KyroTask
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MARKETING & CREATIVE AGENCIES

From client intake to final invoice, in one workspace

A branded client portal, versioned creative approvals, billable time tracking, and one-click invoicing. Clients never consume a team seat.

No credit card · 14 days of full Pro
Requests get lost in email
A client fills in a portal intake form and a client-facing task appears on your board. They watch its progress from their own branded portal.
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Revision rounds spin out of control
Feedback is pinned directly onto the artwork, each round is stored as a version, and client sign-off is locked to a specific file version.
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Scope creeps quietly
Run timers, set rate cards, and get automatic budget alerts before exceeding caps. The rate is frozen when a log closes.
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Invoices are fragmented across apps
Generate professional invoices straight from tracked hours. Clients read them in the portal and pay through your own payment link, with automatic overdue reminders.
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Team workload and capacity is invisible
A member-by-week capacity heatmap shows who is overbooked and who is available before the week starts.
“How long will it take?” is answered by guessing
Velocity, burndown, and cycle time — commit to next delivery dates using your team’s real historic performance.
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From Client Request to Invoice: End-to-End Flow

  1. 01

    A client fills in your portal intake form, instantly generating a client-facing task on your board.

  2. 02

    Your team tracks time and uploads deliverables as versioned assets; the client reviews and approves them in the portal.

  3. 03

    Tracked billable hours convert into a clean invoice with one click; your client views it in the portal and pays via your link.

The client wall

The biggest fear with agency tooling is a client seeing something private. Our client wall is reinforced in four distinct ways:

You decide task by task
A task is not in the portal until you publish it, and your board shows at a glance which tasks are client-visible.
Internal notes stay private
Internal comments are the default. Showing a note to a client is an explicit choice, and you get notified when a client replies.
Hours, rates and margins never leak
Time logs, hourly rate cards, and profit margins live on the agency side of the wall. The only amount the client ever sees is the invoice.
The portal carries your brand
The sign-in screen and portal display your agency’s name and logo, welcoming clients in their own language.

What we do not do

What a tool refuses to do decides as much as what it does. Here are our intentional boundaries upfront:

  • We do not process payments directly. Invoices carry your payment link (Stripe, bank transfer, etc.) and you mark them paid yourself; you keep 100% of your funds.
  • Proofing previews images only. PDFs and videos can be uploaded and downloaded as versions, but pinned visual notes are reserved for images.
  • Turning inbound emails into tasks requires custom provider setup and is off by default — the cleanest intake method is the branded portal form.
  • Slack notifications are one-way. Calendars sync as a read-only feed; two-way sync with Google or Outlook is not supported.
  • We do not pull metrics from advertising platforms (Meta, Google Ads). Reports focus strictly on team productivity, hours, and budgets.

Frequently asked questions

Do we pay extra for our clients?

No. Client portal users never consume a team seat — they are managed through separate client slots, and Pro includes 10 while Business includes 50.

Can a client see our internal notes or our costs?

No. The portal is a separate authentication layer. Clients only see tasks published to them; internal notes, timesheets, and rate cards stay behind the wall.

Do you take a cut when we invoice clients?

No — KyroTask never touches your money. Invoices carry your own payment link and you mark them paid yourself.

We are a small team — do we need all of it?

No, and you shouldn’t buy what you don’t need. The free plan supports up to 5 members with Kanban, sprints, story points, dependencies, and proofing. Portals and time-to-invoice are on Pro — and all new workspaces start with 14 days of full Pro with no credit card.

Start your next client project here

No credit card. 14 days of full Pro, then it drops to the free plan.