Client Portal
White-label branded experience
Project Management
End-to-end delivery tracking
AI-Powered
Smart workflow automation
85%
Faster Completion
3x
More Responsive Clients
60%
Less Follow-Up Emails
100%
Task Visibility
Capabilities
Key Features
Everything you need to streamline your operations and delight clients.
Assign Tasks to Clients
Create and assign tasks directly to clients that appear in their branded portal for completion.
File Requests
Request specific documents or files from clients with clear instructions and deadlines.
Checklist Tasks
Create multi-step checklists that guide clients through complex requirements.
Automated Reminders
Set up automatic email and in-app reminders for pending tasks and approaching deadlines.
Real-Time Visibility
See exactly which tasks are complete, in progress, or overdue across all clients.
Task Comments
Communicate directly on tasks with built-in comments and status updates.
Use Cases
How Teams Use HaloTasker
Requesting W-2s and financial documents for tax preparation
Collecting signed contracts and agreements
Gathering brand assets and creative materials for campaigns
Obtaining approvals for deliverables and proofs
Scheduling required meetings or calls
"Getting information from clients used to be like pulling teeth. Now they log into their portal, see exactly what we need, and complete tasks on their own time. Our team spends way less time chasing documents."
MT
Michael Torres
Managing Partner, Torres & Associates
Benefits
Why businesses choose HaloTasker
Eliminate back-and-forth emails with centralized task management
Give clients a clear to-do list in their branded portal
Track completion rates and identify bottlenecks instantly
Reduce missed deadlines with automated reminders
Keep all task-related communication in one place
Free up your team from chasing clients for information
Frequently Asked Questions
Common questions about client tasks
What are client tasks?
Client tasks are structured items you assign to clients — like 'upload signed contract', 'review proposal' or 'complete intake form'. HaloTasker tracks completion and sends reminders automatically.
Can I set deadlines and reminders?
Yes. Set due dates, choose reminder cadences, and HaloTasker chases clients automatically until they complete.
Does it work for recurring tasks?
Yes. Set up daily, weekly, monthly or custom recurring tasks for clients on retainer or compliance workflows.
Can clients complete tasks on mobile?
Yes. The client portal is fully mobile-responsive — clients can complete tasks, upload files and approve work from any device.
