Client portal software for accountants and lawyers

Create digital proposals and engagement letters, securely collect client information and documents, and collaborate with your clients in one unified client portal software.

No credit card required

Manage your full client relationship lifecycle in one flexible client portal software solution

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

Benefits of a modern client portal software to run your firm

Enhance your client experience + Simplify your internal workflows = Improve your bottom line.

Win and retain more clients

Differentiate your business by delivering your clients an integrated digital experience.

A faster way to collect client information

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

Reduce email back and forth

Centralize client communication and minimize the endless email threads.

Improve productivity with digital workflows

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

Keep client interactions organized in one place

Our client portal software offers all the tools you need to build meaningful business relationships with your clients – translation: client management just got easier.

WEB DOCUMENTS

Create and share digital proposals and engagement letters.

Use our block-styled document editor to create web documents such as proposals, quotes and engagement letters.
Make your documents more engaging by using rich content such as images and videos.
Get notified when your clients view or approve your documents.

WEB FORMS

Make it easy for your clients to share documents and information with you.

Create forms in minutes using our simple but powerful drag-and-drop form builder.
Simplify your forms by using conditional logic to show or hide fields based on responses to previous questions.
Keep tabs on your clients’ form progress with ease.

SECURE FILE SHARING

Securely store and share important files and documents with your clients.

Avoid the inherent risks of sharing files and attachments over email.
Get notified when your clients open, preview or download a file.
Save time by uploading files to a common folder across all clients.

E-SIGNATURE

Get your contracts, proposals and agreements signed faster.

Simply upload your document, drag and drop your input blocks, assign to a client and hit ‘Send’ – it’s that easy.
Transactional data such as date, time and IP addresses of all signatories are recorded.
Keep track of documents pending signatures and schedule automated reminders, if needed.

PAYMENTS

Get paid faster with online invoices.

Create and send beautifully designed online invoices in minutes.
Integrated with Stripe, a global leader in the payment space trusted by millions of businesses.
Full invoice history in one place for your clients.

MILESTONES

Keep your clients updated on the progress of key service milestones.

Minimize client follow-ups by sharing and updating the statuses of your service delivery milestones.
Centralize communication with persistent chat messaging.
Add tasks to give your clients a fuller work breakdown.

SERVICE REQUESTS

Centralize client service requests and stay on top of deadlines.

Allow your clients to raise and track new service requests.
Make it easier to plan, prioritize and deliver your services.
Triage and assign new service requests to team members.

VIDEO CALLING

Host video calls with a single click using your personalized meeting room URL.

Your own unique persistent conferencing link.
Simple in-browser video conferencing solution – no downloads, registrations or headaches.
Screen share, background blur and chat enabled.

AUTO REMINDER

Put reminders on auto pilot.

Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.

CUSTOMIZABLE

Your own branded client portal solution in minutes.

Spare the hefty expense (and headache) of a custom client portal build. With Portalstack, you can easily customize the look and feel to align with your brand assets. Simply upload your logo and background images, select your color theme and secure your custom URL.

DASHBOARD

Know your key business vitals, at a glance.

Stay in control of your workload and never miss another deadline.

Give your clients a unified portal 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 are on the receiving end of a messy experience. Prevent the chaos by giving your clients a unified client portal experience.

Siloed client business apps

Multiple access points = clumsy client experience

Multiple subscriptions = overpaying for software

Tangled hot mess when they don’t play well together

Portalstack client portal

Single access point = convenience

Single software subscription = cost saving

Integrated experience

CLIENT ACCESS

We've made it dead simple for your clients to access their portals

No sign up required. One persistent link. Secure two-factor authentication.

Add your clients

Add your client details in your Admin Panel, including email and mobile number.

Share your custom Login link.

We recommend adding your custom URL as a ‘Client Login’ link on your website.

Clients sign in

Your clients simply enter their email, mobile number and 6 digit passcode (sent via SMS).

Why Portalstack?

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

Grow your business

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

Your clients will thank you

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

Meet the founder

As a technologist, I value well-engineered products. But equally important and as fluffy as it might sound, I also value simplicity in design and great user experience that just feels ‘light’.

I founded Portalstack on the belief that there is an alternative to the constant email threads as the primary comms channel for working with clients…one that doesn’t involve digital duct-taping various point solutions or paying for an ‘enterprise grade’ solution that requires certification or a whole lot of patience to use.

Frequently asked questions

Is there a charge for client access?

No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.

How will my clients access the portal?

When you sign up to Portalstack, you’ll be assigned a unique login URL. This URL will be used by both your clients and internal users to login. We recommend you create a ‘Client Login’ button on your website that links to this URL. Otherwise, you can share this URL with your team and clients.

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?