Company lists · Data refreshed November 2026
Top 25 Client portal software companies worldwide
RevenueBase identified 146 company matches for client portal software companies worldwide as of November 2026 and tracks 882 professional contacts across them, including 366 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for client portal software companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026. Country and city lists for client portal software companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest client portal software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 196 contacts → | ||||
Exact match “Kurtosys helps investment managers deliver data & insights to their clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 71 contacts → | ||||
Exact match “SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 35 contacts → | ||||
Exact match “Dubsado is a client management platform built for creative service-based businesses like photographers, designers, coaches, consultants, and virtual assistants ditch their…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 32 contacts → | ||||
Exact match “Zonde hoeveel tijd er wekelijks verloren gaat aan documenten najagen, klanten nabellen en rondslingerende bijlagen.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 28 contacts → | ||||
Exact match “We are a full service end-to-end web and software development firm specializing in custom management portals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 22 contacts → | ||||
Exact match “Clinked is a white-label client portal that brings communication, files, approvals, and project updates into one secure, branded space.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “FastDox is a pioneering software solutions company specialising in tailor-made, branded software for global businesses.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Ideeri : Plus qu'un outil, un nouveau paradigme pour l'immobilier.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Ziggu offers companies their own client & partner portal - a single platform where messages, files, and decisions are organized.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “White Label Client Management Portal for Agencies” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “Veilige en makkelijke digitale samenwerking voor accountants en haar ondernemers" Ontdek de voordelen van ons klantportaal- Wij willen koppelen met alles - Zijn bronsysteem…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “CRMJetty is an enterprise CRM portal company headquartered in India, specializing in building powerful, no-code self-service portals for Salesforce and Microsoft Dynamics 365.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “Skale provides a plug and play software solution to Forex Brokers and Prop Trading firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Doc.It is the answer to document management, workflow, and portal for accounting firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Tiiny Host (founded 2020) offers the simplest way to share PDFs, HTML, ZIPs and more online-launch micro-sites, client portals and use-cases, password-protect files with one…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “White label portal software for creative & digital agencies.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “We believe experience is everything.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Do you send your clients links over email?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Designtech Solutions AB specialiserar sig på att leverera kund- och projektportalslösningar som främjar digital samverkan på en global B2B-marknad.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “A secure client portal and data review platform where you can streamline communication, exchange documents, create forms for data collection and obtain electronic signatures from…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “NotaBene Legal est un intranet et portail client qui vise à faciliter, sécuriser et rendre conforme les opérations quotidiennes des services juridiques.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “SuperOkay is the stress-free content and document management solution that harmonizes client interactions and enhances collaboration for digital service providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “client portal software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 146 client portal software companies worldwide
See the full list, filter by size, metro and specialty, and access 366 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client portal software companies worldwide at a glance
As of Nov 5, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for client portal software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “client portal software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 366 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 5, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Client portal software companies by location
1 lists · largest firstEvery Client portal software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “client portal software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client portal software companies are there worldwide?
RevenueBase identified 146 company matches for client portal software companies worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Kurtosys tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most client portal software companies?
The United States leads with 32 companies. Every client portal software companies list by country and city is linked on this page.
Which city has the most client portal software companies?
London leads with 5 company records, followed by Cambridge (2) and Caxias Do Sul (2).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 366 professional contacts with verified work emails tracked across these 146 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 146 client portal software companies worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 client portal software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 146 matching company records for client portal software companies worldwide, with 882 tracked contacts and 366 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client portal software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Kurtosyskurtosys.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 196 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Smartvaultsmartvault.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 71 contacts → |
“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Dubsadodubsado.comHQ: Burbank, CA, United StatesReported employees: 51-200 | Burbank, CA, United States | 51-200 | Exact match | 35 contacts → |
