A client portal built into your website
Give clients a secure place to view documents, pay invoices, sign forms, and book time, all inside the website B12 already built for you. No separate login system to buy and no extra app for clients to download.
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What a client portal actually does
A client portal is a private, logged in area of your website where each client sees only their own information: their invoices, their files, their forms, and their upcoming appointments. It replaces email attachments and shared drive links with one place clients already trust, because it lives on the website they already use to find you.
- Documents and files clients can view or upload
- Invoices they can review and pay online
- Intake and other forms they can fill out
- Contracts they can review and sign electronically
- Appointments they can book directly on your calendar
Inside a B12 client portal
These are real screens from B12’s client engagement tools, the same building blocks behind every B12 client portal.
Forms
Send a form once, and every new client’s answers land in your dashboard, organized and ready to review.
Invoices
Clients open an invoice, see exactly what they owe, and pay by card or bank transfer without leaving the site.
Contracts and eSignature
Upload a contract, add a signer PIN for extra security, and send it out. Clients sign from any device, no printer needed.
Booking
Clients pick a time that works, based on the availability and appointment types you set.
Client records
Every client, every file, and every conversation lives in one record your team can search in seconds.
A complete client portal, live
Some businesses build their whole website around the portal experience, like the project portal shown above that a design studio generated with B12’s AI website builder. Requests, files, approvals, and status updates all live in one client facing dashboard.
Every client sees only their own information
Behind each B12 client portal is Supabase, the authentication and database platform B12’s AI agent uses to set up sign in, user accounts, and file storage for your site. When a client logs in, permissions make sure they can only see their own documents, invoices, and appointments, never another client’s.
- Supabase backed authentication for every client login
- Per client permissions, so one client never sees another client’s files
- File storage that stays private by default, shared only with the right account
- No separate login system to manage in a different tool
What that setup looks like
A real task log entry from B12’s AI Agent, setting up the Supabase tables and authentication rules behind a client login.
How B12 compares to other client portal tools
Many client portal tools ask you to run a separate platform alongside your website. B12’s lives inside the site it already built for you, so there is one login for you to manage instead of two.
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B12 price reflects the Website + Client Engagement plan billed annually, current at b12.io/pricing. Competitor prices and features are approximate as of September 2026 and may have changed since; check each vendor for current details.
What it costs
Client portal tools, invoicing, eSignature, intake forms, and file storage, are included on B12’s Website + Client Engagement plan, starting at $67 a month billed annually ($78 a month billed monthly). It is one flat price for your whole business, not a per client or per user fee.
See full B12 pricingClient portals built for your industry
See how these tools apply to the way your business actually works.
For accountants
Collect tax documents, send invoices, and get engagement letters signed without a single email attachment.
See client portals for accountantsFor law firms
Share case files, collect signed retainer agreements, and schedule consultations, with each client seeing only their own matter.
See client portals for law firmsFrequently asked questions about B12 client portals
- What is a client portal?A client portal is a private, logged in area of your website where each client sees only their own information. On B12, that means their documents, their invoices, their forms, and their appointments, not any other client’s.
- Do I need a developer to set one up?No. B12’s AI sets up the portal, the client logins, and the underlying database as part of building your site. You can ask B12’s AI Agent to adjust it afterward without writing code.
- How does B12 keep one client’s files private from another client?B12 web apps use Supabase for authentication and data storage. Each client gets their own account, and permissions are set so a client can only ever read or upload the records tied to their own account.
- Can I add a client portal to a website I already have?Client portal tools are part of the B12 platform, so they work on any website B12 builds for you. If your current site was built on a different platform, B12 can rebuild it as part of the same project so the portal has somewhere to live.
- How much does a B12 client portal cost?Client portal tools, including invoicing, contracts with eSignature, intake forms, and file storage, are included on the Website + Client Engagement plan, starting at $67 a month billed annually. See b12.io/pricing for current plan details.
- Does the portal work for both accountants and law firms?Yes. The same permissions and tools apply across service businesses. See how accounting firms and law firms each use a B12 client portal on their own pages, linked above.
Give clients a portal of their own
Try B12 for free and see your client portal tools set up automatically as part of your website.
