Alternatives to Liscio
Compare Liscio alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Liscio in 2026. Compare features, ratings, user reviews, pricing, and more from Liscio competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. -
2
Soraban
Soraban
Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. -
3
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
4
ShareFile
Progress Software
Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. Secure FTP site alternative: No software installations - for you or your clientsStarting Price: $50 per month -
5
Box
Box
Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.Starting Price: $5 per month -
6
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
7
Legitigant Billing Management
Vanguard Information Technology
Legitigant® is an easy-to-use web-based tool that handles billing specifically for small to mid-size law offices. With a computer or mobile device and the internet, Legitigant can help you automate the tracking and accounting all of your firm’s billable activities. Simply use your favorite web browser to log into Legitigant and begin billing your clients. Legitigant will safely and securely store and maintain all of your billable activities for a low monthly fee of $19.99. We also offer a low 1% processing fee when your clients make payments via Legitigant, so you'll get paid more and faster with Legitigant! So, what you are waiting for? Sign up today and start billing the right way with Legitigant! Portal for clients to make online payments. Store and track clients’ fees and payments. Store and track clients' cases and complaints. Document Management. Autofill and store client documents in Legitigant. Use your favorite file-sharing app to share client docs.Starting Price: $24.99 per month -
8
Client Hub
Client Hub
With our all-in-one solution that combines automated task management and client communication, accounting firms build better client relationships, unblocking workflow to get work done in record time. No more workflows blocked because clients aren’t getting back to you. Client communication in our web and mobile apps (eliminating cluttered email boxes) changes the game. No more complex tech stack. Adopt Client Hub as a one-stop-shop for workflow, client communication, client portal, file sharing, and more. Set jobs to recur. Automatically kick off Client Tasks and automatically remind when overdue. And our favorite, automatically creates Client Tasks from QuickBooks uncategorized transactions. We are designed specifically for cloud accounting and bookkeeping practices — and we are single-mindedly focused on features that drive a frictionless workflow for your needs. Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.Starting Price: $32 per user per month -
9
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
10
Encyro
Encryo Inc
Encyro offers secure file sharing, encrypted email, and electronic signatures. Encyro's award winning design makes the process easy for both you and your clients. You need not ask clients to sign up for any portal accounts. Encrypted Messaging and File Sharing You can directly send to any email address and Encyro automatically keeps your data secure both during transmission and storage to let you comply with HIPAA, GLB, IRS, GDPR, FINRA, SOX and other compliance standards. You can receive securely via your custom branded upload page that does not require the client to login or jump through hoops. Electronic Signatures Encyro e-signatures are designed to keep your transaction secure during remote signing. You control the login options and the type of signature to ensure that the right person is signing. Encyro also provides custom branding, automated reminders, and re-usable e-sign templates. NIST-800-63 compliant access codes by text/SMS for added security.Starting Price: $9.99/month/user -
11
Sharebrand
Tarkle, Inc.
