fbpx

Client portal software for SMBs and professionals

Client onboarding, document collection and client management in one unified client portal.

No credit card required

female professional using portalstack client portal software

Systematize your business with a client portal, 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 persona

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.

web agency owner

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 persona

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 persona

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

Our client portal software offers all the tools you need to build meaningful business relationships with your clients – translation: client management just got easier.

female excited to be saving time by using a client portal software

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 personalised 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 and make it easier for them to do business with you.

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

female frustrated with too many tools instead of an all-in-one client portal software

Portalstack client portal

Single access point = convenience 

Single software subscription = cost saving

Integrated experience

female in a zen state because she is using portalstack all-in-one client portal software

CUSTOMIZABLE

Your own branded client portal 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.

screenshot of customizable elements in portalstack client portal software

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.

dashboard screenshot of portalstack client portal software

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.

client registration screen in Portalstack client portal software

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).

client signing into Portalstack client portal software

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. 

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.

Try Portalstack Today

14-day free trial. No credit card 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

Social: LinkedinFacebookTwitter