Agencies juggle 15 client projects with one overworked PM. Taro gives each client a clean project portal, gives the PM a portfolio view across all of them, and generates client ready status reports in one click without ever exposing one client's data to another.
Client Portfolio
Acme Corp Website Redesign
Sprint 3 · 8 tasks · On budget
Nimbus Brand Identity
Design review pending · Client approval needed
Volt Energy SEO Retainer
Month 3 · 6 deliverables · On track
Beacon App Development
Milestone 2 delayed · 4 days late
Trusted by digital agencies, creative studios, and consulting firms managing multiple client accounts.
Every Monday your PM writes 12 client status emails from memory, chasing developers for updates, compiling them into individual decks, and praying nothing important was missed. It's manual, slow, and error prone.
Clients call to ask what's happening. You didn't give them access because your tool would show them everything. So they're in the dark, trust erodes, and they start questioning your timelines.
The client questions the invoice. You don't have clean records of what was done when, by whom, and how long it took. You end up discounting to keep the relationship, absorbing costs that were real.
Give each client a clean, isolated view of their project. They see their tasks, their timelines, their deliverables. They can comment and track progress. They never see other clients, your internal costs, or your team structure.
Every week, generate a client ready status report in one click. AI pulls task completions, time logged, milestone progress, and next steps. The PM edits it, exports as PDF, and sends in 5 minutes instead of 2 hours.
See all 12 client projects in one dashboard health status, active tasks, overdue count, and budget utilisation. Know which accounts need attention before the client calls to ask.
Each client gets a portal showing exactly their project tasks, milestones, files, comments. They log in when they want an update. You stop getting the where are we? call on Thursday afternoon.
We onboarded 6 new clients in Q2 without adding a single PM. Taro runs the project structure, the client portals, and the reporting. We just do the work.
Managing Director, digital agency
More clients, same PM headcount
Client data cross contamination
Less time on status emails
Client ready weekly report
Campaign production, asset delivery, and client approval workflows all in one project per client.
Website, app, and SEO projects with milestone Gantt, Cascade Reports, and client portals built in.
Track billable hours per engagement, generate client invoicing reports, and manage deliverable timelines.
Retainer deliverables tracked monthly. Client reports generated weekly. Renewals never missed.
Each client is an entirely separate project. Guest Access is scoped at the project level a client invited to Project A can never see Project B, even if they share the same Taro organisation. User profiles returned to guest users show only first name and avatar no email, no phone, no internal data. Every guest access event is logged in an audit trail.
Start your 14 day Pro trial. Client portals and portfolio view ready on day one. No credit card.