Client portal software for SMBs and professionals
Client onboarding, document collection and client management in one unified client portal software.
No credit card required
Systematize your business with our client portal software, so you can make time for what's important.
Portalstack is a flexible client portal SaaS solution designed for all industries and professions that work with clients. Here are just some examples of pain points Portalstack solves for specific professions.
Accountant
I can appreciate my clients are all super busy, but gee whiz collecting documents for end-of-month or EOFY in a timely manner is a real struggle. I often feel like nagging Nancy with my constant reminders.
Agency Owner
If I got a dollar every time a client asks me to urgently resend project files (mockups, copy etc) when I’m either offline or in a meeting…well, let’s just say I could comfortably retire in Bali surfing all day.
Lawyer
I recently left BigLaw to start my virtual law firm so I can spend more time with the little ones. But as a new firm owner, I don’t have an army of support staff. I need to systemize my processes such as client onboarding etc.
Insurance Broker
The insurance industry has a reputation for being allergic to tech. I want to stand out from my competitors with a SaaS solution that lets my clients update risk data or download insurance documents 24/7.
Benefits of a modern client portal solution for your business
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 centralized portal software
Our client portal software offers all the tools you need to build meaningful business relationships with your clients – translation: client management just got easier.
Online Forms
Make it easy for your clients to manage their own data and share documents with you.
Payments
Get paid faster with online invoices. Full invoice history in the one place for your clients.
Leads Management
Track your leads using our simple kanban board and say goodbye to clunky CRMs.
E-signature
Get your contracts, business proposals and documents signed faster.
File Sharing
Centrally store and share important files and documents with your clients.
Video Calling
Host video calls with a single click using your personalized meeting room URL.
Web Documents
Create and share web-based documents such as proposals, quotes and engagement letters.
Service Requests
Allow clients to raise new service requests and keep them informed of your delivery statuses.
Project Milestones
Minimize follow-ups by keeping your clients updated on the progress of project milestones.
Give your clients a unified client 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
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.
AUTO REMINDER
Put reminders on auto pilot
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
DASHBOARD
Know your key business vitals, at a glance.
Stay in control of your workload and never miss another deadline.
CLIENT ACCESS
We've made portal access dead simple for your clients
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).
USE CASES
Manage your full client relationship lifecycle from a single portal
Make it easier for clients to do business with you – from onboarding through to retention and growth. Learn more about Portalstack’s use cases.
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?
No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.
Client onboarding, document collection and client management in one unified client portal software.
© Portalstack 2023. All rights reserved.
Privacy Policy | Terms of Service | Security Policy
Made with 
in Melbourne