy-to-use customer portal that your clients will love.
Get started free Get a demoClient portals that keep you organized
You and your clients can easily find what you need for the next step without
looking for hours and nudging each other.
Spend less time on client support
Our intuitive client portal solution empowers your clients to find what they need effortlessly, reducing support queries and saving you time.
Showcase your work like a professional
The client portal experience is all about making you look good. Our minimalist design lets your work shine without distractions, elevating your professional image.
Centralize your team and client communication
Ahsuite keeps conversations, documents, tasks, and everything together - even when a client insists on using email.
Way more than client portals
Ahsuite comes feature-packed so you can have one convenient tool for all your client work.
Display dashboards, projects, and presentations
Share videos and presentations, embed performance dashboards, and provide clients with clear visibility into their project's progress, all in one secure platform.
Guide your clients through their tasks
Provide your clients with a clear list of action items, including tasks, file requests, and file approval requests, to streamline their workflow and ensure nothing gets overlooked.
Manage client requests
Simplify the process for clients to send in support and service requests, and keep them informed throughout the resolution process.
Share team and client assets
Keep all your team and client files, passwords, links, and applications safe and organized, ensuring easy access and robust security for all your important assets.



Client portal software for any service business
If you share anything with your clients online, you can share it securely in a clean, minimalist client portal.
Best client portal software for accountants
Ahsuite's client portal for accountants is designed to meet the unique needs of accounting professionals. With features tailored specifically to accounting firms, you can simplify your client interactions while maintaining a high level of security and professionalism.
Solutions for Accountants-
Easy access to financial documents
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Secure file sharing and storage
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Efficient communication and collaboration
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Customizable client portals for accountants
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Streamlined and easy to use
All-in-One Client Portal Software for Agencies
Ahsuite client portals are packed with collaboration and productivity features for agencies that want to consolidate their toolkit.
You can say goodbye to Slack, Trello, DropBox, and LastPass. With a Pro or Agency plan, you get all that functionality and more in this all-in-one client portal software for agencies and freelancers!
Solutions for Agencies-
Display anything in a client portal
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Assign tasks to your team or clients
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Share or request files and get client approval
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Share or request encrypted passwords
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Keep a record of work done with timestamped journal entries
Client Portal Software for Freelancers: Simplify Your Workflow with Ahsuite
As a freelancer, you know the challenges of managing multiple clients, projects, and communication channels. Staying organized and providing a professional experience is crucial to your success.
That's where our client portal software for freelancers comes in. With its clean and simple interface, Ahsuite helps you consolidate all your clients under one roof, stop sending links over email, and showcase your work like a pro.
Solutions for Freelancers-
Display a variety of content in a client portal
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Streamline task management
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Efficient file sharing and client approval
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Secure password sharing and requesting
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Maintain work records with timestamped journal entries
Client Portals for Financial Advisors: Streamline Your Practice with Ahsuite
Are you tired of sending links over email, struggling with file sharing, and dealing with disorganized communication? Ahsuite's client portals for financial advisors will streamline workflows for you and your clients so you can grow your practice without growing your stress.
Solutions for Financial Advisors-
Easy access to financial documents
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Secure file sharing and storage
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Efficient communication and collaboration
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Customizable client portals for financial advisors
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Streamlined and easy to use
Client Portal Software for Law Firms: Enhance Collaboration and Security
Experience seamless collaboration and secure document sharing with Ahsuite, the client portal software designed to meet the unique needs of law firms. Say goodbye to email attachments and unsecured file-sharing platforms, and embrace a more organized, efficient, and secure way of working with your clients.
Solutions for Law Firms-
Secure document sharing and storages
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Streamlined collaboration and communications
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Customizable and easy to uses
Best Client Portal Software for Small Business
Are you a small business owner looking for a way to improve client interactions? Ahsuite's client portal software for small business is the perfect solution to streamline collaboration, file sharing, and task management.
