Professional Client Portal Software

Client Portal Software

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The “Swiss Army Knife” of Business Software
Save 20+ Hours each Week via Automation
UNLIMITED Staff & UNLIMITED Clients
100% White Labeled w/ your brand
FREE Mobile App w/ every account

Manage your business like a PRO with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and automates interaction with your clients.

One login. One platform. One low price. Unlimited potential 🚀

Customer Login Portal Software

Secure Client Portal CRM

Consolidate your processes & save BIG on software costs

16 powerful business tools for the price of ONE!

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to your expensive & inefficient jumble of “one-trick pony” software.

Automated CRM
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Automated CRM

Effortlessly Manage Relationships

Centralize information and communication, automate repetitive workflows, and ensure you never miss a follow-up. Simplify both Client and Staff management while staying organized and saving valuable time, so you can focus on growth and delivering exceptional service.

Onboarding
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Onboarding

Simplify Client Start-Up Steps

Welcome new Clients and Staff with clarity and professionalism through automated onboarding workflows. Eliminate confusion, reduce manual tasks, and create a consistent, engaging experience that ensures your clients feel valued and prepared from the very first interaction.

Client Portal
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Client Portal

Empower 24/7 Client Access

Provide your Clients with a secure, self-service portal for file sharing, progress updates, and communication. Save time by reducing unnecessary emails and offer an elevated, always-available experience that builds trust and strengthens client relationships across your offerings.

EXTREME White Label
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EXTREME White Label

Full Focus on Your Brand

Take full control of your brand with customizable, White Labeled tools and interfaces. Deliver a consistent, professional experience that reinforces your unique identity while providing cutting-edge solutions that your Clients and Staff will trust and value.

Digital Marketing
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Digital Marketing

Optimize Your Campaign Results

Streamline your digital marketing efforts by managing your Target Audience, automating follow-ups, and tracking performance metrics – all from one platform. Increase efficiency, ensure no opportunities are missed, and maximize the return on your marketing campaigns.

Appointment Scheduling
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Appointment Scheduling

Manage Time Without Stress

Enable effortless booking of appointments while eliminating scheduling conflicts. Automated calendar syncing, reminders, and custom booking options ensure a seamless scheduling experience for your Clients and reduce administrative overhead for everyone on your team.

Digital Dynamic Proposals
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Digital Proposals

Stand Out to Secure Deals

Create dynamic, interactive proposals tailored to both your need and your clients’ needs. Impress with sleek designs, simplify the approval process, and significantly improve your chances of closing deals. Make your proposals a key factor in winning new business.

Billing + Packages
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Billing + Packages

Simplify Payment Collection

Automate billing processes, manage subscriptions, and offer flexible package options to clients. When you streamline invoicing, reduce payment delays, and ensure accurate records, you have more time to focus on what matters most – your business and clients.

Contracts & eSignature
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Contracts & eSignature

Speed Up Agreements

Transform your document signing process with digital eSignature capabilities. Manage Document signing while maintaining compliance and reducing paperwork. Ensure every agreement is professional and legally binding.

Project & Task Management
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Project Management

Align Teams and Stay On Track

Organize tasks, assign responsibilities, and track progress across projects with ease. Collaboration tools keep your team aligned, meet deadlines, and eliminate confusion with tools designed to ensure every project runs smoothly from start to finish.

Payments + Subscriptions
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Payments + Subscriptions

Automate Recurring Revenue

Simplify how you manage recurring payments and one-time charges with integrated tools. Automate invoicing, monitor transactions, and ensure timely payments, giving you predictable cash flow and freeing you from manual billing tasks.

File Exchange
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File Exchange

Secure File Sharing Made Easy

Offer a streamlined and encrypted way to share and collaborate on files with Clients or team members. Keep sensitive information secure, avoid email clutter, and ensure all necessary documents are organized and easily accessible within your platform.

Learning Management (LMS)
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Automated LMS

Deliver Training, Empower Success

Create and deliver custom training programs or courses that engage your Clients and team. Track progress, provide certifications, and build expertise—all within a platform that ensures professional delivery and consistent learning experiences.

Support Tickets
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Support Tickets

Centralize Customer Support

Enhance Client satisfaction by resolving issues efficiently using a ticketing system that tracks, prioritizes, and organizes inquiries. Deliver quick, effective resolutions that keep  Clients happy and reduce the stress of managing customer support.

Interactive Community
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Interactive Community

Foster Collaboration Easily

Build a thriving Community where Clients or team members can connect, share ideas, and engage in meaningful discussions. Encourage collaboration, provide support, and cultivate relationships in a space tailored to your brand and audience.

