Best client portal software for agencies in 2026: 9 tools compared
Written by Bilal Azhar, Co-Founder & CEO, AgencyPro | October 13, 2026
The best client portal software for an agency depends on how you sell. Request-based and productized agencies need a request queue and recurring billing. Solo creatives need proposals, contracts and payments. Agencies with regulated clients need compliance paperwork. This guide compares nine client portals against those needs, with pricing for a 5- and 10-person team.
AgencyPro is our product. It is listed first because this is our site, not because of a score. Each entry says who should choose something else, and the comparison is based on each vendor's published features and pricing, checked October 13, 2026.
How we compared these tools
This is a criteria-based comparison, not a hands-on test or a scored ranking. We read each vendor's pricing page and product pages and recorded the same facts for every tool, so you can repeat the check yourself:
- Pricing model: per seat, per client contact, per workflow or flat, and what a 5- and 10-person team pays on monthly billing.
- Branding: which plan adds a custom domain and which removes the vendor's logo.
- Client workflow: requests, approvals, file delivery and messaging inside the portal.
- Billing: invoices, subscriptions or retainers, and payment providers.
- Plan limits: client caps, contact caps, team caps and features held back for higher tiers.
- Security claims: certifications the vendor publishes on its own site.
Prices change. Confirm them on each vendor's pricing page before you buy.
Quick picks by agency type
Our product. Custom domain from $39/mo; seats extra.
Request queue with subscription, hourly and credit billing.
Flat tiers from $19/mo with unlimited staff.
Proposals, contracts, scheduling and payments from $36/mo.
Priced by client count, with a free plan.
Publishes ISO 27001, SOC 2, HIPAA and GDPR claims.
Client portal software compared
| Tool | Starting price | Pricing model | Best for |
|---|---|---|---|
1AgencyPro Our Product | $39/mo (Basic, 1 seat) | Plan + extra seats ($15-$30/mo each); unlimited clients | Agencies that want the portal, requests, projects and invoicing in one system |
2ManyRequests | $59/mo ($39/mo annual) | Plan + extra seats ($20-$30/mo each); clients free | Productized and request-based agencies |
3Assembly (formerly Copilot) | Free; paid from $49/mo ($29/mo annual) | Tiers by internal users and active contacts | Service businesses that want a polished portal with an apps model |
4SuiteDash | $19/mo | Flat tiers, unlimited staff | Budget-conscious teams that want CRM, portal and white-label at a flat price |
5SuperOkay | Free; paid from $12/mo ($9/mo annual) | Flat tiers capped by number of clients | Small creative studios with a handful of retained clients |
6HoneyBook | $36/mo ($29/mo annual) | Tiers by team members (1, 2, unlimited) | Solo creatives and very small studios |
7Dubsado | $335/yr (Starter, annual) | Plan + user add-on above 3 extra users | Freelancers who want form-driven workflows |
8Clinked | $11/user/mo (Startup) | Tiers by members (team and clients) | Agencies serving regulated clients that ask for compliance certifications |
9Moxo | On request | Not published; free trial on request | Professional services with repeatable, checklist-style client workflows |
Prices from each vendor's pricing page, October 13, 2026. Monthly billing unless noted.
What a 5- and 10-person agency pays per month
Starting prices hide the real cost. This table shows the monthly price for a team of 5 and 10 on the plan most agencies would pick, using each vendor's published seat or tier rules.
| Plan | 5 people | 10 people | How it is calculated |
|---|---|---|---|
| AgencyPro Basic | $99 | $174 | $39 + $15 per extra seat. Clients are unlimited and free. |
| AgencyPro Pro | $159 | $259 | $79 + $20 per extra seat. Adds time tracking, proofing, proposals and contracts. |
| ManyRequests Core | $139 | $239 | $59 + $20 per extra seat (monthly). Invited clients do not count as seats. |
| Assembly | $249 | Not published | Advanced includes 5 internal users. Extra-seat price is not listed on the pricing page. |
| SuiteDash Start | $19 | $19 | Unlimited staff on every tier. Higher tiers are $49 and $99. |
| SuperOkay Business | $146 | $146 | Unlimited team members and clients ($112/mo billed annually). |
| HoneyBook Premium | $129 | $129 | Unlimited team members. Essentials ($59) allows up to 2. |
Not included: Dubsado (annual plans of $335 or $525 per year plus a $25/mo user add-on for 4-10 users), Clinked (sized by members, which include clients) and Moxo (pricing not published). Payment processing fees are extra on every tool.
