Stop Handing Off Projects Over Email
SmoothHandoff is client handoff software built for web agencies. Every project gets its own branded portal — credentials, files, sign-offs, invoices, and training, all in one place.
The handoff process most agencies are still using
Credentials scattered across email threads clients can't find six months later
Files on expiring WeTransfer or Google Drive links with confusing folder structures
Verbal or WhatsApp sign-off with nothing in writing when a dispute comes up
Invoices awkwardly chased after everything has already been delivered
Training buried in a Notion link nobody bookmarked
Hours spent re-sending things clients "never received"
Everything your client needs, in one portal
Built specifically for the web project delivery workflow.
Encrypted Credential Vault
Every hosting login, CMS password, domain access, and API key — stored, encrypted, and delivered in one click. No more emailing passwords.
Organised File Delivery
Upload source files, assets, and exports into labelled folders. Clients download via signed links that never expire publicly.
Formal Sign-off
A checklist of every deliverable. Clients approve each item with a timestamped confirmation — your written paper trail, automatic.
Stripe Invoicing
Send the final invoice inside the portal. Client pays via Stripe Checkout. No more chasing payment after you've already delivered.
Training & Docs
Embed Loom videos, upload PDF guides, or write step-by-step instructions. Clients know exactly how to run their site — and where to find the answer.
Project Messaging
One conversation per project. Questions, feedback, and sign-off discussion — all in the portal, not scattered across email and Slack.
How a handoff works
Create a project and add your client
Set up the project in your dashboard. Your client gets a magic-link portal — no account or password required.
Add credentials, files, and deliverables
Paste credentials into the encrypted vault, upload files into folders, and build a sign-off checklist.
Send the client their portal link
One link. Everything is waiting for them — organised, branded, and ready to review.
Client signs off and pays
They approve each deliverable and pay the invoice inside the portal. You get notified at every step.
Ready to fix your handoff process?
Start a 14-day free trial. No credit card required.
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