Secure Messaging
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Secure Messaging

Keep Communication Private

Communicate securely and professionally with fully encrypted messaging. Ensure Client confidentiality, reduce reliance on email, and provide a streamlined way to discuss sensitive topics with the confidence that all data is protected and accessible.

The Swiss Army Knife of Software

All in One Business Client Portal

SuiteDash AUTOMATES Manual Tasks Across ALL these Tools

Client Portal Software

Advanced File Exchange

CRM / Client Management

Advanced Form Builder

No-Code Automation Builder

Custom Client On-Boarding

Appointment Scheduling

Project Management

Time Tracking & Billing

Cloud-Based Proposals

Estimates & Invoicing

Documents & eSigning

LMS Learning Management

Support Tickets

Email & Drip Marketing

Real Time Team Chat

How much can you save?

How big is your team now? In the future?

1 person 1
50 50
Onehub
Onehub
$20/mo per user $/mo
 people
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Salesforce
$25/mo per user $/mo
Asana
Asana
$9.99/mo per user $/mo
Dropbox
Dropbox
$15/mo per user $/mo
Freshbooks
Freshbooks
$50/mo (Max 500 Clients) $/mo
Toggl
Toggl
$20/mo per user $/mo
Mailchimp
Mailchimp
$55/mo (Max 5,000 Contacts) $/mo
JotForm
JotForm
$24/mo (Max 10,000 Submissions) $/mo
Acuity
Acuity
$15/mo (Max 1 Calendar) $/mo
Proposify
Proposify
$49/mo per user $/mo
Slack
Slack
$8/mo per user $/mo

Total monthly costs to use:

$/mo

Do the math. No. Brainer.

CRM & Client Portal is where it starts, but certainly not where it ends.

  • CRM & Client Portal is just the beginning — SuiteDash goes far beyond traditional expectations to deliver a complete, scalable automated business solution.
  • Break free from per-client or per-staff pricing that punishes your growth; SuiteDash uses a revolutionary UNLIMITED pricing model instead.
  • Add unlimited team members, clients, or projects without ever increasing your subscription cost — scale freely and confidently.
  • Say goodbye to surprise pricing tiers and enjoy a predictable pricing structure that can save you thousands each year.
  • Whether you manage 10 clients or 1,000, your investment remains the same — SuiteDash grows with you at no extra cost.
  • Stop letting pricing models slow you down — embrace true #SuiteFreedom with SuiteDash’s UNLIMITED model and unlock your business potential.

We built this for you!

SuiteDash was designed from the ground up to be powerful yet flexible so that you can adapt it to fit your unique needs. Our tools talk to each other right out the box, and not only that, they can also “trigger” each other in super-powerful ways that let you AUTOMATE workflows, on-boarding and next actions. Imagine that feeling of gratification knowing that your Automations are working in the background while you sit peacefully and sip your coffee 🙂

Click a Tile to See how SuiteDash handles your ENTIRE Customer Journey

Digital Agency
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Marketing / SEO
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Coaching
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Accounting / CPA
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Legal / Attorney
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Consulting
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Financial Advisors
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Insurance
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Bookkeeping / Tax Prep
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Travel Agencies
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Real Estate
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Non-Profit
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Sports / Fitness
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Virtual Assistants
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Construction / Property
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eCommerce
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Education / School
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Event Space / Conference
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Health Care / Therapy
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Influencer / Content Creator
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Didn’t see your niche? Don’t worry, SuiteDash adapts to ANY type of business or organization!

I love using SuiteDash. It allows me to automatically onboard my clients using automation. For a long time, I have been using email service software and I have been able to replace the software for my bookkeeping firm because SuiteDash allows me to acquire leads.

~ Kianja J. via G2 blank

Man using Client Portal Software

CRM + Automation

Automate Lead Generation, Onboarding & Key Processes

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

Embed Kickoff Form on your website

Unlimited Custom Fields in CRM

Customize the Client Portal experience

Automate your Onboarding process

Create Funnel/Landing Pages to suit

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Client Portal Alternatives

So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.

~ Nafiur R. via Capterra blank

Desktop & Mobile Client Portal Software

White Label Portal + Mobile App

Customize the Client Portal experience with your URL, Logo & Colors

Your Clients & Staff will access your Client Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.

Portal can be setup on your URL

White Label Mobile App is included

Fully Branded Login Page

Fully White Labeled email notifications

Users never see the SuiteDash brand

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Client Portal Mobile App

I love the fact that it creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.

~ Spencer J. via Capterra blank

Client Portal Dashboard CPA Accounting

Onboarding + Custom Dashboards

Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.

