# HaloTasker

> Client management and white-label client portal platform for service businesses. Tools for tasks, projects, quoting, messaging, tickets, and automations.

HaloTasker (https://halotasker.com) is UK-built software for agencies, accountants, consultants and service businesses. One workspace combines a white-label client portal, CRM, tasks and workflows, quoting, invoicing and payments, booking calendars and an AI quiz/quote builder. Plans: Starter, Professional, Advanced and Enterprise, with a 14-day free trial. This file is updated whenever features change. Full plain-text detail: [llms-full.txt](https://halotasker.com/llms-full.txt).

## Pages

- [Home](/): Overview of HaloTasker's client management and portal platform.
- [About](/about): Company mission, team, and story.
- [Pricing](/pricing): Plans, pricing, and what's included.

## Products

- [Client Portal](/products/client-portal): White-label branded client portal.
- [Client Management](/products/client-management): Centralized client and project management.
- [Platform](/products/platform): End-to-end platform overview.

## Features

- [Client Onboarding](/features/client-onboarding): Forms, intake, and onboarding workflows.
- [Client Tasks](/features/client-tasks): Assign and track client-facing tasks.
- [Automations](/features/automations): Workflow automation for service businesses.
- [AI Features](/features/ai-features): AI-powered productivity tools.
- [Invoicing](/features/invoicing): Quotes and invoicing.

## Solutions

- [Accounting](/solutions/accounting): For accounting firms.
- [Marketing](/solutions/marketing): For marketing agencies.
- [Consulting](/solutions/consulting): For consulting firms.
- [Law](/solutions/law): For law firms.
- [Real Estate](/solutions/real-estate): For real estate teams.
- [Startups](/solutions/startups): For startups.
- [Agency Management](/solutions/agency-management): For agencies of all sizes.

## Industries

- [Digital Marketing](/industries/digital-marketing): For digital marketing teams.
- [SaaS](/industries/saas): For SaaS companies.
- [CRM Implementation](/industries/crm-implementation): For CRM implementation specialists.
- [Consultants](/industries/consultants): For independent consultants.
- [Fintech](/industries/fintech): For fintech companies.

## SEO Landing Pages

### CRM
- [CRM with Client Portal](/crm/client-portal): The CRM with a built-in white-label client portal.
- [Onboarding CRM](/crm/onboarding): Automate every new client welcome.
- [Small Business CRM](/crm/small-business): Right-sized CRM with branded client portal.
- [Agency CRM](/crm/agency): Replace your CRM + PM + portal + invoicing stack.
- [Freelancer CRM](/crm/freelancer): Look like a 50-person firm.

### Client Portal
- [Client Portal Software](/client-portal/software): White-label, secure, branded.
- [White Label Client Portal](/client-portal/white-label): Truly your brand on every surface.
- [Secure Client Portal](/client-portal/secure): Encrypted, permissioned, audited.
- [Client Portal for Accountants](/client-portal/for-accountants): Built around accounting workflows.
- [Client Portal for Agencies](/client-portal/for-agencies): Branded workspace per client.

### Task & Project Management
- [Client Task Management](/task-management/client-tasks): Tasks clients actually complete.
- [Team Task Management](/task-management/team): Built around client work.
- [Client-Facing Project Management](/project-management/client-facing): Project management built to be seen by clients.
- [Recurring Task Management](/project-management/recurring-tasks): Retainers run themselves.

### Onboarding
- [Client Onboarding Software](/onboarding/client-onboarding-software): Forms, documents, e-sign.
- [Automated Client Onboarding](/onboarding/automated): Run the welcome on autopilot.

### Documents & Billing
- [E-Signature](/documents/e-signature): Built into your portal.
- [Secure File Sharing](/documents/secure-file-sharing): Replace email attachments.
- [Quoting Software](/quoting/software): Send, sign, convert in one flow.
- [Invoicing Portal](/invoicing/client-portal): Get paid faster online.

## Optional

- [Privacy Policy](/privacy-policy)
- [Terms of Service](/terms-of-service)