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Engage, onboard, and collaborate with your clients and partners - the easy way.

🗒 Create proposals & engagement letters in minutes.
🔒 Securely collect information, esignatures & payments.
🙌 Easily collaborate with your clients & partners.

All in one place, with Portalstack’s client management software.

No credit card required

female professional using portalstack client portal software

BENEFITS

The benefits of using Portalstack

One platform to optimize your client work. Enhance your client experience, simplify your internal workflows, and improve your bottom line.

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

Integrated digital experience

Differentiate your business by delivering your clients & partners an integrated digital experience.

Collect client information - 10x faster

Make collecting data, content, documents and signatures from clients & partners stress-free.

Improve productivity with digital workflows

Replace manual paperwork to free up your time, so you can focus on higher-value client work.

CLIENT EXPERIENCE

Your clients 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

female frustrated with so many tools, wishing she had a client portal software

Portalstack

Single access point = convenience 

Single software subscription = cost saving

Integrated experience

female in a zen state because she is using a client portal software

CLIENT MANAGEMENT

One workspace to manage your entire client relationship lifecycle.

From client onboarding to service delivery, retention, and growth – make it an easy experience for both your internal teams and your clients.

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 Calendly or Google Sheets.

In just a few steps, you can embed Calendly or Google Sheets. Allow your clients to schedule meetings with you. Facilitate easy collaboration and real-time data sharing.

IDENTITY VERIFICATION

Verify your clients/partners identity documents.

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.

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.

screenshot of portalstack's client portal software dashboard

CLIENT COMMUNICATION

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.

USE CASES

Onboard clients & collect documents 80% faster.

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 Onboarding

Make a good first impression with a smooth digital client onboarding experience.

Document Collection

For ongoing document collection, let Portalstack do the heavy lifting for you.

WHO IS PORTALSTACK FOR?

Made for busy professionals.

If you work with clients, Portalstack is your friend. Various industries and professions can benefit from Portalstack – here are just some examples…

Accountants

Bookkeepers

Lawyers

Insurance Brokers

Architects

Digital Agencies

Client Relationship Managers

Customer Success Managers

Graphic Designers

Business/Life Coaches

Therapists

Property/Strata Managers

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.

satisfied client

Your clients & partners will thank you

Everything conveniently in the one spot, accessible 24/7. 

Frequently asked questions

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.

Try Portalstack Today

14-day free trial. No credit card required.

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