The 9 client portals in detail
AgencyPro
Best for: Agencies of roughly 3 to 30 people that want client requests, projects, invoicing and the portal in one place
Pricing: Basic $39/mo, Pro $79/mo, Plus $149/mo. Each plan includes 1 seat; extra seats are $15, $20 or $30/mo.
AgencyPro puts the client portal, service catalog and order forms, requests, projects, messaging, files and invoicing in one workspace. Clients log in to submit requests, approve work, pay invoices and see status, and client logins are free on every plan.
Custom domain and portal branding are on every plan, including Basic. Removing the "Powered by" label and sending from your own email domain (branded email) require Plus. Time tracking, proofing with design and video annotation, proposals and contracts, and the leads pipeline are Pro features. Payments run through Stripe and PayPal. AgencyPro supports multi-factor authentication (MFA) and runs penetration tests; it does not publish SOC 2 or HIPAA certifications.
One customer review on Trustpilot, from Mrake Angelo Miguel, says AgencyPro "replaces the patchwork of tools we used to rely on with one cohesive system, so our team and our clients aren't constantly context-switching." That is one customer's experience, not a test result.
Pros
- - Unlimited clients on every plan, no per-client fees
- - Custom domain and portal branding from the $39 Basic plan
- - Requests, projects, subscriptions, credits and invoices in the same system
- - AI assistant included on every plan with a monthly credit allowance
Cons
- - Seats cost extra, so a 10-person team on Pro pays $259/mo, more than flat-priced SuiteDash or HoneyBook Premium
- - Full white-label (no "Powered by", branded email) needs Plus at $149/mo
- - QuickBooks, Xero and FreshBooks connect through Zapier, which is a Plus feature
- - The CSV importer brings in clients and services only; projects, files and history are set up manually
Verdict: A good fit if you want one system for client delivery and billing and your team is small enough that per-seat pricing stays reasonable. Solo freelancers who mainly need contracts and scheduling will find HoneyBook or Dubsado simpler. See the AgencyPro client portal.
ManyRequests
Best for: Productized and request-based agencies (design, video, development subscriptions)
Pricing: Core $59/mo ($39 annual), Pro $99/mo ($79 annual), 1 seat included. Extra seats $20 or $30/mo.
ManyRequests is built around a request queue: clients order a service, the request lands on a board, and billing runs through subscriptions, retainers, hourly or credit-based plans on Stripe. Its pricing page also lists time tracking, a CRM, reporting, design and video proofing, Zapier, webhooks and Rewardful.
Custom domain is available on Core. Removing "Powered by" requires Pro. Invited clients do not count as seats, and ManyRequests says it charges no transaction fees beyond Stripe fees.
Pros
- - Mature request-queue workflow for productized services
- - Subscriptions, retainers, hourly and credit billing on Stripe
- - Time tracking and proofing included
- - Free migration help offered on the pricing page
Cons
- - Per-seat pricing, similar to AgencyPro, so cost grows with the team
- - White-label removal of "Powered by" only on Pro ($99/mo)
- - Request-first design suits ongoing service work better than one-off projects
Verdict: Shortlist it if you sell subscriptions or a menu of services and want a request queue first. It overlaps heavily with AgencyPro, so compare the two on your own workflow during the trials. AgencyPro vs ManyRequests.
Assembly (formerly Copilot)
Best for: Service businesses that want a polished client portal and are comfortable with contact-based tiers
Pricing: Free (1 internal user, 5 contacts). Starter $49/mo ($29 annual). Professional $99/mo ($79 annual). Advanced $249/mo ($199 annual).
Assembly, which rebranded from Copilot in September 2025, prices by internal users and active client contacts. Starter covers 1 internal user and 50 contacts. Professional covers 3 internal users and 500 contacts. Advanced covers 5 internal users and unlimited contacts.
Custom domain and branding removal start on Professional. Enterprise adds custom SSO. Check how many active contacts your clients will generate, because that limit, not team size alone, decides the tier.
Pros
- - Free plan for trying the client experience
- - Clear tiers with contact limits stated up front
- - Custom domain and branding removal from Professional
Cons
- - Custom domain is not on Free or Starter
- - Active-contact limits (50, 500) can force an upgrade as client count grows
- - Extra internal-user pricing is not published on the pricing page
Verdict: A reasonable pick for small service teams who want a clean portal and expect a modest number of client contacts. Model your contact count before choosing a tier. AgencyPro vs Assembly.
SuiteDash
Best for: Cost-sensitive teams that want CRM, portal and white-label at a flat price
Pricing: Start $19/mo, Thrive $49/mo, Pinnacle $99/mo. Unlimited staff on every tier.
