Practical writing on client management, CRM and agency operations — researched by the team building Taskip, tested against real client workflows.
A white label client portal is a client workspace that carries your branding instead of the software vendor’s. Your logo, your colours, your domain, your email address. Clients sign in…
Google Drive is excellent for storing and sharing files, but a client portal gives each client one branded place for files, project progress, approvals, messages and invoices. In the client…
The best client portal for agencies in 2026 is Taskip, which gives you a fully white-labeled portal with built-in CRM, invoicing, and project management from $12 per month. SuiteDash is…
The best client portal for law firms in 2026 includes Taskip, Clio, MyCase, PracticePanther, Smokeball, Filevine, CASEpeer, Case Status, Lawcus, and Assembly (formerly Copilot). Taskip is our top pick overall…
The best CRM with client portal software in 2026 includes Taskip, Assembly, OneSuite, SuiteDash, HubSpot CRM, and Salesforce Sales Cloud. The right choice depends on your team size, budget, and…
The best client portal software for freelancers in 2026 includes Taskip, SuiteDash, Dubsado, HoneyBook, and Bonsai. In this guide, we’ve tested and ranked the 13 best client portals for freelancers…
This guide is different from Taskip’s broader client portal comparison for all agency types and its agency management software roundup. This one focuses only on what digital marketing agencies specifically…
Client portal onboarding is the process of introducing a new client to your secure, branded portal, guiding them from account setup through their first real use of it, so the…
The best 12 client portal software tools in 2026 are Taskip, SuiteDash, HoneyBook, Hello Bonsai, Plutio, ManyRequests, Service Provider Pro, Moxie, Kitchen.co, Zendo, Clinked, and Notion. Taskip ranks first overall…
A CRM (Customer Relationship Management) helps businesses manage leads, customers, and sales, while a client portal provides clients with a secure space to collaborate, share files, track projects, and communicate…
Taskip does everything Plutio does: projects, proposals, invoicing, a client portal, and time tracking, then adds the sales pipeline, service catalog, and support ticketing that Plutio does not have at…
Moxo is a popular platform among creative agencies, mostly for their client portal features and workflow automation. However, you may look for Moxo alternatives due to some of Moxo’s major…
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