Solutions for Small Business-
Client portal features that your small business needs
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Seamless client communication and collaboration
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Secure and professional file sharing
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Efficient task management
Zac Almeida
TheSEOHustler.com
Ahsuite fills an important gap for any agency that builds analytics dashboards. We have received great feedback from our clients on their client portals, and it has helped streamline processes on our side.
Bhupinder Kahlon
DigitalSmyle
I’ve tried many portal apps and some membership platforms that I configured to use as customer portals, but none really provided a good customer experience, which is a key requirement!
Some tried too hard and looked unnecessarily fancy, some were too simple and lacked depth and some tried to be ‘jack of all trades’ and required complex setup.
Then there’s Ahsuite in my opinion, a game changer 😉 in the customer portal space:
It’s easy to customize and has good integrations with apps such as Google Data Studio & Google Slides which enables you to present information in a clear and professional manner.
It’s also SIMPLE & EASY for customers to use with a side & a drop-down menu structure.
Highly recommended, 👍 Ahsuite is a complete, but lean, portal platform that’ll make you look really professional, and your customers will love it!
info7302R
Sumo-ling
This system was exactly what I was looking for to keep communicating with my clients simple and straight to the point. I am so glad I stumbled on the software and cannot wait to see the features that are up coming in the future.. I am so excited to dig into the software :)
Mark Meyerson
byMarketers.co
We have been following the Ahsuite team since the beginning and have watched them develop their platform into something truly unique. Most of the templates we offer at byMarketers.co can be embedded beautifully in their client portal, so we heartily recommend Ahsuite to all our customers. They have our full endorsement.
Shane Blevins
Modern Warrior Project
I purchased this product for a non typical use case. As such I've had quite a few questions really outside the scope of what a typical support would be expected to cover (eg. best workflow, what do you think, etc..). I can't say enough about how great Kevin has been on responding. Not only does he respond quickly, but he also takes the time to go into a detailed, honest and thoroughly helpful reply. I expect with this level of customer support they will grow a solid and dedicated base of customers for the long haul. The product itself is also a great versatile tool that is certainly worth checking out and seeing if it meets your needs.
Khaled Haik
Urban Entrepreneur Universe
I purchased Ahsuite and put it in action immediately as a client portal, this tool is a must to manage your client's files and roadmap
I love the task feature, especially the dependency option
it helps make sure the clients are taking the right action at the right time in the right phase of their business to make sure they get the best outcome in their journey, and Ahsuite is a great tool that helped me doing this
The top value that comes with this platform, is the above and beyond support, Kevin has been a great help, I asked him tons of questions, and he always respond very fast, direct to the point with a lot of knowledge
Having a great support team in any platform just takes it to the next level.
Zac Almeida
TheSEOHustler.com
Ahsuite fills an important gap for any agency that builds analytics dashboards. We have received great feedback from our clients on their client portals, and it has helped streamline processes on our side.
Bhupinder Kahlon
DigitalSmyle
I’ve tried many portal apps and some membership platforms that I configured to use as customer portals, but none really provided a good customer experience, which is a key requirement!
Some tried too hard and looked unnecessarily fancy, some were too simple and lacked depth and some tried to be ‘jack of all trades’ and required complex setup.
Then there’s Ahsuite in my opinion, a game changer 😉 in the customer portal space:
It’s easy to customize and has good integrations with apps such as Google Data Studio & Google Slides which enables you to present information in a clear and professional manner.
It’s also SIMPLE & EASY for customers to use with a side & a drop-down menu structure.
Highly recommended, 👍 Ahsuite is a complete, but lean, portal platform that’ll make you look really professional, and your customers will love it!
info7302R
Sumo-ling
This system was exactly what I was looking for to keep communicating with my clients simple and straight to the point. I am so glad I stumbled on the software and cannot wait to see the features that are up coming in the future.. I am so excited to dig into the software :)
Mark Meyerson
byMarketers.co
We have been following the Ahsuite team since the beginning and have watched them develop their platform into something truly unique. Most of the templates we offer at byMarketers.co can be embedded beautifully in their client portal, so we heartily recommend Ahsuite to all our customers. They have our full endorsement.
