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Ratings and Reviews 0 Ratings
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What is Portal?
Presenting an innovative client portal crafted for progressive businesses. Clients can conveniently access the portal via your website to upload files, sign contracts, process payments, engage in messaging, and much more. This comprehensive application includes all the essential tools for running a virtual business, such as billing management, file sharing, e-signatures, messaging capabilities, client intake forms, and an extensive knowledge base. The adaptable portal allows you to customize the visibility of content for your clients. You can opt to host the portal on your own domain, making sure that every aspect is in harmony with your brand image. Whether you decide to integrate it with your current marketing site or use our website builder to design a dedicated page for your services, the options are vast. Enhance your client portal further by adding secure file-sharing and eSignature functionalities, effectively superseding services like Google Drive, Dropbox, ShareFile, and DocuSign. Moreover, by including the billing module, you can deliver a branded payment experience to your clients, replacing tools such as Bill.com and FreshBooks. Streamlining the client intake process becomes a breeze with the intake forms module, allowing you to eliminate the need for platforms like Formstack and Microsoft Forms, thus improving overall efficiency and coherence. This portal not only transforms your interactions with clients but also guarantees a smooth and professional experience at every point of contact, making it an indispensable asset for modern businesses. Ultimately, adopting this portal could lead to significant improvements in client satisfaction and operational effectiveness.
What is Cone?
Engage your clients while minimizing the time allocated to administrative duties, thus removing the necessity for manual invoicing and constant payment follow-ups. Cone’s intuitive proposal software represents the perfect combination of ease of use and practical features specifically designed for accountants. You can easily distribute well-crafted proposals and collect payment details beforehand with minimal effort. Once a proposal is approved, projects can kick off automatically, alleviating the need for manual handling. Enjoy a smooth transition into project commencement upon acceptance, gaining valuable insights into your team’s responsibilities, timelines, and overall progress to streamline workflows. Enhance your operational efficiency and achieve greater productivity levels. The client portal allows you to share documents, obtain electronic signatures, and request files effortlessly, negating the need for repeated client follow-ups. You can also create invoices straight from proposals or active projects, accommodating various payment methods including ACH or credit/debit cards. Acknowledging the crucial role of data security in your business's success, we have implemented stringent measures to protect your information effectively. This software enables you to concentrate on what truly matters: expanding your business and better serving your clients, while also offering tools that help you analyze project performance for continuous improvement.
Integrations Supported
Axis LMS
Xero
Zoho Books
API Availability
Has API
API Availability
Has API
Pricing Information
$69 per month
Free Trial Offered?
Free Version
Pricing Information
$8.51 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Portal
Company Location
United States
Company Website
www.joinportal.com
Company Facts
Organization Name
Cone
Date Founded
2022
Company Location
United States
Company Website
www.getcone.io
Categories and Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Live Chat
Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
