Compare Client Portals Software
8 client portals tools used by accounting firms, side by side. Each row links to a fuller write-up covering how firms use the product and what it does not do.
| Tool | Best for | Pricing model | Deployment | Regions |
|---|---|---|---|---|
| Client Hub | Bookkeeping & CAS practices focused on client communication | Per user | — | US |
| Clustdoc | Firms needing structured client intake workflows | Per month by user count and application volume | Cloud | Global |
| Copilot | Modern firms focused on white-label client experience | Per internal user | — | US |
| Liscio | Firms consolidating client communication into one platform | Per user | — | US |
| ShareFile | Firms with strict document security requirements | Per user per month, tiered by feature set | Cloud, with desktop sync and mobile apps | Global |
| SmartVault | Tax and bookkeeping firms wanting DMS plus portal in one | Per user, tiered by feature set | Cloud, with Windows desktop connector and mobile apps | US, UK, CA |
| SuiteFiles | Xero and Microsoft 365 firms in ANZ and the UK | Per user per month | Cloud, built on Microsoft 365 | NZ, AU, UK |
| TaxDome | Medium to large accounting, bookkeeping & tax firms | Per user (annual) | — | US, UK, AU, Global |
Pricing and features change often — confirm current details with the vendor before making a decision. See all client portals tools or browse other comparisons.