Solutions
Client Portal
Everything in one secure place. Everyone in the loop.
Custom Portal
Your custom portal. What stage are you at?
Virtual Data Room
Efficiently manage and share confidential files in a bank-grade secure data room.
Use cases
Client Management Partner Portal Client Onboarding Project Management Collaboration Tools Employee Intranet File Sharing Client Collaboration Document Management Content Management
The Secure Way to Manage Tasks, Files, and Communication
Client work comes with enough plot twists on its own; your tools shouldn’t steal the spotlight from the actual work.
Watch Now
Industries
Accounting Insurance Agency Investment Finance Legal Government M&A HR Real Estate Healthcare
The Secure Way to Manage Tasks, Files, and Communication
Client work comes with enough plot twists on its own; your tools shouldn’t steal the spotlight from the actual work.
Watch Now
Features
Document Management
Customization
Data Protection & Compliance
Client Communication
Easy Setup & Organization
File Sharing
Collaboration
Mobile App
Access & Permissions
Native Integrations
Zapier Integrations
Task Management
The Secure Way to Manage Tasks, Files, and Communication
Client work comes with enough plot twists on its own; your tools shouldn’t steal the spotlight from the actual work.
Resources
Blog API documentation FAQ Why Clinked Videos
The Secure Way to Manage Tasks, Files, and Communication
Client work comes with enough plot twists on its own; your tools shouldn’t steal the spotlight from the actual work.

Clinked Team

Posts by this author

Colleagues discussing best ways to store client information

How to Store and Organize Client Information in 2026

Discover effective strategies on organizing and securely storing client information. Streamline your workflow and enhance data management today!

Agency

Top 16 Agency Management Software in 2026

Discover the top 16 agency management software. Explore the best tools to streamline your agency operations, from project management to client communication.

SharePoint Tips

8 Top SharePoint Alternatives in 2026

Discover 8 top SharePoint alternatives in 2026 with powerful features for collaboration, document management, and team productivity. Find your perfect fit.

Client Management

Top 8 Client Reporting Software for Agencies in 2026

Explore the top 8 client reporting software for agencies in 2026. Boost client communication and streamline reporting with these top tools, presented by Clinked.

Client Portal

Vendor (Supplier) Portals Explained: Your Ultimate Guide

Discover everything you need to know about vendor (supplier) portals in this guide, including benefits, features, and how they streamline supplier management.

Client Management

10 Essentials for Every Client Contract

Learn the must-have elements of client contracts and discover how Clinked can streamline contract management, e-signatures, and client communication.

Business

How to Create an Employee Portal: A Complete Guide

Learn how to create an employee portal with essential features, steps, and best practices to boost communication and productivity.

Accounting

Client Accounting Services (CAS): Benefits, Trends & Solutions

Discover the benefits, key components, and future trends of Client Accounting Services (CAS) and how Clinked's client portal can enhance CAS efficiency.

File Sharing

How To Send Large Files Using Email

Email file sharing made easy! Check out our comprehensive and easy to understand instructions of how to send large files, photos & other files via email,