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7 Best Client Portal Software for Therapists (2026)

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Key Takeaways
  • 1Therapists need a HIPAA-compliant portal for intake, consent, messaging and billing, backed by a signed BAA
  • 2SchedulingKit is not HIPAA compliant and does not sign BAAs, so it is not suitable for therapy client records
  • 3Therapy practice management platforms such as SimplePractice include a client portal for intake and paperwork

This guide compares the 7 best client portal software options for therapists in 2026. A therapy portal handles protected health information, so it needs to come from a HIPAA-compliant practice management platform that signs a BAA and covers intake, consent, secure messaging and billing.

Each entry below says what the portal does, where it falls short, and how it is priced. One entry, SchedulingKit, is included only to explain where a general scheduling tool does not fit.

The 7 Best Client Portal Software Options for Therapists

1. SchedulingKit — Only for Non-Clinical Services

SchedulingKit is general appointment scheduling software. Its client portal lets clients see, reschedule and cancel appointments and view package balances.

Important: SchedulingKit is not HIPAA compliant and does not sign BAAs. It is not suitable for therapy practices that store or exchange PHI, including intake forms, clinical notes or diagnosis details. It may fit non-clinical offerings such as coaching, workshops or wellness classes that do not involve health information. For clinical work, choose one of the platforms below.

Pricing: Free plan (1 team member). Client portal on Standard ($12), Pro ($20) and Business ($36) per seat per month. See pricing.

2. SimplePractice — Best All-Round Therapy Practice Management

SimplePractice combines scheduling, a client portal for intake and paperwork, documentation, telehealth, billing and insurance claims. It is widely used by solo and small-group private practices.

Pricing: Plans from about $49 per month for a solo clinician; check the vendor's site for current tiers.

3. TherapyNotes — Best for Documentation and Insurance Billing

TherapyNotes is known for structured note templates and insurance billing, with a client portal for paperwork, appointment requests and payments.

Pricing: From about $69 per month for a solo clinician; check the vendor's site.

4. Jane — Best for Multi-Discipline Clinics

Jane serves clinics that combine therapy with other health disciplines, offering online booking, charting, a client portal for intake forms, telehealth and billing.

Pricing: Plans from about $54 per month; check the vendor's site.

5. TheraNest (Ensora Mental Health) — Best for Group Practices

TheraNest, now part of Ensora Health, supports group practices and agencies with scheduling, notes, billing and a client portal.

Pricing: Check the vendor's site for current pricing.

6. Practice Better — Best for Wellness Practitioners

Practice Better targets dietitians, nutritionists and wellness practitioners, with a client portal for forms, programs, journaling and booking.

Pricing: Free starter plan; paid plans from about $25 per month.

7. IntakeQ — Best for Intake Forms and Portal

IntakeQ focuses on online intake forms, consent and e-signatures, with a client portal, scheduling and notes. It is often used alongside a separate billing tool.

Pricing: From about $50 per month; check the vendor's site.

How to Choose the Right Client Portal for Therapists

  1. Require a BAA if you handle PHI. Confirm the vendor signs a Business Associate Agreement before you enter any client health information.
  2. Check intake and documentation. Look at intake forms, consent signatures and note templates, not just booking.
  3. Match billing to your payers. If you bill insurance, you need claims support. Self-pay practices can use simpler tools.
  4. Test the client experience. Ask a colleague to complete intake and book a session on your shortlist before committing.

Example Workflow: A New Client in a Solo Practice

  1. The prospective client books a free 15-minute phone consultation from your practice management platform's booking page.
  2. After the call, you send a portal invite from the same platform. The client signs consent forms and completes intake online.
  3. The first session is booked in the portal, and the platform sends appointment reminders.
  4. After each session, the client pays the invoice (or the claim is submitted) and can message you securely through the portal.

Everything that touches PHI stays in the one system covered by your BAA.

Frequently Asked Questions

Is SchedulingKit HIPAA compliant for therapists?

No. SchedulingKit is not HIPAA compliant and does not sign BAAs. Therapists who handle PHI should use a clinical practice management platform that does.

What should a therapy client portal include?

Online intake forms, consent and e-signatures, secure messaging, appointment booking, invoice payment and, for many practices, telehealth.

How long does it take to set up a therapy client portal?

Most therapy platforms can be configured in a few days, including intake forms and templates. Migrating existing client records from another system takes longer.

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