Shane Blevins
Modern Warrior Project
I purchased this product for a non typical use case. As such I've had quite a few questions really outside the scope of what a typical support would be expected to cover (eg. best workflow, what do you think, etc..). I can't say enough about how great Kevin has been on responding. Not only does he respond quickly, but he also takes the time to go into a detailed, honest and thoroughly helpful reply. I expect with this level of customer support they will grow a solid and dedicated base of customers for the long haul. The product itself is also a great versatile tool that is certainly worth checking out and seeing if it meets your needs.
Khaled Haik
Urban Entrepreneur Universe
I purchased Ahsuite and put it in action immediately as a client portal, this tool is a must to manage your client's files and roadmap
I love the task feature, especially the dependency option
it helps make sure the clients are taking the right action at the right time in the right phase of their business to make sure they get the best outcome in their journey, and Ahsuite is a great tool that helped me doing this
The top value that comes with this platform, is the above and beyond support, Kevin has been a great help, I asked him tons of questions, and he always respond very fast, direct to the point with a lot of knowledge
Having a great support team in any platform just takes it to the next level.
Get started with Ahsuite
Share reports, presentations, and everything else in an easy-to-use portal that your clients will love.
Frequently asked questions about client portals
What is a client portal?
A client portal serves as a digital hub where organizations and their clients can access a variety of digital files, services, and information. It is typically accessed via a web browser over the Internet. This platform facilitates seamless sharing and communication between the organization and its clients.
How does a client portal work?
A client portal functions as a secure online platform where clients can access information and services provided by an organization. Users log in using their credentials through a web browser, gaining access to a personalized dashboard. Within this portal, clients can view and download digital files, communicate with the organization, and sometimes even complete transactions or requests. The organization manages the content and permissions within the portal, ensuring confidentiality and security for both parties involved. Client portal streamlines communication and enhances collaboration between the organization and its clients in a convenient online environment.
Are client portals secure?
Client portals are designed with security measures to protect the information shared between the organization and its clients. Client portals use encryption protocols to safeguard data during transmission and storage. Additionally, client portals incorporate user authentication methods, such as passwords or multi-factor authentication, to ensure that only authorized individuals can access the portal.
What are the benefits of using client portals?
Client portals benefit both organizations and clients by offering a convenient platform for accessing digital files and information from anywhere. They streamline processes like submitting requests, completing transactions, and sharing documents electronically, cutting down on manual tasks. Additionally, client portals prioritize security to safeguard sensitive information, ensuring confidentiality and compliance with data protection regulations.
How customizable are client portals?
Client portals are very flexible and can be adjusted to match the needs and branding of an organization. You can change the layout, features, and functions based on what works best for the organization and its clients. This customization includes adding logos and colors to match the organization's brand, and you can also add or remove features to fit the organization's workflow. Some client portal options even let you include other apps or create custom features to make it even more useful.
Are client portals easy to use?
Client portals are designed to be user-friendly and intuitive. They typically offer clear navigation and straightforward interfaces to make it easy for both organizations and clients to access and use the platform. Many client portals provide tutorials or support resources to assist users in getting started and navigating the portal effectively to ensure a smooth and hassle-free experience for all users, regardless of their technical expertise.
What industries benefit most from using client portals?
Many industries find client portals very helpful. In fields like law, accounting, and consulting, they use portals to share documents securely and talk with clients. Banks and investment firms use them for transactions and to give clients account info. Healthcare providers use portals to share medical records and schedule appointments. Real estate agencies use them to manage property listings and talk with clients. Basically, any industry that needs safe communication and document sharing can benefit from using client portals.