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Positioning

Provides a fully branded client portal with file sharing, task management, and messaging. Targets mid-sized firms with a focus on security and compliance. Pricing starts at $99/month for up to 10 users.

Strengths

  • Fully white-label
  • Strong security features
  • Custom domain support

Weaknesses

  • Higher price for small teams
  • Setup complexity reported

Recent mentions

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  • direct

    7h ago

    White-Label Client Portal for Small Professional Service Firms

    whitelabelclientportalsmallprofessionalservicefirms