Can we white-label the portal?

Yes, the portal can be fully branded with your logo, colors, and custom domain. Clients see your firm's branding, not ours.

How is document security handled?

Documents are encrypted at rest and in transit. Access controls determine who can view, download, or edit. Audit logs track all access.

Can clients pay invoices through the portal?

Yes, clients can view invoices and pay via credit card or ACH. Payments sync to your accounting system. Automatic receipts are sent.

Can we control what each client sees?

Yes, visibility is controlled at the project level. Different client contacts can have different permission levels (view vs. edit).

Does it support multiple projects per client?

Yes, clients can have multiple projects, each with its own documents, messages, and milestones. Clients see all their projects in one portal.

Can we use it for client onboarding?

Yes, you can create onboarding checklists with document requests, forms, and tasks. Track completion and follow up on outstanding items.

Customer PortalProfessional ServicesPopular

Professional Services Portal

Client portal for service firms with project updates, document sharing, and billing.

Full source code

One-click export

Fully customizable

Production ready

Template Preview

Professional Services Portal is a client-facing platform for consulting firms, agencies, accountants, and other service businesses. It gives your clients a window into their projects while keeping internal work private.

Share project status and milestones without email updates. Collaborate on documents with version control. Communicate through secure messaging instead of scattered emails. Let clients view invoices and make payments. Build the polished, professional experience your clients expect.

From boutique consultancies to established firms, this template helps you deliver great client service while reducing administrative overhead.

Why Choose Professional Services Portal?

Discover how this template can transform your professional services operations

Reduce Status Update Requests

Clients see project progress on demand. Automatic updates when milestones complete. Fewer interruptions for your team.

Share Documents Securely

Encrypted document vault with access controls. Version history shows what changed. Better than email attachments.

Communicate Professionally

Threaded messaging keeps conversations organized. Better than email chains, more professional than texting.

Simplify Invoicing

Clients view invoices and pay online. Automatic payment reminders improve collections without awkward follow-ups.

Onboard Smoothly

New client setup with document collection, kickoff checklists, and team introductions. Great first impressions.

Build Your Brand

White-labeled portal with your branding. Clients see a polished, professional experience with every interaction.

Who Should Use This Template?

This template is designed for healthcare professionals and organizations of all sizes

Consulting Firms

Management, strategy, and IT consultancies managing client engagements.

Accounting Firms

CPA firms sharing tax documents, financials, and advisory deliverables.

Marketing Agencies

Agencies sharing campaign reports, creative assets, and project status.

Law Firms

Legal practices providing case updates and document access to clients.

How to Get Started

Go from template to production in four simple steps

Brand Your Portal

Add your logo, colors, and domain. Configure the client experience to match your firm's standards.

Set Up Projects

Create client projects with milestones and team members. Define what clients can see and do.

Invite Clients

Send branded invitations to your clients. They create accounts and access their portal.

Collaborate and Serve

Share updates, exchange documents, communicate, and manage billing—all through the portal.

Features Included

Project Dashboard

Document Vault

Invoice History

Support Tickets

Secure Messaging

Common Use Cases

Sharing project status with clients

Exchanging documents securely

Communicating via secure messaging

Presenting invoices and collecting payments

Onboarding new clients

Submitting and tracking support requests

Sharing reports and deliverables

Managing client contacts and permissions

Built With Modern Tech

React 18 with Next.js 14TypeScriptPostgreSQL databaseTailwind CSS + shadcn/uiNode.js backendREST APIE2E encryption optionWhite-label support

Integrations

Stripe / PayPalQuickBooks / XeroGoogle Drive / DropboxDocuSignSlack / TeamsSalesforce CRMEmailZapier

Frequently Asked Questions

Everything you need to know about the Professional Services Portal template

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Ready to Build Your Professional Services Solution?

Start building with Professional Services Portal today. Full source code included, deploy in days not months.

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