A secure, white-label client portal for agencies and freelancers. Each client gets one login for projects, files, invoices, approvals and messages, on your own domain.
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4.8/5★★★★★rating on G2Welcome back!
Track projects, files, invoices and messages, all in one branded portal.
Email Address
Password
Quick Access
Welcome back, Sarah 👋
Here's what's happening with your projects.
Quick Access
Welcome back, Sarah 👋
Here's what's happening with your projects.
Real screens from the Taskip app, shown here with sample data from a demo workspace.
After a client orders from your service catalog, they land in one branded portal to pay an invoice and add a signature to approve deliverables, matching every embed across your site under the same brand.
What is Taskip Client Portal?
Taskip’s Client Portal is a fully white-labeled hub where clients track project progress, message your team, view and pay invoices, and approve deliverables, all under your own logo, colors, and custom domain, with no Taskip branding visible on the Growing Agency plan and up. Clients log in through a secure link with zero setup on their end, and a single portal scales to unlimited client accounts.
| Without Taskip | With Taskip Client Portal | |
|---|---|---|
| Status updates | 'Can you email me an update?' every few days | Real-time project status clients check themselves |
| Files | Digging through email threads for attachments | Every file organized by project, one click away |
| Branding | Generic tools with someone else's logo | Fully white-labeled, your logo, colors, domain |
| Approvals | Sign-off buried in email replies and chat screenshots | One-click approvals on each deliverable, with a timestamped record |
| Payments | Chasing invoices by email and waiting on bank transfers | Clients view and pay invoices online by card, PayPal or bank transfer |
Wondering how a portal differs from shared folders? See client portal vs Google Drive.
No more “where are we at” emails. Clients log in to see real-time status, upcoming milestones, and completed tasks, automatically updated.
“Moving under one roof from managing multiple tools is life-saving for me. I am using this for my agency and my team can also contribute and help me to manage business and clients.”
Abdur Rahman, Founder, QuomodoSoft
Clients message you directly in the portal, with full conversation history and context always available.
No more chasing payments. Clients see all invoices, payment history, and outstanding balances, and pay in one click.
Custom domain, your logo everywhere, brand colors, and emails from your domain. Unlike client-portal tools that keep clients on someone else's domain, your clients never see any URL but your own.
Ready to bring Client Portal into your workflow?
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Read verified Taskip reviews on G2
“Taskip offers great features at a low cost, streamlining workflows, boosting team collaboration, and ensuring smooth client communication.”
Kurban Ali
Founder, NexaBD
“This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app.”
Bulbul Ahmed
Founder, BinaryFusion
“Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.”
Nurul Amin
Founder, Bitcommerz
A client portal holds contracts, invoices and project files, so access control matters. This is what Taskip does today.
Clients log in to a personal dashboard that shows only their own projects, files and invoices. Other clients and your internal work stay hidden.
The Client role controls what clients can view and do in each module, such as invoices, tasks and tickets. Changes apply to every client at once.
Data is encrypted in transit and at rest, protected with role-based access controls, and backed up regularly.
Taskip is GDPR compliant and offers EU data hosting. Read the details on our GDPR compliance page.
A white-label client portal means clients see your agency, not ours. New to the idea? Read what a white label client portal is. Custom domain and emails from your own domain are included on every paid plan, and full white label is included on the Growing Agency and Agency Pro plans. Freelancer and Startup Team can add it with a paid add-on.
Serve the portal from an address like portal.youragency.com so clients never see a Taskip URL. Here is how to set up a white label client portal.
Match the portal to your brand so it feels like part of your own product.
Invitations, notifications and invoice emails are sent from your own domain.
Full white label removes Taskip branding from the portal. It is included on Growing Agency and Agency Pro, and available as a paid add-on on Freelancer and Startup Team.
Agencies, creative studios, professional services firms and independent freelancers all run the same white-label client portal, set up for how each kind of client work actually runs.
The client portal is included on every Taskip plan, with unlimited client accounts and a custom portal domain. Full white label is included on Growing Agency and Agency Pro.
| Plan | Price (monthly) | Users | Client portal | Custom domain | White-label branding |
|---|---|---|---|---|---|
| Freelancer | $12/mo | 1 | Unlimited clients | Paid add-on | |
| Startup Team | $29/mo | 10 | Unlimited clients | Paid add-on | |
| Growing Agency | $59/mo | 25 | Unlimited clients | Included | |
| Agency Pro | $89/mo | Unlimited | Unlimited clients | Included |
A free Starter plan is also available. 30-day money-back guarantee on every paid plan. See full pricing
Here's how Taskip's client portal stacks up against popular alternatives on the features agencies ask about most.