Sharebrand is a white-label file sharing platform for businesses. Agencies, studios, freelancers, consultants, and law firms use it to share files with clients, teams, and partners from their own domain, with their own logo and brand on every page. Recipients never see Sharebrand's name. Most file sharing tools were built for personal or internal use and carry their own brand into your client relationships. When you send a link from Dropbox, WeTransfer, or Google Drive, the client lands on their interface, not yours. Sharebrand is built the other way around. The branded experience is not a feature added on top — it is the reason the product exists. Sharebrand: It does not try to replace internal storage tools or compete with Dropbox on sync and collaboration features. For agencies, studios, consultants, photographers, and any business where the file sharing experience is a client-facing moment, Sharebrand is built specifically for that job.Starting Price: $29/month -
12
DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
13
BrightManager
Bright
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.Starting Price: $27.23 per month -
14
Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
15
TaxDome
TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).Starting Price: $58 per month -
16
Vermilion Reporting Suite
Vermilion Software
Gain a reporting solution that moves beyond manual processes and speeds your time to market. Eliminate the burden of managing data uploads, calculations, document creation, and data hosting. Automate and scale your processes with the power of FactSet’s reporting suite. Combine key portfolio analytics with your internal data sources to produce and distribute client-facing documents such as fund factsheets, regulatory reports, marketing pitchbooks, and internal board reports. Bring together holdings and returns-based analysis with your firm’s proprietary content. Create documents that combine vetted portfolio analytics, such as performance attribution and weights, alongside returns-based style, risk, and peer universe analysis. Ensure client-facing documents across all formats reflect your firm’s branding down to the smallest detail. Control every aspect of each document, from the headers and footers to the color palette, to accurately reflect your corporate identity. -
17
Everleagues
Everleagues
Work remotely and collaborate with your team and clients. Create your firm’s own private workspace in minutes. Bring all the tools you need to one location and enhance your productivity while working remotely. EverLeagues seamlessly connects your company’s internal and external users to collaborate on day-to-day tasks in a secure platform, resulting in better service, saved time, and lowered costs. Collaborate through multiple channels, groups, and teams among employees, clients, and other contacts. Communicate with secure messaging, video conference, and file sharing. Everleagues provides security to all your files and messages without compromising productivity. Organize and manage your business or organization with a role and tier based organizational system. With Everleagues you can easily assign team members to specific organizations if you have different locations or departments. You can also assign specific clients to certain professionals or team members.Starting Price: $5.00 per user per month -
18
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
19
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
20
Sprucebooks
Sprucebooks
Sprucebooks was built with the Insurance Industry in mind. We built an easy to use payment relationship system that allows insurance agents to stay in front of their clients by engaging them with a simple to use Client Portal. Consumers want an App that is useful. Our App allows Insurance Agents, Carriers, MGA's to send their clients request for payment, e-signature, instant messages, and important documents. With the Assureify mobile app by Sprucebooks you can request Credit Card Payments, E-signatures, send your clients important insurance documents, instant message, and even insurance offers. It's simple and easy to use design keeps clients engaged with your agency with instant notifications. Sprucebooks gives you the ability to run credit card payments, send e-esignature request, send payment request, message your clients, setup recurring payments, send important documents to clients, and much, much more through our intuitive dashboard.Starting Price: $14.95 per month -
21
Collect
Collect
Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.Starting Price: $39 /month -
22
SimpleBooks
GoSimpleBooks
We know what a hassle raising and chasing invoices can be. Invest in us, and those issues are a thing of the past — SimpleBooks can generate and send invoice templates, as well as firm reminders for a client to pay up when they’re overdue. Our easy-to-use quoting system is also here to make bidding for new clients simple. Whether you’re a sole trader, contractor, limited company director or partner. The finer details of your finances have to be in order. Wave goodbye to paperwork, as reports and reconciled bank statements are absorbed into the SimpleBooks platform. At a glance, you’ll see how they affect your earnings, and where your business is heading. -
23
TaxWorkFlow
TaxWorkFlow
