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Client Portal

Two layers of security: the local intranet for casework, and a branded public site for leads, portal access, and client updates.

The CreditSoft Difference

Most credit repair software hosts your client data on their servers. CreditSoft keeps the working data local, then lets your office add a branded website and portal layer on top.

Managed Websites from $495+

We can build the branded public front end too, then tie it into your CreditSoft CRM/intranet for lead capture, consultation flows, and client portal traffic.

See website packaging
Client portal

Clients use the branded portal to view updates, upload documents, and stay in the loop without touching the internal workspace.

Open portal login
Company-side access

Internal casework, lead review, and website operations stay in the secured CreditSoft login flow, not inside the client-facing portal.

Open company login

๐Ÿ’ป Layer 1: Intranet

Your private, local credit repair software

  • Runs on YOUR computer/server
  • Bank-level AES-256 encryption
  • Only YOUR network can access it
  • Full client management
  • Dispute letter generation
  • Metro2 error detection
  • No monthly "cloud" fees

๐ŸŒ Layer 2: Branded Website + Portal

What leads and clients see on your public front end

  • White-labeled with your branding and offer copy
  • Lead forms routed into CreditSoft CRM/intake
  • Clients see only their progress and status
  • No sensitive casework data stored on the site
  • Portal, consultation, and status CTA wiring
  • Mobile responsive public front end
  • Works on your domain or a managed launch package

๐Ÿ” Remote access with Tailscale

CreditSoft uses Tailscale for remote access. That keeps the intranet private while still letting your team reach the office system from another trusted device.

How It Works

1

Run CreditSoft on your computer

Install locally. Your data stays on your machine.

2

Add your clients

Import credit reports, track disputes, manage everything locally.

3

Launch the branded website or portal front end

Use your own site or let us build the managed website package and tie it into CreditSoft.

4

Client sees progress only

Your client logs into your branded site or portal. They see updates, while the working case data stays in the local intranet.

vs. Competitors

FeatureCreditSoftCDM / CRC
Client data locationYour serverTheir cloud
PII on your websiteNoneYes
White-labelFullLimited
Monthly feesSoftware onlyPlus cloud storage
Data portabilityYou own itStuck on their platform

What Your Clients See

Your Company Name
Client Portal
Credit Score
720
Items Disputed
12 items
Progress
65% Complete
โœ… Late payment removed
โœ… Collection deleted
โณ Dispute in progress

Your logo, your colors, your website. Client sees ONLY progress - no SSN, no addresses, no sensitive data.