Taskip

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Taskip is a white‑labeled client portal for agencies and freelancers that consolidates CRM, proposals, invoicing, project and task management, file sharing, messaging, support tickets and scheduling.

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Taskip is a client portal software designed for agencies and solopreneurs to manage projects, client communications, and billing in a secure, branded environment. It centralizes file sharing, task tracking, approvals, and payments, reducing reliance on scattered emails and multiple tools.[1][2]

Key features include real-time project progress monitoring with milestone visibility, task completion updates, and custom status labels tailored to agency workflows. Clients access organized file libraries with version history, Google Drive integration, and secure downloads, while teams handle deliverables and feedback in one place.[1][2][4]

Communication occurs through a unified message center with real-time chat, searchable conversation history, and email syncing, eliminating email threads. The platform supports invoice viewing, online payments via card or bank transfer, and one-click approval workflows with feedback tools and notifications.[2]

Premium capabilities, available via web plan upgrades, encompass project and task management, support ticket handling, and email services with AI summaries, smart reply suggestions, SMTP sending from business domains, and centralized inbox management. White-label options enable custom domains, branded notifications, and personalized client dashboards for a professional experience.[1][3][4]

Website: taskip.net

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