Client Portal for PPC Agencies
Best for PPC agencies that want ad account onboarding, creative approvals, client comms and management-fee invoicing in one tool, flat from $12/mo, working alongside AgencyAnalytics or Looker Studio for ad performance reporting.
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4.8/5★★★★★rating on G2By Sharifur Rahman, Founder of Taskip · Last updated September 27, 2026
What PPC Agencies Actually Need From a Client Portal
Taskip is best for PPC agencies that want ad account onboarding, creative approvals, client comms and management-fee invoicing in one tool, flat from $12/mo, the same setup 1,600+ agencies in 40+ countries run on. Ask any paid media team what actually delays a launch and nobody says the campaign build. They say the Google Ads access never arrived, the conversion tag was never placed, or the client approved three headlines and then changed their mind the morning of go-live. Taskip runs the onboarding form, the approval trail, and the management-fee invoice in one place your client can log into with a single magic link, while your reporting platform keeps doing what it is built for. If your agency sells paid media alongside SEO, social, and content, the broader client portal for digital marketing agencies page covers that wider mix.
What is a client portal for ppc agencies?
A client portal for PPC agencies is a branded workspace where each paid media client grants ad account access, approves ad copy and creative before launch, follows the campaign work, and pays their management fee. It sits alongside the reporting platform that pulls live ad performance, because those are two different jobs. Taskip runs the access checklist, the approvals, the client thread, and the management-fee invoice in one workspace instead of email threads, spreadsheets, and a separate invoicing tool.
Built Around How a Paid Media Account Actually Gets Launched
Five stages, one workspace, and a client who can see exactly what you are still waiting on before their budget starts working.
- 01
Audit and Proposal
A review of the existing accounts goes out with a signable proposal that states the management fee and the expected ad budget as separate numbers.
- 02
Access and Tracking
Intake forms request Google Ads, Meta Business Manager, Analytics, and Merchant Center access, and the outstanding items stay visible to the client until every one is granted.
- 03
Build and Approval
Ad copy, creative, and landing pages go to the client for approval on one thread, timestamped, before anything goes live.
- 04
Live Campaign
Optimisation work moves across a board the client can follow, while the reporting platform carries spend, conversions, and ROAS.
- 05
Monthly Fee and Review
The management-fee invoice goes out on its own schedule, separate from whatever the client pays the ad platforms directly.
What to Look For in a Client Portal for PPC Agencies
Most portal tools look identical on a feature list. These are the nine things that actually decide whether it survives contact with a live paid media account, whichever tool you end up choosing.
It complements your reporting platform, not replaces it
No client portal replaces AgencyAnalytics, Whatagraph, or Looker Studio for spend, conversions, and ROAS, and a tool that pretends otherwise is usually thin on both. Look for one that pairs cleanly with the reporting platform you already run.
An access checklist the client can actually see
The single most common reason a paid media launch slips is access that never arrived, or arrived at the wrong permission level. Look for a portal that shows the client which permissions are still outstanding instead of keeping that list in your inbox.
Source: Google Ads Help, add, change, or remove account accessAccess 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 researchAn approval record on ad copy and creative
Paid media moves fast enough that approvals happen in whatever window is open, usually chat. When a client later says they never signed off on a headline, the portal should be the place that settles it.
Billing that separates your fee from ad spend
Your client pays Google and Meta directly, and pays you a management fee. A portal that cannot express that difference on an invoice creates a monthly conversation you should not be having.
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-client pricing scales with your roster, and paid media rosters churn. For an agency carrying a growing number of accounts, a flat rate is usually cheaper by the third or fourth client.
A clean offboarding path
Paid media clients own their ad accounts and some of them will leave. Look for a portal where you can end their access, pull back anything shared, and keep your own record, without a scramble.
Know which tool owns budget pacing
Learning on the 20th that an account is 40% underspent is worth more than a flawless end-of-month report. Client portals do not pace budgets, because they cannot see the spend, so decide up front which tool in your stack raises that alert. Reporting platforms cover it: ReportGarden lists $75 a month for up to five clients, and AgencyAnalytics tracks goals and budgets on its per-client plan.
Source: ReportGarden pricingDo You Need a Client Portal, or Just a Reporting Dashboard?
For a PPC agency the honest starting question is not build versus buy. It is whether a live reporting dashboard alone is enough. Here is the real range of options.
A shared Looker Studio dashboard alone
- Best for
- One or two clients who only ever want to see spend, conversions, and ROAS, with everything else handled over email.
- Cost
- Free.
