Staying on top of progress updates can feel impossible. ClientProgress makes it easy. Get started in minutes and send custom update emails with a single click.
Manage client updates with a progress bar interface that matches what the clients see.
Design a reusable template for each type of job you take on. Add, drag, and remove steps to build any workflow you can imagine.
| Name | Steps | Active | Total | Created |
|---|---|---|---|---|
| Tax Prep | 6 | 12 | 34 | Aug 3, 2026 |
| Client Onboarding | 5 | 5 | 18 | Jul 21, 2026 |
| New Task | 4 | 0 | 0 | Oct 22, 2026 |
New Task
Add your logo and adjust every color so update emails match your branding. Edit the email message to make sure progress updates are delivered in your own words.
Hi Alexander Fleming, Returns Prepared has been completed.
Track your timeline with in-depth workflow statistics. Identify bottlenecks, spot outliers, and generate meaningful insights into your processes.
Step Completion Time
Average time per step
The More Info Received step takes the longest, a clear bottleneck to address.
Join businesses that use ClientProgress to deliver transparency and build trust with every project.
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