How Giftioso Works
From sign-up to your first happy client — in four simple steps.
Choose a Gift Package
Browse curated packages built for real estate agents, tax professionals, insurance brokers, and more. Each includes a suite of branded digital apps your clients will actually use every day.
Available packages: Homeowner, Tax Client, Insurance, and more.
Add Your Branding
Upload your logo, set your brand colors, and write a custom welcome message. From basic branding to full white-label — your clients see your name, not ours.
Options: Basic → Full Branding → White Label
Invite Your Clients
Send a branded email invitation to your clients. They create a simple account and instantly access their personalized toolkit — no app store download required.
Your plan sets the client cap. Starter: 50, Growth: 500, Pro: unlimited.
Clients Use the Tools Year-Round
Every time a client logs an expense, stores a document, or checks a reminder — they see your branding. You stay top of mind for 365 days a year, not just on closing day.
Track client activity and usage from your business dashboard.