Client Portal powered by OneNote

A secure cloud based client portal

Give private 24/7 access to your client so they can download or review information you need to provide to them (e.g.: Invoices, Quotes and any other documents or communications etc …).

You can also work and collaborate on projects, ideas and ventures with your clients securely.

Best of all it’s free with our Lifetime All Access Pass!

Client Portal Solution – Screenshots

Client Portal for OneNote

Business Basic

Solution which consists of 3 Notebooks

Download whenever – forever!


Lifetime OneNote Pass

$499 $99 /One-time (USD)

Purchase Lifetime Access For:

Instant delivery. Purchases are once off and include support.

Improve Customer Loyalty & Increase Responsiveness

  • All prices are in USD.
  • Purchases are once off and include support – Yours to keep forever!
  • Templates are distributed in OneNote notebooks and instant delivered via email.
  • Licenses are for the specified amount of users across all devices supported by OneNote. 

Client Portal powered by OneNote is easy to install and includes the following:

  • Get Started

    Step by step guide to get you started

  • Client details

    Client can update their own details

  • Invoices

    Drag & drop invoices into your client portal

  • Projects

    More efficient collaboration on projects

  • Client Welcome Page

    Welcome page for your clients with benefits and usage explanation

  • Messages

    Quick and safe communication – no more unsafe emails

  • Quotes & Estimates

    Deliver quotes and get paid more quickly

  • Documents

    Deliver documents without sending them via unsecured email

We use OneNote for all our projects, this gives us a standardized portal for all our clients.

CRM’s are an overkill for me with less than 20 clients. This is the perfect solution – Thanks

All company information securely accessed anywhere, anytime and from any device


      • Secure 24/7 access
      • Far better security than email
      • Easy to use
      • Cost effective
      • Easily share & collaborate

Security & Data Integrity

Knowing that your data is in the right place with the right privacy, legal protection, encryption and jurisdiction nowadays is more important than ever!

Read here about how your data is safeguarded by the Microsoft Office 365 framework.

Business Basic

3 Notebooks

Business Suite

Intranet + Marketing + Partner Portal + Client Portal + KanBan PRO + GTD PRO + Productivity Maximizer + Projects + Company Wiki + Professional Development + Staff Roster + ChatGPT + ImageAI

Business Growth

6 Notebooks

Quick, safe, secure & efficient

Stop sending documents by unsecured email – use a secure online portal instead.

Three reasons why you should use a client portal:

  1. Increase your productivity
    Automating and streamlining business processes for your clients can increase your bottom dollar.
  2. Improve customer loyalty
    Making timely, accurate information available to your clients and being seen to be responsive makes it more likely that you will retain the client’s business.
  3. Increase responsiveness
    Granting 24/7 access to documents and information for clients improves flexibility and responsiveness for you and your customers.

Improve Customer Loyalty & Increase Responsiveness

from only $29.95

Related Templates

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