What is a client portal and how does it help my agency?

A client portal is a shared website where your clients can log in (or click a direct magic link) to see all the work you are doing for them. Instead of digging through emails, lost Slack messages, or messy Google Drive folders, clients have one clean place to see what is ready for review, check project dates, view their remaining retainer hours, and pay invoices.

Do my clients need to create an account or pay anything?

No. Client accounts are 100% free and unlimited on every Stackon plan. Your clients do not need to remember a password either - you can send them a direct link that opens right up to their project room.

How does visual proofing work for designs and documents?

When you upload an image (like a website design or graphic) or a multi-page PDF document, your client can open it inside the portal, click on any specific spot, and leave a comment with numbered pins. This makes it crystal clear what changes they want, eliminating confusing back-and-forth emails.

Can I put the portal on my own agency website domain?

Yes. You can use your own custom web address (for example, portal.youragency.com) with automatic secure SSL certificates. You can also upload your own agency logo and pick your brand colors.

STUDIO-GRADE CLIENT PORTAL SOFTWARE

Agency client portal software your clients will actually use.

Give your clients a polished, white-labeled client portal with 1-click magic links, live project milestones, pinpoint deliverable proofing, and instant Stripe billing. Unlimited clients included for free.

Start 14-Day Free Trial

100% Free Unlimited ClientsNo Passwords or Setup RequiredCustom Domain & White-Label

portal.apexdesign.studio / acme-corp

Active Deliverables Review

Click deliverables to inspect pinpoint visual feedback and sign off.

2 Pending Client Approval

Homepage_Hero_v3.png

Homepage Redesignv3 Draft

2 pin annotations from Sarah (Marketing Dir)

Q4_Brand_Guidelines.pdf

12 Pages

Brand Design SystemPDF Review

Ready for executive review and sign-off

Social_Ad_Packs.zip

Approved & Delivered

Performance Ad CreativeFinal

Approved on Oct 2 · Download source files

Complete Client Architecture

Everything your clients need.
Nothing they'll get confused by.

Traditional portal tools are clunky databases disguised as portals. Stackon is engineered like a luxury studio reception desk: clean, fast, and effortless.

Zero Friction

Passwordless 1-Click Magic Links

Most client portal drop-offs happen when clients forget their password. Stackon eliminates passwords entirely with direct, secure magic links that open right up to active reviews.

Zero login friction = faster client approvals

100% White-Label

Your Domain, Logo & Brand Colors

Host your portal at portal.youragency.com with automatic secure SSL. Upload your agency logo, select your exact brand palette, and send notifications from your own email domain.

Clients see your agency brand, never ours

Built-In Proofing

Visual Review & PDF Annotations

No need for extra review tool subscriptions. Clients point, click, and leave pin comments directly on designs, pitch decks, and multi-page PDFs inside their portal.

Pinpoint feedback directly on the deliverable

Dual Visibility

Client-Safe vs. Internal Ops

Keep messy internal drafts, subcontractor chats, and cost margins strictly private. Push polished deliverables and clear milestones to the client portal with one click.

Peace of mind for your team and clarity for clients

Scope Transparency

Live Retainer Hours & Burn Rates

Give clients real-time visibility into their monthly retainer allocation. Visual burn meters and scope logs eliminate awkward end-of-month invoice disputes.

Automated tracking with zero manual status spreadsheets

Stripe Powered

Milestone Billing & Instant Deposits

Tie project delivery directly to revenue. Clients pay milestone invoices, sign off on deliverables, or replenish retainer balances directly within their branded room.

Auto-trigger payments on milestone sign-offs

Clear Differentiation

Why legacy client portals fail.

Comparing outdated client software against Stackon's modern operating system.

Capability	SuiteDash & Legacy Portals	Copilot / ManyRequests	Stackon Portal OS
Client Authentication	Complex username & password forms	Standard password accounts	1-Click Passwordless Magic Links
Visual Image & PDF Proofing	None (Requires 3rd party tool)	Basic file attachments only	Native Point-and-Click Pin Reviews
Client Pricing	Included (but clunky tier jumps)	Often limits or per-client charges	100% Free Unlimited Clients on All Plans
Retainer Burn Tracking	Manual spreadsheet entries	Basic time logs without burn meters	Automated Real-Time Visual Burn Meters
White-Label & Custom Domain	Available on higher tiers ($$$)	Extra monthly add-on fee	Full Whitelabel & SSL Included

Got Questions?

Frequently Asked Questions

Everything you need to know about Stackon's agency client portal software.

Client portal software is a dedicated, branded web space where agencies and service providers collaborate with clients. Instead of scattering deliverables, feedback, and invoices across email threads and Slack, a client portal brings project milestones, visual reviews, intake briefs, retainer hours, and billing into one clean dashboard.

ZERO-FRICTION CLIENT ONBOARDING

Give your clients the portal they'll love logging into.

Set up your custom-branded agency client portal in 5 minutes. 14 days full access, unlimited free clients, no credit card required.

Start 14-Day Free Trial View Flat Pricing

✓ Unlimited Clients Included✓ Custom Domains on Studio & Agency✓ Cancel Anytime