Assign Unique Dashboards to Clients

Clients Only See Their Own Data

Custom Staff Dashboards for Teams

Use Powerful Built-In Dashboard Tools

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Customer Login Portal

I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.

~ Sharpened P. via G2blank

Man using Client Portal Software

Invoicing + Subscriptions

Get paid Online + Subscription Payments + Membership Site

A complete Client Portal solution for sending invoices & receiving payments + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

Quickly create Invoices that can be paid online

Auto-convert Estimates to Invoices

Invoice both ‘One Time’ & Subscription items

Clients can manage & cancel Subscriptions

Securely store ‘Payment Methods on file’

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Online payments in Client Portal

I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.

~ Ken I. via Capterra blank

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LMS Learning + Monetization

Integrate Learning into your Business

Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.

Build Courses for Clients & Teams

Easy Drag & Drop Course Builder

Lock Lessons Until Tasks Complete

Embed Videos, Charts & More

Create Multiple Course Products

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We initially chose SuiteDash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.

~ Dara B. via Capterra blank

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Client Onboarding + Member Access

Onboarding Clients on Autopilot

Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!

Start onboarding with Kickoff Forms

Auto-progress Prospects by steps

No-Code Automations for Autopilot

Route users based on their answers

Built to match your unique workflow

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Secure Messaging directly from Client Portal

I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.

~ Ken I. via Capterra blank

Branded Accounting Client Portal

Cloud File Storage + Transfer

Securely storing, sending and sharing files has never been easier.

Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.

Client files are securely insulated

Integrate file(s) upload into onboarding

Use File Requests to ask Clients to upload

Send/Share files of any size to anyone

Shared Folders are powerful & flexible

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Client File Management Portal Software

We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.

~ Alex C. via Capterra blank

Portal showing Client Proposal

Cloud Proposals + eSigning

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)

Proposal are viewed & eSigned online

Prospect/Client does not need to log in to view

Auto-generate Invoice when Client accepts

Templates prevent repetitive work

Signature is documented & 100% legal

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Proposal Software Client Portal

The Single Most Influential Tool In Growing My Business! The client management options are top-notch! Project management helps my business ensure we’re always on top of our projects and deliverables are centralized. Billing is everything for us! All of our services are centralized and can be attached to automated actions for ease of use!

~ Ellis M. via G2 blank

Scheduling Software working in Client Portal

Appointment Booking + Automations

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website

Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.

Use with Your Entire Team

Let Leads Book from Your Website

Share a Custom ‘Book Me’ Page

Sync with Your Google Calendar

Admins Can Book for Others

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Scheduling Appointment directly from Client Portal

All that AND a bag of chips. I was immediately hooked! It’s one package that takes the Prospect all the way through to the end when you’re going to move them to a Client. All Inclusive! You can communicate with that individual or business from the very start all the way through the entire flow, and you’ve got a ping on them the entire way!

~ Lisa S. via G2 blank

Project Management Portal

Projects + Templates + Automation

Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work

Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.

Task Templates & Generators eliminate repetition

Design a workflow, then automate the steps

Task timers allow for granular time tracking

Easily convert tasks/projects into Invoices

Kanban boards simplify organization

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Project Management Software Client Portal

I am using this software for billing, client onboarding, organizing, and structuring client tasks. This software is basically running half of my business for me. I love everything that this platform offers. I am able to invoice clients, set-up tasks or projects for clients, use forms to get client information. Now, I no longer need at least 6 different apps that I was originally using!

~ Geisha J. via Capterra blank

Email Marketing in Client Portal

Email Marketing + Drip Campaigns

Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions

Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.

Add via Form or Manual Entry

Send Now or Schedule Campaigns

Save & Reuse Campaign Templates

Import Subscribers Using CSV

Track Opens & Click-Throughs

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Client Email Marketing Software

We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.

~ Alex C. via Capterra blank

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E-Signing + Contracts

Dynamically Generate Documents for e-Signing

Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.

Auto-fill Docs with Dynamic Data

Auto-send Docs for eSign & Review

Full Audit Trail w/ IP Tracking

View, Sign & Complete Documents

Run Actions After Docs Are Signed

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Proposal Software Client Portal

The intuitive interface of this platform makes it a breeze to navigate, and the learning curve is minimal. However, what truly sets this platform apart is the exceptional customer support. Whenever we’ve had questions or needed assistance, their support team has been responsive and knowledgeable. It’s clear that they value their customers and are committed to helping us succeed. Considering the breadth of features and functionalities the platform offers, it represents exceptional value for money. It has eliminated the need for us to subscribe to multiple separate tools, saving us both time and resources.

