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Sharing & Gathering Information Just Got Easier.

Client portal and data room for professional services and fast-growing startups.

No credit card required

We could all use a bit more time and less stress in our lives.

Onboarding clients or gathering information shouldn’t feel like herding cats.

Ever worried about your IP falling into the wrong hands when sharing confidential files?

Our Solution Use Cases​

Share private data with a secure digital vault. Automate onboarding and document collection. Protect your company’s IP. Portalstack is an all-in-one platform for sharing and gathering information.

female excited to be saving time by using a client portal software

Onboard Clients​

Make a good first impression. Create a digital onboarding process to gather essential information when starting a new client engagement.

Client Portal​

Offer your clients a unified experience. Provide a self-service collaboration hub where clients can easily interact with your business.

Virtual Data Room​

Safeguard your IP while sharing information with external parties such as investors. Ideal for capital raising, due diligence, or investor updates.

Gather Information

Tired of chasing clients for information? For recurring data collection, let Portalstack automate the process and do the heavy lifting for you.

No more back-and-forth “Hey, just following up” emails 🙏

No more documents lost in email inbox graveyards 💪

No more wondering if files have been sent to a competitor 👌

Meet the founder

Nga Nguyen, founder of Portalstack - a modern client portal software for lawyers and accountants

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:

  • I want to enable professional services and SMBs to break the mould from traditional operating models.
  • I want to grow Portalstack with a pure product-led growth motion (no sales team, 100% self-service).
  • I’ve no ambition to build the next unicorn (but admit that’d be a nice accident 😄) – I’m simply looking to build a sustainable business with steady organic growth.

Try Portalstack Today

14-day free trial. No credit card required.

Client portal and data room for professional services and fast-growing startups.

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