Portalstack is your modern client management software solution, tailor-made for tech-forward professional services.
No credit card required
Differentiate your business by delivering your clients an integrated digital experience.
Make collecting data, content, documents and signatures from clients stress-free.
Centralize client communication and minimize the endless email threads.
Replace manual paperwork to free up your time, so you can focus on higher-value client work.
Say goodbye to the endless stream of email threads and attachments. Get organised by bringing it all together into one client management software.
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
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’re still not convinced, it boils down to two reasons.
Systemize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
No. You can add as many clients as you want. We only charge you for advisers (your 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 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.
14-day free trial. No credit card required.