Top 5 Best Client Portal Software for 2025

Managing client relationships effectively has become a critical factor in running a successful service business in 2025. Gone are the days when scattered emails and shared Google Docs were enough to keep your projects on track. Today’s clients expect a streamlined, professional experience where they can access their information, communicate with your team, and track progress—all in one place.

That’s where client portal software comes in. But with so many options available, how do you choose the right one for your business? Which features actually matter for your specific needs? And perhaps most importantly, which solution provides the best value for your investment?

Before we dive in, I should mention that work at SPP.co, one of the platforms reviewed in this comparison. While I’ve made every effort to provide an objective analysis based on features, user feedback, and industry standards, I wanted to be transparent about my connection. My experience with client portal software extends beyond SPP.co.

I’ve spent considerable time analyzing the top client portal platforms to help you make an informed decision. In this article, I’ll break down each of the key features you should consider and show you exactly how the leading options stack up against each other in 2025.

White labeling & branding

When it comes to client portals, appearance matters more than you might think. Your portal serves as an extension of your brand, and clients will judge your professionalism based on their experience using it.

So, what should you look for in terms of branding capabilities? The ability to customize your portal with your logo, colors, and custom domain is just the starting point. The best solutions go further, allowing you to tailor the entire client experience to match your brand identity.

Among the platforms reviewed, SPP.co offers comprehensive white-labeling options with fully customizable portals, especially in their Pro and Plus plans. You can upload your logo, adjust colors, and use your own domain—all contributing to a seamless brand experience for your clients.

Moxo follows closely with excellent branding capabilities that allow for customized interfaces at every client touchpoint. Their drag-and-drop workflow builder helps create branded client journeys that feel cohesive and professional.

Zoho Invoice and Huddle offer moderate white-labeling capabilities, while SupportBee provides more basic options, primarily focused on logo and color scheme adjustments rather than comprehensive interface customization.

Security & compliance features

In today’s digital landscape, security isn’t just a nice-to-have—it’s essential. Your clients trust you with sensitive information, and a security breach could irreparably damage your reputation.

When comparing security features across client portal solutions, Huddle stands out with its military-grade security. The platform is FedRAMP approved in the U.S. and G-Cloud authorized in the U.K., making it the go-to choice for businesses in highly regulated industries. With bank-level encryption and detailed audit logs, Huddle provides peace of mind for both you and your clients.

Moxo also excels in security, offering enterprise-grade protection with advanced encryption and comprehensive audit trails. Their exception handling capabilities ensure that security doesn’t come at the expense of usability.

SPP.co and Zoho Invoice provide solid security features with two-factor authentication and data encryption, while SupportBee offers standard security measures that satisfy the needs of most small businesses.

If you’re working in industries with strict compliance requirements (like healthcare, finance, or legal services), Huddle and Moxo should be at the top of your list. Their robust security frameworks are designed to meet stringent regulatory standards like HIPAA and GDPR. This is particularly important for healthcare providers using EMR software who need to ensure patient data remains secure and compliant.

Billing & payment processing

Let’s face it—getting paid promptly and with minimal friction is crucial for any service business. The right client portal can transform your billing process from a headache into a streamlined operation.

SPP.co and Zoho Invoice lead the pack in billing and payment processing capabilities. SPP.co integrates payment processing with flexible payment flows that can actually increase your average order value. Their system supports multiple payment gateways, recurring billing, and customizable invoices—all essential for productized service businesses.

One SPP customer notes: "It’s easily the best piece of software I’ve ever used, and helps us do literally everything - Process orders, handle support, deliver automatic invoices etc." ^1

Zoho Invoice users particularly appreciate its intuitive interface and comprehensive invoicing features. As highlighted on review platforms, users praise Zoho Invoice for being "straightforward for clients to adopt" and offering excellent value as a free solution that doesn’t compromise on essential features. The platform notifies you when clients view or pay invoices, eliminating the guesswork from payment tracking.

Moxo offers basic payment capabilities, while Huddle and SupportBee have limited or no integrated billing features, requiring you to use separate systems for financial transactions.

Here’s a practical consideration: If your business model involves recurring payments or complex pricing structures, SPP.co’s customizable billing system will likely save you hours of administrative work each month. For simple invoicing needs, Zoho’s free plan offers exceptional value.

Project management & workflow capabilities

Effective project management is at the heart of client satisfaction. When clients can easily see what’s happening with their projects, trust builds naturally, and fewer check-in emails land in your inbox.

SPP.co and Moxo both offer comprehensive project management features. SPP.co focuses on streamlining workflows for productized services with tools to manage projects, assign tasks, track progress, and provide clients with self-service options. Their 2025 client onboarding feature creates automated checklists to set projects up for success from day one.

Moxo’s workflow orchestration is particularly impressive, transforming client onboarding into a seamless experience by centralizing interactions, processes, and documents. Their drag-and-drop workflow builder allows you to create repeatable playbook templates with forms, file requests, signatures, and more.

Huddle provides solid project management capabilities with a focus on document-centric workflows. Zoho Invoice offers basic project visibility features that are sufficient for simpler engagements. SupportBee, primarily designed for support, has more limited project management functionality.

