C
ClientDoc
Your portal.
Your brand.
Your clients.
Set up your secure client portal in minutes. No tech skills needed.
Two-way file sharing
Appointment scheduling
Collaborative planning board
White-labeled with your brand
14-day free trial
Let's get started.
Tell us about yourself. Step 1 of 4.
Your Information
First Name
Last Name
Personal Phone
Personal Email
Continue →
Your firm.
Tell us about your business. Step 2 of 4.
Firm Information
Firm / Business Name
Business Phone
Business Email
Industry
Select your industry…
Attorneys / Legal
Accountants / CPA
Tax Preparers
Bookkeepers
Financial Advisors
Insurance Agents
Mortgage Brokers
Real Estate Agents / Brokers
Property Managers
Healthcare / Family Medicine
Pediatricians
Chiropractors
Dentists
Optometrists
Therapists / Counselors
Nutritionists / Dietitians
Medical Spas
Veterinarians
Specialists (Medical)
Personal Trainers
Life Coaches
Business Consultants
HR Consultants
Marketing Agencies
Web Designers / Developers
Graphic Designers
Copywriters / Content Creators
Videographers
Photographers
Architects
Engineers
IT Services
General Contractors
Electricians
Plumbers
HVAC Technicians
Landscapers
Interior Designers
Cleaning Services
Moving Companies
Auto Services
Security Firms
Logistics / Freight
Salons & Spas
Nail Technicians
Estheticians
Yoga Studios
Martial Arts
Swim Instructors
Golf Instructors
Music Teachers
Art Studios
Tutors
Private Schools
Event Planners
Wedding Planners
Caterers
Travel Agents
Tour Operators
Pet Services
Marine Services
Nonprofits
Researchers
Journalists
Game Developers
Other
Portal Tagline (optional)
← Back
Continue →
Secure your account.
Create your admin login credentials. Step 3 of 4.
Portal Login
Admin Email (Portal Login)
Password
Confirm Password
Brand Color (optional)
← Back
Continue →
Almost there.
Start your 14-day free trial. Step 4 of 4.
Payment
ClientDoc Professional
$59
/month
✓ 14-day free trial · No charge today
Proceed to Payment →
🤝 Partner / Reseller Access
Verify
← Back
By proceeding, you agree to our Terms of Service. Your data is encrypted and never shared. Cancel anytime from your portal settings.
🎉
You're all set!
Your ClientDoc portal is being created. Check your email for your welcome message with login instructions.
Go to My Portal →
Portal URL:
clientdoc-app.airesources89.workers.dev
Powered by
TurnkeyAI Services