A client portal people will actually sign in to
No password to forget, no app to install, no seat to pay for. Clients enter their email address, receive a one-time code, and land in a portal carrying your logo where they can raise a request, follow its progress and search your knowledge base.
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Most client portals go unused, and then get blamed
The usual reason is friction: another password, another login, another thing to reset. So clients go back to email and phone, and the portal becomes an expensive thing nobody opens.
Passwords kill adoption
A portal a client signs into twice a year is a portal whose password they have always forgotten, so they email instead.
Status chasing never stops
Without somewhere to look it up, “any update on that?” arrives by phone, and answering it costs more than the update.
The same question, endlessly
Answers live in individual replies rather than anywhere a client can find them, so the same question is answered again next month.
Built to remove the reasons people avoid portals
Passwordless by design
- Sign in with an email address and a one-time code
- No password to create, forget or reset
- Nothing to install — it is a web page
- A Windows client portal app is available if a client prefers one
Branded as yours
- Your logo and company name throughout
- Your support phone, email and hours on display
- Clients see your brand, not a generic vendor screen
- A quick-links list you control for the things they ask for most
Requests, tracked in the open
- Clients raise requests directly into your queue
- They follow status and see updates without asking
- Comments go both ways on the ticket
- Attachments from their side land on the ticket
Self-service that deflects work
- Publish knowledge base articles to the portal
- Clients search answers before raising a request
- The questions you answer weekly stop arriving
- You choose what is published and what stays internal
You decide what they can see
- Show or hide assets, contracts and properties per portal
- Scope visibility to the client’s own records only
- Client-facing views are read-only by design
- Internal notes stay internal and are never exposed
Controls a security review will ask about
- Restrict portal access to specific IP addresses
- Block a client by email address, domain or keyword
- Full audit logging of portal activity
- One-time codes expire, so there is no long-lived credential
What a client actually experiences
They open a link
No app, no download. A browser and the email address you already have on file.
A code arrives
They enter their address, receive a one-time code and are in. Nothing to remember for next time.
They help themselves first
Your knowledge base is right there, so a good proportion of visits end without a ticket being raised at all.
Or they raise a request
It lands in your queue against their record, and they can follow it through to resolution without ringing anyone.
Who it’s for
MSPs
Give every client a front door that carries your brand, and take the status calls out of the day.
Internal IT
A request channel staff will use, with a knowledge base that answers the repeat questions before they are asked.
Property & facilities teams
Tenants and site contacts raise requests without an account to manage or a seat to pay for.
What’s included
Frequently asked questions
Do portal users cost anything?
No. Portal users are free and unlimited on every plan, including the free one. Only agents — the people doing the work — consume a paid seat.
Can I use my own domain and colours?
Not currently, and it is worth being precise about it. The portal carries your logo, company name and support details, so it reads as yours — but it is served from a Vertask address and the colour scheme is not configurable. If a fully white-labelled portal on your own domain is a requirement, this does not meet it yet.
How do clients sign in?
They enter their email address and receive a one-time code. There is no password to create, forget or reset, which is the single biggest reason client portals go unused.
Can clients see their assets and contracts?
You choose. Assets, contracts and properties can each be shown or hidden per portal, and clients only ever see records belonging to them. Those views are read-only — clients can raise and follow requests, but cannot edit records, sign contracts or fill in workbooks.
Can I restrict who reaches the portal?
Yes. Portal access can be limited to specific IP addresses when a client requires it, and a client can be blocked by email address, domain or keyword.
Is the portal on the free plan?
Yes. The client portal and knowledge base are part of the help desk, which is free for two agents with unlimited tickets and no credit card.