Client Portals for Consultants

Smarter, more effective client portals for consultants. Send client updates with confidence, review updates quickly, and scale up seamlessly as your firm grows.

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A simple, secure client portal for consultants.

For consultants, using a client portal is a convenient and secure way to share sensitive information. Setting up our client portal for consultants is incredibly easy. Onehub allows your clients to access their own branded and secure Workspace directly from your website, providing a seamless yet safe way to send and receive confidential documents.

  • Easy Uploading

    Onehub's client portal for consultants allows you to upload multiple files at once, directly into your browser, via simple drag-and-drop.

  • Advanced Activity Tracking

    Every event that happens within your client portal is tracked, including individual document sharing activity for every user. An online data storage system, free of worry.

  • High-Quality Previews

    View high-quality previews of more than 30 different file types, both directly in Onehub and via our mobile apps.

  • Familiar Organization

    Organize the content in your client portals exactly the way you want so that your clients can quickly and easily find anything.

  • Secure Sharing

    Our client portals provide consultants with bank-level encryption both in transit and at rest. Additionally, only the people you invite can access your data.

  • Seamlessly Collaboration

    Client portal software for consultants that allows you to post messages and assign tasks within your Workspace, to make collaborating with partners easy, safe, and secure.

  • Better Permission Controls

    Determine who has access to your content and their level of permissions for every folder and file.

  • Customize Your Portal

    Make your portal your own with your company logo and brand colors. Present a more polished, professional look that inspires confidence with clients and customers.

  • Cost-Effective

    With straightforward pricing, no long-term contract lockups, and a free 14 day trial, Onehub is the easiest way to create a client portal for consultants.

Consultants trust our client portals.

Our client portals for consultants let you streamline document sharing and client communications using our cloud storage solutions. Create your own customized consulting client portal today.

Our Onehub portal is Turnstyle branded and having an enterprise-grade tool enables us to present ourselves to clients as the professionals we are.

Ben Graham

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