Real-Time Project Visibility for Your Clients
Give clients instant access to all their projects in one clean dashboard. They can see project status, progress, deadlines, and deliverables without sending a single email. Everything they need to know, available 24/7.
- View all active and completed projects at a glance
- Track project progress with visual status indicators
- Access project files, tasks, and timelines instantly
- Get real-time updates when project status changes
Centralized Communication That Keeps Everyone Aligned
Replace scattered email threads with organized, project-based discussions. Clients can ask questions, provide feedback, and get updates—all in context. Keep your entire team and clients on the same page with threaded conversations.
Secure Document Sharing and Collaboration
Share contracts, deliverables, and project files securely with clients. They can upload documents, provide approvals, and download files anytime. Keep all project-related documents organized in one secure location.
- Upload and organize files by project or category
- Version control keeps track of document changes
- Request client approvals and signatures digitally
- Set permissions to control who can access what
Streamlined Billing and Payment Experience
Clients can view all invoices, quotes, and payment history in one place. Pay invoices directly through the portal with secure payment processing. Get paid faster with automated reminders and one-click payments.
- View & Download: Access all invoices and receipts anytime
- Online Payments: Pay securely with credit card or bank transfer
- Payment History: Track all transactions in one place
- Auto Reminders: Never chase payments manually again
Keep Clients Informed on Task Progress
Clients can view assigned tasks, provide approvals, and track what's being worked on. Complete transparency on who's doing what and when. Reduce "where are we at?" emails and keep projects moving forward.
Make It Your Own with Custom Branding
Customize the client portal with your logo, colors, and domain. Create a seamless branded experience that reinforces your agency's identity. Your clients see your brand, not ours—building trust and professionalism.
- Add your logo and brand colors to the portal
- Use your own custom domain (portal.yourcompany.com)
- Customize email notifications with your branding
- Hide all Taskip branding for a fully white-labeled experience
