The Best Client Portal Software Compared (2020)

Client portals are secure, digital gateways between you and your client that share an organization’s network, files, and other necessary data. This helps streamline communication while offering a secure file sharing option, so you can pass key information back and forth as needed. They’re created by the company, not the client, and each client will have their own secure login.

A customer could, for example, contact their health insurance company through a secure messaging interface. They can safely upload copies of medical records or claims, and send them for review online.

Client portals can typically be accessed on a desktop

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The Best Client Portal Software Compared (2020)

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