The endless chase
“Just following up…” for the third time about the same missing payslip.
Client portal for advisory firms
The client portal your clients will actually use
Send proposals, onboard new clients, collect documents, get signatures and invoices paid. All from one portal with your brand on it, and no more chasing over email.
14-day free trial · No credit card · Clients are always free
Sound familiar?
Email was never built for client work.Your clients deserve better than an inbox.
Tools that don’t talk to each other
Attachments here, a shared drive there, a separate e-signature app on top.
Sensitive data in the wrong places
Tax returns and passports sitting in inboxes, one forward away from the wrong person.
One portal, the whole client lifecycle
From first proposal to final invoice
Portalstack replaces the patchwork of email, file links, form tools and e-signature apps with one place your clients log in to.
Proposals clients approve online
Build proposals and engagement letters that look the part, then let clients review and approve them right in their portal.
- Pricing tables, video and image galleries
- Merge fields fill in each client’s details
- Approval recorded with time and IP address
Onboarding that runs itself
Give every new client the same polished start: the right forms, an identity check and a clear list of what to do next.
- Drag-and-drop forms with conditional logic
- Forms assigned automatically to new clients
- Built-in identity verification
Collect documents without the chase
Ask for exactly the files you need, then let Portalstack follow up until everything is in.
- Checklists of the documents you need
- Upload links that work without a login
- Automatic reminders on your schedule
Signatures in minutes, not days
Upload a PDF, drag fields into place and send. Clients sign from any device, without printing or scanning.
- Type, draw or upload a signature
- Signing certificate with sent, viewed and signed times
- Optional password and expiry on signing links
A branded home for every client
Files, milestones, requests and guides live in one portal that carries your logo and colors, not ours.
- Your logo, colors and login page
- Milestones and service requests in one place
- A knowledge hub for your guides and FAQs
Invoices clients can pay online
Send one-off or recurring invoices through Stripe and let clients pay by card from their portal.
- Weekly, monthly or yearly recurring billing
- Saved cards and automatic payment reminders
- Invoice history in each client’s portal
Forms that remember
Your clients only answer each question once
Common fields link the same question across every form you send. When a client gives you their address during onboarding, it’s already filled in on the next form.
- Conditional logic shows only the questions that apply
- Comment on individual answers and request a resubmission
- Input history shows who changed what, and when
- Export any submission to PDF
Client experience
No passwords. No app to download. No confusion.
Clients sign in with a one-time code sent by SMS or email and land on a home page you design. A personal task list shows exactly what’s waiting for them.
- Each task links straight to the form or document
- Works in any browser, on phone or desktop
- Preview the portal as a test client before you invite anyone
Automation
Set it up once. Portalstack keeps things moving.
Automatic reminders
Choose how often clients are nudged about forms, signatures, documents and payments.
Emails in your words
Edit the emails clients receive, from the welcome message to the payment reminder.
Auto-assign
New clients automatically receive the forms and documents they need.
Know the moment it happens
Get notified when a client opens a document, uploads a file or submits a form.
A daily progress report
Start each morning with a summary of forms in progress, ready for review and overdue.
Bring your contacts with you
Sync contacts from HubSpot or Pipedrive, or import a CSV in a couple of minutes.
Virtual data rooms
Share sensitive files beyond your clients
Set up a secure data room for fundraising, due diligence or a sale. Visitors accept your NDA before they see anything, and you see every file they open.
- NDA gate with a register of every signature
- User groups decide who sees which folders
- Watermark files and switch downloads off per file
- Activity feed of logins, previews and downloads
Who it’s for
Built for firms whose clients trust them with sensitive information
Security
Client data, handled with care
Moving client work out of email is the biggest security upgrade most firms can make. Here’s how Portalstack protects it.
Encrypted in transit
Every connection to Portalstack is encrypted with TLS.
Private file storage
Files are stored privately on Amazon Web Services and served through short-lived links.
Two-factor authentication
Protect your team’s accounts with codes from an authenticator app.
Passwordless client login
One-time codes by SMS or email mean no weak or reused client passwords.
Verified identities
Confirm who your clients are with document-based ID checks powered by Stripe Identity.
A record of every step
Approvals, signatures and NDAs are stamped with time and IP address.
Pricing
Simple pricing. Clients are always free.
Pay only for your team. Every plan starts with a 14-day free trial of every feature.
Free
For trying Portalstack with a handful of clients.
US$0forever, after your trial
Start free trial- 5 client portals
- 5 e-signature requests a month
- 5 form requests a month
- 5 document requests a month
Pro
For firms running onboarding and client work through one portal.
US$29per internal user / month
Start free trial- Unlimited clients and portals
- Unlimited forms, e-signatures and requests
- 100 GB file sharing
- Knowledge hub, milestones and embeds
Premium
For firms that also propose, bill and run deals in Portalstack.
US$39per internal user / month
Start free trial- Everything in Pro
- Proposals and engagement letters
- Invoicing and recurring payments
- Virtual data rooms
Do my clients need to create an account or download an app?
No. Clients sign in with a one-time code sent by SMS or email, in any browser. There’s nothing to install and no password to remember.
Can the portal carry my firm’s branding?
Yes. Add your logo, colors, a login page image and a custom home page. Clients sign in at your own Portalstack URL, and the emails they receive come from your firm’s name.
What does it cost to add clients?
Nothing. You pay per internal team member; clients are always free. The Free plan includes 5 client portals and paid plans are unlimited.
How do I bring my existing clients across?
Import them from a CSV file, or connect HubSpot or Pipedrive to sync contacts automatically.
Is there a free trial?
Yes. You get 14 days with every feature, and no credit card is needed to start.
Get started
Your branded portal can be live this afternoon
Add your logo, pick a form template and invite your first client. We’ll guide you through each step.
Start free trial14-day free trial · No credit card · Clients are always free