- Tradeoff
- It has no gated client login of its own, so you either share a link that can be forwarded or wrap it in another tool. No onboarding, no approval record, no invoicing, and nothing that captures what the client agreed to.
A guest seat in your project tool
- Best for
- You already pay for ClickUp, Monday, or Asana and just want the client to see task status next to their dashboard.
- 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 dedicated PPC reporting platform alone
- Best for
- Agencies whose main client-facing deliverable genuinely is the live performance dashboard.
- Cost
- AgencyAnalytics lists $20 per client per month billed annually, with a white-label client portal and 85+ integrations included.
- Tradeoff
- It is built around the numbers, and it is very good at them. Ad account access requests, creative approvals, contracts, and management-fee invoicing all live somewhere else. Source: AgencyAnalytics pricing
A dedicated access-onboarding tool
- Best for
- Agencies whose biggest bottleneck is purely the ad account permission step, across a lot of new accounts.
- Cost
- Free tier, with paid plans above it.
- Tradeoff
- AgencyAccess solves the access step properly, through the platforms' own permission screens, and deliberately does nothing else. You still need somewhere for approvals, the client thread, and the invoice. Source: AgencyAccess for PPC agencies
An off-the-shelf portal, paired with your reporting platform
- Best for
- A growing roster of paid media accounts where onboarding, approvals, and management-fee invoicing all need one home.
- Cost
- Roughly $12 to $200 a month depending on the tool and whether it charges per seat or per client.
- Tradeoff
- A recurring cost and someone else's roadmap, plus you are still paying for reporting separately. 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 opens is the performance dashboard, a reporting platform alone is enough and a portal is overhead. Once ad account access, creative approvals, or management-fee billing start delaying launches, pair a portal with the reporting platform that already owns the numbers, rather than asking either tool to do both jobs.
How the Main Options Compare
Taskip does not connect to Google Ads or Meta and does not report ad spend, and pretending otherwise wastes your time. Here is where each option genuinely fits.
| Option | Best for | Pricing model | White-label | Invoicing built in | Live ad performance data |
|---|---|---|---|---|---|
| Taskip | PPC agencies wanting ad account onboarding, creative approvals, client comms and management-fee invoicing in one tool, flat from $12/mo | Flat, from $12/mo, not per client | Yes, custom domain | Yes | No, embeds your AgencyAnalytics or Looker Studio dashboard instead |
| AgencyAnalytics | Agencies whose main client-facing deliverable is the live performance dashboard | Per client, $20/mo billed annually | Yes, custom domain included | No | Yes, 85+ integrations including Google Ads and Meta Ads |
| Looker Studio | Budget-conscious teams working mainly inside the Google ecosystem | Free | No native gated client login | No | Yes, strongest on Google Ads |
| Assembly (formerly Copilot) | A premium client experience with custom client-facing apps | Tiered, from $29/mo billed annually, by contacts and internal users | Yes, from the Professional tier up | Yes | No, embeds external dashboards |
| AgencyAccess | Collecting ad account, pixel, and business manager access through official permission screens | Free tier, paid plans above it | Limited to the onboarding flow | No | No, this is an onboarding tool |
| SuiteDash | Deep white-label and automation, at the cost of a steeper setup | Flat tiers | Yes, extensive | Yes | No |
Pricing models reflect what each vendor listed publicly at the time of writing, and tiers change, so check current pricing before deciding. Most paid media agencies end up running a portal and a reporting platform side by side rather than choosing between them.
Why Client Portals Fail at PPC Agencies
The common objection is "my client only cares about ROAS," and it is usually half right. Four reasons portals actually fail here, and what fixes each.
It tries to re-create the performance dashboard
FixDo not rebuild spend and conversion charts inside the portal. Embed the live dashboard from the platform that owns the data, and use the portal for the things that platform has no opinion about: access, approvals, and the fee.
The access request lives in your inbox, not the portal
FixIf the list of outstanding ad account permissions is buried in an email thread, the client cannot see what is blocking their own launch. Put the checklist where they log in and most of the chasing stops.
Approvals happen in chat, so nothing is on the record
FixThe one thing a portal should always be able to prove is which ad copy and creative the client signed off on, and when. Keep that trail in one place or expect to relitigate it the first time a campaign underperforms.
The invoice reads as though you are billing for ad spend
FixLabel the management fee for what it is and keep it visibly separate from what the client pays Google or Meta directly. Ambiguity on that line generates more client email than anything else on the invoice.
