Close more deals. Onboard clients 10x faster. Securely share and collect data. One access point for clients to do business with you.
No credit card required
Stop wasting time chasing and reminding clients 👌
No more unproductive back-and-forth email threads 👌
No more confusing or unprofessional client experience 👌
All documents and information in once place 👌
Integrated digital experience
Differentiate your business by delivering your clients an integrated digital experience.
Securely share and collect information
Make sharing and collecting data, files and signatures stress-free.
Improve productivity with digital workflows
Replace manual paperwork to free up your time, so you can focus on higher-value client work.
Portalstack is an all-in-one platform for sharing and gathering information. Explore our various solution use cases.
Make a good first impression with a smooth digital client onboarding experience.
Offer your clients the option to self-serve with our client portal solution.
For ongoing document collection, let Portalstack do the heavy lifting for you.
It might start with an innocent link to a Dropbox folder, then it’s another link for e-signing, and another for online forms. Soon enough, your clients are on the receiving end of a messy experience.
Multiple access points = clumsy experience
Multiple subscriptions = overpaying for software
Tangled hot mess when they don’t play well together
Single access point = convenience
Single software subscription = cost saving
Integrated experience
From onboarding to service delivery, retention and growth.
Proposals
Create, send and track digital documents such as proposals and engagement letters.
Intake & Onboarding Forms
Create digital forms for client intake, onboarding or ongoing information collection.
Esignature
Get your documents and agreements signed faster.
Invoicing
Connect with Stripe to create online invoices and get paid faster.
File Sharing
Securely store and share important files and documents with your clients.
Milestone Board
Keep your clients updated on the progress of key service milestones.
Help Desk
Centralize client requests and support tickets to stay on top of deadlines.
Knowledge Hub
Share valuable web content directly with your clients.
Video Calling
Host video calls with a single click using your personalized meeting room URL.
AUTO REMINDER
Stop wasting your time constantly sending reminders when you can automate the process and focus on other tasks. Let Portalstack automate the gentle nudges for you. Say goodbye to the hamster wheel of reminder-sending and hello to efficient, stress-free communication with Portalstack.
APP EMBEDS
Embed apps you already use.
In just a few steps, you can embed your favourite apps such as Calendly, Google Sheets, Trello, Miro, and ClickUp.
IDENTITY VERIFICATION
Verify the identities of your clients and partners.
Integrated identity verification solution powered by Stripe Identity. As part of your client onboarding process, you can now verify the authenticity of ID documents from more than 120 countries.
CRM INTEGRATION
Sync your CRM contact data.
We’ve integrated with HubSpot and Pipedrive so any new contacts will be pushed to Portalstack, eliminating the need for double data entry.
DASHBOARD
Know your key business vitals, at a glance.
Get a clear view of your workload with Portalstack’s intuitive dashboard. Keep track of pending client documents and service milestones, all in one place. Stay in control of your workload so you never miss another deadline.
PERSISTENT LINK
One persistent link to share with your clients.
No more juggling multiple sharing links—they often just get buried in email. Simply share your one persistent link with clients and internal users for access.
No password required. Your clients can sign in using a 2FA pin code sent to their phone or via an expiring Magic Link sent to their email.
While email still has utility as a general comms tool, its usefulness for managing client workflows, such as onboarding or collecting client data and documents, has long expired.
Version Control Nightmare
Exchanging multiple versions of documents buried in emails can result in confusion, leading to mistakes and delays.
Massive Time Suck
Trawling through emails results in lost productivity and wasted time trying to locate specific information or attachments.
Lack of Encryption
Emails are not encrypted by default, which means they can be intercepted and read by unauthorized individuals.
Loss of Control
You don’t have control over how it is forwarded, saved, or shared, which can result in unintentional exposure of data.
Attachment Vulnerabilities
Email attachments have the potential to contain harmful malware or viruses that could infect the recipients’ systems.
Risk of Fines & Penalties
With the rise in privacy and data protection fines and legal actions, handling client files and data securely is more important than ever.
Various industries and professions can benefit from Portalstack – here are just some examples…
If you’re still not convinced, it boils down to two reasons.
Systematize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
I’m generally an anti-mission statement kinda guy (or anything motherhood’y for that matter), but here are my personal goals for founding Portalstack:
Do my clients need to remember another password?
No. To sign in, your clients can either enter the one-time 6-digit code sent to their mobile/cellular phone, or use the Magic Link (expiring link emailed to them).
Is there a charge for my clients & partners to access?
No. You can add as many contacts as you want. We only charge you for internal users under your subscription.
How secure is the data?
We take data security seriously. Our platform is hosted on Amazon Web Services sitting behind their bank-grade infrastructure with 256-bit encryption. We’ve designed Portalstack with a security-first architecture. You can find out more by reading our Security Policy.
Do I need a PhD in quantum computing to get started?
No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.
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