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The best client portal software in 2026

The best client portal software depends on what the people outside your team need from it. SuiteDash and Assembly bundle a client portal with CRM and billing. Moxo runs structured workflows. Clinked suits secure file sharing. Softr lets you build your own. Basecamp keeps shared projects simple. Unblockd is for a sponsor’s decisions and progress, on client projects and internal ones, beside the project tool you already use.

By the Unblockd team · Prices checked · We make Unblockd, one of the 7 tools below.

On this page

At a glance

SuiteDash
Best forAn all-in-one suite with a portal, at a flat price
Published priceFrom $19 a month (Start) or $49 (Thrive), one price for the account rather than per user
Free option14-day free trial
Assembly
Best forA branded portal with messaging and payments
Published priceStarter $29, Professional $99, Advanced $499 a month, billed annually
Free optionFree plan: 5 active contacts and 1 internal user
Unblockd(ours)
Best forSponsor decisions and progress, beside your project tool
Published priceTeam $15 per team member a month. Sponsors are free
Free optionFree plan: 1 project and up to 3 teammates
Moxo
Best forStructured client workflows at volume
Published priceTeam plan $5,000 a year, with 100 flows a year and unlimited seats
Free optionFree trial on request
Clinked
Best forSecure, branded file sharing with clients
Published priceStart Up $11 per user a month; Standard $239 a month with 100 members and 1 TB
Free optionTrial available
Softr
Best forBuilding your own portal
Published priceBasic $19, Pro $99, Business $329 a month
Free optionFree plan
Basecamp
Best forSimple shared projects with clients
Published priceFreelancer $25, Studio $59, Pro $99 a month; Unlimited $299 a month billed annually. No per-user fees
Free optionFree for 1 project; 30-day trial (45 days on Unlimited)

How we chose

We judged each portal from the sponsor’s side, on agency and internal projects alike: the first link they open, what they can do there, and what it costs as more people outside the team join.

What the sponsor has to do
Every login or install you ask of a sponsor costs replies. We noted where they need an account and where a link is enough.
How the price grows
Some portals charge per user or per contact, others a flat fee. People outside the team often outnumber it, so this decides the bill a year from now.
What the portal is for
Files and invoices, forms and workflows, or decisions and progress. Pick the job first, then the tool.
Your brand on it
Sponsors notice whose name is on the page. We checked which plan puts your logo or domain on it.
Fit with your stack
A portal that copies work from your project tool by hand goes stale within a week.
  • We read each vendor’s own pricing page and product pages, and wrote down only what they say. Where a page didn’t confirm something, we left it out.
  • Prices are the published list prices in US dollars before tax, as of the date at the top. Vendors change them often, so follow the source link before you buy.
  • We make Unblockd, and it’s on every list. We placed it where it fits the criteria, and we say plainly where another tool is the better choice.
  • Nobody paid to be listed, and there are no affiliate links.

SuiteDash(the vendor’s site)

Best for: an all-in-one suite with a portal, at a flat price.

Published price
From $19 a month (Start) or $49 (Thrive), one price for the account rather than per user. Source, as of October 5, 2026
Free option
14-day free trial

Strengths

  • One price for the account, not per user, from $19 a month.
  • Bundles CRM, a white-label client portal, proposals, contracts, billing, projects, and file exchange.

Limits

  • A broad suite: if you only need a page for your sponsors, you’ll set up and pay for modules you won’t use.
  • Projects live inside SuiteDash, so a team on Asana or Jira runs two systems.

Pick it if you’re a small agency that wants CRM, portal, and billing in one place, and you’re happy to move your projects into it.

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Assembly(the vendor’s site)

Best for: a branded portal with messaging and payments.

Published price
Starter $29, Professional $99, Advanced $499 a month, billed annually. Source, as of October 5, 2026
Free option
Free plan: 5 active contacts and 1 internal user

Strengths

  • A free plan for your first 5 active contacts.
  • Messaging, a team inbox, billing and payments, and 30+ pre-made apps are included.
  • An API and MCP connector from the Starter plan.

Limits

  • Plans are sized by active contacts and internal users, so the price rises as you add clients.
  • A custom domain and removing the Assembly badge start at Professional ($99 a month).

Pick it if you run a service business where the portal is where clients message you, pay you, and find their files.

