Best Client Portal Software for Agencies (2026)

SPP.co (formerly Systeme.io) offers a robust client portal solution with strong emphasis on billing and subscription management. Originally built for SaaS businesses, it has gained traction among agencies that need recurring billing capabilities. The platform provides a clean, modern client portal interface where clients can access their projects, invoices, and account information.

The platform shines in its billing capabilities, offering flexible pricing models, subscription management, and integrated payment processing. Agencies appreciate the ability to set up recurring payments, manage retainer agreements, and automate invoicing workflows. The client portal includes file sharing, messaging, and project status tracking, though customization options are more limited compared to dedicated agency platforms. The interface is user-friendly for both agencies and clients, with a focus on simplicity over extensive feature depth.

Pricing starts at $99/month, which includes core portal and billing features. The platform offers good value for agencies that prioritize billing automation. However, it lacks some agency-specific features like integrated time tracking and advanced project management. Setup is relatively straightforward, and the platform includes good documentation. Customer support is available but may not be as specialized in agency workflows compared to agency-focused solutions.

HoneyBook positions itself as an all-in-one business management platform for creative professionals, including photographers, designers, and event planners. The platform combines client portal functionality with CRM, project management, invoicing, and contract management. It's particularly popular among solo practitioners and small creative teams who want everything in one place without the complexity of enterprise tools.

The client portal aspect is well-designed for client communication and file sharing. Clients can access their projects, view proposals, sign contracts, and make payments through a clean interface. HoneyBook excels in workflow automation, allowing users to create custom workflows for client onboarding, project delivery, and follow-up. The platform includes templates for proposals, contracts, and invoices, which saves significant time for creative professionals.

Pricing starts at $39/month for the Essentials plan, making it one of the more affordable options. However, advanced features and white-labeling require higher-tier plans. The platform is intuitive and requires minimal training, which is a major advantage for busy creatives. While it's excellent for solo practitioners, larger agencies may find it limiting in terms of team collaboration features and customization options. Customer support is generally responsive, and the platform offers good mobile apps for on-the-go management.

Dubsado is a popular choice among freelancers and small service-based businesses, particularly those in creative fields. The platform combines client portal functionality with powerful form automation, CRM, and project management. What sets Dubsado apart is its extensive form builder, which allows users to create custom intake forms, questionnaires, and proposals that automatically populate client information throughout the platform.

The client portal provides a clean interface for clients to access their projects, submit forms, view invoices, and make payments. Dubsado excels in automating repetitive tasks—clients can fill out intake forms that automatically create projects, send follow-up emails, and trigger workflows. The platform includes time tracking, invoicing, and contract management, making it a comprehensive solution for small businesses. However, the interface can feel overwhelming for users who prefer simplicity, and customization options are more limited compared to dedicated portal solutions.

Pricing is competitive at $20/month for the Starter plan or $40/month for the Premier plan (billed annually). The platform offers good value for freelancers, though larger agencies may find it limiting. Setup requires some learning curve due to the extensive customization options, but Dubsado provides good tutorials and templates. Customer support is available via email, and the platform has an active community forum. The main limitation for agencies is the lack of advanced team collaboration features and limited white-label options.

ManyRequests focuses specifically on request management, making it ideal for agencies and service businesses that receive frequent client requests. The platform provides a client portal where clients can submit service requests, track progress, and communicate with the agency. It's designed to streamline the request-to-delivery workflow, reducing email back-and-forth and providing clear visibility into request status.

The platform excels in organizing and prioritizing client requests, with features like request forms, status tracking, and automated notifications. Clients can submit requests through customizable forms, and agencies can manage them through a centralized dashboard. The portal includes file sharing, messaging, and basic project management features. However, ManyRequests is more focused on request management than comprehensive agency operations, so it may need to be supplemented with other tools for invoicing, time tracking, or advanced project management.

Pricing starts at $99/month, which includes core request management features. The platform offers good value for businesses that primarily need request management, but agencies requiring comprehensive management tools may find it limiting. Setup is straightforward, and the interface is intuitive. Customer support is available, though the platform has a smaller user base compared to more established solutions. ManyRequests is best suited for agencies that want to focus specifically on streamlining client request workflows.

Zendo combines client portal functionality with project management, making it a solid choice for digital agencies that need both client-facing and internal project management tools. The platform provides a branded client portal where clients can view project progress, access files, and communicate with the team. It integrates project management features like task tracking, timelines, and team collaboration.

