Client document portal software
for your business
Build a custom client document portal to fit your business needs. Safely share files with clients, and control access at a granular level. Fast, easy, and no code required.
Trusted by 500,000+ teams worldwide
Create a secure document portal that centralizes key information
“The fact that I can allow different users to access different information is brilliant. The School Psychologist and Assistant Principal can see all the students’ cases, while the counselors see only the grades they are in charge of.”
Pascal Vallet, School Principal, United Nations International School
Software to fit your client and document needs
Softr gives you the tools to build exactly the client document portal you need
Document management
Create a secure hub for clients to upload, access, share important documents, and sign contracts using eSignature requests.
Client communication
Replace endless email chains with in-portal messaging, comments, or live chats using integrations with Intercom or Drift.
Client onboarding
Simplify onboarding with pre-built signup/login pages, and conditional forms to tailor the portal experience.
Account management
Let your clients easily update their profile information and manage account preferences from within the portal.
Reporting
Share dashboards and embed data visualizations and reports from other platforms within your portal, to provide clients with insights.
Project management
Get a shared view of projects, including timelines and tasks. Let employees and clients create or update tasks in real-time.
Billing & payments
Simplify billing by creating invoices and accepting payments. Support payments via platforms like Stripe and PayPal for convenience.
Support & resources
Build a resource hub with articles, how-to videos, and FAQs to empower clients to self-serve, anytime they need it.
Customize a client document portal to your needs
With modern blocks and templates, Softr lets you easily create a user-friendly portal that delights clients. Empower them with autonomy, and free up your team to excel in delivering services.
Show clients only what they need to see
With advanced permissions, you can easily and securely tailor access for different user groups. Customize and control what information and documents different types of users can access, and which actions they can take.
Bring your data & tools into one portal
Connect to multiple data sources and tools—all within the same portal. Create a central hub for your clients and team to maintain visibility, or embed reports and dashboards from other tools into your hub.
Why do businesses trust Softr for
client document portals?
None of the code, none of the technical work. Softr does all the heavy lifting for you.
Stay on brand
Customize the design of your portal to align with your brand guidelines.
Advanced permissions
Mobile responsive by default
Conditional forms
Custom code
Enterprise-grade security
How to build a client document portal with Softr
Connect your data 01
Customize layout and logic 02
Share with your clients 03
Connect instantly to popular data sources like Airtable, Google Sheets, HubSpot, SQL, and more. Your data stays synced, giving you real-time access.
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Rated 4.8 in 450+ verified reviews
Read why companies and operators love Softr.
"They say that if you can’t explain it in a simple way, you don’t understand it well enough. I say the same thing about any software. If you can’t figure it out in the first 10 min by yourself without any tutorial, it’s probably not for you. Since the first moment we discovered Softr, we started the work."
"The best no-code platform to create websites based on airtable databases."
"Softr is an easy to use no-code platform that has so much potential."
"Creating a customer portal with Softr allows us to give our customers that bit of extra value. Our customers always comment on how easy to use our Softr portal is and love the fact that it updates with data from Airtable in real-time."
"Incredible platform - from web noob to office superstar in a month!"
"I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr."
"Softr is the goldilocks of no code — not too difficult, not too simple. It’s powerful in that you can build a dynamic app that reacts to user inputs, yet is simple enough to build quickly."
"Easily the shortest learning curve on any app I've used! It's very intuitive and when you can't figure something out the support is excellent and there is also a great community who are always willing to help."
"The best no-code platform to create websites based on airtable databases."
Frequently asked questions about document portals
A document portal is a web-based platform that allows for storing and sharing documents, files, and folders with users within or outside your company.
With Softr, you can easily create a secure document portal by 1. Signing up or logging into your Softr account 2. Duplicating Softr’s ready-made custom portal template 3. Importing your Airtable or Google Sheets data 4. Customizing building blocks to match your requirements
Some of the benefits of using a secure document portal include: 1. Streamlining your workflow 2. Reducing the likelihood of losing important documents 3. Providing you with an extensive audit trail 4. Improving client experience by allowing them to access the documents they need anytime, anywhere
Yes! Try our free template to get started.
