Product
Your Brand. Your Client Experience.
Deliver a seamless, professional digital experience under your own brand — from client portal and provider workspace to mobile.
- Fully white-labeled client portal
- White-labeled provider portal
- Branded mobile app launching early 2027
- Consistent experience across every touchpoint
- Strengthen client engagement and loyalty
Included in every Cloudbase plan — no extra charge.
White-Labeled Client Portal
Give your clients a modern, secure and branded portal to access documents, communicate, make payments and more — all under your firm's brand.
White-Labeled Provider Portal
Give your team a branded workspace to manage clients, tasks, billing, schedules and more — with your firm's logo, colors and domain.
White-Labeled Mobile App
Extend your brand to mobile. Give clients and your team secure access on the go with the same seamless, branded experience.
Built for Your Brand
A Seamless Experience Across Every Touchpoint.
From client documents to team collaboration, Cloudbase gives you a fully white-labeled experience that reflects your firm's brand and delivers a consistent, professional experience for everyone.
Key Capabilities
Your Branding
Use your firm's logo, colors and domain.
Client Document Access
Securely share and manage documents.
Communication
Built-in messaging for clients and your team.
Tasks & Workflow
Keep clients and your team aligned and on track.
Payments & Invoicing
Accept payments directly through your branded portal.
Scheduling
Let clients book appointments with your firm.
Team Collaboration
Give your team a unified, branded workspace.
Mobile Access (2027)
Extend your brand to mobile with our white-labeled app launching early 2027.
Ready to See It in Action?
Deliver a Branded Experience Your Clients Will Love.
See how Cloudbase can help you create a seamless, white-labeled client experience for your firm.
