Sharing and gathering information just got easier.
Client onboarding, virtual data room, client portal, and document collection – all in one solution.
No credit card required
Simplify your workflows and deliver a better client experience.
Stop wasting time chasing and reminding clients 👌
No more unproductive back-and-forth email threads 👌
No more confusing or unprofessional client experience 👌
All documents and information in once place 👌
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.
Made for professionals & startups
Various industries and professions can benefit from Portalstack – here are just some examples…
Our Solution Use Cases
Turbocharge your productivity by digitizing your onboarding, document collection, and information sharing.
Client Onboarding
Make a good first impression with a smooth digital client onboarding experience.
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.
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
Portalstack
Single access point = convenience
Single software subscription = cost saving
Integrated experience
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.
Proposals
Create, send and track digital documents such as proposals and engagement letters.
Intake & Onboarding Forms
Create digital forms for client intake, onboarding or ongoing information collection.
Esignature
Get your documents and agreements signed faster.
Invoicing
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.
AUTO REMINDER
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.
APP EMBEDS
Embed apps you already use.
In just a few steps, you can embed your favourite apps such as Calendly, Google Sheets, Trello, Miro, and ClickUp.
IDENTITY VERIFICATION
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.
CRM INTEGRATION
Sync contact data between HubSpot and Portalstack.
We’ve integrated with HubSpot so any new contacts created in HubSpot will be pushed to Portalstack, eliminating the need for double data entry.
DASHBOARD
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.
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.
Your clients & partners will thank you
Everything conveniently in the one spot, accessible 24/7.
Meet the founder
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.
Frequently asked questions
Do my clients need to remember another password?
No. To sign in, your clients can either enter the one-time 6-digit code sent to their mobile/cellular phone, or use the Magic Link (expiring link emailed to them).
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.
One platform to share and gather confidential information. Virtual data room, client portal, and document collection – all in one solution.
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