8 Best Cloud-Based Client Portal Platforms

SuiteDash is an all-in-one business platform with a client portal at its center. Start costs $19 per month, Thrive costs $49, and Pinnacle costs $99. Yearly billing lowers those to $180, $480, and $960 per year.

• Every plan includes unlimited CRM contacts, staff, and portals, plus white labeling.
• The trial runs for 30 days on Pinnacle features, with no card required.
• Plan differences are storage and toolkits, not client count.
• Start includes 100 GB.

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Zendo is a client portal built around requests, orders, and services. Essential is free forever, with 3 clients, 1 internal user, 1 GB of storage, and 1 published service. Core costs $29 per month on monthly billing or $25 billed annually, with unlimited clients, 100 GB, and 3 published services.

• Pro costs $59 monthly or $49 billed annually, with 500 GB and a custom domain.
• Agency costs $99 monthly or $79 billed annually, with 5 TB.
• Every plan includes 1 internal user, and clients never count as seats.
• Extra seats cost $10 per month on Core, $15 on Pro, and $20 on Agency when billed monthly, or $8, $12.50, and $17 when billed annually.

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Plutio is an all-in-one platform for freelancers and small studios, with projects, invoices, proposals, contracts, time tracking, forms, scheduling, and a client portal. Core costs $19 per month, with up to 9 active clients, 100 GB, 500 AI credits, and 500 workflow actions. Pro costs $49, with unlimited clients, up to 30 contributors, 500 GB, 2,500 AI credits, and 5,500 actions.

• Max costs $199, with unlimited contributors, 2 TB, 10,000 AI credits, 50,000 actions, white labeling, and single sign-on.
• Yearly billing gives two months free.
• The 9-client cap on Core is the key limit, because the 10th active client forces a move to Pro at $49 per month.
• White labeling with a custom domain costs $9 per month extra on Core and Pro, so a branded portal on Core costs $28 per month in total.

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Assembly is the client portal company formerly called Copilot. It renamed itself in September 2025, explaining that the Copilot name had become hard to find once Microsoft and GitHub used it for AI assistants. The free plan includes 5 active contacts, 1 internal user, 75 build credits a month, and 3 apps.

• Starter costs $29 per month billed annually, or $49 monthly, with 50 active contacts and 1 internal user.
• Professional costs $99 billed annually, with 500 contacts and 3 users.
• Advanced costs $499 billed annually, with unlimited contacts and 5 users.
• Enterprise is custom.

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HoneyBook is a client management platform for independent service professionals, with proposals, contracts, invoices, payments, and a client portal. Starter costs $29 per month billed annually, or $36 monthly, with unlimited clients and projects, invoices, payments, proposals, contracts, a calendar, templates, a portal, and up to 2 live lead forms. Essentials costs $49 billed annually, or $59 monthly, and adds a scheduler, automations, QuickBooks Online sync, up to 2 team members, up to 10 lead forms, and SMS reminders.

• Premium costs $109 billed annually, or $129 monthly, with unlimited team members, priority support, multiple companies, and advanced reports.
• The portal gives each client a dedicated page to access files and project details.
• Payment fees sit outside the subscription, with card fees from 2.9% plus 25 cents and bank transfers at 1.5%.
• The trial lasts 30 days with no card required, and HoneyBook offers a 60-day money-back guarantee.

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FuseBase, formerly Nimbus Note, is an AI workspace with white-labeled client portals, pages, tasks, chat, and file sharing. Solo costs $32 per month, with 1 member, 1 client, 1 portal, 3 workspaces, 10 GB, 1,000 AI requests, and 1,000 automation runs. Essentials costs $82, with 5 members, 100 clients, 10 portals, 10 workspaces, 100 GB, 10,000 AI requests, and 10,000 runs.

• Advanced costs $332, with 50 members, 1,000 clients, 50 portals, 100 workspaces, 500 GB, 50,000 AI requests, and 50,000 runs.
• Unlimited is custom priced.
• The free plan gives 1 portal, 1 workspace, 20 AI prompts, and 20 workflow automation runs.
• White labeling with a custom domain sits on Advanced.

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Clinked is a white-label client portal for secure file sharing, tasks, chat, approvals, and document work, aimed at accounting, legal, and finance firms. Start Up costs $11 per user per month, for 1 to 25 users, with 2 GB of storage and all Standard features except a custom URL. Standard costs $239 per month, with 100 members and 1 TB of storage.

• Premium costs $599 monthly, or $479 in the yearly comparison, with 250 members and 3 TB.
• Enterprise is custom, with 1,000 members and 5 TB.
• Standard includes tasks, shared calendar, discussions, a dedicated account manager, group chat, your own domain, an audit trail, and full text search.
• Premium adds white-label email notifications, custom domain file upload, a Kanban board, enforced two-factor authentication, and role-based permission

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ManyRequests is a client portal for agencies that sell services by request, with orders, subscriptions, invoicing, time tracking, design proofing, and a CRM. Core costs $27 per month billed annually, or $39 monthly, with 2 seats, unlimited clients, a portal, requests, proofing, time tracking, subscriptions, invoicing, and Zapier. Pro costs $69 billed annually, or $99 monthly, with 5 seats, workload management, Slack, webhooks, API access, and customizable email notifications.

• Scale costs $559 billed annually, with unlimited seats, a dedicated account manager, concierge onboarding, and no Powered by label.
• Extra seats cost $8 per month each on Core and $12 on Pro when billed annually, or $10 and $14 when billed monthly.
• ManyRequests charges 0% transaction fees, and payments go through your own Stripe account, so Stripe processing fees still apply.
• The trial lasts 14 days on any plan, with no card required.

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