Best Portal for Files, Billing and Communication with clients

Everything from starting a conversation in the messaging module to sharing files and finally billing customers is done in single place which really reduces the overhead in working with clients.

Pros

Portal provides a single place and keeps us connected with our clients. The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use.

Cons

A nice to have would be an integration with PCLaw.

Modern client billing portal solution

We were looking for a solution that makes it easy for clients to pay us and that's exactly what we got. Clients can now pay us on our own website with credit card or ACH and everything, including the email notifications, are branded to our company. Some clients have even paid us directly from their mobile phones, which was inconceivable with the arcane software we were using before.

Pros

We have been extremely happy with Portal. At our company, we frequently invoice customers and in the past the experience of paying us was never as seamless as our product. With Portal, we were able to quickly set up a customized billing portal that captured our brand and made it easy for clients to pay us. We were also able to set this billing portal up on our own custom domain, which made the experience for our clients even better because it conveyed security. So far we have only enabled the Billing module, but one of the things our team is excited about is eventually trying out some of the other modules as well.

Cons

There is currently no option for clients to make partial payments so you have to create multiple invoices. The team has said they are working on this feature.

Professional white-label solution for communicating with clients and sharing information through art

Pros

Quick to set up and looks really good and professional, inexpensive and way less hassle than building something from scratch. Easy to manage large numbers of clients at a time.

Cons

Would like more features to further customize my site.

Amazing white label file sharing & eSignature solution

We were looking for a solution that lets us share contracts with clients and get them signed. Portal excels at this because it makes the experience for our team and our clients really simple. We also love that the solution is completely white label and that we were able to set it up on our own domain.

Pros

Portal is, by far, the best-designed product when it comes to file-sharing and eSignatures. We especially like how easy it is to use, how little clutter there is, and how quickly and efficiently we have been able to share contracts and get them signed.

Cons

It would be great if there were more granular notification settings.

Messaging, file-sharing, and billing in one place!

We have tried so many customer portal products and what sets this one apart is modern design that is expected in 2021. To us, our portal is a reflection of our brand (just like our website), and so great product design is absolutely paramount.

Pros

We are very happy with Portal so far. In the past, we used separate services for messaging (Intercom), file-sharing (Dropbox), and billing (Bill.com), but Portal brings all three together in a way where clients just have to manage a single account. The best part is that our portal is fully customizable (log in screens, color scheme, emails, etc.) and that we can connect a custom domain.

Cons

We are waiting for the QuickBooks Online integration. The team has said will be delivered in the next 6 weeks.