Gould Oral and Maxillofacial Radiology
A custom SuiteDash portal for a radiology practice
Brand identity, website and a customized SuiteDash portal tailored to the practice.
A SuiteDash client portal your clients actually use
A branded portal where clients sign, upload, pay and message you, without chasing emails.
This is for you if clients still run everything through email
- Documents, invoices and questions arrive in five different inboxes.
- You have a portal, but clients log in once and never come back.
- Different kinds of clients need to see different things, and right now they all see everything.
What we design into your client portal
- Client dashboards
- A first screen that shows each client what needs doing, what you have shared and how to reach you.
- Portal pages
- Resource pages, guides and FAQs built with SuiteDash’s content blocks, in your brand.
- File requests and sharing
- Clear places for clients to upload what you need and download what you send.
- Invoices and payments
- Clients see and pay invoices in the portal, with subscriptions where you bill monthly.
- Messages
- Secure messaging so conversations stay attached to the client, not lost in email.
- Client types and permissions
- Different views for different client types, so everyone sees only what applies to them.
Click through a sample portal
A made-up firm’s portal, built in HTML. Use the sidebar to switch sections, and try the brand colors to see it rebrand.
Welcome, Claire!
New MessageRequest Documents
Pending engagements2
Working engagements1
Completed engagements2
Engagements
- Rivera Design Studio2025 tax return60% completedWorking
- Oakline CafeMonthly bookkeeping, October0% completedPending
- Rivera Design StudioPayroll setup25% completedPending
- Summit PhysioQ3 advisory review100% completedCompleted
Invoices
- $450.00 USD · Rivera Design StudioINV-1042Open balance: $450.00OpenDueNov 15
- $320.00 USD · Oakline CafeINV-1038Open balance: $320.00OpenDueNov 1
- $1,200.00 USD · Summit PhysioINV-1029Open balance: $1,200.00OverdueDueOct 12
All Requests
- Q3 bank statements uploadedRivera Design Studio20 min ago
- Engagement letter signedOakline Cafe2 h ago
- New inquiry form: tax planningOrtega BuildersYesterday
- SRSofia RiveraOwner · Rivera Design StudioMonthly client
- BOBen OkaforOwner · Oakline CafeMonthly client
- HIDr. Hana ItoDirector · Summit PhysioAdvisory
- LOLuis OrtegaOwner · Ortega BuildersNew lead
- 2025 tax returnRivera Design Studio · due Apr 15Working3 of 5 (60%)
- Monthly bookkeeping, OctoberOakline Cafe · due Nov 10Pending0 of 4 (0%)
- Payroll setupRivera Design Studio · due Nov 20Pending1 of 4 (25%)
- Q3 advisory reviewSummit Physio · due Oct 25Completed3 of 3 (100%)
- Monthly bookkeeping, SeptemberOakline Cafe · due Oct 10Completed4 of 4 (100%)
- INV-1042$450.00 (USD) · one time · Rivera Design StudioOpen
- INV-1038$320.00 (USD) · one time · Oakline CafeOpen
- INV-1029$1,200.00 (USD) · one time · Summit PhysioOverdue since Oct 12
- INV-1031$450.00 (USD) · one time · Rivera Design StudioPaid
- My Files
- Staff Files
- Company Files
- Contact Files
- Engagements
- File Requests
- Documents
- SRSofia RiveraNewReceipts for OctoberUploaded the last receipts to the Files tab. Let me know if anything is missing.Today
- BOBen OkaforPayroll questionWe have two new starters from December, what do you need from us?Oct 30
- HIDr. Hana ItoRe: Q3 reviewThanks for walking us through it. Happy with the plan.Oct 26
Automations
- Engagement letter signedCreate engagement, send document requestsOn
- Document request overdueSend reminder every 3 daysOn
- Monthly subscriptionInvoice bookkeeping clients on the 1stOn
- Tax seasonEmail checklist to all tax clients in JanuaryOff
Welcome, Sofia!
Upload documents, sign letters and pay invoices securely.
