AppDeck is now in beta — start your free trial today
Roadmap — coming as customer demand validates
Client Portal is on the AppDeck portal-type roadmap. Our beta ships three products — Investor Data Rooms, Board Portals, and Executive Dashboards. We add additional portal types as customer demand validates them. Start a free trial to influence priority and get early access when Client Portal ships.
Branded Client Portals — Launch in 30 Minutes
Stop sending status emails. Give clients 24/7 access to their project status, deliverables, and reports through a professional portal that feels like your own platform.
Launch in 30 minutes
Choose a template, connect your tools, and go live in under 30 minutes
Security-first architecture
Granular permissions, role-based access, and audit trails.
White-label + branded
Your logo, your colors, your domain. Portals look like your own custom platform
Centralized insights & file sharing
All documents, reporting, dashboards, and collaboration in one secure place
Enterprise roles & permissions
Granular access controls, user management, and audit trails for compliance
Who It's For
Perfect for client-facing teams that need to impress and communicate professionally
Agencies
Marketing, design, and creative agencies managing multiple client projects
- Campaign performance dashboards
- Design review and approvals
- Project timelines and milestones
Fractional Execs
Fractional CFOs, CMOs, and executives managing multiple client engagements
- Monthly financial reporting
- Strategic recommendations
- KPI dashboards and metrics
Consultants
Management consultants and advisors delivering strategic projects
- Engagement progress tracking
- Deliverable and report sharing
- Strategic recommendations
Example Use Cases
See how teams use client portals to impress clients and save time
Monthly Reporting
Automatically generate monthly reports with KPIs, metrics, and performance data. Clients see updated dashboards each month without you manually creating reports.
- •Revenue and growth metrics
- •Campaign performance data
- •Custom charts and visualizations
Deliverable Review
Share deliverables, drafts, and final files in organized folders. Clients can review, comment, and approve work directly in the portal.
- •Design mockups and revisions
- •Strategic documents and reports
- •Inline comments and feedback
Shared Files
Centralized file sharing with version control. Clients always know where to find the latest versions of documents, assets, and resources.
- •Organized folder structure
- •Version history tracking
- •Secure file downloads
Included Features
Everything clients need in one place
Real-Time Project Status
Clients see live project progress from your project management tools. No more "what's the status?" emails.
White-Label Branding
Your logo, your colors, your domain. Portals look like your own custom platform, not a third-party tool.
Document Delivery
Share deliverables, reports, and assets in organized folders. Clients always know where to find what they need.
Centralized Communication
Comments, questions, and feedback all in one place. No more digging through email threads.
Custom Dashboards
Show KPIs, project metrics, and performance data. Connect to your data sources for live updates.
Save Hours Every Week
Replace routine status update meetings. Clients get answers instantly, you focus on delivering great work.
Built for Every Client-Facing Team
Explore how AppDeck's client portal works for your specific motion — agencies, consultants, freelancers, and service providers.
Frequently Asked Questions
Everything you need to know about Client Portal
AppDeck Client Portal is perfect for agencies, fractional executives, consultants, service providers, and any business that needs to share project updates, deliverables, and reports with clients professionally.
Yes! Contact us to see a live example of an agency portal. We can show you how agencies use client portals for campaign performance dashboards, design reviews, project timelines, and deliverable sharing.
Clients receive a secure invitation link via email. Once they create an account, they can access their portal 24/7 from any device. No complicated setup required on their end.
Absolutely! AppDeck Client Portal supports full white-label customization including your logo, brand colors, custom domain, and company-specific messaging. Portals look like your own custom platform.
You can share project status updates, deliverables, reports, dashboards, files, timelines, and more. Connect your project management tools to show live project progress, or upload documents manually.
Create monthly reporting templates that automatically pull data from your connected tools. Clients see updated metrics, KPIs, and performance data each month without you manually creating reports.
Yes! Clients can comment on deliverables, ask questions, provide feedback, and approve work directly in the portal. All communication stays organized in one place.
AppDeck uses granular permissions so each client only sees their own portal. See /security for our current approach.
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Read ArticleLaunch Your Client Portal Today
Start with a template, connect your tools, and wow clients with a professional portal in 30 minutes.
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