THE CLIENT PORTAL

What your client sees.
Branded as if you built it yourself.

A secure, white-labeled portal where clients log in — no password required — to see every report you've ever sent them, beautifully organized.

See a portal preview

Acme Corp

Client Vault

Welcome back, Sarah

Here are your latest reports.

Contact Team
October Performance Review
Sent 2 days ago
September Performance Review
Sent 1 month ago
Q3 Strategic Overview
Sent 3 months ago
SECURE, NOT ANNOYING

One click. No password to forget, reset, or lose.

Clients get a secure, unique link — not another login to manage. It's protected, trackable, and entirely branded as yours.

YA
Your Agency
To: Sarah (Client)
View Your Report
EVERYTHING, ORGANIZED

Every report you've ever sent.
One place. Always on-brand.

Clients can revisit any past report, any time — no digging through email threads. It's a running history of your work, and proof of value, always available.

A
Agency Portal
Report Vault

November Monthly Wrap-up

Sent on Nov 1, 2026

October Monthly Wrap-up

Sent on Oct 1, 2026

Q3 Strategic Review

Sent on Sep 28, 2026

September Monthly Wrap-up

Sent on Sep 1, 2026

August Monthly Wrap-up

Sent on Aug 1, 2026

Security Settings

Client: Sarah Jenkins

Open Link (Default)

No login required.

Require Password

Client must enter a PIN.

YOUR CALL

Add a password layer if you want extra control.

Most agencies leave it open-link for convenience. If a client handles sensitive data, you can require a password — your choice, configured per client.

Your client should think you built this yourself.

No LedgeSpace logo. No "powered by" badge undermining your brand. Just your agency, looking like it has its own proprietary reporting system.

LedgeSpace

Client Vault

Your Domain. Your Colors. Your Logo.

Give your clients a portal worth logging into.

THE DASHBOARD IS DEAD

Stop reporting.
Start directing.

Agency Intelligence, Automated.

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