Client logins for freelancers

For freelancers working with several clients at once: every login in its client's folder, requests by link instead of messages and a tidy handover when the job ends.

The problem

Designers, web developers and virtual assistants collect hosting, domain, WordPress, social and tool logins for each client. They end up scattered across email, chat and phone notes, and when a job ends nobody is sure what to hand back.

How it works

  1. 1

    One client, one folder

    With subprojects if a client has several brands or sites.

  2. 2

    Request logins with a link

    The client fills in a form, without creating an account.

  3. 3

    Keep them at hand everywhere

    On the web, the phone app and the desktop app, 2FA code included.

  4. 4

    Hand everything over at the end

    Export the client's logins or transfer them to their own account.

Details

  • The Free plan is enough to start: up to 3 clients and 20 logins.
  • The Freelancer plan adds unlimited clients and logins, unlimited intake links and shared 2FA. Spreadsheet import is on every plan.

Features you'll use

Frequently asked questions

How should a freelancer organize client logins?

The most practical way is one folder per client with all their logins, somewhere encrypted you can open from any device.

What do I do with the logins when a client relationship ends?

Hand them back in a CSV or transfer the whole folder to their Passfolio account, and you stop holding them.

What if I later work with an agency?

You can keep your freelance workspace and the agency's apart, with the same account.

Related

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