All-in-One Portal
Easily share projects, files, messages, tasks, and invoices with clients in one simple, secure portal—powered by Task Session.
Upgrade how clients interact with your agency, from communication to files and approvals.
Stop chasing emails and scattered links. Task Session’s client portal keeps every project update, file, task, and invoice in one clean, easy-to-use space—so clients always know where to go and what’s next.
Key Features:
No more lost feedback in long email threads. Chat directly with clients inside the portal, keep discussions attached to projects, and always have full context when you need it.
Key Benefits:
Turn approved work into invoices in just a few clicks. Keep billing, work, and communication together so clients never ask, “Can you resend that invoice?”
Key Features:
Give clients a simple, visual way to follow project progress while keeping your team organized and work moving smoothly.
Key Benefits:
Share briefs, contracts, designs, and final deliverables without messy links. Clients can upload, review, and download files directly inside the portal—no extra tools needed.
Key Features:
Loop clients into the process without losing control. Task Session helps you keep clients happy, your team aligned, and every project moving forward smoothly.
Key Benefits:
Install TaskSession on your own hosting and keep 100% ownership of your data and system.
www.portal.yourdomain.com
Check out what these customers have to say about us.
Task Session has completely streamlined how we manage projects and clients. The Kanban board and reporting features keep my team on track, and the invoicing system saves us hours every week.
I’ve tried a few CRMs before, but none were as simple and effective as Task Session. The installation was smooth, and the white-label option is a big plus for my business branding.
Our team loves the flexibility of Task Session. From workload management to milestone tracking, everything is in one place. It has made collaboration much easier and stress-free.
The best thing about Task Session is its self-hosted nature. I have full control over my data and can customize branding to match my business. Highly recommended for professionals.
As a growing startup, Task Session helped us stay organized without the heavy costs of bigger CRMs. The system is lightweight, fast, and perfect for managing multiple clients.
We switched to Task Session recently, and it has already boosted our productivity. The dashboard is clean, the reports are insightful and support has been excellent so far.
Task Session finally brought order to our workflow. Our team moves faster, clients stay updated automatically and managing tasks and files has never been this effortless.
Task Session has completely improved how we manage our cases and client communication. Everything is organized, and our team always knows what needs attention next.
The ability to track cases, assign attorneys, and manage billing without confusion has made our firm more efficient and professional.
From hearing schedules to case notes, everything stays structured. It has helped our team stay focused and avoid missed deadlines.
Task Session has brought clarity to our case handling and improved how we communicate with clients. Everything feels structured and easy to manage.
Managing multiple cases used to be overwhelming, but now everything is organized in one place. It has made our daily workflow much smoother.
Run your freelance business like a pro.
