The White-Label Client Portal That Turns Milestone Approvals into Instant Cash
Stop emailing awkward status PDFs and chasing payments across WhatsApp. Give your clients a private, beautifully branded portal with your logo, live progress bars, deliverable sign-offs, and 1-click invoice payments.
🔒 Up to 6 team members free • No credit card required • Setup in 45 seconds
Clients sign off on milestones inside their branded portal with zero status check emails
The Silent Agency Nightmare You Live Every Friday
The 10:45 PM Ping
Your client texts: "Where are we on the homepage redesign?" You scramble across 3 apps, sweating through your shirt, frantically assembling a messy screenshot update.
The Unpaid Scope Creep
Your team delivered 14 extra revision rounds. But because deliverables were never formally locked to milestones, the client resists paying the extra hours.
The 45-Day Invoice Ghost
You send an email with an attached invoice PDF. Two weeks later: "Never received it." Another two weeks later: "Waiting for accounts payable." Your cash flow starves.
Look Like a Global 100-Person Agency on Day One
TaskEdge replaces the chaos of email chains with a dedicated, white-label client portal that builds instant trust and accelerates cash flow.
Your Brand, Your URL
Create custom client organizations with custom slugs (client.taskedge.io), company logos, primary colors, and custom favicons.
1-Click Milestone Approval
Break work into numbered milestones (M-00142). When work is submitted, clients approve deliverables directly in their portal.
Conversational AI Invoicing
Approved milestones convert directly to tax-compliant invoices. Indian GST, European VAT reverse charge, or US sales taxes are calculated automatically.
Escrow Milestone Security
Lock client milestone funds in escrow before kicking off major phases. Both agency and client work with complete psychological security.
“Before TaskEdge, my Fridays were spent copying screenshots into Notion decks and begging clients to verify what we completed. The first week we invited our clients to their TaskEdge portal, our biggest enterprise client emailed me saying: ‘Your portal makes working with you feel like a Fortune 500 partnership.’ We collected $18,400 in milestone invoices within 48 hours without sending a single reminder email.”
Elena Morales
Founder & Creative Director, Studio Monolith
Never Donate Unbilled Labor Again
The sticky global timer bar tracks billable focus and auto-generates audit-proof invoices in 4 seconds.
How TaskEdge Replaces the Fragmented Agency Stack
| Capability | The Fragmented Way (Copilot + ClickUp + FreshBooks) | The TaskEdge Way |
|---|---|---|
| Client Portal & Slug | Requires $119/mo separate portal subscription | Included in Free & Pro ($12/mo flat for 10 users) |
| Milestone Deliverable Sign-off | Manual emails, DocuSign links, lost threads | Native 1-click approval inside the client portal |
| Deliverable-to-Cash Speed | Export timesheets, manually create FreshBooks invoice | Instant conversion from milestone to invoice via AI chat |
| Tax Compliance (GST/VAT/US) | Manual accounting math or expensive add-ons | Auto CGST/SGST/IGST & European reverse-charge VAT |
| Per-User Penalty Fees | $10–$25 per seat every single month | Zero per-user penalties. Flat rate for up to 50 users |
Frequently Asked Questions
Can I brand the client portal with my own company logo and custom slug?
Yes. TaskEdge lets you create dedicated client organizations with custom slugs, your company logo, primary colors, and custom favicons, providing a completely branded VIP client experience.
How does milestone approval work inside the client portal?
When you complete a project milestone, your client logs into their private portal to review deliverables. With a single click, they can approve the milestone, automatically triggering escrow release or generating a tax-compliant invoice.
Can clients view internal team notes or sensitive task details?
No. TaskEdge features granular role-based access control (RBAC). Clients only see the milestones, public tasks, and invoices you explicitly designate. Internal discussions, developer notes, and client-side encrypted notes remain strictly confidential.
Is there a free plan for agencies to test the client portal?
Yes. TaskEdge offers a generous Free Plan supporting up to 6 team members, unlimited client invites, 100 tasks per month, and AI planning credits with no credit card required.
Give Your Clients the VIP Sanctuary They Deserve
Experience what happens when client communications, deliverable approvals, and invoices live in one calm, branded tab.
Claim Your Free Workspace Now →Zero setup fees • Up to 6 team members free • Upgrade only when you scale