Sharing and gathering information just got easier.

Virtual data room, client portal, and document collection – all in one solution.

No credit card required

female professional using portalstack client portal software

Our Solution Use Cases

Turbocharge your productivity by digitizing your onboarding, document collection, and information sharing.

onboard clients

Client Onboarding

Make a good first impression with a smooth digital client onboarding experience.

Virtual Data Room

Simple virtual data room for fundraising and investor communication.

Client Portal

Offer your clients the option to self-serve with our client portal solution.

File Collection

For ongoing document collection, let Portalstack do the heavy lifting for you.

Made for busy professionals.

Various industries and professions can benefit from Portalstack – here are just some examples…

The benefits of using Portalstack

One platform to simplify your internal workflows and improve your bottom line.

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

Integrated digital experience

Differentiate your business by delivering your clients, partners and investors an integrated digital experience.

Securely share and collect information

Make sharing and collecting data, content, documents and signatures from clients, partners and investors stress-free.

Improve productivity with digital workflows

Replace manual paperwork to free up your time, so you can focus on higher-value client work.

Your clients, partners and investors deserve a unified experience.

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 & partners are on the receiving end of a messy experience.

Siloed client apps

Multiple access points = clumsy experience

Multiple subscriptions = overpaying for software

Tangled hot mess when they don’t play well together

female frustrated with so many tools, wishing she had a client portal software


Single access point = convenience 

Single software subscription = cost saving

Integrated experience

female in a zen state because she is using a client portal software

One workspace to manage your entire relationship lifecycle.

From onboarding to service delivery, retention, and growth – make it an easy experience for both your internal teams and your clients, partners and investors.


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.


Put reminders on auto pilot.

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.


Embed Calendly or Google Sheets.

In just a few steps, you can embed Calendly or Google Sheets. Allow your clients to schedule meetings with you. Facilitate easy collaboration and real-time data sharing.


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.


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.

screenshot of portalstack's client portal software dashboard

Still using email to exchange sensitive client information?

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.

Why Portalstack?

If you’re still not convinced, it boils down to two reasons.

Grow your business

Systematize your processes, so you can focus on growing your business.

satisfied client

Your clients & partners will thank you

Everything conveniently in the one spot, accessible 24/7. 

Frequently asked questions

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.

Try Portalstack Today

14-day free trial. No credit card required.

One platform to share and gather confidential information. Virtual data room, client portal, and document collection – all in one solution.

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