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
From client onboarding to service delivery, retention, and growth – make it an easy experience for both your internal teams and your clients.
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.
Our client portal software offers all the tools you need to build meaningful business relationships with your clients – translation: client management just got easier.
SECURE FILE SHARING
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
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.
Stay in control of your workload and never miss another deadline.
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.
Multiple access points = clumsy client 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
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).
If you’re still not convinced, it boils down to two reasons.
Systemize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
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.
No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.
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.
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.
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.
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