TaxWorkFlow is an affordable, comprehensive tax and accounting practice management solution that enables firms to use one software application to increase the profitability and productivity of their tax and accounting workflow while also streamlining and increasing the effectiveness of firm operations, including internal and client-facing communications. TaxWorkFlow will enable your employees work as a team remotely and still be in the loop without losing productivity. TaxWorkFlow will help you organize client contacts, documents, emails, notes, tasks, projects, and billings for each client, providing you with an immediate snapshot of your client status, pending tasks and problems, and historical records, no matter where you are. You can also simplify document exchange with your clients by using the TaxWorkFlow’s client portal, so you can keep your business running from anywhere without the need of meeting your staff or clients in person. -
24
Law Firm Solution
ManekTech
The legal framework has countless complexities. Our customized law firm management solutions enable legal firms to tackle all the challenges arose due to changing the activity pattern. When beginning up our law firm solution to manage our clients and cases because of the full accountancy integration. Our expert developers build law firm solutions for attorneys and lawyers by keeping legal firm's requirements in mind while using the subject advancements for utilize with system in one program! Administrative tasks, improve your workflow, and Save time and effort with predefined matter elements. Create a dedicated system for your clients to access matter information and legal resources. Manage, share and collaborate on important documents and content in secure manner workspaces. -
25
SS&C Intralinks VIA Elite
SS&C Intralinks
Gain full control over sensitive documentation with SS&C Intralinks VIA Elite, our secure file-sharing solution built upon the industry-leading dealmaking platform. Collaborate seamlessly with internal and external stakeholders. Reduce time spent on manual uploads and synchronizations, ensuring data accuracy and enhanced governance. Maintain control over sensitive content with granular user permission management, customizable workflows, information rights management, watermarking, download prevention, and other advanced features. Access Intralinks from your mobile device, anytime, anywhere. With our secure app, you can manage files, user access, alerts, and more. Get deep insight into user activity and engagement, document usage, and project progress with advanced reporting modules. Intralinks provides secure collaboration software and secures online document-sharing solutions that enable enterprise collaboration across organizational, corporate, and geographical boundaries. -
26
Synology Drive
Synology
Rest assured you always have secure online access to all your personal and shared data, whether from the Synology Drive mobile app, desktop client, web browser, or another Synology NAS. Safely share your documents and secure them with granular permission settings and SSL encryption. Work across computers in continuity using the desktop app. It's still your native Windows, macOS, or Ubuntu interface, but any changes you make to a file are automatically synced to other devices as soon as they're connected. Stream files to your device only when they are requested1 to save local disk space and bandwidth, or pin them to your computer to permanently keep a local copy. Protect your data from ransomware attacks or accidental deletion with the real-time or scheduled backup of important folders. -
27
Qwil Messenger
Qwil Messenger
Upgrade to an all-in-one client communication platform. Your data, your control, your brand. The consensus among experts is clear, just don't use social chat platforms for your business. Start chat instantly, easily, and now securely, with Qwil Messenger. Increase in open rates with Qwil Messenger compared to email. Increase in response rates with Qwil Messenger compared to email. Response time drops from 90 minutes for emails to 90 seconds with Qwil Messenger. Stay in touch with clients, colleagues, and your team easily with a secure banking-grade app. Effortlessly manage conversations and add participants as needed. Stay connected on the go, whether you're on desktop or mobile. Save time by avoiding extra passwords, secure emails, or identification calls. Share your screen, and send messages and documents in the same conversation. Schedule your next meeting with participants in the chat, no risk of unwelcome guests.Starting Price: $30 per staff user/month -
28
WeTransferQuick
WeTransferQuick.com
WeTransferQuick Cloud File Storage. Fast, Simple, Secure Document and File transfers. Register for a free WE-Drive (starts with 3GB free). Login now, to upload, backup, manage and access your files on any device with internet access, from anywhere in the world. Send file-share links that expire on your terms. E2EE and 2FA Authentication. Upload multiple files at once and keep them forever on this site. If you're using FireFox or Chrome, you can simply drag & drop your files to begin uploading. We supply you with all the tools necessary to easily share your files, on our private cloud platform. Use our pre-generated html code to link from your website or post directly to Facebook, Twitter, LinkedIn, Reddit, Digg, Stumbleupon & Tumblr. Fast and instant downloading! Our premium members benefit from no waiting time and direct downloads for all of their files. Unlike other file hosts we don't limit the transfer speed of our downloads. Safe and Secure!Starting Price: Free -