~ Ryan R. via Capterra blank

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Support Tickets

Streamline your Customer Support workflow!

Use Custom Inboxes, Priorities & Tags to define your internal systems, processe, and escalation procedures to ensure that tickets are handled according to your business requirements. Powerful Permissioning lets you control exactly which Staff members can view and respond to support requests.

Support Channel in Your Portal

Use Inboxes, Priorities & Tags

Filter & Search to Find Tickets Fast

Auto-Create Tickets via Email

Control Staff Ticket Permissions

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Proposal Software Client Portal

We initially chose SuiteDash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.

~ Dara B. via Capterra blank

Interactive Community Management

Interactive Communities

Discussion Forums designed to streamline interaction and encourage Member participation

Create multiple unique Communities w/ any number of Public and Private Spaces to facilitate targeted engagement and interaction. Access to the Community and Private Spaces can be automated and monetized. Communities can be added to any Plan via the Community Power-Up.

Unlimited Members & Spaces

Auto-Assign to Spaces & Groups

Threads, Polls & Announcements

Assign Staff as Moderators

Monetize with Communities

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White Label Community Forum

The intuitive interface of this platform makes it a breeze to navigate, and the learning curve is minimal. However, what truly sets this platform apart is the exceptional customer support. Whenever we’ve had questions or needed assistance, their support team has been responsive and knowledgeable. It’s clear that they value their customers and are committed to helping us succeed. Considering the breadth of features and functionalities the platform offers, it represents exceptional value for money. It has eliminated the need for us to subscribe to multiple separate tools, saving us both time and resources.

~ Ryan R. via Capterra blank

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Secure Messaging + Live Chat

Communicate in a secure & organized way

Your own Private & Secure Messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.

HIPAA Compliant Secure Messaging

Clients can send Messages to you

Control who in your org Clients can message

Organize with unlimited Folders

Live chat w/ Direct Messages & Channels

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F.A.Q.s

What is a client portal?

A client portal is a secure, cloud-based platform that provides access to digital files, services, and information via the internet, available on both desktop and mobile devices.

It streamlines communication through private messaging, integrates CRM for client management, enables secure file sharing, and supports tailored customer experiences to boost retention and minimize churn.

How can I use a client portal?

Manual email chains and repetitive client responses are time-consuming and often clunky.

Enter SuiteDash: a CRM + client portal engineered for seamless, professional client interactions, eliminating the need for multiple tools or costly custom builds.

With SuiteDash, you deliver a polished, flexible experience that saves time and elevates your brand, all from one intuitive platform.

What makes SuiteDash unique?

SuiteDash is community-driven—we build features our users want, ensuring you get tools you’ll love and actually use.

Wondering if we’re the right fit? Check out our 600+ reviews averaging 4.9/5 on G2 and Capterra:

G2 Reviews

Capterra Reviews

Rated #1 Client Portal by Business Solutions

Our support team responds to tickets in under 10 hours on average (usually faster), ensuring you’re never left hanging.

Our customers rave about us, and we’re obsessed with making SuiteDash faster, smarter, and packed with features you need to succeed. Ready to join the party?

How secure is SuiteDash? Is it HIPAA compliant?

Security is our priority. SuiteDash employs industry-best practices to keep your data safe, with multiple daily backups and a robust system to handle any issues, big or small.

Plus, SuiteDash is HIPAA compliant, making it ideal for healthcare professionals, accountants, or anyone handling sensitive data. Learn more: HIPAA Compliance.

Does SuiteDash include project management?

Absolutely—and it’s just the start! SuiteDash is an all-in-one business platform, combining a CRM & client portal with a full suite of tools to replace multiple subscriptions.

Clients can track projects, but that’s not all. They can also:

  • Upload and access files securely (think Dropbox, but more integrated into your workflows)
  • Send private messages (say goodbye to email overload)
  • Sign documents digitally (no need for extra tools)
  • Pay invoices seamlessly (all major gateways, zero fees from us)
  • Explore custom pages (perfect for membership-style portals)

One platform, endless possibilities.

Will SuiteDash overshadow my brand?

Not a chance! SuiteDash is fully white-labeled, even on our most affordable plan, so your clients only see your branding, logo, and style.

We even throw in a free white-labeled mobile app with your branding, ensuring a consistent, professional experience across all devices.

Consolidate your workflows & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM
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Onboarding
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Client Portal
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EXTREME White Label
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Digital Marketing
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Appointment Scheduling
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Digital Dynamic Proposals
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Billing + Packages
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Contracts & eSignature
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Project & Task Management
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Payments + Subscriptions
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File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging
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