Client portals that make your business look brilliant
Secure document sharing, real-time dashboards, and seamless collaboration in white-label portals your clients will love. Launch in 30 minutes.
Trusted by 5,000+ teams worldwide
Everything You Need for Client Portal Success
Share documents, automate workflows, and give clients access to real-time insights through secure portals that streamline every client interaction.
Choose Your Client Portal Type
Professional portal templates for every use case—from customer portals to investor data rooms. Get started with secure client portal software in minutes.
Investor Data Room
Secure document sharing portal for due diligence, cap table, and financial metrics with e-signature support
- Secure file sharing
- Access analytics
- Version control
- E-signature ready
Board Portal
Board packages, meeting materials, and real-time company metrics
- Board packages
- Live metrics
- Meeting management
- Document library
Executive Dashboard
Real-time KPIs and business metrics for leadership teams
- Live KPI tracking
- Multi-source data
- Custom layouts
- Smart alerts
Client Portal
Secure client portal with document sharing, project tracking, and branded workspace for better client experience
- Project status
- White-label branding
- File uploads
- Custom dashboards
Project Portal
Give clients access to real-time project tracking, workflows, and milestone visibility
- Live task tracking
- Timeline view
- File uploads
- Client feedback
Team Portal
Internal workspace for team metrics, shared documents, and streamlined onboarding
- Team metrics
- Resource library
- Notifications
- OKR tracking
Elevate Your Client Experience
Beautiful, secure client portals with custom login pages that streamline client interactions and keep everyone informed
Welcome back, Sarah!
Last updated 2 hours agoA Personalized Client Workspace
Each client gets their own secure client portal with dashboard, shared documents, and real-time updates. Automation keeps everything synced so clients always have access to the latest information—saving you time.
- Customizable dashboard widgets and functionality
- Activity timeline with real-time notifications
- Secure file sharing and document access
Complete Project Transparency
Clients access individual projects, viewing workflows, timelines, and progress. They can comment, upload files, and collaborate without needing access to your internal project management tools.
- Embed Gantt charts and kanban boards
- File uploads with version control
- Follow-up comments and @mentions
Website Redesign Project
Connect Your CRM & Tools
Embed data from SmartSuite, Airtable, Notion, Salesforce, QuickBooks, and more. Your data stays in your systems—AppDeck creates secure client portals from it.
Your Data Stays Secure
AppDeck doesn't store your sensitive data. Financial records, client information, and business metrics stay in your secure systems with full audit trails.
Real-Time Synchronization
Changes in your source tools instantly appear in your portals. Investors see updated metrics, clients see project progress—all automatically.
Use Your Existing Workflows
Keep using the CRM, project management tools, and workflows you love. AppDeck creates a professional client workspace from your existing data—no migration required.
Granular Permissions
Control exactly who sees what. Different views for board members, investors, clients, and team members—all from the same data source.
Works with SmartSuite, Airtable, Notion, Salesforce CRM, QuickBooks, and more. Connect your tools and launch secure client portal software in minutes.
Trusted by Executives & Leaders
See how CFOs, CROs, agencies, and teams are transforming stakeholder communication with professional portals.
"Our investors can now see real-time metrics whenever they want. Board members say we're the most transparent portfolio company they work with. Saved me 20+ hours per month."
Michael Rodriguez
CFO, TechVentures Inc.
"Our board now has 24/7 access to live revenue metrics. Pipeline reviews are faster because everyone sees the same real-time data. Complete game changer."
Jennifer Wu
CRO, SaaSGrowth Co.
"Our clients love having their own portal to track project progress. Reduced status update emails by 80% and made us look incredibly professional."
Alex Rivera
Creative Director, Pixel Agency
Frequently Asked Questions
Which tools does AppDeck work with?
AppDeck works great with SmartSuite, Airtable, Notion, and CRMs like Salesforce. Keep your data where it lives—your client portal simply presents it beautifully.
How quickly can I set up a client portal?
Most users have their first secure client portal live in under 30 minutes. Choose a portal template, connect your tools, customize branding, and invite clients.
Is my client data secure?
Absolutely. SOC 2 certified with secure authentication, granular permissions, and access controls. Perfect for healthcare, legal, and financial use cases where data security is critical.
Is there a mobile app for clients?
Client portals are fully responsive and work beautifully on any device. Clients can access their dashboard, share files, and receive notifications from any mobile browser on iOS or Android.
Can I white-label the client portals?
Yes! Add your logo, colors, custom domain, and custom login page. Your clients will see a branded portal that looks and feels like your own platform.
Does AppDeck support e-signatures?
Yes, you can integrate e-signature functionality for contracts, approvals, and document workflows. Streamline client onboarding with automated document signing.
What are the most popular use cases?
Popular use cases include customer portals for agencies, investor data rooms for startups, board portals for governance, and project portals for consulting firms.
Do you offer a free trial?
Yes! Try AppDeck free for 14 days with full access to all client portal features. No credit card required. See how it transforms your client experience before committing.
Ready to Transform Your Client Experience?
Launch secure client portals in 30 minutes. Save time with automated workflows while giving clients access to real-time dashboards, document sharing, and more.