SuiteDash bundles CRM, client portal, invoicing, projects and file sharing, and its pricing page lists unlimited staff, unlimited CRM contacts, white-labeling and a custom branded mobile app on every tier.
The flat price is its strongest argument for a growing team. The tradeoff is breadth: many modules to configure, so plan for setup time and decide which parts you will actually use.
Pros
- - Flat pricing with unlimited staff
- - White-labeling and branded mobile app listed on every tier
- - 14-day trial with Pinnacle-level access
Cons
- - Large feature surface means more setup and configuration
- - Check per-tier limits on portal users and features before committing
Verdict: Worth a trial if seat costs are your main concern and you are willing to invest setup time. AgencyPro vs SuiteDash.
SuperOkay
Best for: Small creative studios with a limited number of retained clients
Pricing: Free (1 client). Solo $12/mo, Solo+ $38/mo, Business $146/mo (or $9, $29, $112 billed annually).
SuperOkay prices by number of clients rather than seats. Solo covers 3 clients with no team members, Solo+ covers 5 clients and 3 team members with custom domain and full white-label, and Business removes the limits on clients and team members.
Its pricing page focuses on the client workspace, packaged services and pages. Invoicing and time tracking are not listed there, so confirm how you will bill before choosing it.
Pros
- - Free plan and low entry price
- - Custom domain and full white-label from Solo+
- - Business tier has unlimited team members and clients
Cons
- - Client caps on lower tiers (1, 3 or 5 clients)
- - Invoicing and time tracking not listed on the pricing page
Verdict: A good fit for a small studio with a few long-term clients. Agencies with many clients will land on Business quickly. AgencyPro vs SuperOkay.
HoneyBook
Best for: Solo creatives and very small studios that need proposals, contracts, scheduling and payments
Pricing: Starter $36/mo ($29 annual), Essentials $59/mo ($49 annual), Premium $129/mo ($109 annual).
HoneyBook covers the client-facing business side: proposals, contracts, invoices, scheduling and a client portal on every plan, with unlimited clients and projects. Essentials adds automations, a QuickBooks Online integration, up to 2 team members and removal of "Powered by HoneyBook". Premium adds unlimited team members.
It is designed around the booking and payment flow of independent businesses more than multi-person delivery work, so check how it handles your project and request volume.
Pros
- - Proposals, contracts, scheduling and payments in one product
- - 30-day free trial with no card required
- - Unlimited team members on Premium
Cons
- - Starter has no team members; Essentials allows only 2
- - Card processing fees start at 2.7% + 10c per the pricing page
- - Built for client booking and payments rather than request queues or delivery workflows
Verdict: The simpler choice for a solo creative or a two-person studio. Agencies with several delivery staff should compare it with ManyRequests or AgencyPro. AgencyPro vs HoneyBook.
Dubsado
Best for: Freelancers and small teams that want form-driven workflows
Pricing: Starter $335/yr, Premier $525/yr. 3 additional users free; 4-10 users add $25/mo.
Dubsado is known for forms and workflow automation: questionnaires, proposals, contracts, invoices and scheduling linked together. Client portals are included on both plans, and extra brands cost $10/mo each.
Expect to spend time building workflows before the automation pays off.
Pros
- - Low annual price for a full client workflow tool
- - Client portals on both plans
- - Three additional users at no extra cost
Cons
- - Workflow builder takes time to learn
- - User add-on applies once you pass the free additional users
Verdict: Good value for a freelancer or small team willing to build its own workflows. AgencyPro vs Dubsado.
Clinked
Best for: Agencies serving healthcare, finance or other regulated clients
Pricing: Startup $11/user/mo. Standard $239/mo (100 members). Premium $599/mo (250 members).
Clinked is a secure client portal and file-sharing platform. Its site states ISO 27001 certification and SOC 2, HIPAA and GDPR compliance, and offers a white-label mobile app and hosting the portal on your own domain.
Plans are sized by members, and custom domain starts on Standard. That makes it expensive for a small agency, but the compliance documentation can matter more than price for some clients.
Pros
- - Published ISO 27001, SOC 2, HIPAA and GDPR claims
- - Branded mobile app and custom domain
- - Large file storage allowances on higher tiers
Cons
- - Custom domain not on the Startup plan
- - Standard plan starts at $239/mo
- - Focused on secure file sharing and collaboration rather than agency billing
Verdict: Pick Clinked when a client requires compliance paperwork that other portals cannot provide. AgencyPro vs Clinked.
Moxo
Best for: Professional services with repeatable, checklist-style client processes
Pricing: Not published on moxo.com/pricing. Free trial and demo on request.
