Client Portal for Advertising Agencies
An approval trail on every brief and creative round: proposals, production visibility, client sign-off, and invoicing, working alongside a dedicated proofing tool for frame-by-frame creative feedback.
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4.8/5★★★★★rating on G2By Sharifur Rahman, Founder of Taskip · Last updated September 27, 2026
What Advertising Agencies Actually Need From a Client Portal
Taskip is best for advertising agencies that want briefs, proposals, client comms, projects and invoicing in one tool, flat from $12/mo. It works alongside Filestage or GoVisually for frame-accurate creative proofing, not instead of them. Campaigns stall for reasons that have nothing to do with the creative itself: a brief buried in an inbox, a fourth revision round nobody agreed to, or an invoice sent weeks after delivery. Taskip keeps an approval trail on every brief and creative round, and runs the proposal, the production board, and the invoice in one place your client can actually log into, with a single magic link and no password to create or remember.
What is a client portal for advertising agencies?
A client portal for advertising agencies is a branded workspace where each client follows their campaign from brief to delivery. They see production status, approve creative rounds, sign off on the final cut, and pay invoices, alongside whatever dedicated proofing tool handles frame-by-frame video or print markup. Taskip runs the relationship and the record, not the pixel-level annotation, in one workspace instead of email threads, spreadsheets, and a separate invoicing tool.
Built Around How Advertising Campaigns Actually Run
Five stages, one workspace, and a client who can see exactly where their campaign stands without a status-update email.
- 01
Brief
The client brief lands with budget, channels, and deadline, logged before creative work starts.
- 02
Concept
Creative concepts and a proposal go out for sign-off before production begins.
- 03
Production
The team builds the asset, TV, print, OOH, or digital, on a board the client can watch.
- 04
Client Review
Deliverables go out for feedback and approval, tied to the round they belong to.
- 05
Delivered
The campaign ships and the invoice goes out referencing exactly what was approved.
What to Look For in a Client Portal for Advertising Agencies
Most portal tools look identical on a feature list. These are the eight things that actually decide whether it survives contact with a real campaign, whichever tool you end up choosing.
It handles version feedback, not just file storage
Advertising creative goes through rounds, an industry benchmark put email-based approval cycles at roughly 32 days against 18 for teams running a structured workflow. A portal has to show which version a comment belongs to, or "check the notes on v3" becomes a scavenger hunt through email.
Source: Cway, 2026 Artwork Approval BenchmarkAccess without another password
Every extra login step costs you adoption. Look for magic-link or single-click access rather than forcing clients to create and remember an account.
Source: Baymard Institute, password requirements researchProposals and contracts before the brief starts
Agencies live or die on how fast a signed proposal turns into a production start date. A portal that cannot send a contract just adds a second tool to the process.
Invoicing tied to the campaign it belongs to
If billing lives in a separate tool from the approval record, disputes over what was delivered turn into disputes over what was paid for.
A CRM view across accounts, not just one campaign
You need to see which accounts are up for renewal, which are at risk, and what every open proposal promised, not just the status of the campaign in front of you.
Real white-label, not a logo slot
Check whether you get a custom domain, not just a logo upload. Clients noticing another company name on "your" portal undercuts the premium you are charging.
Pricing that does not punish growth
Per-seat pricing scales with your team. For an agency running production, accounts, and creative staff through the same tool, a flat rate is usually cheaper by the third or fourth hire.
It stays current without manual updating
A portal you have to remember to update becomes a portal showing three-week-old status. It has to be where the campaign actually lives, not a mirror of it.
Do You Need a Full Client Portal, or Just a Proofing Tool?
For an advertising agency the honest starting question is not build versus buy, it is whether creative review alone covers what you need. Here is the real range of options.
A shared Drive or Dropbox folder
- Best for
- One or two clients, and you are comfortable tracking approvals in a spreadsheet or by memory.
- Cost
- Free.
- Tradeoff
- No version history tied to feedback, no client login beyond a shared link, and no record of which round was actually approved. "Final_v3_REAL_FINAL" is not an approval trail.
A guest seat in your project tool
- Best for
- You already pay for ClickUp, Monday, or Airtable and just want the client to see production status alongside a separate proofing tool.
- Cost
- Often free. Guest or viewer seats are usually included or a low-cost add-on to a plan you already have.
- Tradeoff
- The client sees your internal tool, not your brand, and there is no invoicing, proposals, or e-signature built in. One wrong permission turns a guest into someone who can edit your board.
A Notion campaign hub
- Best for
- A handful of clients, and you are comfortable updating a shared page by hand between review rounds.
- Cost
- Free if you build it yourself, or $19 to $49 for a one-time template.
- Tradeoff
- There is no real client login, no built-in invoicing or e-signature, and every status update is one you type in by hand, which drifts stale the same way a spreadsheet does.
A dedicated proofing tool alone
- Best for
- Agencies whose main client-facing deliverable genuinely is frame-by-frame creative review, and everything else happens over email.
- Cost
- Roughly $12 to $350 a month depending on the tool and team size.
