Work with us
Marketing permissions
You can unsubscribe at any time by clicking the link in the footer of our emails.
Collaborate within a secure and customizable platform.
Work with us
Marketing permissions
You can unsubscribe at any time by clicking the link in the footer of our emails.
As a consultant, providing the best experience for your clients is paramount – engaging interactions,
punctual communication, and the wow-factor is what clients want!
We are innovating new digital ways to help you impress your clients like never before.
Whilst for you, it is all about your clients, for us, it is all about you.
ClientBoard keeps your data safe and secure, giving you complete peace of mind. Easily control exactly who can view and edit information so you can ensure absolute client confidentiality and security.
Email threads can be insecure, slow and confusing. When was the last time you were wowed by an email?
ClientBoard is quicker, friendlier, more secure, and ultimately more engaging.
Send files
securely
Share and
discuss ideas
Present
proposals
Get client
sign-off
Share reports
and results
Stand out from the competition
Gain more
clients
Increase your
bottom line
Did we mention? ClientBoard is better for your team, too. Organize and manage work for each of your clients in one workspace. Meetings, tasks and team conversation are streamlined and straightforward. Better teamwork, better collaboration, better results.