29
Peony
Peony
Peony is an all-in-one AI-powered file management, sharing, and analytics platform for teams, combining features of Google Drive, DocSend, DocuSign, and Dropbox. It offers a beautifully designed file manager with previews for many file types, auto-organization using AI, and natural-language search so you can ask questions, get summaries, and retrieve documents/folders without digging through menus. Sharing is branded and customizable—custom domains, logos, password protection, link expirations, watermarks, and permissions control (including screenshot protection and “burn after read” options). Peony includes built-in eSignature tools with AI-auto-fill of fields, ready-to-use agreement templates (NDAs, contracts, etc.), and full audit trails. It also supports secure “data rooms” for fundraising, dealrooms, or client project materials, with visitor insights, page-by-page analytics, tracking who viewed what, how long, and from where. Team collaboration features include channels & direct mStarting Price: $20 per month -
30
SuperOkay
SuperOkay
Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more. Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.Starting Price: $9 per month -
31
Redi2 Revenue Manager
Redi2 Technologies
A powerful rules engine that supports the most custom billing scenarios your firm negotiates with your demanding clients – all at the fingertips of billing operators and finance professionals, with secure access and controls. Let us help you unlock your potential for negotiating competitive and unique investment management agreements. An integrated invoicing solution for producing one of your firm’s most important client-facing documents. Clear and accurate invoices drive cash collection efficiencies and customer satisfaction. Give your marketing team unlimited possibilities for professionally designing your invoices – you’ll never have to fret about another lackluster fee statement going out the door. Upgrade your revenue management and collection operations to a global platform that calculates fees and journal entries in any foreign currency. -
32
BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
33
Portal 360
Portal 360
Portal 360 is an all-in-one practice management platform built for Australian accounting firms. It centralises client communication, document management, tasks, billing, and reporting into a single secure system. Clients can upload documents, track job progress, view invoices, and communicate through one branded portal. All emails, messages, files, and activities are automatically organised by client, improving visibility and efficiency. Portal 360 supports complex client structures, flexible billing models, and value-based pricing. With a dedicated mobile app, strong security, and scalable workflows, Portal 360 helps accounting firms streamline operations and deliver a modern client experience.Starting Price: $1 -
34
WeSignature
WeSignature
Speed up your signature collection and sales process with the best free electronic signature software and the only e-Signature Sales Cloud – WeSignature. With WeSignature you can send your clients a electronic signature request by email or text for them to sign while on the go. Payment collection is an important part of contract execution and now you can request payment at the same time your client signs a document. Quickly create templates for documents that you use on a regualar basis and apply fields with just one click. Send e-signature request to your clients so they can sign documents while on the go. Add a video intro and outro to your signature request to market, upsell, give directions, or simply say hello. Add teams members to your account and manage those members activity with WeSignature Team Builder. -
35
eSecureSend
Dmorph
eSecureSend™ is the online file transfer service that offers virus-free processing, full security, and the quickest transfer speeds. The breakthrough technology provides businesses who deal with sensitive data, whether their own or their clients, the highest level of security possible while helping to limit their liability from data loss or hacking. Use eSecureSend™ to send your files securely to people you have preauthorized online. With an outstanding user interface and complete audit trail, eSecureSend™ is the best solution for high security file transfer. And when it comes to industry best practices, eSecureSend™ makes sure you are set with HIPAA, FINRA and Gramm-Leach-Bliley act guidelines so your peace of mind is guaranteed. eSecureSend™ is a user-friendly data exchange service enabling easy transfer of data (documents, pictures, files) for your employees and clients providing the highest security availability and full accountability so you know your data is safe.Starting Price: $17 per month -
36
Signaturely
Signaturely