- Tradeoff
- It is built for one job. Proposals, contracts, account status, and invoicing all live somewhere else, which puts you back into the fragmented stack you were trying to avoid.
An off-the-shelf portal, paired with a proofing tool
- Best for
- A growing roster of accounts where briefs, proposals, production visibility, and invoicing all need one home.
- Cost
- Roughly $12 to $200 a month depending on the tool and whether it charges per seat.
- Tradeoff
- A recurring cost and someone else's roadmap, plus you are still paying for a proofing tool separately for the creative review itself. In exchange, security patching, uptime, and everything around the campaign stop being your problem.
A custom-built portal
- Best for
- Larger agencies with in-house developers and requirements no off-the-shelf tool covers.
- Cost
- Commonly quoted around $20,000 and up, with two to four months before first use.
- Tradeoff
- You now maintain an internal product forever, and every hour spent on it is an hour not billed to a client. Agencies routinely underestimate the second year, not the build.
The short answer
Rough rule: if the only thing your client ever does is mark up a video or a print layout, a dedicated proofing tool alone is enough, and a full portal is overhead. Once proposals, account visibility across campaigns, or invoicing become real friction, pair a dedicated portal with whatever proofing tool already handles frame-by-frame creative review, rather than trying to make either tool do both jobs.
How the Main Options Compare
Taskip is not a frame-by-frame proofing tool, and pretending otherwise wastes your time. Here is where each option genuinely fits, and what it is missing.
| Option | Best for | Pricing model | White-label | Invoicing built in | Frame-accurate creative proofing |
|---|---|---|---|---|---|
| Taskip | Advertising agencies that want briefs, proposals, client comms, projects and invoicing in one tool, flat from $12/mo | Flat, from $12/mo | Yes, custom domain | Yes | No, works alongside Filestage or GoVisually |
| Filestage | Agencies running standardized, multi-stage creative review at scale | Flat tiers, from roughly $215/mo | Not publicly confirmed | No | Yes, this is its core |
| GoVisually | Smaller studios wanting fast, simple creative review | Flat tiers, from $12/mo | Limited, logo and colors | No | Yes, this is its core |
| SuiteDash | Deep white-label and automation, at the cost of a steeper setup | Flat tiers | Yes, extensive | Yes | No |
| Assembly (formerly Copilot) | Productized services wanting a very polished client experience | Per user, per month | Yes | Yes | No |
| A shared Drive folder | One or two clients, comfortable tracking approvals by hand | Free | No | No | No, and no version history either |
Pricing models reflect what each vendor listed publicly at the time of writing, and tiers change, so check current pricing before deciding. Most agencies that need both a portal and frame-accurate proofing end up running one of each rather than choosing between them.
Why Client Portals Fail at Advertising Agencies
The common objection is "my client just marks up the video, that is all they need," and it is usually half right. Four reasons portals actually fail here, and what fixes each.
It cannot show which version a comment belongs to
FixDo not try to force frame-by-frame video or print markup into a general portal. Keep pinned creative feedback in a dedicated proofing tool and use the portal for the round-level approval record and everything around it.
It was designed for the team, not the client
FixThe client view should answer three questions: what stage is my campaign at, what do you need from me, and what am I being asked to approve. Keep production-level detail on your side of the wall.
The status is stale, so nobody trusts it
FixThe portal has to be where the campaign actually lives. If it is a mirror you update manually, it will drift within two weeks and clients will go back to emailing you.
There is no recurring reason to come back
FixGive it a repeating action: an invoice to pay, a proposal to approve, a new brief to review. Portals that are only file storage get opened once and abandoned.
How Taskip Works for Advertising Agencies
Turn Briefs Into Signed Campaigns
Control your entire sales process from first brief to signed contract.
- Custom pipeline stages from brief to signed campaign
- Drag-and-drop deal management with campaign value
- Proposals and contracts sent from the same workspace
- Automated follow-up tasks and reminders
Client Feedback in One Thread
Every conversation about a campaign lives on one project thread, not scattered across email and Slack.
- One thread per client campaign, not per channel
- Feedback and approvals timestamped and tied to the round
- Internal team discussion stays separate from client-facing threads
Campaigns Your Client Can Actually See
Client-visible progress in a fully white-labeled portal, without exposing your internal production board.
- Kanban board per client, built for their eyes, not your team's
- Brief, concept, production, and review stages the client can follow
- Files, brand assets, and creative deliverables filed against the right campaign
Invoicing Tied to the Work
The part of an agency that compounds: billing that runs on its own.
- Invoices tied to the campaign and the round that triggered them
- Automated reminders so payments never sit unanswered
- Clients pay by card or PayPal without leaving the portal
How Client Sign-Off Works in Taskip
Most disputes with an advertising client are about what was approved, not what was delivered. Taskip keeps the record of what was proposed, what was approved, and what it cost.
- Step 1
Propose
Scope and pricing go out as a signable proposal from the portal the client will use for the whole campaign.
- Step 2
Brief
Intake forms collect the brief, budget, channels, and deadline before production starts.
