Secure Client Portal Software

Give your Clients protected access to a whole host of resources and items (including assigned Files, Estimates and Invoices, Private Messages, Projects and Tasks, and more), all presented to them immediately after they login to the Secure Client Portal. Additionally, the entire SuiteDash environment can be branded with your own company logo and colors, so your customers will be presented with a fully white labeled experience, even down to the URL they use to login!

Customize Client Experience

Easily customize what your clients see when in your SuiteDash environment, from the login screen, to their Dashboard, to what navigation menu items they can access, and even build specific Portal Pages (filled with custom HTML content you create) and assign specific clients. Everything your clients see is controlled by you, so you can guarantee they only have access to the resources you desire.

Secure Client Portal

Security is #1 Priority

The security of your client’s data is of the utmost importance, and you can rest assured knowing that it is fully protected within your secure SuiteDash environment. All of your data and files are transferred via 256-bit SSL encryption (the same level of security used by most banks), and all data is stored on HIPAA and EU Privacy Shield compliant servers, ensuring information all the data in the Secure Client Portal is protected in a compliant environment.

Fully Branded Environment

Everything from the menu colors, to text colors, to buttons, to the logo of your SuiteDash environment (both login page and logged-in area) is completely customizable using the intuitive and easy-to-use menu. Using just some color pickers and an image uploader, you can fully customize the login page, logged-in environment, and email notifications to match your company branding perfectly.

Granular Resource Assignments

From Files, to Portal Pages, to Tasks and more, you control exactly what your clients have access to, on a per-user assignment basis. Whether you want to give permission to a specific file, display a certain few Portal Pages, hide a specific top-level menu item, or give access to view a specific Task, you are fully in control and can ensure your clients see only the resources you assign to them.

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