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Client onboarding software, made simple.

Portalstack is your modern client onboarding software solution, tailor-made for tech-forward professional services.

No credit card required

woman using portalstack client onboarding software

Onboard new clients up to 80% faster with Portalstack client onboarding software

Client onboarding is one of the most important processes in the client engagement journey – it’s an opportunity to make a good first impression post-sale (nobody likes to experience buyer’s remorse). But collecting information to onboard new clients can often be a real pain (for both you and your clients).

It's time-consuming

Collecting information to onboard new clients is time-consuming. This inevitably delays the service delivery phase of work (the value-added part your clients actually pay for).

Client experience suffers

The traditional PDF forms and back-and-forth email threads no longer cut the mustard. Your clients deserve a modern client onboarding experience.

Version control is messy

Client onboarding via endless streams of emails is a version control nightmare. You run the risk of actioning services based on information buried within superseded emails.

Say hello to Portalstack client onboarding software - it will make your life easier

The good news is, you no longer have to participate in playing email ping-ponging to collect all the required information to onboard new clients. Let Portalstack client onboarding software do the heavy lifting for you. What’s more, your clients will thank you.

woman creating a client onboarding form

ONBOARDING FORMS

Create your onboarding forms in minutes

Create new onboarding forms to collect client information using our simple drag-and-drop onboarding form builder. Add logic or comments to make sure you collect the right information from your clients the first time to avoid back-and-forth re-submissions.

E-SIGNATURES

Collect signatures with ease

Forever say goodbye to the days of printing, signing and scanning contracts and agreements. Portalstack comes integrated with an e-signature solution with full audit trail.

woman collecting esignature using client onboarding software
man adding images and videos to form using client onboarding software

RICH CONTENT

Use rich content for better engagement

Don’t overload your clients with text-heavy instructions buried in static docs. A better approach is to incorporate a mix of dynamic text with rich content such as images and videos.

NOTIFICATIONS

Always be informed of progress

Get notified immediately when an onboarding form is ready for your review. Get daily notifications of the completion rate for all in-progress forms.

female using client onboarding software notified of client form completion rate
man reusing templates in client onboarding software

TEMPLATES

Create reusable client onboarding form templates

Create and save your client onboarding form templates, so you can reuse them later.

APPROVAL WORKFLOW

Approve or reject each requested item

It happens – clients sometimes provide you with the wrong document or information. With Portalstack, you have the ability the reject any requested item, as well as add clarifying comments to help with re-submission.

woman approving and rejecting collection items using client onboarding software
man is happy knowing his client data is safe when using client onboarding software

DATA SECURITY

Keep client information secure

Keep all client data and documents in a secure portal, accessible only via multi-factor authentication. Sleep easy knowing sensitive information is not sitting in email inboxes that can be inadvertently shared or compromised. 

BRANDED PORTAL

Branded client onboarding portal​

Customize your client onboarding portal 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
man updating files using a client onboarding software

FILE UPLOAD

Upload files up to 50 megabytes in size

Avoid email attachment limits and upload files up to 50 megabytes in size, all behind a secure portal.

AUTO REMINDER

Put reminders on auto pilot​

Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.

CLIENT ACCESS

We've made 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

AUTOMATION

Portalstack makes client onboarding a breeze with automation features

Autosave

Peace of mind that updates are progressively saved.

Auto Reminders

Schedule auto-reminders and let Portalstack do the chasing for you.

Conditional Logic

Hide or reveal requested items using conditional logic.

Auto Map Common Fields

Ability to pre-populate common fields to eliminate double entry.

Why use Portalstack client onboarding software?

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

No. Unlike other client onboarding software, Portalstack does not impose a limit on monthly ‘active requests’ (i.e. the number of monthly onboarding forms you can send to clients requesting information).

Essentially anything that your clients can input or upload can be collected – for example, client data, business information, content, documents, images, files, etc.

Is there a charge for client access?

No. You can add as many clients as you want. We only charge you for your 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.

Ready to experience the benefits of a modern client onboarding software?

14-day free trial. No credit card required.

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

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