What Happens to Access When a PPC Client Leaves
Paid media clients own their ad accounts and their spend history, and some of them will leave. Offboarding cleanly is a trust signal worth showing before they ever sign. Here is what Taskip actually supports, nothing aspirational.
Their portal access ends when you remove them
Role-based permissions decide what each client and team member can see, and removing a client from your workspace ends their login along with everything that was shared to it.
Embeds are assigned, never published
A dashboard you embedded for a client was assigned to that client rather than posted at a public URL, so pulling it back is one action in the embeds list rather than a link you hope nobody kept.
The record stays with you
Proposals, approvals, and invoices stay in your workspace after the relationship ends, which is exactly what you need if a scope or a spend decision is questioned later.
Encryption in transit and at rest, and GDPR
Client data is encrypted end-to-end, Taskip is GDPR compliant, and EU data hosting is available for agencies that need client data to stay in the EU.
How Taskip Works for PPC Agencies
Turn Account Audits Into Signed Retainers
Control the whole sales process, from the first account audit to a signed management retainer.
- Custom pipeline stages from audit to active account
- Drag-and-drop deal management with monthly fee value
- Proposals and contracts sent from the same workspace
- Management fee and expected ad budget quoted as separate lines
- Automated follow-up tasks and reminders
Collect Ad Account Access Without the Chase
The step that actually delays launches, turned into a checklist your client can see instead of an email thread you keep bumping.
- One intake form requests Google Ads, Meta Business Manager, Analytics, and Merchant Center access
- Outstanding items stay visible to the client, so they know what is blocking their own launch
- Conversion tracking and pixel placement tracked as their own tasks, not assumed
- Everything filed against the right client automatically
Approve Ad Copy Before It Goes Live
Every conversation about a campaign lives on one client thread, so sign-off is a record rather than a memory.
- One thread per account, not one per channel
- Headlines, creative, and landing pages approved with a timestamp
- Internal media team discussion stays separate from client-facing threads
- Scope changes mid-flight become a new quote with their own paper trail
Their Live Performance Dashboard, Inside Your Portal
The numbers stay in the platform built for them, and the client still logs into one place: yours.
- Embed a live AgencyAnalytics, Looker Studio, or Whatagraph report in the client portal
- The client needs no account on the reporting tool to open it
- Assigned per client and revocable from the embeds list at any time
- No Taskip branding anywhere the client can see
Bill the Management Fee, Not the Ad Spend
The billing question every paid media client asks, answered on the invoice itself.
- Recurring monthly invoices tied to the management retainer
- The fee itemised separately from what the client pays the ad platforms directly
- Automated reminders so fees never sit unanswered
- Clients pay by card or PayPal without leaving the portal
How Client Sign-Off Works in Taskip
Most disputes with a PPC client are about what was approved and what the fee covered, not about the campaign itself. Taskip keeps that record.
- Step 1
Propose
Scope, management fee, and expected ad budget go out as a signable proposal, with the fee and the budget stated as separate numbers.
- Step 2
Request Access
Intake forms ask for Google Ads, Meta Business Manager, Analytics, and Merchant Center access, and the outstanding items stay visible to the client.
- Step 3
Approve
Ad copy, creative, and landing pages are approved on one thread before launch, each with a timestamp against the asset.
- Step 4
Launch
Optimisation work moves across a board the client can follow, while the reporting platform carries the performance numbers.
- Step 5
Invoice
The management-fee invoice goes out on schedule, referencing the period it covers and nothing the client pays the ad platforms for.
To be clear about what this is: Taskip holds the proposal, the access checklist, the approval trail, the client thread, and the management-fee invoice. It does not connect to Google Ads or Meta, does not report ad spend, conversions, ROAS, or budget pacing, and does not grant ad account access on your behalf the way a dedicated tool such as AgencyAccess does. Agencies pair Taskip with a reporting platform for the numbers, request access through each platform's own permission screens, and keep the relationship, the approvals, and the billing here.
1,600+
agencies running Taskip in 40+ countries
4.8/5
rating from real users on G2
8+
tools most agencies replace with one flat-fee workspace
$12/mo
flat starting price, not billed per client
Everything PPC 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
Ad Account Onboarding Without the Back and Forth
- Forms for ad account IDs, business manager access, and tracking setup
- Collect everything before launch, not the week after
- Ad-hoc requests come in as support tickets instead of a new email thread
Proposals and Contracts Before Spend Starts
- Send a proposal, convert it to an invoice when accepted
- E-signature contracts and first-month fee invoices in one step
- Budget changes mid-quarter become a new quote with its own record
One Workspace for the Whole Media Team
- Role-based permissions for media buyers, analysts, and creative
- Internal discussion separate from client-facing threads
- Time tracking per account when you bill hourly on top of a retainer
PPC 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 PPC Agencies
FAQs: Taskip for PPC Agencies
What is a client portal for a PPC agency?