Moxo positions itself as a platform for orchestrating business operations, with separate portals for clients, vendors and internal teams and workflows that run steps such as document collection, approvals and sign-offs the same way each time.
That structure fits onboarding and compliance-heavy work in accounting, legal and financial services better than open-ended creative work.
Pros
- - Strong fit for repeatable, step-by-step client processes
- - Separate portals for clients, vendors and teams
Cons
- - No published pricing, so you need a sales conversation to compare cost
- - Operations-workflow focus is more than most creative agencies need
Verdict: Consider Moxo if your client work follows the same checklist every time. AgencyPro vs Moxo.
Which portal fits your agency
When AgencyPro is not the right fit
- - Large teams on a tight budget. At 20 people, AgencyPro Pro is $459/mo ($79 + 19 x $20). A flat-priced tool such as SuiteDash will cost less.
- - Compliance-driven clients. AgencyPro offers multi-factor authentication and runs penetration tests, but it does not publish SOC 2 or HIPAA certifications. If a client requires those documents, use a portal that publishes them, such as Clinked, or Assembly for SOC 2.
- - Native accounting sync. AgencyPro connects to QuickBooks, Xero and FreshBooks through Zapier on the Plus plan, not through a built-in sync.
- - Bringing your full history across. The importer handles clients and services. Projects, tasks, files and comments are not imported automatically.
- - Solo creatives who mostly book and invoice. HoneyBook and Dubsado are built around that flow.
How to choose: 5 questions to ask
Sources and date checked
Vendor prices, plan limits and features on this page come from each vendor's own pricing or product page, checked October 13, 2026. AgencyPro plans and features come from our pricing page. If a vendor has changed its pricing since then, its own page is the current source.
Frequently asked questions
What is the best client portal software for agencies?
It depends on how you sell. Request-based and productized agencies usually shortlist ManyRequests and AgencyPro. Solo creatives often prefer HoneyBook or Dubsado for proposals, contracts and payments. Teams that mainly want to avoid seat costs look at SuiteDash. Agencies with regulated clients look at Clinked. AgencyPro is our product; it fits agencies that want the portal, requests, projects and invoicing in one system.
Is there free client portal software?
Yes, with limits. As of October 2026, Assembly has a free plan for 1 internal user and 5 active contacts, and SuperOkay has a free plan for 1 client. Most agencies outgrow these quickly. AgencyPro, ManyRequests and SuiteDash offer 14-day free trials instead, and HoneyBook offers 30 days.
How much does client portal software cost for a 5- or 10-person agency?
On monthly billing, a 5-person team pays about $19 on SuiteDash Start, $129 on HoneyBook Premium, $139 on ManyRequests Core, $146 on SuperOkay Business, $99 on AgencyPro Basic or $159 on AgencyPro Pro, and $249 on Assembly Advanced. At 10 people, flat-priced tools stay the same while seat-based tools rise: ManyRequests Core is $239, AgencyPro Basic $174 and AgencyPro Pro $259.
What features should agencies look for in a client portal?
Check five things: your own domain and branding (and which plan removes the vendor logo), how clients submit requests and approve work, invoicing and payments inside the portal, permissions so each client sees only their own data, and the pricing model (per seat, per client contact or flat). Then test the client login yourself on a phone.
Can I white-label a client portal with my own domain?
Most tools here support a custom domain, but not always on the entry plan. AgencyPro includes a custom domain on every plan and removes "Powered by" on Plus. ManyRequests includes a custom domain on Core and removes "Powered by" on Pro. Assembly starts custom domain on Professional, SuperOkay on Solo+, and Clinked on Standard. SuiteDash lists white-labeling on every tier.
What is the difference between a client portal and a project management tool?
A project management tool such as Asana or ClickUp is built for your team to plan and do the work. A client portal is built for clients: they see status, files, invoices and messages, and submit requests, without seeing your internal tasks. Some agencies run both; others choose a platform that covers both so updates are not copied between systems.
How do I get clients to actually use a portal?
Make the portal the only place where certain things happen: requests, approvals, invoices and final files. Send email notifications that link back into the portal instead of repeating the content in email. Walk each client through the first login, and move existing clients over in small groups so you can fix confusion early.
How do I move from email and shared drives to a client portal?
Start with a pilot. Import or add your active clients, set up branding and payments, then move two or three friendly clients first. In AgencyPro, the CSV importer handles clients and services; projects, files and history are set up manually, and migration help is part of the Plus plan. After the pilot, roll out to the rest with a short walkthrough of where to find files, invoices and messages.
Try the AgencyPro client portal
Set up your branded portal on your own domain, invite a client and send a test invoice. The 14-day trial includes Pro-level features.
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