One portal, many client accounts, and every login opening only its own workspace. An agency running twenty clients does not want twenty apps to maintain, and this build gives you a single hub that serves all of them from one dataset.
Client Portal Nexus is a live Taskade Genesis app on this page and the closest starting point for a multi-client hub. Move through it and see how one signed-in surface holds many accounts, then choose "Use this app" to clone it in about ten seconds and load your own client list.
The build gives you two layers that share one source of truth. The agency layer is your internal portfolio: every account with its owner, retainer, health, open deliverables, and next milestone, so a Monday review takes ten minutes instead of an hour of tab-switching. The client layer is what each signed-in customer opens: their own dashboard, their own documents, their own invoices, their own status. Adding a new client means adding a row and inviting a contact, not building another app. Where a client has several people, tag them all to the same account and they share the view.
The Monday review is where a hub pays for itself. One board shows every account with its health, its owner, its open deliverables, and its next milestone. You can see the account with three overdue items, the one that has been quiet for a fortnight, and the one whose renewal is six weeks out, without opening a single client folder. Ask the agent for a summary and it writes the version you would have spent forty minutes assembling. The same records then render as each client's own scoped view, so nothing is duplicated and nothing drifts.
Workspace DNA is what makes a hub survive scale. Memory holds every account and its history in one place. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, summarizes portfolio health, flags accounts that have gone quiet, and drafts each client's update. Execution sends the updates, assigns the owners, and escalates the account nobody has touched in three weeks.
The portfolio renders in every layout you need:
- Board view for accounts grouped by health, tier, or lifecycle stage
- Table view for the full portfolio grid with retainer, owner, and open items
- List view for the individual client's own feed inside their login
- Org Chart view for mapping account teams and client contacts
- Plus Calendar, Mind Map, and Gantt across the 7 project views
Automations keep twenty accounts honest. Connect Taskade automations so a new signed client generates their portal record and invite, a weekly job posts each account's summary, and an account with no activity for fourteen days notifies its owner. With 100+ bidirectional integrations, your CRM and billing tools pull account signals in, while Slack and email push owner alerts and client updates out.
Standardize your account fields before you load the portfolio. Health, tier, owner, retainer, and renewal date, defined the same way for every client, are what make a portfolio view meaningful. Fields that mean something slightly different per account produce a board that looks informative and tells you nothing.
The AI agents in the app carry 34 built-in tools including persistent memory and multi-agent collaboration. Ask an agent which accounts are at risk this month and it answers from the actual data rather than from whoever happens to remember.
Clone the app, invite the account team, and the portfolio is yours. There is no per-client app to license, and app users are counted separately from workspace seats. Client sign-in and custom domains are available on Business plans and up, $25/mo billed annually. App Users is in beta.
Read Build a Customer Portal for the portal shell, Projects as databases for the data model, or browse agency builds in the Community Gallery. Start at Taskade Genesis. Pair this with Show Each Client Only Their Own Records and Track Portal Sign-Ins and Client Engagement.
Frequently Asked Questions
Do I need a separate portal per client?
No, and you should not build one. A single hub with per-account scoping serves every client from one app, so a change you make ships to all of them at once.
Can several people from one client share an account view?
Yes. Tag each person to the same account and they all open the same scoped workspace. You can still see who signed in individually.
How do I add a new client?
Add the account row, invite the contact by email, and tag them. The portal generates their view from the same structure every other client uses.
Can different clients have different features?
Yes. Gate pages by account tier so an enterprise client sees the extra tabs while everyone else sees the standard set, all from one app.
How do I see portfolio health across all accounts?
Use the internal Board or Table view with a health field, and ask the agent for a written summary. Both read the same records your clients see their slice of.
Does this scale past a handful of clients?
Yes. Adding a client is a row and an invite, not a build, so the effort per account stays flat as the portfolio grows.
Can I white-label it for each client?
The portal carries your agency brand on your own domain. Per-client theming is usually a mistake anyway: clients want their data, not their logo on your tool.
How do I stop the hub getting messy at thirty accounts?
Keep one structure and resist per-client customization. Variation belongs in fields and tags, not in bespoke pages, because a hub that stays uniform is one you can change once and ship to everyone.
