Give your clients the digital experience they deserve.

Portalstack is your client portal solution for accountants and bookkeepers.

No credit card required

Free up your time, so you can focus on work that matters.

Clients pay you for your expertise in accounting services, not for non-value-added admin work such as chasing documents or trawling through email inboxes to find information.

Yes, all of your clients are super busy, but collecting information for end-of-month, end-of-quarter, or EOFY shouldn’t feel like a struggle with constant reminders.

Whenever your clients drag their feet sending you supporting documents or information, it delays the start of actual accounting work. This puts added pressure on your team as the backlog of work starts to build up.

Keep client interactions organized in one secure client workspace.

Portalstack offers all the tools you need to build meaningful business relationships with your clients – client management just got easier.

ONLINE FORMS

Create digital forms for client intake and onboarding.

Create forms in minutes using our simple yet powerful drag-and-drop form builder. Simplify your forms by using conditional logic to show or hide fields based on responses to previous questions. Easily keep track of your clients’ form progress.

WEB DOCUMENTS

Create, send and track digital proposals & engagement letters.

Block-styled document editor to create web documents. Use rich content such as images and videos to make your documents more engaging. Get notified when your clients view or approve your documents.

SECURE FILE SHARING

Securely exchange sensitive accounting & tax documents.

Avoid the inherent risks of sharing files and attachments via email. Get notified when your clients open, preview, or download a file. Save time by uploading files to a common folder across all clients.

ESIGNATURE

Get your documents and agreements signed faster.

Simply upload your document, drag and drop your input blocks, assign them to a client, and hit send – it’s that easy. Transactional data, such as the date, time, and IP addresses of all signatories, is recorded. Keep track of documents pending signatures and schedule automated reminders if needed.

MILESTONES

Keep your clients updated on the progress of your accounting services milestones.

Minimize client follow-ups by sharing and updating the statuses of your key accounting services delivery milestones. Centralize communication with persistent chat messaging. Add tasks to provide your clients with a more detailed work breakdown.

SERVICE REQUESTS

Centralize new client service requests.

Allow your clients to raise and track new service requests. This will make it easier to plan, prioritize, and deliver your services. You can triage and assign new service requests to team members, as required.

KNOWLEDGE HUB

Share valuable accounting content directly with your clients.

Create an online knowledge hub for accounting resources and guides that clients can access to understand various accounting and tax processes and terminologies. These resources can include articles, FAQs, accounting glossaries, and relevant case studies.

BRANDED CLIENT PORTAL

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.

VIDEO CALLING

Host video calls with a single click using your personalized meeting room URL.

Your own unique, persistent conferencing link. A simple, in-browser video conferencing solution – no downloads, registrations, or headaches. Screen sharing, background blur, and chat are enabled.

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.

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.

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.

Your clients will thank you

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

Try Portalstack Today