Stop sending links. Give clients a portal they actually want to use.
A private, branded login for every client. All their reports in one place. Comments, approvals, and a live activity feed — all controlled by you. No more hunting for old share links. No more “did you get the report?” emails.
A share link is not a client experience. It’s a workaround.
Share links work. But they’re not where the value ends. When a client wants to find last month’s report, they’re searching through emails. When they want to give feedback, they’re replying to a thread. When they want to see what you’re working on, they have to ask.
The client portal changes all of that. It gives your clients a professional, branded space that makes your agency look as good as the work you deliver.
Every report. One place. Always accessible.
Clients log in to their branded portal and see every compiled report in chronological order — with status badges showing what’s new, what they’ve viewed, and what they’ve approved. No more lost links. No more resending.
Close the feedback loop without the back-and-forth.
Clients can leave a comment directly on any report — visible to your team in the client’s Portal tab. They can also mark a report as approved with one click, giving you a timestamped record that the client has reviewed and signed off.
Great work on the paid campaign this month — CPL hitting target for the first time is a big deal for us. Can we make the metrics section bigger next month?
Also — are the Q2 strategy decks on track? Just want to make sure we're aligned before the board meeting.
Clients see delivery happening. Not just the finished report.
With the activity feed enabled, clients can see work being logged against their account in real time — throughout the month, not just at the end of it. For clients who value transparency, this is the feature that builds the most trust.
Set up takes two minutes
No email infrastructure. No developer needed. You set the login and send it.
One portal. Two levels of access.
Choose what your clients can see. Upgrade as you grow.
- Client login and report history
- PDF download per report
- Report-ready email notifications
- Comments, approvals & activity feed via add-on
- Everything in Pro
- Unlimited portal client accounts
- Comments and report approvals
- Live activity feed per client
- Automatic report-ready notifications
From share link to client experience
What changes when you move from a share link to a portal.
“Our clients used to ask where the report was every month. Now they just log in. That conversation doesn't happen anymore.”
“The approval feature alone has saved us so many back-and-forths. We know the client has seen it and signed off — there's a record.”
“We turned on the activity feed for two of our more demanding clients and they love it. They feel like they're part of the process.”
Your clients deserve better than a link in an email.
Give them a branded portal where their reports live, their feedback is heard, and their delivery is visible. Available on Pro and Agency plans. Takes two minutes to set up.
14-day free trial. Full access. No limits on features during trial.