🗒 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
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.
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.
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.
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.
Make a good first impression with a smooth digital client onboarding experience.
For ongoing document collection, let Portalstack do the heavy lifting for you.
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.
Multiple access points = clumsy client experience
Multiple subscriptions = overpaying for software
Tangled hot mess when they don’t play well together
Single access point = convenience
Single software subscription = cost saving
Make it easier for clients and prospects to do business with you. One platform to manage all your client work.
Create, send and track digital proposals or web documents.
Create digital forms for client intake, onboarding or ongoing information collection.
Get your documents and agreements signed faster.
Connect with Stripe to create online invoices and get paid faster.
Securely store and share important files and documents with your clients.
Keep your clients updated on the progress of key service milestones.
Centralize client service requests and stay on top of deadlines.
Share valuable web content directly with your clients.
Host video calls with a single click using your personalized meeting room URL.
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.
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.
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.
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).
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.
If you’re still not convinced, it boils down to two reasons.
Systematize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
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.
No. You can add as many clients as you want. We only charge you for internal users under your subscription.
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.
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.
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.