What Is a Client Portal?
A client portal is a secure, branded online hub where clients log in to manage documents, appointments, messaging, and payments -- all in one place. Unlike public websites, portals restrict access using role-based permission and encryption. Platforms like SimplePractice and Softr use this to streamline operations and maintain client trust.
Why Tadabase Is Ideal for Client Portals
- Custom UI Without Code - Use drag-and-drop tools to build your layout.
- Secure and Compliant - Add role-based permissions, MFA, SSL, and audit logs.
- Easy Integrations - Link to CRMs, Stripe, calendars, and more.
- Faster Launch - Go live in days, not weeks -- without a developer.
Essential Portal Features
| Feature | Description |
|---|---|
| Authentication & Roles | Use login, MFA, and access levels. |
| Document Sharing | Clients upload and download files safely. |
| Messaging | Send alerts, messages, and updates in one place. |
| Appointments | Let clients self-book through calendar tools. |
| Billing | Issue invoices and collect payments inside the portal. |
| Branding | Customize logos, fonts, and layouts. |
Real-World Benefits
- Centralizes secure client access
- Improves self-service and reduces email clutter
- Delivers a clean, branded experience
- Grows with your client base
How to Build and Launch
- Define Goals - What does your client need: files, bookings, payments?
- Design UX Flow - Create tables, assign access, and plan pages.
- Build a Prototype - Use Tadabase to create a working version.
- Test with Users - Gather client feedback before going live.
- Launch - Send invites and onboarding materials.
- Iterate - Improve the portal monthly based on usage.
Portal Options Compared
| Platform | Pros | Cons |
|---|---|---|
| SimplePractice | Secure, feature-rich | Limited customization, costly per-user |
| WordPress Plugins | Low setup cost | Security risks, plugin updates |
| Softr | No-code and fast | Limited advanced workflows |
| Custom Code | Fully flexible | Slow to build, high cost |
| Tadabase | No-code UI + logic + integration | Some learning required |
FAQs
Q: Is Tadabase HIPAA or GDPR compliant?
Yes. Use encrypted databases, access rules, and sign a BAA as needed.
Q: How fast can I build a portal?
Basic portals take a few days. Complex ones take 2 to 4 weeks.
Q: Do clients need to install anything?
No. Tadabase portals work in a browser on desktop or mobile.
Q: What about onboarding?
Use signup forms and inline help to get clients started quickly.
Q: How is Tadabase priced?
Plans scale with features, not with per-user limits.
Example: A Consulting Portal
- Dashboards for project status
- Secure file sharing
- Invoice and payment tracking
Result: 60% fewer email threads and faster client updates.
Next Steps
- Create a Tadabase account
- Use this guide to design your portal
- Test with internal users
- Launch and train clients
- Improve and scale monthly
Start building your branded client portal today with Tadabase -- no code required.
