Modern client onboarding software, made simple.
Make a good first impression with Portalstack’s modern client onboarding software solution for professionals and service businesses.
Client onboarding software to replace back-and-forth emails
Client onboarding is a critical phase in the customer engagement process, offering a chance to create a positive post-sale impression and prevent buyer’s remorse. But gathering information for new client onboarding can be challenging for both businesses and clients. This is where client onboarding software comes in.
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 You run the risk of actioning services based on information buried within superseded emails.
Onboard new customers 10x faster with our client onboarding software
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 our client onboarding software do the heavy lifting for you. What’s more, your clients will thank you.
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.
IDENTITY VERIFICATION
Verify the identities of your clients and partners
Integrated identity verification solution powered by Stripe Identity. As part of your client onboarding process, you can now verify the authenticity of ID documents from more than 120 countries.
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.
RICH CONTENT
Use rich content for better engagement
Avoid overwhelming your clients with text-heavy instructions. Incorporate rich content like images and videos to create an engaging experience while communicating important information.
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.
TEMPLATES
Create reusable client onboarding form templates
Use one of our starter templates or create a custom one that suits your specific needs. Your client onboarding form templates can be reused, making it even easier to streamline your workflow and improve your productivity.
APPROVAL WORKFLOW
Approve or reject each requested item
It happens—clients sometimes provide the wrong document or information. With Portalstack, you can reject any requested item and add clarifying comments to help with resubmission.
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
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.
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.
HOW IT WORKS
Client onboarding software to simplify your operations
Build your client onboarding form
Define the information or documents you require by using our simple drag-and-drop form builder. You can add descriptions, tooltips, images, and videos as needed to make the process super simple for your clients.
Send a request to your client
Preview your client onboarding form and, if everything looks good, assign it to one of your clients to request their completion.
Your client completes the client onboarding form
Your client logs into a secure portal to enter the requested information, upload all required documents, and click “submit.”
You get notified
You receive immediate notification that a client onboarding form has been submitted and is ready for your review.
Approve each requested item
You review the information provided and approve or reject each requested item. If an item is rejected and further clarification is required, simply add comments before requesting resubmission. Items that have been approved are locked from further editing.
AUTOMATION
Client onboarding software with powerful automations
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 our customer onboarding software?
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.
Client Onboarding Software FAQs
Is there a monthly 'request' limit?
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).
What information can be collected?
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.
Seeking something more than just a customer onboarding software?
Portalstack is an all-in-one platform for sharing and gathering information.
Client Portal
Offer your clients a unified experience. Provide a self-service collaboration hub where clients can easily interact with your business.
Virtual Data Room
Safeguard your IP while sharing information with external parties such as investors. Ideal for capital raising, due diligence, or investor updates.
Gather Information
Tired of chasing clients for information? For recurring data collection, let Portalstack automate the process and do the heavy lifting for you.