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UnblockdOur product

Best for: sponsor decisions and progress, beside your project tool.

Published price
Team $15 per team member a month. Sponsors are free. See pricing
Free option
Free plan: 1 project and up to 3 teammates

Strengths

  • Your sponsor answers each decision from the email, on an agency project or an internal one: they tap an option, confirm, and it’s recorded. No account or password.
  • Progress is shown against deliverables, and a task only counts as done when its proof (a doc, a PR, a demo) is attached.
  • Reads 31 tools, including Asana, Jira, monday.com, and Rocketlane, with read-only access, so the plan stays where your team keeps it.

Limits

  • Not a file-sharing or billing portal: there’s no invoicing, contracts, or large-file delivery.
  • Your logo and name are on the sponsor’s page from Team; removing the Unblockd footer is on Business, priced per customer.

Pick it if your projects stall waiting on a sponsor to decide, and you want them to answer from their inbox while your team keeps its tools.

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Moxo(the vendor’s site)

Best for: structured client workflows at volume.

Published price
Team plan $5,000 a year, with 100 flows a year and unlimited seats. Source, as of October 5, 2026
Free option
Free trial on request

Strengths

  • Workflow building blocks for approvals, forms, decisions, eSignatures, file requests, and payments.
  • Unlimited seats on the Team plan.

Limits

  • Starts at $5,000 a year.
  • Priced by flows: the Team plan includes 100 a year.

Pick it if you run the same client process many times a year (onboarding, renewals, document collection) and want each one built as a workflow.

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Clinked(the vendor’s site)

Best for: secure, branded file sharing with clients.

Published price
Start Up $11 per user a month; Standard $239 a month with 100 members and 1 TB. Source, as of October 5, 2026
Free option
Trial available

Strengths

  • Separate client portal and virtual data room plans.
  • Standard includes 100 members and 1 TB of storage for $239 a month.

Limits

  • Built around files and spaces; decisions and progress need another tool.
  • Plans are sized by members, so large client lists move you up a tier.

Pick it if your clients mainly exchange documents with you and care about security and an audit trail.

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Softr(the vendor’s site)

Best for: building your own portal.

Published price
Basic $19, Pro $99, Business $329 a month. Source, as of October 5, 2026
Free option
Free plan

Strengths

  • A free plan to start building.
  • Builds apps on Softr Databases, with REST API and MCP access.

Limits

  • You design and maintain the portal yourself.
  • Each plan caps the number of app users who can log in, with paid add-ons beyond that.

Pick it if no ready-made portal matches how you work, and someone on your team will own the build.

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Basecamp(the vendor’s site)

Best for: simple shared projects with clients.

Published price
Freelancer $25, Studio $59, Pro $99 a month; Unlimited $299 a month billed annually. No per-user fees. Source, as of October 5, 2026
Free option
Free for 1 project; 30-day trial (45 days on Unlimited)

Strengths

  • No per-user fees on any plan.
  • A free plan for one project, and paid plans from $25 a month.

Limits

  • Paid plans below Unlimited cap active projects: 3 on Freelancer, 10 on Studio, 25 on Pro.
  • Freelancer allows up to 20 users.

Pick it if you want one calm place for the team and the people it works for to share messages, to-dos, and files on a handful of projects.

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Questions

What is a client portal?
A private page where people outside the team, such as a sponsor or another stakeholder, see what concerns them: files, invoices, requests, decisions, or progress. The useful ones put the reader’s next action first, so they don’t have to hunt through everything you share.
Should a sponsor need an account to use the portal?
For files and billing, a login is normal. For quick decisions, every login step costs answers, so tools like Unblockd let the sponsor answer from a private link in the email.
Is a portal better than a weekly status email?
They solve different problems. A portal holds the current state; an email reaches the sponsor where they already are. The status page vs status report guide covers when to use which.
What does client portal software cost?
Among the portals on this page, flat-priced suites start around $19 to $25 a month, contact-based portals at $29 a month, and workflow platforms at $5,000 a year. Unblockd is free for 1 project, then $15 per team member a month, with sponsors free.

Sources

Everything this page says about another tool comes from that vendor’s own pages, read on October 5, 2026. Products change; if something here is out of date, tell us and we’ll fix it.

Try it on the project that’s waiting on someone.

Start free

Free for your first project. Sponsors never pay.