The client portal offers good customization options, including branding and custom domains (on higher plans). Clients can see project status, access deliverables, and provide feedback through the portal. The platform includes time tracking, invoicing, and basic CRM features. However, Zendo's strength is in project management integration rather than comprehensive agency operations, so agencies needing advanced billing, retainer management, or extensive customization may find it limiting.

Pricing starts at $49/month for the Starter plan, making it more affordable than some competitors. However, advanced features and white-labeling require higher-tier plans. The platform offers good value for agencies that prioritize project management alongside client portals. Setup is relatively straightforward, and the interface is modern and intuitive. Customer support is available, though response times can vary. Zendo is best suited for digital agencies that want integrated project management and client portal functionality without the complexity of enterprise tools.

Kitchen.co focuses on client collaboration for creative agencies, providing a portal where clients and agencies can work together on projects. The platform emphasizes visual collaboration, file sharing, and feedback collection. It's designed to streamline the creative review process, making it easier for clients to provide feedback and for agencies to manage revisions.

The client portal includes features like file sharing, visual annotations, version control, and feedback management. Clients can review creative work, leave comments, and approve deliverables through an intuitive interface. The platform includes basic project management and messaging features. However, Kitchen.co is more focused on collaboration than comprehensive agency management, so agencies may need additional tools for invoicing, time tracking, or advanced project management.

Pricing starts at $99/month, which includes core collaboration features. The platform offers good value for creative agencies that prioritize client collaboration and feedback management. Setup is straightforward, and the interface is designed to be intuitive for both agencies and clients. Customer support is available, though the platform has a smaller user base. Kitchen.co is best suited for creative agencies that want to focus on streamlining the creative review and collaboration process.

Agency Handy provides a client portal solution with emphasis on reporting and analytics, making it attractive to marketing agencies that need to demonstrate value to clients. The platform includes a client portal where clients can access reports, view project progress, and communicate with the agency. It includes features like automated reporting, analytics dashboards, and client-facing performance metrics.

The client portal allows agencies to share branded reports and analytics with clients, providing transparency into campaign performance and project status. The platform includes basic project management, file sharing, and messaging features. However, Agency Handy is more focused on reporting than comprehensive agency management, so agencies may need additional tools for invoicing, time tracking, or advanced project management. The reporting features are strong, but the overall platform may feel limited compared to comprehensive solutions.

Pricing starts at $99/month, which includes core portal and reporting features. The platform offers good value for marketing agencies that prioritize client reporting and analytics. Setup requires some configuration to connect data sources and customize reports. Customer support is available, though the platform has a smaller user base. Agency Handy is best suited for marketing agencies that want to focus on client reporting and transparency through their portal.

Copilot provides a client portal solution with integrated billing, making it suitable for service businesses that need both client communication and payment processing. The platform offers a branded client portal where clients can access their account, view invoices, make payments, and communicate with the business. It includes features like invoicing, payment processing, file sharing, and basic project management.

The client portal is clean and user-friendly, with good customization options for branding. Clients can easily view invoices, make payments, and access files through the portal. The platform includes automated payment reminders and recurring billing capabilities. However, Copilot is more focused on billing and basic portal functionality than comprehensive agency management, so agencies needing advanced project management, time tracking, or extensive customization may find it limiting.

Pricing starts at $49/month, making it more affordable than some competitors. The platform offers good value for service businesses that prioritize billing and client communication. Setup is straightforward, and the interface is intuitive. Customer support is available, though the platform has a smaller user base. Copilot is best suited for service businesses that want integrated billing and client portal functionality without the complexity of comprehensive agency management platforms.

SuiteDash positions itself as an all-in-one business management platform for agencies and consultants, combining client portal functionality with CRM, project management, invoicing, and more. The platform provides a comprehensive solution for businesses that want everything in one place. The client portal includes file sharing, messaging, project status tracking, and integrated billing.

The platform offers good customization options, including branding and white-label features (on higher plans). Clients can access their projects, view invoices, make payments, and communicate through the portal. SuiteDash includes features like time tracking, invoicing, project management, and basic CRM. However, the platform can feel complex due to its extensive feature set, and the interface may require some learning curve. The comprehensive nature means it includes many features, but some may feel less polished than specialized solutions.

Pricing starts at $97/month, which includes core features. Advanced features and white-labeling require higher-tier plans. The platform offers good value for agencies that want comprehensive functionality in one platform. Setup requires some configuration due to the extensive options, but SuiteDash provides good documentation. Customer support is available, though response times can vary. SuiteDash is best suited for agencies and consultants that want an all-in-one solution and are willing to invest time in setup and learning the platform.