Message Your AccountantUpload Documents
Pending engagements1
Working engagements1
Completed engagements0
My engagements
- Due Apr 152025 tax return60% completedWorking
- Due Nov 20Payroll setup25% completedPending
Showing 2 results
My invoices
- $450.00 USDINV-1042OpenDueNov 15
- $450.00 USDINV-1031PaidDueOct 15
Showing 2 results
My engagements
- 2025 tax returnDue Apr 15Working3 of 5 (60%)
- Payroll setupDue Nov 20Pending1 of 4 (25%)
Billing
- INV-1042$450.00 (USD) · due Nov 15Open
- INV-1031$450.00 (USD) · due Oct 15Paid
- My Files
- Shared with Rivera Design Studio
- File Requests
- Documents
Messages with Harbor & Pine
Claire MorganThanks, we have what we need for now. We’ll update you here as soon as there’s news.
Sofia RiveraUploaded the last receipts to the Files tab. Let me know if anything is missing.
A sample portal for a made-up accounting firm, laid out like a real SuiteDash build. Switch between the owner’s dashboard and the client’s portal, and click the sidebar to look around.
How the work runs, step by step
Map how you work today
We learn how you handle leads, clients, projects, billing and messages right now.
Design the SuiteDash setup
We agree what to build, what stays manual and what gets automated, in writing.
Build and test
We configure and test every client and team journey before anyone logs in.
Hand over and support
Your team gets a walkthrough, and we stay on for changes as you grow.
What a client portal costs
A branded client portal is part of every SuiteDash setup we build, starting with the focused setup from $600. Redesigning an existing portal is priced as project work after a review.
See SuiteDash pricing and packagesPortals we have designed
Jonna and her team helped me develop my company's logo and brand identity, design and build my business website, and create a customized SuiteDash portal tailored to the unique needs of my radiology practice. The quality of her work exceeded my expectations at every stage of the process!
Designing a client portal people use
Why do clients avoid client portals?
Because the first screen asks them to work out what to do. If every module is switched on, clients see a menu of features instead of the one thing you need from them, so they reply by email instead.
Portals that get used are built around tasks. Each time you invite a client in, it should be to do something specific: sign this, upload that, pay this invoice.
What should a client see when they log in?
Three things, in this order:
- What they need to do now: open tasks, forms and signatures.
- What you have shared: recent files, project updates and invoices.
- How to reach you: messages or a booking link.
Can different clients see different portals?
Yes. Clients can see different dashboards, pages and menu items based on their type or the services they buy. An accounting client in tax season needs different things from a monthly bookkeeping client, and the portal can reflect that.
How do I get clients to log in the first time?
Make the first login part of onboarding, not an optional extra. An On-Boarding FLOW can greet a new client, collect their details and documents, and only then open the rest of the portal. After that, send every request as a portal link rather than an email attachment.
Should the portal carry my brand?
Yes. A portal on your own domain, with your logo, colors and emails, feels like part of your service. One that shows an unfamiliar brand makes clients hesitate. White label and custom domain setup is part of how we build every portal.
Questions about SuiteDash client portals
Can you customize a SuiteDash client portal?
Yes. We configure and brand your client portal and organize the client-facing experience around the features in your setup: dashboards, pages, file requests, invoices and messages. Clients see what applies to them, in your brand, on your own domain.
Can clients pay invoices in the portal?
Yes. Clients can see and pay their invoices inside the portal, and recurring services can be billed as subscriptions. We set up the invoice templates and payment settings as part of the build and test a payment before clients are invited.
Can different clients see different things?
Yes. We set up client types and permissions so each client sees the dashboards, pages, files and menu items that apply to them. That keeps the portal simple, even when you offer several services or work with very different kinds of clients.
Will the portal work on phones?
Yes. Clients can use the portal in a mobile browser, and we check the key tasks, such as signing, uploading and paying, on a phone before launch. We keep the first screen short so it stays easy to use on a small display.
Can you redesign a portal we already have?
Yes. We review what clients currently see, remove what they don’t use, and rebuild the dashboard around the tasks you need from them. Redesigns are priced as project work once we know the size of the change.
More ways we help with SuiteDash
Let’s design a portal your clients use
30 minutes. No obligation. You’ll leave with a plan.