Page 3 - Tools & Tips

A real estate client portal helps agents manage clients, documents, and communication in one place. Here's what to look for and 5 tools to consider in 2026.

SuiteDash reviews mention strong features at low prices, but the interface shows its age. Here's what I discovered testing its capabilities and usability in 2026.

Client portal features can make or break the client experience. I tested the leading portal platforms, and here are the 11 features worth prioritizing in 2026.

The client onboarding process flow helps set the tone for the client relationship. This guide covers the steps, common mistakes, and best practices to get it right.

Clinked alternatives range from lightweight portals to full client management platforms. I tested dozens of platforms, and here are the 11 best for 2026.

Monday is a popular project management tool, but it's not the right fit for everyone. I tested dozens of tools, and here are the top 9 Monday alternatives in 2026.

A customer portal can replace email threads, shared drives, and payment follow-ups. Here's what to look for, which features matter, and the top tools in 2026.

Clinked pricing includes hundreds of members from the start, but the price reflects it. I reviewed all four tiers, and here is what you get for each of them in 2026

Project management software for lawyers ranges from task tools to full practice management systems. I tested dozens to find the 16 best for law firms in 2026.

Bonsai and Dubsado cover client management in different ways. I compared both with Assembly to find out which one suits service businesses best in 2026.

A customer onboarding checklist gives you a chance to make a good impression. This guide covers 9 steps, mistakes to avoid, and a free template download.

Client portals for accountants can simplify billing and communication when the setup matches your firm. I tested dozens, and here are the 13 best in 2026.

Social media contract templates set clear terms for payment and deliverables. Here are 5 free customizable agreements for different social media services.

Law firm names have to clear ABA rules and trademark checks before they stick. Here's a guide on what you need to know, plus 200+ practice-area examples.

Stripe's real cost tends to run higher than the base rate suggests. I tested dozens of Stripe alternatives to find the top 8 tools for service businesses in 2026.

Dubsado alternatives can fill the gap when Dubsado’s limits and complex setup slow teams down. I tested dozens of tools to find the 12 top competitors in 2026.

Picking an accounting firm name involves more than it looks, from trademark checks to state compliance rules. I compiled 1,250+ ideas to help you get started.

Client portal examples look different for an accounting firm than for a freelancer. Here are 9 industry-specific setups plus 5 portal tools to build yours in 2026.

Your consulting business name tells clients who you are before you even say a word. Here are 850+ name ideas across 16 industries to help you get started.

Learning how to create a customer portal doesn't require thousands of dollars. Discover the essential features, the 6-step process, and the best tools available.