Set yourself apart from your competitors by giving your customers a professional, organized client portal.
If you work with clients, you’ll love Client Portal
See why Client Portal is perfect for*:
* These are just a few examples of industries that benefit from having a dedicated client portal. Don’t see your industry here? No worries! If you work with clients or customers, Client Portal can work for you.
"I love it when a client asks for a file I've already sent three times." —No one, ever.
Projects can get messy.
No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables.
Most files you send will be emailed across. These can quickly meet a tragic fate: inbox burial. Never to be seen again.
Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google Doc with the draft copy that was completed weeks ago.
The perfect portal for your clients
Portals for your clients that look great, run smoothly, and professionalize your projects
Check out these sample portals to see how the magic happens.
Unlimited portals per client
Get a lot of repeat work? Nice one! You can have a different portal for every project type and your client can have as many portals as they need.
Organize your projects
Clients aren't always the most organized – but you can be! Keep everything all invoices, receipts, paperwork, and deliverables together.
Keep clients in the loop
Let your clients know when the portal has been updated with notifications. You can also receive notifications when a client has made a change.
Keep parents informed
Give parents a place to access all the information they may need from school term dates, important announcements, and events.
Store forms, waivers, and contracts
Need parents to fill out a form or waiver? Keep them in your portal so they can access them anytime. No more “I lost the form!” excuses.
Embed event calendars
Easily embed a Google, Outlook, and many other calendars to keep everyone up to date about the events going on at your school.
Keep files and portals secure
Keep confidental information secure with our private file uploads and portals. Nobody but you and your client can see the contents.
Keep paperwork organized
No more sending zip files full of PDF’s as email attachments. Keep everything neat and organized in your portal.
A better experience for your clients
Stand out from other law firms by giving your clients easy to access documents and helpful supporting information.
Unlimited portals per client
Have a separate portal for each accounting period to keep things neat and easily accessible for your long-term clients.
Help your clients to help you
Provide tips, tricks, checklists, and answers to frequently asked questions to help your clients prepare their books properly.
Show the status of their returns
Easily see the current status of their return along with the filing year and deadline at the top of every portal.
Keep your clients on track
Clients are busy. Give them everything they need in one, easily accessible place so they don’t lose momentum.
Give your clients a 5-star experience with their very own portal and get those all important referrals.
Embed training videos
Embed useful training videos into your portal so you don’t need to keep rehashing the same info again and again.
Getting set up is as easy as 1, 2, 3
No experience in tech? No problem. Anyone can set up a professional portal in minutes. Here’s how it works:
Create your portal
Use a template or create your own. Tweak branding elements like colors, fonts, and logos.
Add your deliverables
Add any links, files, or information your client needs to the modules.
Give your clients access
Add your clients to their brand spanking new portal (or let them register themselves)
…now sit back and bask in your quiet inbox
We are trusted by over 8,000 companies worldwide
We’ve received tons of love from people who use Client Portal to give their clients a professional, organized client portal:
Your most frequently asked questions, answered
Client Portal doesn't replace project management tools. It works alongside them to give your clients a better experience.
Project management software is great for internal teams. But clients often find the learning curve too steep. With Client Portal, you can give your clients access to a beautiful, streamlined dashboard showing them exactly what they need to see (and nothing more).
Because Client Portal is a WordPress plugin you do need WordPress in order to use it.
However, if your site isn’t on WordPress and you still want to use it, just send us an email and we can help you. We have custom plans available (starting from $49/month) which will enable you to use Client Portal alongside your non-WordPress website.
If Client Portal doesn't 1) help make you look significantly more professional to your clients and 2) minimize "how do I find that again?" emails and Slack messages, then we don't want your money. Just write in within the first 30 days of purchasing and we'll gladly refund you, no questions asked. (We trust you.)
Nope. If your website uses WordPress you can use it out-of-the-box without having to dip into any code.
All of the settings are easy to change, from adding a new module to changing the color of the template. Everything is designed to use for non-developers.
Impress and delight your clients with a beautiful, centralized client portal
Take the headache out of client management and get a simple way to store your deliverables on your WordPress website.