Onboard & manage client workflows in one secure portal.
🗒 Create proposals or web documents in minutes.
🔒 Securely collect information, esignatures & payments.
🙌 Collaborate, coordinate & communicate with your clients.
All in one place, with Portalstack’s secure client portal software.
No credit card required
YOUR PAIN
Collecting client information, documents and requests via email is both messy and insecure.
Are you tired of playing email ping-pong with clients to collect information? Do you find yourself getting lost in the endless email threads and struggling to keep track of all the attachment versions? While email still has utility as a general communication tool, its usefulness for managing client work 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.
BENEFITS
Benefits of a modern client portal like Portalstack.
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.
Improve productivity with digital workflows
Replace manual paperwork to free up your time, so you can focus on higher-value client work.
USE CASES
Onboard clients & collect documents 80% faster with automation.
Turbocharge your productivity by digitizing your client onboarding and document collection processes. Cut down on tedious paperwork so you can enjoy the freedom to focus on building client relationships.
CLIENT EXPERIENCE
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.
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
FEATURES
Keep your client interactions organized in one centralized portal.
Make it easier for clients and prospects to do business with you. One platform to manage all your client work.
Web Documents
Create, send and track digital proposals or web documents.
Web 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.
Service Request
Centralize client service requests and stay on top of deadlines.
Knowledge Hub
Share valuable web content directly with your clients.
Video Conferencing
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.
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.
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.
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).
PROFESSIONS
Client portal made simple for busy professionals & service businesses.
If you work in professional services and deal with clients, Portalstack is the perfect client management platform for you. Here are just a few examples of professions that can benefit from using Portalstack.
Accountants
Lawyers
Insurance Brokers
Why Portalstack's client portal software?
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 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 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 always 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.
Create proposals, onboard clients and securely collect information, esignatures and payments. Client portal software made simple for busy professionals and service businesses.
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