With that said, the right choice here depends heavily on your specific workflow needs. For complex, multi-stage client projects, Moxo’s orchestration tools provide unmatched flexibility. For productized service agencies with standardized deliverables, SPP.co’s purpose-built system aligns well with this business model.

Document management & collaboration

When working with clients, document exchange is inevitable. Whether it’s collecting information, sharing deliverables, or collaborating on work in progress, you need a secure and efficient way to handle documents.

Huddle is a leader in document management with its centralized, secure cloud repository, granular access controls, and robust version control. Every file version and change is tracked over time, making it ideal for compliance-focused businesses or those working with complex document sets.

Moxo also excels with strong document collaboration features, facilitating real-time teamwork with messaging, document exchange, and e-signatures. Their Magic Links provide single-click secure access via text or email, making it easy for clients to join the collaboration process.

SPP.co’s document collection capabilities include forms with drag & drop functionality, conditional logic rules, e-signatures, and file uploads. While not as comprehensive as dedicated document management solutions, these features satisfy the needs of most service businesses.

Zoho Invoice and SupportBee offer more basic document handling features, primarily focused on storing and sharing rather than collaboration.

Consider this: If your business involves extensive document collaboration (think legal services, consulting, or content production), Huddle’s powerful document management features will significantly improve your workflow efficiency and version control.

Customer support experience

The quality of support you receive can make or break your experience with any software platform. Based on customer reviews, there are clear differences in the support experience across these platforms.

SPP.co is getting praise from varous clients about their stellar and fast response. As Harry S. writes, “The absolute best in client management. We owe our growth to Chris, Alex & Deian over the years. Their support, values and technical knowhow has been invaluable” and one user positioning SPP as the “ultimate software for the productized services agency.”

Huddle receives praise from enterprise users for its robust support infrastructure. Organizations like the British Society of Soil Science have noted that Huddle “allows us to collaborate across members and businesses” and “provides a safe, secure space for the storage of confidential information.“ This level of support is especially valuable for organizations with strict compliance requirements.

Moxo is recognized for its exceptional customer support, with a user giving a shout-out to one of the reps: “Huge appreciation to our Customer Success Manager, Aakash, for his hard work, spontaneous responses, and endless support! His dedication makes a real difference every time”, and another user mentioning “We use our app daily as our main source for internal and client communications.”

Zoho Invoice users highlight the platform’s support resources, with one senior business analyst noting: “If you’re looking for a scalable solution, with flexibility to conform to the way you’re doing business, I’d say give Zoho Invoice a look.” Users particularly value how Zoho’s support team helps them customize invoicing workflows to match their specific business processes.

SupportBee users appreciate the platform’s simplicity and ease of use: “It is simple yet effective software. Easy to use and understand. Managing emails with single inbox is a major advantage.” Another user commented that it “does a few things very well. Lightweight support solution, lightweight knowledge base that can be deployed to a custom URL.” Users particularly love its email-like interface that minimizes the learning curve for both staff and clients.

While specific support experiences vary, all five platforms provide responsive support channels that help users maximize their investment in client portal technology.

Comprehensive comparison table

To help you quickly compare the key features across all five platforms, here’s a detailed breakdown:

Decision framework

Choosing the right client portal isn’t a one-size-fits-all decision. To help you navigate this choice, I have built this tool to help you find the right client portal for your needs.

When considering implementation timelines, be realistic about the complexity of your needs. Generally, simpler platforms like Zoho Invoice and SupportBee can be set up more quickly, while enterprise solutions like Moxo and Huddle typically require more configuration time, especially when integrating with existing systems.

Frequently asked questions

Closing thoughts

After thoroughly comparing these client portal solutions, it’s clear that each platform excels in specific areas while serving different business needs. The best choice ultimately depends on your priorities, budget, and the nature of your client relationships.

SPP.co stands out as a comprehensive solution for productized service businesses, especially those in digital marketing, content creation, and SEO. Its combination of white-labeling, billing, and project management features creates a powerful platform for scaling your agency. As one enthusiastic user put it, it’s "easily the best piece of software I’ve ever used" ^1for managing service orders and client interactions.

Zoho Invoice delivers exceptional value as a free solution focused on financial interactions. If your client portal needs center primarily around invoicing and basic project updates, this is hard to beat.

Moxo excels at orchestrating complex client relationships and workflows, making it ideal for businesses with multi-step processes and sophisticated onboarding requirements.

Huddle is the clear choice for enterprises and regulated industries where security and document collaboration are paramount.

SupportBee provides a straightforward and affordable option for businesses focused primarily on client support and communication. Its simplicity is its strength, with users appreciating how it "does a few things very well" ^2 and offers a user experience "likening it to using email, which minimizes the learning curve."

As client expectations continue to evolve, investing in the right portal solution isn’t just about operational efficiency—it's about creating exceptional client experiences that differentiate your business in a competitive marketplace. By choosing a platform that aligns with your specific needs, you'll be well-positioned to scale your service business in 2025 and beyond.

Deian Isac

Head of Agency Success

With 4 years at SPP and 8+ years in content production, Deian combines practical agency expertise with content strategy leadership. He’s built essential agency tools, conducted dozens of case studies, and leads product demos for agency owners. As Content Lead, Deian transforms his firsthand knowledge of agency operations into actionable resources that help service businesses streamline and scale effectively.