GetTrusted has rapidly emerged as a go-to solution for entrepreneurs, agencies, and SMB owners seeking a powerful blend of client trust management, automated workflows, and customizable client portals. As 2026 unfolds, GetTrusted is staking its territory at the intersection of automation, compliance, and client-facing operations – arming service businesses to deliver seamless, secure experiences at scale.
From Launch to 2026: The GetTrusted Journey
- 2021-2023: Launch as a secure document and workflow hub for consultancies and services.
- 2024: Rollout of white-label portals, automated client onboarding, and API integrations expand its audience.
- 2025: Advanced compliance (GDPR, HIPAA) and multi-brand management capabilities enable growth into finance, legal, and healthcare verticals.
- 2026: Positioned as an all-in-one automation, compliance, and trust management platform for growing SMBs and modern service providers.
Key Features & Capabilities
- Client Portals: Custom branded, compliant, and secure; white-label with your own domain.
- Workflow Automation: Automate onboarding, signature requests, approvals, and recurring reminders.
- Compliance Center: Built-in GDPR and HIPAA controls with audit-ready logs.
- Digital Document Vault: Secure document storage, e-signature, and version management.
- Payment Requests & Trust Accounting: Automate client deposits, escrow, and base trust accounting.
- Branding & Multi-Tenancy: Manage multiple brands or business units under one admin.
- API & Integrations: Connect with popular tools like QuickBooks, Stripe, CRMs, and Zapier.
- Role-Based Access: Invite team members or accountants with granular permissions.
Workflow & User Experience
- Onboarding wizard gets new users running in minutes.
- Drag-and-drop document upload & form builders simplify client intake.
- Branded portals walk clients through each step, notifying your team of completed tasks.
- Interactive dashboard surfaces high-priority items and looming deadlines.
- Guided setup ensures regulatory needs are met – no developer required.
GetTrusted Pricing
| Plan | Key Features | Pricing |
|---|---|---|
| Starter | 1 portal, core workflows, compliance controls, basic support | $39/mo |
| Professional | Multiple portals, advanced automations, white-label, integrations, 5 team users | $99/mo |
| Enterprise | Unlimited brands/portals, API, advanced compliance, onboarding, dedicated success | Custom/Quote |
GetTrusted vs. Top Alternatives
| Feature | GetTrusted | Clio Grow | PracticePanther | DocuSign |
|---|---|---|---|---|
| White-label Portals | Yes | No | Partial | No |
| Workflow Automation | Yes | Basic | Moderate | No |
| Integrated Payments & Trust | Yes | Partial | Partial | No |
| Compliance (GDPR/HIPAA) | Yes | Basic | Limited | No |
| API & CRM/Accounting Integrations | Yes | Yes | Yes | Partial |
| Pricing (entry) | $39/mo | $49/mo | $59/mo | $25/mo |
Pro Tip: Stack GetTrusted’s workflow engine with your favorite Zapier automations to eliminate repetitive tasks across client onboarding, KYC, and compliance.
Integrations
- QuickBooks (accounting sync)
- Stripe (online payments and trust deposits)
- Zapier (hundreds of workflow automations)
- Google Drive & Dropbox (document management)
- CRM tools (HubSpot, Salesforce – via API)
Pros & Cons
| Pros | Cons |
|---|---|
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Final Thoughts
By 2026, GetTrusted stands out as a top choice for SMBs, consultancies, and service firms prioritizing secure, automated, and branded client portals. Its strong compliance features, flexible integrations, and robust workflow automation make it a future-ready foundation for client operations that demand trust and efficiency.
GetTrusted FAQ
Yes, it meets GDPR standards and supports HIPAA via a signed BAA on eligible plans.
Yes, white-label portals fully support your own domain and branding.
Ideal for consultants, service firms, and SMBs needing streamlined automation.
No-integrates seamlessly with both services.
All plans include chat/email; higher tiers include onboarding and dedicated setup help.
