A branded portal your clients will love
Give every client a secure, white-label login — your name and logo, not ours — where they view projects, download invoices, access files, and sign documents themselves.
- No credit card to start
- Cancel anytime
- Export your data anytime
What is the white-label client portal?
The client portal is a branded space where your clients log in to see everything about their work with you. It carries your agency’s name and logo — not AgencyTrack’s — so it feels like a premium tool you built. Clients access it with a passwordless magic link, so there’s no account to create or password to forget.
Inside, clients can follow project progress, download their invoice PDFs, open files through secure links, and sign proposals and documents digitally. That self-serve experience cuts down the endless “can you send me that again?” emails and makes even a solo freelancer feel like an established agency.
How to use the client portal
Brand it
Add your agency name and logo so the portal looks like your own product, not AgencyTrack’s.
Invite your client
Give the client access — they sign in with a secure, passwordless magic link.
Share the work
Projects, invoices, and files appear in their portal automatically as you work.
Let them self-serve
Clients download invoices, open files, and sign documents themselves — no back-and-forth.
How the client portal helps you
Look bigger than you are
A branded portal makes a one-person studio feel like an established agency.
Build trust
A premium, transparent experience reassures clients and wins you bigger work.
Fewer status emails
Clients see progress and grab what they need themselves — your inbox thanks you.
Secure by design
Passwordless magic-link access and signed file links keep client data protected.
Where the client portal fits
Freelancers going upmarket
Wanting to look and feel like an agency to win larger clients.
Agencies with demanding clients
Clients who expect a professional, self-serve place to see their projects.
Document-heavy work
Proposals and files that clients need to review, download, and sign.
What’s included
- White-label branding (your name & logo)
- Passwordless magic-link sign-in
- Project progress for clients
- Invoice PDF downloads
- Secure file access via signed links
- In-portal document signing
Client portal FAQs
Yours. The white-label portal shows your agency’s name and logo, so to your clients it looks like your own product — AgencyTrack stays behind the scenes.
Clients sign in with a passwordless magic link sent to their email — there’s no account to create or password to remember, which keeps access simple and secure.
The white-label client portal is available on the Pro and Ultra plans. The Free plan focuses on the core client, project, and invoicing tools.
Give your clients a portal to remember
Start free and see how a branded client experience changes the relationship.