AgencyAccess
Create one branded onboarding link that guides clients through native platform permission flows and collects access and intake details.
Agency operationsFree option
Agency operations
Find tools for client access, onboarding and the handovers around agency work. Focus on the step that repeatedly gets stuck, then compare the experience for both your team and the person receiving the request.
Available tools
Client Invite
Create one branded link to request client access to ad, analytics and commerce accounts.
Agency operationsFree option
LinkMyAgency
Streamline agency client onboarding by collecting OAuth access to ad and social accounts through a single branded connect link.
Agency operationsSee website
PAK PANELS
A web SMM panel for buying social media followers, likes, views and tracking automated orders.
Agency operationsFree + paid
SafePage Generator
Generate campaign landing pages, prelanders and multi-page campaign sites for PPC and affiliate campaigns.
SoftwareInspect
Free editorial resource that compares SaaS tools and analyzes public website signals for agencies and small teams.
Taskeya
An agency operations workspace that combines project management, client portals and invoicing.
2 website clicksSince 8 Sep 2026, through 12 Oct 2026
Before you choose
Map the handover that keeps getting stuck
Start with one repeated problem: requesting client access, checking onboarding progress or removing access when an engagement ends. Write down who starts the process, what the client must do and how your team knows it is complete. Compare tools against that sequence.
Walk through the client experience
Try the invitation and access request as someone unfamiliar with advertising platforms. Check the instructions, reminders and visibility your team gets when a step is incomplete. Confirm which platforms and permission types the tool supports, and what happens when the wrong person receives the request.
Include offboarding in the trial
Test how access is reviewed and removed, who owns the connected accounts and what records can be retained. Compare client and team limits alongside price. A smoother first day matters, but the same process should remain understandable when a client or colleague leaves.
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