“Dubsado is a client management platform built for creative service-based businesses like photographers, designers, coaches, consultants, and virtual assistants ditch their…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  HIXhellohix.comHQ: Gouda, NetherlandsReported employees: 11-50 | Gouda, Netherlands | 11-50 | Exact match | 32 contacts → |
“Zonde hoeveel tijd er wekelijks verloren gaat aan documenten najagen, klanten nabellen en rondslingerende bijlagen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Icodiceicodice.comHQ: Rolling Meadows, IL, United StatesReported employees: 11-50 | Rolling Meadows, IL, United States | 11-50 | Exact match | 28 contacts → |
“We are a full service end-to-end web and software development firm specializing in custom management portals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Elite Wealth Solutionselitewealth.bizHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  clinked.comclinked.comHQ: Cambridge, United KingdomReported employees: 11-50 | Cambridge, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Clinked is a white-label client portal that brings communication, files, approvals, and project updates into one secure, branded space.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fastdoxfastdox.co.ukHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 17 contacts → |
“FastDox is a pioneering software solutions company specialising in tailor-made, branded software for global businesses.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ideeriideeri.comHQ: Pélussin, FranceReported employees: 11-50 | Pélussin, France | 11-50 | Exact match | 16 contacts → |
“Ideeri : Plus qu'un outil, un nouveau paradigme pour l'immobilier.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ZIGGUziggu.ioHQ: Ghent, BelgiumReported employees: 11-50 | Ghent, Belgium | 11-50 | Exact match | 14 contacts → |
“Ziggu offers companies their own client & partner portal - a single platform where messages, files, and decisions are organized.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Clientvenueclientvenue.comHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 14 contacts → |
“White Label Client Management Portal for Agencies” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Creaimcreaim.nlHQ: Zaandam, NetherlandsReported employees: 11-50 | Zaandam, Netherlands | 11-50 | Exact match | 13 contacts → |
“Veilige en makkelijke digitale samenwerking voor accountants en haar ondernemers" Ontdek de voordelen van ons klantportaal- Wij willen koppelen met alles - Zijn bronsysteem…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Crmjettycrmjetty.comHQ: Ahmedabad, CA, IndiaReported employees: 201-500 | Ahmedabad, CA, India | 201-500 | Exact match | 13 contacts → |
“CRMJetty is an enterprise CRM portal company headquartered in India, specializing in building powerful, no-code self-service portals for Salesforce and Microsoft Dynamics 365.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Skalecrmskalecrm.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Skale provides a plug and play software solution to Forex Brokers and Prop Trading firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Doc.It By Irisdoc-it.com HQ: Ancaster, ON, CanadaReported employees: 11-50 | Ancaster, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Doc.It is the answer to document management, workflow, and portal for accounting firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Tiiny Hosttiiny.hostHQ: London, United StatesReported employees: 1-10 | London, United States | 1-10 | Exact match | 9 contacts → |
“Tiiny Host (founded 2020) offers the simplest way to share PDFs, HTML, ZIPs and more online-launch micro-sites, client portals and use-cases, password-protect files with one…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Manyrequestsmanyrequests.comHQ: Menlo Park, CA, United StatesReported employees: 11-50 | Menlo Park, CA, United States | 11-50 | Exact match | 8 contacts → |
“White label portal software for creative & digital agencies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Advice Revolutionadvicerevolution.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 6 contacts → |
“Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Docportaldocportal.co.uk HQ: Amersham, United KingdomReported employees: 11-50 | Amersham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We believe experience is everything.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ahsuiteahsuite.comHQ: Glendale, AZ, United StatesReported employees: 1-10 | Glendale, AZ, United States | 1-10 | Exact match | 5 contacts → |
“Do you send your clients links over email?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Evolver Media Gmbh & Co. KGevolver.de HQ: Chemnitz, GermanyReported employees: 1-10 | Chemnitz, Germany | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Designtech Solutionsdesigntech.seHQ: Luleå, SwedenReported employees: 1-10 | Luleå, Sweden | 1-10 | Exact match | 5 contacts → |
“Designtech Solutions AB specialiserar sig på att leverera kund- och projektportalslösningar som främjar digital samverkan på en global B2B-marknad.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Caselockercaselocker.comHQ: Pensacola, FL, United StatesReported employees: 1-10 | Pensacola, FL, United States | 1-10 | Exact match | 4 contacts → |
“A secure client portal and data review platform where you can streamline communication, exchange documents, create forms for data collection and obtain electronic signatures from…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Notabene Légalnotabenelegal.comHQ: La Prairie, QC, CanadaReported employees: 1-10 | La Prairie, QC, Canada | 1-10 | Exact match | 3 contacts → |
“NotaBene Legal est un intranet et portail client qui vise à faciliter, sécuriser et rendre conforme les opérations quotidiennes des services juridiques.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Superokaysuperokay.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“SuperOkay is the stress-free content and document management solution that harmonizes client interactions and enhances collaboration for digital service providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 146 company matches
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Client portal software companies: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
144 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 146 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client portal software companies by location
1 lists · largest firstEvery Client portal software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for client portal software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client portal software companies did RevenueBase find worldwide?
