Portalstack is your modern client onboarding software solution for tech-forward service-based businesses.
No credit card required
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 You run the risk of actioning services based on information buried within superseded emails.
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.
ONBOARDING FORMS
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
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.
RICH CONTENT
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
Get notified immediately when an onboarding form is ready for your review. Get daily notifications of the completion rate for all in-progress forms.
TEMPLATES
Create and save your client onboarding form templates, so you can reuse them later.
APPROVAL WORKFLOW
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.
DATA SECURITY
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
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.
FILE UPLOAD
Avoid email attachment limits and upload files up to 50 megabytes in size, all behind a secure portal.
AUTO REMINDER
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
CLIENT ACCESS
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).
AUTOMATION
Peace of mind that updates are progressively saved.
Schedule auto-reminders and let Portalstack do the chasing for you.
Hide or reveal requested items using conditional logic.
Ability to pre-populate common fields to eliminate double entry.
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. 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.
No. You can add as many clients as you want. We only charge you for your internal users under your subscription.
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.
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