Signaturely is an easy to use electronic signature software to get documents signed online. Work smarter & faster by moving into the digital age with eSignatures. Signing documents by hand, scanning them, and emailing them is a headache, wouldn't you agree? Signaturely eliminates the headache and moves you into the digital age. Upload a document now — get it legally signed blazing fast. Are you struggling to sign documents seamlessly? When signing by hand slows you down, print out the document, sign by hand, rescan and email it back, what a nightmare. When other apps make you facepalm, get a signature and move on, that’s all you want, we won’t make it difficult — promise. Upload a file or save time with a template, then add your required fields. Signers get an email, click on a link and see your document, on any device. We guide signers to complete all required fields and quickly add their signature. Make signing paperwork easier for clients and employees. They’ll love you for it.Starting Price: $8 per user per month -
37
My CPA Dashboard
CPA Organizer
MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction. When you sign up with our accounting firm portal, you’ll create a profile that will allow you to add your clients. Just add your clients’ names and email addresses so you can use the CRM client portal to communicate with them.Starting Price: $300 per month -
38
Qbox
CoralTree
Qbox is an all-in-one collaboration platform designed to streamline accounting workflows by combining file sharing, client portals, task management, chat, invoicing, eSignatures, and QuickBooks Desktop remote access into a single dashboard. It lets multiple users share and collaborate on QuickBooks, MS Access, Word, Excel, and PowerPoint files, automatically syncing changes and locking files to prevent conflicts, and supports QuickBooks attachments (PDF, DOC, XLS, JPG, PNG) in lock-step with company files. With no complex installation, you simply grant access to your QuickBooks Desktop files, and Qbox manages versioning and syncing, providing secure, cloud-based collaboration even for occasional monthly reviews. The platform integrates seamlessly with over 300 QuickBooks-compatible apps, offers bank-level security through 256-bit SSL encryption, and stores data in AWS data centers to safeguard sensitive financial information.Starting Price: $5 per month -
39
Apxium Collect
Apxium
Fully automated debtor management and client engagements Apxium Collect saves your firm valuable admin hours by managing the entire debtor process including all client communications, electronic payments, reconciliation, reporting and more. Apxium Collect allows your practice to significantly reduce administrative costs by completely automating the debtor management process. Fully automated debtor management and client engagements. Apxium Collect saves your firm valuable admin hours by managing the entire debtor process including all client communications, electronic payments, reconciliation, reporting and more. Simple Integration. Apxium Collect fully integrates with multiple cloud & server based accounting systems. Packed with features to significantly reduce admin time. Apxium Collect will save your firm countless hours spent chasing unpaid invoices, taking manual payments, reconciling the accounts, and generating reports. From the point where an invoice is approved -
40
Mango Practice Management
ProfitSolv
All-In-One Practice Management Software built by Accountants for Accountants. Mango Practice Management client-friendly suite of software tools makes it easy to run your firm large or small. Whether you bill for time or by project, it's critical to track all time spent working for your clients. Generate invoices quickly and send effortlessly, getting paid faster. Manage all your due dates with streamlined workflows and task management. With out of the box accounting specific templates, you will hit the ground running. The next generation of secure file sharing and eSignature has arrived. Share and request signatures right from your email inbox, eliminating clunky portals. Mango Practice Management was built by accountants to crack the code on how to efficiently run a modern accounting firm. Mango answers who are your most profitable clients, products, and associates. It provides all the information you need to make the right decisions at your fingertips.Starting Price: $35 per user per month -
41
Objective Connect
Objective Corporation
Ultimate protection over your information, when you share it with anyone outside your organization. Designed specifically for government and regulated industries, Objective Connect is a secure external file-sharing application that gives complete control over the information you share outside your organization. Extend your internal information governance externally. Maintain control over shared documents. Collaborate across devices, across teams, or across the world. Maintain one version of the truth. Record who did what and when all from one solution. Choose what documents can be sent externally, by sharing containers of documents directly from your existing file plan. Before any document is shared, all access controls, security levels, and caveats are checked. Two-way synchronization with your existing file plan ensures everyone is kept up to date. Any file you receive is automatically filed in the correct location and flagged to ensure your metadata is always accurate.Starting Price: Free -
42
Mystro
Mystro
