A page where your clients can see where things stand
Instead of answering “where are we on the website?” again and again, invite your client to a private portal. It always shows their projects and progress, their invoices, and anything waiting for them.
Free to use. No card needed.
Client portal for Acme Logistics
Hello, Chinedu
You owe
₦1,675,000
Active projects
3
- Care plan, waiting for your signatureSign
- Invoice INV-0004 · due in 7 daysPay now
Fleet tracking app
“Dashboard screens are done and in review. Next week we start on the map.”
Illustration with sample data.
How it works
- 1
Invite someone at the client
Enter their name and email. You get a private link that lets them choose a password.
- 2
They sign in
They see only their own client’s information, never anyone else’s, and never your books.
- 3
Everything in one place
Projects and updates, invoices with a pay button and PDF, and retainer agreements to review and sign.
What you get
- Progress without the chasing
- Clients see their project’s board and the updates you post, with internal tasks and notes left out.
- What they owe, at a glance
- Outstanding and overdue amounts, with a button to pay an invoice online where you have connected Paystack.
- Sign agreements from the portal
- A retainer sent to the client appears under their agreements, ready to sign.
- You stay in control
- Turn a client’s access off and they are signed out immediately. Send a fresh link to reset a password.
- Works for several businesses
- A person who is a client of more than one business on KudiBooks can switch between them from one sign-in.
Common questions
Can clients see my other clients or my accounts?
No. A client login is separate from a team login. It can only read that one client’s projects, invoices and agreements.
Does KudiBooks email the invitation?
Yes. Tick “Email them the invitation” when you invite someone, or copy the link and send it yourself. Clients can also reset their own password by email.
Can clients edit anything?
They can pay an invoice and sign an agreement. They can’t change projects, tasks or invoices.
Related features
Run your business from one place.
Create a free account, tell us what you do, and switch on the tools you need. Your first invoice can be ready in about a minute.