What Is a Client Portal?

A client portal is a secure online workspace where clients can view updates, access documents, book services, and communicate with you in one place. Powered by Projects & Memory, Taskade portals include dashboards, forms, file sharing, and automated workflows — all accessible through a custom-branded interface.

How Do I Build a Client Portal with Taskade Genesis?

Pick a template like BusinessPro or Event Management Portal, duplicate it per client, customize branding, and share a private link. No code required. Follow our step-by-step tutorial to get started.

Can I Create Separate Portals for Each Client?

Yes. You can create one workspace per client, each with its own permissions, dashboards, and Automations.

Why Client Portals Matter

Email and shared drives are messy. Client portals create professional experiences: Branded Experience: Custom logos, colors, and layouts that reflect your business Centralized Access: All client materials, communications, and deliverables in one place Self-Service: Clients access information without contacting you Automated Updates: Automations keep dashboards current 24/7 Availability: Clients access their portal anytime

Are Taskade Client Portals Secure?

Yes. Portals use private links and workspace permissions, so you control exactly who can access each client portal.

Can I Automate Updates Inside a Client Portal?

Yes. You can connect Automations and AI Agents that update reports, send summaries, and keep dashboards live without manual work.

How To Build Your Client Portal?

Open Taskade Genesis and describe your portal needs Customize branding with logos, colors, and layouts Add dashboards, forms, and content sections Configure permissions for different client access levels Add AI Agents to answer client questions Learn more about how Genesis works with Workspace DNA. Build professional client portals today — impress clients and scale your services. Pair your portal with the AI CRM generator and the AI invoice generator to run the whole client relationship in one workspace. Explore ready-made portal templates in our Community Gallery.

AI Generators CategoriesClient Portals

🏢 AI Client Portal Builder Generators

Free client portal software for small business. Build branded customer portals for onboarding, project status, files, and bookings — no code, hosted by Taskade.

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