A Branded Portal Your Clients Will
Actually LoveGive your clients a professional, centralized hub to access projects, files, invoices, and communicate with your team, all under your brand. Say goodbye to email chaos and scattered information.
Trusted by 1000+ Agency Owners And Professionals Worldwide
Sound Familiar?
Without a client portal, these frustrations happen every signle day.
Can you email me an update?
Clients constantly ask for status updates because they lack visibility into project progress.
Where’s that file you sent?
Hours wasted searching through email threads for files you’ve already shared multiple times.
The other agency had a dashboard…
Losing clients to competitors who look more professional with better presentation and tools.
How It Works
Turn Chaos Into Clarity In 4 Simple Steps
Set up your branded client portal in minutes and transform how clients experience your business.
Customise
Add your logo, brand colors, and custom domain to make the portal yours.
Invite
Add clients with one click. They get instant access with no setup required on their end.
Collaborate
Clients access projects, files, messages, and invoices in one organized hub.
Impress
Clients feel like they’re working with a premium, established business.
Features
Everything Clients Need, In One Professional Hub
Replace email chaos and scattered files with a single source of truth.
Clients Track Project Progress Without Asking
No more “where are we at” emails. Clients log in to see real-time project status, upcoming milestones, and completed tasks, all automatically updated as your team works.
- Live project status and progress tracking
Monitor your project in real time with clear status updates, progress indicators, and milestone tracking so everyone stays aligned, informed, and on schedule.
- Milestone and deadline visibility
Clear visibility into milestones and deadlines to keep projects on track and on time.
- Task completion updates in real-time
Real-time updates on task completion to keep everyone aligned and informed.
- Custom status labels for your workflow
Create custom status labels tailored to fit your workflow and process.
All Communication in One Place — No More Email Threads
Say goodbye to Reply All and buried attachments. Clients message you directly in the portal, with full conversation history and context always available.
- Real-time chat with instant notifications
- Reply via email — messages sync to portal
- Full conversation history searchable
- Team-wide visibility for multi-stakeholder accounts
All Files Organized — No More Email Hunting
Clients access every file you have shared in one organized hub. Proposals, contracts, deliverables, assets, everything is neatly stored and instantly accessible.
- All files organized by project
- Google Drive integration
- Secure download links
- Version history for deliverables
Clients View & Pay Invoices — Right in the Portal
No more chasing payments. Clients can see all invoices, payment history, and outstanding balances in one place. They pay with one click and you get paid faster.
- View all invoices and payment history
- Pay online with card or bank transfer
- Download invoices as PDF
- See outstanding balance at a glance
Get Approvals Faster — No Endless Email Chains
Share deliverables directly in the portal. Clients can review, leave feedback, request changes, or approve everything in one streamlined flow.
- One-click approval workflow
- Feedback and revision requests
- Approval history and timestamps
- Automatic notifications on review
White Label
Your Brand, Your Domain. Your Portal.
Clients will think you built this from scratch. Every detail matches your brand, from logo and colors to a custom domain. There is no Taskip branding anywhere.
Client Experience
What Your Clients Actually See
A professional, intuitive experience that makes them feel like VIPs.
Personal Dashboard
Clients log in to see a clean overview of their projects, recent activity, pending invoices, and unread messages — all in one glance.
Activity Timeline
See every update in chronological order — new files uploaded, tasks completed, messages sent. Full transparency, zero confusion.
Instant Notifications
Clients get notified instantly when you post updates, share files, or request approvals. No more waiting or wondering.
More Capabilities
Everything You Need to Impress Every Client
Powerful features that make collaboration effortless
Get Free Trial Now
Custom Branding
Fully branded with your logo, colors, and domain
Unlimited Clients
Invite as many clients as you need
Secure Access
Role-based permissions and access control
Meeting Scheduling
Book calls right in the portal
Document Signing
Get contracts signed digitally
Client Requests
Clients submit requests and feedback
Activity Tracking
See what clients view and when
Global Search
Find anything across all clients instantly
Perfect for
Every Type of Service Business
Whether you’re a solo consultant or an agency team, Taskip scales with you
Digital Marketing Agencies
Showcase and manage all your marketing services in one organized space for easy client access.
Advertising Agencies
Showcase ad packages and media services for clients to browse easily.
Creative Agencies
Display creative packages and services in a structured, easy-to-navigate catalog.
Design Agencies
Showcase your design offerings in a professional and organized format.
Software & Development Companies
Showcase software solutions and tech services clearly for prospects.
Professional Services
Organize your offerings so clients can see all services clearly.
Consulting Firms
Showcase consulting packages and services clearly for potential clients.
Freelancers
Display freelance services and packages in a clean, organized way.
The Impact
Results From Client Portal Users
Taskip completely changed how we deliver services. Clear packages, instant bookings, and zero back-and-forth emails—our clients love the simplicity.
Since using Taskip, clients understand exactly what they’re getting before they book. It’s cut proposal time to almost zero and boosted our close rate.
The tiered service packages in Taskip make upselling effortless. Clients naturally choose higher-value options without us having to push.
Taskip helped us look more professional overnight. Clear pricing, defined deliverables, and automated booking—everything just works.
Frequently Asked Questions (FAQ)
Taskip’s Client Portal is a branded hub where your clients can access projects, files, invoices, and communicate with your team, all in one professional white-labeled interface that feels like it was built just for your business.