Mystro is a simple data collection and client onboarding tool built for speed, flexibility, scale, and growth. We bring together everything that's required to onboard clients and collect their information. Mystro products provide a flexible, modern and straightforward client-facing experience that satisfies today's customers' demands, saves you hours per deal and represents your business in the best way possible. Mystro makes complex forms simple and beautiful. The easy-to-use and feature-packed form builder lets you quickly create conversational multi-page online forms or start with pre-configured templates. A feature-rich document collection and eSign system will completely automate your document collection processes with auto-generated checklists, PDF merges, Digital Signatures and reminders. -
43
CCH iFirm
Wolters Kluwer
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. -
44
gymGO
gymGO
Sell memberships, packages, or sessions all through a simple, client-facing online web platform. Integrate 3rd-party payments, billing and documents, and setup direct deposit to your bank. Engage clients with your own branded app and web portal and give clients quick access to buying and signing up for your services from their phones. Utilize automated emails, texts and notifications to send reminders, target marketing with custom sign-up links, send receipts and notify of changes to your schedule.Starting Price: $35 per month -
45
Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
46
Datto Workplace
Datto, a Kaseya company
Datto Workplace provides enterprise-grade file sync and share to managed service providers without putting security and efficiency at risk. Built for business, Datto Workplace provides a seamless collaboration platform to clients for every file from every device. A single, simple, scalable solution tailored for every role -- from technicians to sales, to executive management. Configure settings based on individual needs and streamline implementation to suit your business. MSPs can also schedule reports on system activity, enable monitoring, and on-demand auditing of usage. Workplace users can securely collaborate on any device, leveraging integrations with core business tools such as Microsoft, G Suite, Active Directory, and Single Sign-On (SSO). With more than 99.99% uptime, and HIPAA, GDPR, and SOC 2 compliance and data encryption, clients can work securely with Datto Workplace. Datto Workplace provides the security, mobility, and control that businesses need. -
47
DocKosha
DocKosha
Dockosha Secure Document Sharing & Virtual Data Rooms is a secure document sharing and virtual data room platform for teams that need more control than generic file sharing, without the complexity of legacy enterprise VDRs. Businesses use Dockosha to organize and share sensitive documents through branded links and structured data rooms with password protection, email verification, allowlists and blocklists, NDA gates, download controls, dynamic watermarking, version history, comments, and audit visibility. The platform also includes privacy-first viewer analytics that help teams understand views, downloads, and engagement without relying on invasive tracking. Dockosha works across a range of secure external-sharing workflows, and is especially well suited to boutique advisory firms, diligence teams, legal workflows, and other client-facing teams that run repeat document-sharing or deal-room processes.Starting Price: $49/month -
48
WakiliCMS
Enfinite Solutions
WakiliCMS is an all-in-one law firm management software designed for mid and large law firms. It offers all you need to run a law firm from client registration to billing and payments, with powerful tools to manage clients, files, requisitions, documents, invoices, calendars, financial management and reporting, and Human Resource management. No QuickBooks required. WakiliCMS is an all-in-one, comprehensive, easy-to-use legal management software for the modern law firm. WakiliCMS offers all you need to run a law firm from client registration to billing and payments, with powerful tools to manage clients, files, requisitions, documents, invoices, calendars, time sheets, reporting, accounting, and Human Resource management. -
49
TitanFile
TitanFile
TitanFile is an award-winning secure file sharing and client collaboration platform. TitanFile is as easy to use as email, resulting in increased efficiency, cost savings and higher customer satisfaction while improving security and compliance. The TitanFile platform is comprehensive and supports diverse use cases and workflows such as secure file sharing, group collaboration, customer-initiated workflows, and shared mailboxes. -
50
Wizuda
Wizuda
Powerful Solutions to revolutionize how your organization shares data internally and externally. Designed with security, compliance and efficiency at its core, Wizuda MFT enables IT to manage the movement of critical data within your organization and with external parties, from one centralized solution. Wizuda MFT scales with your business and provides full end-to-end accountability of all file transfer operations. Provide people in your organization and clients with an easy, secure and compliant way to share sensitive data. With no file size limitations and encryption by default, using insecure alternatives such as USBs can be a thing of the past. Users have the added flexibility of sending emails with Wizuda either straight from their Outlook email or the secure web portal. Wizuda Virtual Data Rooms provide your business with a secure online repository for document storage, collaboration and distribution. Built with ‘privacy by design’, Wizuda VDRs can be set up in minutes.Starting Price: $9.99/month/user
