Client Access Portal

Improve Visibility,
Service and Communication with Your Customers

Client Access Portal gives your clients access to a secure web portal to easily submit tickets and requests at anytime directly
into Autotask.

The Client Access Portal provides real-time communication between you and your clients using Autotask functionality.

Enable self-service so that clients can monitor tickets, update tasks, run reports, review invoices and check status in real-time.

You’ll reduce support calls by providing them with easy access to self-help documents. And,  you can clearly demonstrate your added value to clients by giving them insight into the work you are doing for them — even when you’re not on site.

With the Client Access Portal your clients work with you to set priorities, review status and evaluate goals which helps to increase overall client satisfaction.

Features and Benefits Communicate Better with Clients:
  • Customize a secure portal (branded with your logo or their logo) to more effectively respond to requests
  • Configure settings to determine what the client is allowed to see
  • Assign tasks to your clients or receive work
    approvals online
  • Directly submit tickets to your Autotask system
    and run reports
  • Review work in progress, project calendar, hours worked