TryApprove

TryApprove is an all-in-one white-label client portal for agencies and freelancers that replaces the 5-tool stack — onboarding, projects, approvals, and invoicing — with one branded link clients use to review work and sign off without creating an account.

What is TryApprove?

TryApprove is a white-label client management platform built for agencies and freelancers whose day is consumed by chasing approvals across email threads. You set up your branded portal once — logo, colors, your name everywhere — then each client gets a secure magic link to a portal where they can sign contracts, fill intake questionnaires, review deliverables, pin visual annotations directly on images, PDFs, videos, and live websites, approve or request changes with one click, and pay invoices, all without ever creating an account. Behind the scenes you get task-based projects, version history, automated email notifications, approval reminders, team chat, and a built-in invoice tracker, so the platform is pitched as a replacement for the typical 5-tool agency stack (DocuSign, Typeform, Frame.io, Asana, and a separate invoicing tool). Launched in February 2026 by solo founder Rakshit Shetty in India and claiming roughly 2,000 users, it is a genuinely well-designed product for its niche — the no-login client experience and white-labeling are the strongest differentiators against GoVisually and Filestage — but it is also a very young, one-person company with no independent reviews, no integrations, and no version comparison, which is exactly why it's sold as a $149 lifetime deal rather than being established in the market.

Key Features

• White-Label Client Portal — Your logo, your brand colors, your name on every page; clients never see the TryApprove brand, just an extension of your agency
• Magic-Link Client Access — Clients open their portal with a secure link — no account, no password, no login friction — and get re-notified automatically whenever you add a new task
• One-Click Approvals & Change Requests — Clients approve or request changes on each deliverable with a single click; you're notified instantly and every decision is timestamped
• Visual Annotations — Clients pin comments directly on images, PDFs, videos, and live websites so feedback is attached to the exact pixel instead of an email description
• Client Onboarding — E-signable contracts, custom intake questionnaires, kickoff call scheduling, and welcome docs, all automated before the work even starts
• Built-in Invoicing & Billing — Create and send professional invoices, track payment status in real time, and send automated reminders without a separate invoicing tool
• Version History & Revision Tracking — Upload v2, v3, and beyond with a full history of feedback and approvals so nothing gets lost between rounds
• Automated Approval Reminders — Automatic nudges to stakeholders who haven't reviewed, so you stop being the one who chases clients for sign-off
• Task-Based Projects & Team Chat — Break each client engagement into tasks with their own files, comments, and status, with built-in messaging for your whole team

Who is it for?

• Freelance designers, brand designers, and web designers who ship static assets (logos, social media, websites) and want clients to sign off without accounts or emails
• Small creative agencies (under ~20 people) that want one branded portal for onboarding, approvals, and invoicing instead of a 5-tool stack
• Content and video agencies that need timestamped feedback on video deliverables for clients
• Anyone whose current review process is 'email a link, chase for a reply, guess what 'the thing on the left' means' — TryApprove makes the loop explicit
• Solo operators who want a professional, white-label client experience that makes them look bigger than they are

Who is it NOT for?

• Enterprises and agencies that need multi-step review chains (legal → creative director → client) — there's no sequential routing like Filestage or Ziflow
• Teams already deep in Asana, Trello, or Monday who expect two-way project sync — TryApprove has no native integrations today
• Reviewers who need side-by-side version comparison of design revisions — version history exists, but diffing does not
• Buyers who are uncomfortable betting one-time money on a six-month-old, one-founder startup with no independent reviews
• Agencies needing to annotate live websites as the core workflow — that's Markup.io's home turf, and TryApprove's site annotations are secondary