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Taskip
For Freelancers

Don't Let Bad Project Workflows Slow You Down, Freelancers

Taskip is the ultimate hub for freelancers, making it easy to manage projects, invoices, and client communication all in one place, so you can stay organized, save time, and focus on doing what you love.

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4.8/5★★★★★rating on G2
For Freelancers

Everything a Freelance Business Needs in One Hub

From the first client email to the final invoice, Taskip keeps your freelance business organized and professional.

What is Taskip for Freelancers?

Taskip is an all-in-one client portal for freelancers. It handles project management, client onboarding, invoicing, and communication in a single hub, giving independent professionals the same organized, professional workspace that agencies use, at a price that makes sense for solo businesses.

How Taskip Works for Freelancers

01

Sales Pipeline to Drive Growth

  • Track leads from first inquiry through signed contract
  • Drag-and-drop kanban to move deals across stages visually
  • Log calls, emails, and meetings against each prospect
  • Email sequences and smart follow-up reminders so no lead goes cold
Sales Pipeline
New Lead1
$1,800 potential
Warm
Brand Identity, Apex Studio
A
Alex Chen
$1,800
Proposal Sent3
$11,200 potential
Hot
Website Redesign, Brightwave
D
Daniel Carter
$4,800
Hot
Mobile UI Kit, Priya Health
P
Priya Sharma
$3,900
Warm
Logo Package, Rivera Co.
L
Lucas Rivera
$2,500
Active Client2
$9,600 contracted
On Track
SEO Campaign, Volkova Retail
N
Nina Volkova
$3,600
On Track
App Prototype, Park Labs
S
Sarah Park
$6,000
02

Unified Inbox for Seamless Communication

  • Every client message in one organized inbox, no more scattered threads
  • Automatic replies and scheduled follow-ups save you hours each week
  • Tag conversations by project, client, or priority at a glance
  • Respond faster and build the reputation that earns referrals
Discussion
Threads
Later
Project Inboxes
Website Redesign, Brightwave
Mobile UI Kit
Brand Identity
Direct Messages
D
Daniel Carter
P
Priya Sharma
#Website Redesign, Brightwave
MessagesFilesPins
D
Daniel CarterToday 11:42 am
Hey! Just reviewed the latest wireframes, the hero section looks perfect. Can we tweak the CTA button color?
Y
You11:55 am
On it! Will push a revised version by EOD. Should it match the brand teal or go slightly darker?
👍1
D
Daniel Carter12:03 pm
Let's go with the teal, feels more on-brand. Really happy with the progress!
1 reply
Send
PH1H2H3
Message #website...
Enter to send · Shift+Enter for new line
03

Automate the Repetitive Stuff

  • Client onboarding triggered the moment a lead signs up
  • Auto-send welcome emails, proposals, and portal invitations
  • Invoice generation and payment reminders run on schedule
  • Focus on billable work, let Taskip handle the admin loop
Workflow Automation
STEP 1
New Client Signs Up
Lead fills intake form, automation starts
STEP 2
✉️
Send Welcome + Proposal
Branded welcome email + proposal link delivered
STEP 3
🔗
Onboard to Client Portal
Portal access auto-provisioned with project details
STEP 4
📄
Generate & Send Invoice
First invoice created and payment link emailed
STEP 5
🔔
Start Project + Notify Team
Project board ready, team notified instantly
04

Hassle-Free Invoice Management

  • Professional invoices designed and sent in under a minute
  • Connect Stripe or PayPal for fast, frictionless client payments
  • Schedule recurring invoices and track every outstanding balance
  • Automated payment reminders reduce awkward follow-up conversations
Invoices
Invoice
AmountStatus
INV-007
Website Redesign, Phase 1
$2,400Paid
INV-008
Mobile UI Kit
$1,950Pending
INV-009
Brand Identity Package
$1,800Draft
Total outstanding$3,750
05

Effortless Project Management

  • All projects organized with custom stages, deadlines, and files in one place
  • Invite clients directly, they see only what you share
  • Kanban boards keep tasks moving without constant check-ins
  • Built-in file sharing and discussions eliminate messy email threads
Website Redesign, Brightwave
Kanban
Gantt
Calendar
To Do
Write copy
Gather assets
In Progress
UI Design
Dev setup
Review
QA Test
Done
Discovery
Wireframes

7h

saved weekly by cutting admin tasks

80%

of users see faster project completion

20%

boost in on-time payments

10%

more projects handled with the same time

Real results

RIVERA Marketing: client capacity, 4 → 8 active projects

Read case study

Everything Freelancers Need in One Platform

Effortless Meeting Scheduling

  • No more back-and-forth emails, set your hours and clients book
  • Automated confirmations keep everyone aligned

Digital Document Cabinet

  • Keep all your contracts, project documents, and proposals in one easy-to-access space
  • Share instantly with clients

Workflow Automation

  • Automate mundane tasks like converting emails into contacts
  • Let routine follow-ups run themselves

Client Forms

  • Collect client information and feedback with customizable fields
  • Get what you need before work starts

Freelancers Love Taskip

My day used to be a constant juggle between deep coding sessions and urgent client updates. Taskip has been a game-changer, streamlining my entire workflow.

Subrata S.

Subrata S.

Chief Executive Officer

It helps me keep everything in one place: CRM, task management, a client portal to collaborate with clients, forms for content collection, and document management.

Karlo R.

Karlo R.

Freelance WordPress Developer

Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.

Nurul Amin

Nurul Amin

Founder, Bitcommerz

FAQs: Taskip for Freelancers

What is Taskip and how can it help freelancers?

Taskip offers task management, client onboarding, invoicing, and a branded client portal in one hub, streamlining your freelance workflow and helping you look professional to every client. 1,600+ freelancers and agencies in 40+ countries use Taskip to save an average of 7 hours per week on administrative work.

Is Taskip easy to use for beginners?

Taskip is designed with freelancers in mind, so it's intuitive and user-friendly, you can set up your workspace, add your first client, and send your first invoice the same day. There's no steep learning curve, and the support team is available if you get stuck.

Can I use Taskip for multiple clients and projects at once?

Yes. Taskip is perfect for freelancers managing multiple clients, each with separate projects, deadlines, and billing, all visible from one dashboard. Kanban boards, custom project stages, and automated reminders keep every client relationship organized without extra effort.

What devices can I use Taskip on?

Taskip works in the browser on desktop, plus mobile apps on the App Store and Google Play, so you can manage your business from anywhere. Check a client message on the go, approve an invoice from your phone, or manage tasks from your laptop, everything syncs in real time.

How does Taskip make me look more professional?

Professional onboarding flows, a branded white-label client portal, automated project updates, and polished invoices leave great impressions on clients. Several G2 reviewers say Taskip makes their solo freelance work feel like a full agency, clients notice the difference immediately.