| Taskip | SuiteDash | Kitchen.co | Assembly (formerly Copilot) | AgencyHandy | |
|---|---|---|---|---|---|
| Starting price | $12/mo (Freelancer, billed monthly) | $19/mo (START) | Free (max 2 internal users); Agency White-label $29 per internal user/mo | Free (5 active contacts); Starter $29/mo billed annually ($49 monthly) | $29/mo (Freelancer, billed monthly) |
| White-label | Included on Growing Agency ($59) and Agency Pro ($89); paid add-on on Freelancer and Startup Team | "Extreme White Labeling" on every plan | Advanced branding and unbranded emails on Agency White-label | "Remove Assembly badge" on Professional (price: See vendor site) | Custom branding on Freelancer and up |
| Custom domain | Included on every paid plan | See vendor site | Agency White-label plan | Professional plan | Team Starter ($99/mo) and up |
| Invoicing & payments | Included on all plans (Stripe, PayPal, bank; no transaction fees) | Yes (Billing + Packages, Payments + Subscriptions) | Invoices and price quotes on Free; recurring invoices on paid plans | Billing and payments on all plans (processing fees apply) | Invoicing and subscriptions on all plans |
| Project boards | Yes (task boards by stage) | Project and task management | Tasks and boards on Free | See vendor site | Project and task management |
| Mobile app | iOS and Android apps on all plans | Custom branded mobile app (listed on START) | See vendor site | See vendor site | See vendor site |
| Free plan / trial | 7-day trial | 14-day free trial, no free plan | Free plan + 14-day trial of Agency White-label | Free plan (5 active contacts) | 7-day free trial |
Prices checked October 2026 on each vendor's pricing page. Plans and prices change, so confirm on the vendor's site before you buy.
A branded hub where your clients log in to track project progress, browse files, view and pay invoices, and message your team directly, all in one professional, white-labeled interface. Instead of scattered emails and shared drives, every client gets a single organized dashboard that reflects your agency’s brand, not Taskip’s.
Yes. Connect your own custom domain (like portal.youragency.com), upload your logo, set your brand colors, and send emails from your own domain on any paid plan. Full white label, which removes Taskip branding, is included on Growing Agency and Agency Pro, and Freelancer and Startup Team can add it with a paid add-on. Clients experience the portal as if your agency built it in-house.
Clients receive an email invitation with a secure login link, or they’re registered automatically the moment they purchase a service through your catalog. There’s no app to download and no setup required on their end; they click the link, set a password, and land on their personal dashboard.
Yes. Role-based permissions on the Client role control what clients can view and do in each module, such as invoices, tasks and tickets, and clients only see their own projects and files. Changes to the role apply to every client at once.
No. You can add as many clients as you need; the portal scales from a handful of clients to hundreds without extra setup, migration, or slowdown. Whether you’re a freelancer with three clients or an agency managing a hundred accounts, every client gets the same branded, organized experience.
The Client Portal itself is included on every Taskip plan, starting at $12/month; there’s no separate add-on fee. A custom portal domain and emails from your own domain are included on every paid plan. Full white-label branding, which removes Taskip branding, is included on Growing Agency ($59/month) and Agency Pro, and available as a paid add-on on Freelancer and Startup Team. See the pricing page for the full breakdown by plan.
Agencies and professional service firms of every kind, including web development, digital marketing, SEO, PPC, advertising, content and design agencies, plus consulting, accounting, bookkeeping and law firms. Each industry page below shows the portal set up for that kind of client work.
Yes. Clients can view and pay invoices online, sign proposals and contracts with e-signatures, and approve deliverables without leaving the portal, so the whole engagement stays in one branded place.
It depends on what you need around the portal. If you only want a file-sharing page, a lightweight tool is enough. Agencies that also want CRM, projects, invoicing, e-signatures and support tickets on one flat price usually pick an all-in-one platform like Taskip. See our guides to the best client portal software and the best client portal for agencies, or compare options on our comparison pages before you decide.
Yes. Taskip has a free Starter plan with no credit card required, and every paid plan starts with a 7-day trial of premium features. White-label branding and larger limits come with the paid plans. See the pricing page for what each plan includes.
Yes. Your clients can use the web portal in any browser, and there are official mobile apps for iOS and Android. Get Client Portal by Taskip on the App Store or on Google Play. Clients do not need to install anything to get started.
A good client portal keeps each client in their own workspace, uses role-based permissions, and encrypts data. Taskip encrypts data in transit and at rest, backs it up regularly, is GDPR compliant and offers EU data hosting. Read more in the security section above.
A client portal is a private, login-protected place where a business shares projects, files, invoices and messages with its clients, instead of using scattered email threads and shared drives.
Taskip Client Portal, no credit card required
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