Fully White Label Client Portal & Mobile App
Things have changed. Having a Client Portal is no longer optional. SuiteDash gives you an achievable and affordable Client Portal option that can work the way you do.
Client Portal Software
Businesses need to consider the importance of implementing Client Portal Software
How does a Client Portal like SuiteDash work for businesses & organizations?
Accountant / Tax Preparer’s Best Friend! SuiteDash has reduced the number of programs I needed to purchase. I was able to cancel $1500 worth of subscriptions. I moved from Dubsado to SuiteDash. I also canceled Tax Dome and ConvertKit.
100% Branded Portal
Interact with clients in your own branded portal
Far beyond a ‘cookie cutter’ branded experience. Perfectly branded email notifications, and access to your branded Portal via a fully customizable login screen.
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.
Simple Client Login
Interact with your clients & customers
Bring a personal touch to the digital experience that you offer your clients & customers. Employ a Client Portal powered by SuiteDash to deliver a consistent experience across all devices, including mobile.
I love the fact that SuiteDash provides a complete solution for managing every step of a client-based business. I don’t have to use multiple tools to handle invoicing, project management, file sharing, client communication, feedback cycle etc.
Custom Portal Dashboards
Use Dynamic Data for a customized Portal experience.
Each Client will see only the data & experience that you designed for them. Start the ball rolling with pre-built Portal Dashboards and Info Pages. Present any data or files.
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.
Secure File Transfer
Transferring files has never been easier.
- Control file & folder permissions for both internal members & clients.
- Drag & Drop sharing & Upload
- No real limit to the size of files that can be shared.
- View live previews of documents without having to download them.
- Share PDFs or any other file type
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.
Secure Client Portal
Bank-level security to give the best possible protection
All traffic to and from portal is 256 bit SSL in transit
Two-Factor Authentication for secure portal access
Admins can view an audit trail of actions taken by all users
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.
“Hack Proof” Messaging
Communicate with your Clients in the most secure way possible.
Protect sensitive information using the industry-best practice of Secure Messaging.
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.
White Label Mobile App
Give your Clients the full White Label experience.
Proudly present your very own custom mobile app to install on your Client’s Apple or Android device.
Consolidate your processes & 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
Onboarding
Client Portal
EXTREME White Label
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments + Subscriptions
File Exchange
Learning Management (LMS)
Support Tickets
Interactive Community
Secure Messaging
Award Winning Software