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.

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

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

All information securely accessed by clients, anywhere, anytime and on any device.


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

What People Say

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

Security & Data Integrity

Peace of mind!

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

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

Who is it for?

Freelancers, sole-traders and small businesses …

… who want to be more efficient and have one central private place for all their business information, communication and resources.

Improve Customer Loyalty & Increase Responsiveness

from only $29.95

Client Portal – Preview

Easy steps to get you started

Detailed instructions to make sure you benefit fast.

Screenshot shown in OneNote Online and OneNote 2016.

Quick & simple for your clients

Benefits and usage are well explained.

Client details always up-to-date

The client can update their own details.

Deliver quotes & get paid more quickly

No need to change how you create your invoices, quotes & estimates just drag & drop them into your client portal instead of emailing them.

Quick & safe communication

Messages in one central place. You can even store emails.

Deliver documents & files without sending them via unsecured email

Manage, share any files & documents.

More efficient collaboration on projects

Who does what, when and where. Keep everyone in the loop.

Improve Customer Loyalty & Increase Responsiveness

from only $29.95

Bundle & Save

Business Pack

3 Notebooks

Business Suite

11 Notebooks with 100+ Templates

Business Bundle

6 Notebooks

Add to cart

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