A client portal for PPC agencies is a branded workspace where each paid media client grants ad account access, approves ad copy and creative before launch, follows the campaign work, and pays their management fee. For the agency, it replaces the mix of email, spreadsheets, chat apps, and a separate invoicing tool that most paid media accounts get run with. It sits alongside a reporting platform rather than replacing one.
Does Taskip connect to Google Ads or Meta Ads?
No. Taskip has no Google Ads or Meta integration and does not pull spend, conversions, or ROAS. That is deliberate: reporting platforms like AgencyAnalytics, Whatagraph, and Looker Studio already do it well, and a portal that claims to do both is usually thin on both. Taskip covers everything around the numbers, and you can embed the live dashboard from your reporting tool inside the client portal.
Can clients see their live PPC performance inside Taskip?
Yes, as an embed. Paste the share link from AgencyAnalytics, Looker Studio, Whatagraph, or any other reporting tool, assign it to that client, and it opens inside your branded frame with no account needed on the reporting tool. The data stays owned and refreshed by the platform that produces it, and the client still logs into one place.
How do I collect Google Ads and Meta Business Manager access from a client?
In Taskip, through an intake form and a visible checklist. You request the account IDs and permissions you need, and the outstanding items stay visible to the client until each one is granted. The grant itself always happens on the ad platform's own permission screens, never by sharing a password. If the access step is your single biggest bottleneck across many new accounts, a purpose-built tool like AgencyAccess automates that handshake, and Taskip handles everything after it.
Does Taskip show budget pacing or ad spend against allocation?
No. Taskip has no connection to your ad accounts, so it cannot see spend, let alone pace it against an allocation. Budget pacing belongs in the reporting platform that already pulls the spend data: ReportGarden lists $75 a month for up to five clients, and AgencyAnalytics tracks goals and budgets on its $20 per client per month plan. What Taskip covers is the fee you invoice for managing that budget, and you can embed the pacing dashboard itself in the client portal so your client still opens one place.
How should I bill the management fee separately from ad spend?
Invoice the management fee only, and say so on the invoice. In almost every paid media arrangement the client's card is on the ad account, so Google and Meta bill them directly for spend while you bill for the work. Taskip's recurring invoices cover the fee on a monthly schedule, and quoting the fee and the expected ad budget as separate lines in the original proposal is what prevents the question coming back every month.
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.
What should a PPC agency client portal include?
Six things, at minimum: a proposal and contract flow before spend starts, an ad account access checklist the client can see, an approval record on ad copy and creative, client-visible campaign status, recurring management-fee invoicing, and support requests for ad-hoc work. Taskip covers all six and pairs with whatever reporting platform already covers live performance data.
How much does a client portal for PPC agencies cost?
From $12/mo, flat, not priced per client. A client portal for PPC agencies generally runs from around $12 to $200 a month, separate from what you already pay for reporting. The bigger variable is the pricing model: flat-rate tools charge the same whether you run three accounts or thirty, while per-client tools multiply with your roster. AgencyAnalytics, for comparison, lists $20 per client per month billed annually. Taskip covers the portal, projects, CRM, quotes, invoicing, forms, e-signatures, and support tickets, which is work that otherwise needs 8+ tools.
What happens to a client's access when they leave?
Removing the client from your workspace ends their portal login and everything shared to it, including any embedded dashboard, which was assigned to them rather than published at a public URL. Your proposals, approvals, and invoices stay in your workspace. Access to the ad accounts themselves is revoked on Google or Meta, since those permissions were never held by Taskip in the first place.
Will my clients actually log in and use it?
Only if you remove the friction. Portals fail here for four predictable reasons: they duplicate the performance dashboard the client already checks, the access checklist lives in your inbox instead of the portal, approvals happen in chat so nothing is on the record, and the invoice reads as though it covers ad spend. Fix those four and adoption follows.
Is there a free client portal for PPC agencies?
There are free tiers, and Looker Studio itself is free, so at one or two accounts you can get by. The usual limits are no gated client login, no white-labeling, no invoicing, and no approval record, which is the piece that matters most the first time a campaign underperforms and the client asks who approved the creative. Once you are running several live accounts, a paid portal typically costs less than one unbilled hour a month spent chasing access and approvals across email.