A secure client portal your clients can actually use

Sending contracts, quotes and files as email attachments is convenient, but it is not very private or organized. CloveDesk gives every client their own private workspace, and they access it with a secure link. No passwords to forget, no accounts to create.

No credit card required

A private workspace for every client

Each client has their own workspace. Their quotes, invoices, documents and files live there, kept separate from every other client. Your client only ever sees what is theirs.

Magic link access, no passwords

Passwords get reused, forgotten and shared. CloveDesk skips them. Your client receives a secure link by email, opens it, and they are in. Nothing to remember, nothing to leak.

You decide what each client sees

Nothing appears in a client’s portal until you share it. You choose what goes into the workspace and what gets sent, so you stay in control of every document.

Signatures you can prove

When a client signs, the document is sealed with a SHA-256 hash, so any later change to the file can be detected. Both of you receive a signed PDF and an audit trail that records the signing.

A clear record of what happened

An activity log shows what happened and when, so you can answer “did they open it?” or “when did they sign?” without guessing.

Built to be simple, not complicated

Security that is hard to use gets skipped. CloveDesk keeps things simple for you and your client, so the secure way is also the easy way.

Who it’s for

  • Freelancers sharing contracts and project files
  • Consultants handling sensitive client documents
  • Agencies and small businesses sending agreements and approvals
  • HR teams sending offer letters and contracts

Free

$0/ Valid for 30 Days

  •    1 Workspace
  •    1 Project
  •    10 Quotes
  •    3 Invoices
  •    3 Documents
  •    100 MB Storage
  •    10 MB Max file size
  •    E-signature (Quotes, Invoices, Docs)
  •    Expense Management

Basic

$4.99/monthly

  •    5 Workspaces
  •    5 Projects Per Workspace
  •    100 Quotes
  •    100 Invoices
  •    50 Documents
  •    1 GB Storage Storage
  •    50 MB max file size
  •    E-signature (Quotes, Invoices, Docs)
  •    Expense Management
  •    Branding (Logo & Colors)
  • ✓ Custom expense categories
  • ✓ Activity log

Pro

⭐ most popular

$9.99/monthly

  •    100 Workspaces
  •    Unlimited Projects
  •    Unlimited Quotes
  •    Unlimited Invoices
  •    Unlimited Documents
  •    10 GB Storage
  •    500 MB max file size
  •    E-signature (Quotes, Invoices, Docs)
  •    Expense Management
  •    Branding (Logo & Colors)
  • ✓ Custom expense categories
  • ✓ Activity log
  • ✓ Project stage management
  • ✓ Auto Payment Followup

Questions

Does my client need an account or password?
No. They open a secure link sent to their email.


Can one client see another client’s documents?
No. Each client has a separate workspace and only sees what you share with them.


What can my client do in the portal?
View and download what you share, and sign documents that need a signature.


How do I know a document was not changed after signing?
Signed documents are sealed with a SHA-256 hash, and the audit trail records the signing.


Is an e-signature legally valid?
Rules vary by country and document type, so check what applies to you. The audit trail and tamper-evident file give you a solid record of who signed and when.