Delight customers with a secure client portal
Make it easy for clients to view quotes and invoices, approve work, and pay online without back-and-forth.
Faster approvals
- View quotes online
- Approve with one click
- Reduce delays
Get paid sooner
- Secure payment links
- Clear status
- Auto updates
Professional experience
- Branded portal
- Clear history
- 24/7 access
Less admin
- Fewer email threads
- Live statuses
- Single source of truth
Mobile-friendly
- Great on phones
- Easy approvals
- Pay on the go
Easy adoption
- Share secure links
- No passwords to remember (magic links)
- Simple onboarding
How it works
Share portal link
Send secure access to your client.
Review docs
Clients see quotes and invoices clearly.
Approve & pay
One-click approve and payment options.
Track updates
Statuses reflect in your dashboard.
Happy clients
Reduce friction, increase trust, and improve turnaround.
All docs in one place
Quotes, invoices, and a clear history—always up to date.
Real-time updates
Approvals and payments sync instantly to your workspace.
Secure access
Share unique, authenticated links; revoke anytime.
Shareable links
No attachments to lose—send a single source of truth.
Email notifications
Keep everyone informed with automatic emails.
Connected features
What is the Client Portal?
The Client Portal gives your customers a secure, branded space to view quotes and invoices, approve work, and pay online—without juggling email threads or attachments. Everything stays in sync with your GoTaskhub dashboard to reduce admin and speed up cashflow.
Owner / Manager
Deliver a polished, modern customer experience while reducing delays. See approvals and payments update in real time.
Office / Admin
Send one secure link instead of multiple attachments. Fewer back-and-forth emails and clearer status tracking.
Customer
Open a single link to review quotes and invoices, approve instantly, and pay online—any time, on any device.
Common use cases
- Quote approvals: Clients review scope and cost online and approve with one click.
- Invoice payments: Share a secure payment link so customers can settle immediately.
- Self-serve history: Reduce “can you resend?” requests by giving 24/7 access.
- Fewer errors: One source of truth for totals, terms, and statuses.
Email attachments vs links vs Client Portal
Email attachments get lost and go out-of-date. Share links are better, but still siloed. The Client Portal provides a single, authenticated place for clients to review, approve, and pay with real-time updates—no duplicate files, no confusion.
Pros
- Faster approvals and payments
- Reduced email back-and-forth
- Branded, professional experience
- Statuses update automatically
Cons (and mitigations)
- Client login friction → use secure magic links
- Brand mismatch → upload logo & colors
- Unclear scope → attach full quote details
- Payment delays → add due dates & reminders
Common pitfalls & how to fix them
- Link confusion: Send the portal link from one template email and pin it for the client.
- No branding: Apply your logo/colors so clients trust the page.
- Approval delays: Set clear expiry/validity on quotes and nudge with reminders.
- Payment questions: Include accepted payment methods and terms in the portal.
Security & privacy
Access is protected via secure links and authentication. You can revoke access and control what each client can see. Activity history adds transparency, and exports provide controlled reporting.
Glossary
- Magic link
- A secure, expiring link that authenticates a user without a password.
- Approval
- Client confirmation to proceed with quoted work.
- Portal
- A branded, authenticated area for clients to review and act on documents.
Customer reviews
Approvals, payments, and visibility—without the email chaos.
Emma R.
★★★★★
Approvals are now one click and we get fewer questions. Clients love logging in and finding everything in one place.
Luca D.
★★★★★
Payments happen faster because customers can pay as soon as they view the invoice—no attachments or confusion.
Sofia M.
★★★★★
Branding the portal with our logo felt professional. The status updates save us dozens of emails each week.
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Frequently asked questions
Is the portal secure?
Yes. Each client has a secure, unique link with authenticated access. You control what they can see.
Can clients see history?
They can view approved quotes, paid and unpaid invoices, plus current statuses.
Can we brand the portal?
Upload your logo and set brand colors so the portal feels like an extension of your business.
Do approvals update automatically?
Yes. Approvals and payments sync to your dashboard instantly—no manual steps.
Does it work on mobile?
Absolutely. The portal is responsive so clients can approve and pay on any device.