WordPress Client Portal Setup gives each client a secure login to access their own files and updates, for a fixed price of A$790. Emailing documents back and forth is messy and insecure. I set up a portal where each client logs in to see only their own documents, invoices, project updates and messages.
At a glance
- Price: A$790 fixed (AUD, GST applies for Australian customers)
- Turnaround: 5 business days
- Platforms: WordPress (any theme)
- Service area: Delivered online for businesses in Australia, New Zealand, the United States and Canada
What's included
- Client portal plugin or custom setup
- Secure client logins
- Private files per client
- Document upload by you and clients
- Project status updates
- Email notifications
- Branded portal pages
- Up to 10 clients set up
What's not included
Premium plugin licences and accounting integrations are not included. For paid memberships see WordPress Members Area Setup.
Who it's for
Accountants, agencies, consultants and builders who share documents with clients.
Delivery
Completed within 5 business days of receiving WordPress admin access.
How it works
- Order the setup. I contact you within one business day.
- Planned. Portal features agreed.
- Set up. Logins and files configured.
- Tested. Each client view checked.
Work is completed by Mark Serdina, a Sydney-based Shopify, WordPress and SEO developer.
Want login security too? See WordPress Two-Factor Authentication Setup.
New to ordering? Read how it works and the Shop FAQ, or book a free 15-minute consultation.
Related searches
wordpress developerclient portalwordpress pluginswordpress security
Frequently asked questions
Can clients only see their own files?
Yes. Each client's files are private to their account.
Can clients upload documents?
Yes. Uploads can go to their private area for you to review.
Is it secure?
Files are protected from public access and logins can use two-factor authentication.
Can I add new clients myself?
Yes. Adding a client takes a minute and sends them a welcome email.













Reviews
There are no reviews yet.