- Step 3
Review
Client feedback on deliverables lands on one project thread, timestamped, with your replies in the same place.
- Step 4
Approve
Each round is marked approved, which closes it and opens the next.
- Step 5
Invoice
The invoice goes out referencing the round or milestone it was triggered by.
To be clear about what this is: Taskip holds the proposal, the thread, the approvals, and the invoice tied to them. It does not render frame-by-frame video markup or pixel-level print annotation the way a dedicated proofing tool does. Agencies pair Taskip with a proofing tool for that, and keep the relationship, the approvals, and the billing here.
7h
saved per week by cutting down on admin work
85%
of agencies see smoother teamwork and faster execution
25%
increase in on-time client deliverables
$12/mo
flat starting price, not billed per client
Everything Advertising Agencies Need in One Platform
White-Label the Whole Experience
- Your logo, your colors, your custom domain
- No Taskip branding anywhere the client can see
- Clients log into your agency, not into someone else's software
Client Intake Without the Back and Forth
- Forms for briefs, brand assets, and campaign goals
- Collect everything before production starts, not mid-campaign
- Everything filed against the right client automatically
Proposals and Contracts Before Kickoff
- Send a proposal, convert it to an invoice when accepted
- E-signature contracts and deposit invoices in one step
- Scope changes mid-campaign become a new quote with its own paper trail
One Workspace for the Whole Team
- Role-based permissions for creatives, producers, and account managers
- Internal discussion separate from client-facing threads
- Time tracking per client when you bill hourly or against a retainer
Advertising Agencies Love Taskip
“Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. Responses are fast, and they turn user suggestions into reality.”
Karlo R.
WordPress Developer & Marketing Consultant
“The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly.”
Aminul I.
CEO, Small Business
“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
Taskip Features for Advertising Agencies
FAQs: Taskip for Advertising Agencies
What is a client portal for an advertising agency?
A client portal for advertising agencies is a branded workspace where each client follows their campaign from brief to delivery. They see production status, review and approve creative rounds, sign proposals, and pay invoices, alongside whatever dedicated proofing tool handles frame-by-frame markup. For the agency, it replaces the mix of email, spreadsheets, chat apps, and a separate invoicing tool most campaigns get managed with.
Is a client portal the same as a proofing tool?
No, and a tool that claims to be both is usually thin on one of them. A proofing tool like Filestage or GoVisually shows frame-by-frame video comments and pixel-level print annotation. A client portal is the workspace for everything around the creative: proposals, briefs, account status, and invoicing. Most agencies that need both run one of each rather than one tool trying to do both jobs.
What should an advertising agency client portal include?
Six things, at minimum: a proposal and contract flow before the brief starts, intake forms for the brief and brand assets, client-visible production status, a record of approved creative rounds, invoicing tied to the campaign, and support requests for ad-hoc work. Taskip covers all six, and pairs with whatever proofing tool already handles frame-by-frame review.
Can I white-label the portal with my own domain?
Yes. The client portal runs on your custom domain with your logo and colors, and no Taskip branding is visible to clients. From your client's point of view they are logging into your agency.
How does invoicing work across multiple campaigns?
Each invoice ties back to the campaign and the round that triggered it, so a client asking "what is this charge for" gets an answer instead of a guess. Ad-hoc requests come in as support tickets instead of a separate email thread, and recurring retainer work bills automatically on schedule.
How much does a client portal for advertising agencies cost?
From $12/mo, flat, not priced per client. A client portal for advertising agencies generally runs from around $12 to $200 a month, separate from whatever you already pay for creative proofing. The bigger variable is the pricing model: flat-rate tools charge the same whether you have three accounts or thirty, while per-seat tools multiply as your team grows. Taskip covers the portal, projects, CRM, quotes, invoicing, forms, e-signatures, and support tickets, which is work that otherwise needs 8+ tools.
Should I just use a proofing tool instead of a full portal?
If the only thing your client ever does is mark up a video or a print layout, yes, a dedicated proofing tool alone is enough, and a full portal is overhead. Once proposals, account visibility across campaigns, or invoicing start creating real friction, that is the point to add a dedicated portal alongside the proofing tool, not instead of it.
Will my clients actually log in and use it?
Only if you remove the friction. Portals fail for four predictable reasons: they try to duplicate what a proofing tool already does, they expose your internal production board instead of client decisions, the status goes stale because someone has to update it by hand, and there is no recurring reason to return. Fix those and adoption follows.
Does this work alongside Filestage or GoVisually?
Yes. Taskip does not render frame-by-frame video comments or pixel-level print annotation, so agencies pair it with a dedicated proofing tool for that and use Taskip for the proposal, the brief, the account, and the invoice around it.
Is there a free client portal for advertising agencies?
There are free tiers and free proofing tools for one or two clients, and they can be enough at that scale. The usual limits on the portal side are no white-labeling, no invoicing, caps on clients, and no approval record, which is the piece that matters most when a campaign scope gets disputed. If you are running several concurrent accounts, the cost of a paid portal is typically less than one unbilled hour a month spent chasing approvals across email.