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Agency Operations · Client Portal

Taskip Review & Pricing

Updated Sep. 8, 2026

Starts at $12/month

Taskip combines a client portal, CRM, projects, proposals, invoices, document signing, support tickets, meetings and workflow automation in one workspace. The current official pricing page lists a $12/month Freelancer tier and larger team plans without per-seat pricing on the listed packages.

Trial
7 days premium access
No credit card required
Starting price
$12/month
Freelancer · 1 team member
Yearly option
Save 35%
Per current official pricing page
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Affiliate disclosure: COSHUMA may earn a commission from some links on this page, at no extra cost to you.

Try Taskip → Check Official Pricing

Buyer Decision Box

Choose Taskip if…

  • You run a freelance business or agency and want clients, projects, invoices and support in one system.
  • You want workflow automation plus a branded client portal without stitching together many separate apps.
  • You value predictable team limits: Startup Team lists 10 members, Growing Agency 25, and Agency Pro unlimited team members.

Look elsewhere if…

  • You only need one narrow function such as basic task tracking or a simple form builder.
  • Your workflow depends on a specialized ecosystem that Taskip does not integrate with directly.
  • You need to validate a complex migration before committing; use the trial and test the exact workflow first.

What you get

✓ CRM, leads and sales pipeline
✓ Projects, teams and client portal
✓ Proposals, quotations, invoices and e-signatures
✓ Meetings, forms, discussion and support tickets
✓ Workflow automation and integrations
✓ Taspi AI agent and MCP server

Current plan guide

Official monthly pricing checked Sep. 8, 2026.

Official price page ↗
PlanMonthlyTeamBest fit
Freelancer$121 memberSolo operators
Startup Team$2910 membersSmall teams
Growing Agency$5925 membersGrowing agencies
Agency Pro$89Unlimited membersLarger operations

Pricing can change. Confirm current billing, trial and refund terms on Taskip before purchase. The official pricing page currently lists annual options and a 35% yearly saving.

Useful alternatives on COSHUMA

Final decision

Best reason to try Taskip: consolidation

Taskip is most compelling when you would otherwise pay for separate client portal, CRM, project, document, invoicing, scheduling and support tools. Use the trial to test your real client workflow before moving data or paying for a larger plan.

Open Taskip →
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Verification & sources

Last verified
September 8, 2026
Sources checked

Software details and prices can change. Verify final terms on the vendor site before purchasing.

Practical value

Problems it can help solve

These are workflow problems the tool's documented capabilities can help address. COSHUMA does not promise a specific business result.

Service ideas

Ways to make money with this tool

Use the tool to create a service, workflow or deliverable someone may pay for. These are use-case ideas, not income guarantees.

Set up agency operating systems

Difficulty: Intermediate · Starting cost: Free/paid

Example deliverable: Configured CRM, project templates, client portal, billing flow and documented operating process for a service business

Build branded client-portal workflows

Difficulty: Intermediate · Starting cost: Paid

Example deliverable: Client-facing portal structure with onboarding, files, communication, support and billing steps configured to an approved process

Implement service catalog and workflow automation

Difficulty: Advanced · Starting cost: Paid

Example deliverable: Configured service packages, intake-to-delivery workflow, automation rules and handoff documentation for an agency or freelancer