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Buyer's guide

Best Client Portal Software software for Small business (51-200)

5 client portal software tools that fit Small business (51-200), ranked. Compare fit and pricing, or start from the full client portal software guide.

5 matching toolsSmall business (51-200)
We feature a ranked guide for this segment once at least 8 matching tools have complete profiles. For now, see the broader best client portal software software list.
  1. 1
    CosmoLex logo
    CosmoLex
    Legal Practice Management
    CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and trust management for law firms.
    View profile >
  2. 2
    MyCase logo
    MyCase
    Legal Practice Management
    MyCase is a cloud-based legal practice management platform with built-in CRM, billing, client communication, and document management.
    View profile >
  3. 3
    Karbon logo
    Karbon
    AI for Accounting
    Karbon is a collaborative practice management platform with AI-powered triage, workflow automation, and client management for accounting firms.
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  4. 4
    CARET Legal logo
    CARET Legal
    Legal Practice Management
    CARET Legal provides integrated legal practice management and billing software with time tracking, trust accounting, document management, and client portals.
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  5. 5
    Homebot logo
    Homebot
    Real Estate CRM
    Client engagement platform for real estate agents and loan officers sending personalized home wealth insights to keep homeowners informed.
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  6. 6
    Kahootz logo
    Kahootz
    Collaboration
    Collaboration tool for public and private sector for document sharing, forums, and surveys.
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  7. 7
    Practice Better logo
    Practice Better
    Practice Management Healthcare
    Practice management platform for health and wellness professionals with scheduling, charting, and telehealth.
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  8. 8
    SuiteDash logo
    SuiteDash
    Project Management
    All-in-one business platform with branded client portals, CRM, project management, and billing.
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  9. 9
    Quenza logo
    Quenza
    Assessment and Testing
    Digital coaching and therapy tool for practitioners with customizable activities, assessments, and client engagement.
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  10. 10
    Pixifi logo
    Pixifi
    Software
    Client management for photographers and creative pros.
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  11. 11
    VitusVet logo
    VitusVet
    Software
    Client communication and marketing platform for veterinary practices with mobile apps.
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  12. 12
    PreciseFP logo
    PreciseFP
    Software
    Client onboarding and data gathering platform for advisors automating forms and client data collection.
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  13. 13
    SuperOkay logo
    SuperOkay
    Software
    Branded client portal for agencies with proposals, project status, and document sharing.
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  14. 14
    CoachAccountable logo
    CoachAccountable
    Client Portal Software
    Coaching management software with client portals, session tracking, and billing.
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  15. 15
    Clinked logo
    Clinked
    Client Portal Software
    White-label client portal and document collaboration platform for professional services with secure file sharing.
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  16. 16
    ezyVet logo
    ezyVet
    Veterinary Practice Management
    Cloud veterinary practice management with scheduling, clinical records, and client engagement.
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  17. 17
    PetSitConnect logo
    PetSitConnect
    Pet Sitting Software
    Pet sitting business management software and client portal.
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  18. 18
    Delenta logo
    Delenta
    Appointment Scheduling
    All-in-one platform for coaches with scheduling, video, invoicing, and client management.
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  19. 19
    Phorest logo
    Phorest
    Appointment Booking for Services
    Salon software with online booking, client retention marketing, inventory, POS, and reputation management.
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  20. 20
    Nifty Agency logo
    Nifty Agency
    Project Management
    Collaborative project management with client portals, designed for agencies and studios.
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  21. 21
    VetBadger logo
    VetBadger
    Software
    Simple cloud veterinary software for small practices with medical records, reminders, and client communication.
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  22. 22
    Blueleaf Client logo
    Blueleaf Client
    Wealth Management Platforms
    Client portal and portfolio tracking for financial advisors.
    View profile >
  23. 23
    Clientary logo
    Clientary
    Software
    Client and billing management app for small service businesses and freelancers.
    View profile >

Related client portal software guides

Best client portal software software (all)Best client portal software for Solo / freelancerBest client portal software for Startup (1-50)Best client portal software for Mid-market (201-1,000)Best client portal software for Enterprise (1,000+)

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Client Portal Software directory & filtersAll software categories

Frequently asked

What is the best client portal software software for Small business (51-200)?

The list above ranks 5 client portal software tools that fit Small business (51-200), ordered so the most complete, vendor-maintained profiles surface first. Open any profile for pricing and fit detail.