The saved snapshot records 146 matching company records, 882 tracked contacts and 366 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 client portal software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/client-portal-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 client portal software companies worldwide
RevenueBase records 146 matching company records for client portal software companies worldwide, with 882 tracked contacts and 366 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 client portal software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Kurtosyskurtosys.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 196 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Smartvaultsmartvault.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 71 contacts → |
“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Dubsadodubsado.com HQ: Burbank, CA, United StatesReported employees: 51-200 | Burbank, CA, United States | 51-200 | Exact match | 35 contacts → |
“Dubsado is a client management platform built for creative service-based businesses like photographers, designers, coaches, consultants, and virtual assistants ditch their…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HIXhellohix.com HQ: Gouda, NetherlandsReported employees: 11-50 | Gouda, Netherlands | 11-50 | Exact match | 32 contacts → |
“Zonde hoeveel tijd er wekelijks verloren gaat aan documenten najagen, klanten nabellen en rondslingerende bijlagen.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Icodiceicodice.com HQ: Rolling Meadows, IL, United StatesReported employees: 11-50 | Rolling Meadows, IL, United States | 11-50 | Exact match | 28 contacts → |
“We are a full service end-to-end web and software development firm specializing in custom management portals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Elite Wealth Solutionselitewealth.biz HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 23 contacts → |
“Elite Wealth provides a software solution for medium to large financial advisory companies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | clinked.comclinked.com HQ: Cambridge, United KingdomReported employees: 11-50 | Cambridge, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Clinked is a white-label client portal that brings communication, files, approvals, and project updates into one secure, branded space.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fastdoxfastdox.co.uk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 17 contacts → |
“FastDox is a pioneering software solutions company specialising in tailor-made, branded software for global businesses.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ideeriideeri.com HQ: Pélussin, FranceReported employees: 11-50 | Pélussin, France | 11-50 | Exact match | 16 contacts → |
“Ideeri : Plus qu'un outil, un nouveau paradigme pour l'immobilier.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ZIGGUziggu.io HQ: Ghent, BelgiumReported employees: 11-50 | Ghent, Belgium | 11-50 | Exact match | 14 contacts → |
“Ziggu offers companies their own client & partner portal - a single platform where messages, files, and decisions are organized.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Clientvenueclientvenue.com HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 14 contacts → |
“White Label Client Management Portal for Agencies” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Creaimcreaim.nl HQ: Zaandam, NetherlandsReported employees: 11-50 | Zaandam, Netherlands | 11-50 | Exact match | 13 contacts → |
“Veilige en makkelijke digitale samenwerking voor accountants en haar ondernemers" Ontdek de voordelen van ons klantportaal- Wij willen koppelen met alles - Zijn bronsysteem…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Crmjettycrmjetty.com HQ: Ahmedabad, CA, IndiaReported employees: 201-500 | Ahmedabad, CA, India | 201-500 | Exact match | 13 contacts → |
“CRMJetty is an enterprise CRM portal company headquartered in India, specializing in building powerful, no-code self-service portals for Salesforce and Microsoft Dynamics 365.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Skalecrmskalecrm.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Skale provides a plug and play software solution to Forex Brokers and Prop Trading firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Doc.It By Irisdoc-it.com HQ: Ancaster, ON, CanadaReported employees: 11-50 | Ancaster, ON, Canada | 11-50 | Exact match | 9 contacts → |
“Doc.It is the answer to document management, workflow, and portal for accounting firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Tiiny Hosttiiny.host HQ: London, United StatesReported employees: 1-10 | London, United States | 1-10 | Exact match | 9 contacts → |
“Tiiny Host (founded 2020) offers the simplest way to share PDFs, HTML, ZIPs and more online-launch micro-sites, client portals and use-cases, password-protect files with one…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Manyrequestsmanyrequests.com HQ: Menlo Park, CA, United StatesReported employees: 11-50 | Menlo Park, CA, United States | 11-50 | Exact match | 8 contacts → |
“White label portal software for creative & digital agencies.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Advice Revolutionadvicerevolution.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 6 contacts → |
“Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Docportaldocportal.co.uk HQ: Amersham, United KingdomReported employees: 11-50 | Amersham, United Kingdom | 11-50 | Exact match | 6 contacts → |
“We believe experience is everything.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ahsuiteahsuite.com HQ: Glendale, AZ, United StatesReported employees: 1-10 | Glendale, AZ, United States | 1-10 | Exact match | 5 contacts → |
“Do you send your clients links over email?” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Evolver Media Gmbh & Co. KGevolver.de HQ: Chemnitz, GermanyReported employees: 1-10 | Chemnitz, Germany | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Designtech Solutionsdesigntech.se HQ: Luleå, SwedenReported employees: 1-10 | Luleå, Sweden | 1-10 | Exact match | 5 contacts → |
“Designtech Solutions AB specialiserar sig på att leverera kund- och projektportalslösningar som främjar digital samverkan på en global B2B-marknad.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Caselockercaselocker.com HQ: Pensacola, FL, United StatesReported employees: 1-10 | Pensacola, FL, United States | 1-10 | Exact match | 4 contacts → |
“A secure client portal and data review platform where you can streamline communication, exchange documents, create forms for data collection and obtain electronic signatures from…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Notabene Légalnotabenelegal.com HQ: La Prairie, QC, CanadaReported employees: 1-10 | La Prairie, QC, Canada | 1-10 | Exact match | 3 contacts → |
“NotaBene Legal est un intranet et portail client qui vise à faciliter, sécuriser et rendre conforme les opérations quotidiennes des services juridiques.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Superokaysuperokay.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 3 contacts → |
“SuperOkay is the stress-free content and document management solution that harmonizes client interactions and enhances collaboration for digital service providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 146 company matches
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Client portal software companies: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
144 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 146 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Client portal software companies by location
1 lists · largest firstEvery Client portal software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for client portal software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many client portal software companies did RevenueBase find worldwide?
The saved snapshot records 146 matching company records, 882 tracked contacts and 366 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 client portal software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/client-portal-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