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Secure client portal for professional services.

An all-in-one client portal software that your customers will actually enjoy using.

No credit card required

female professional using portalstack client portal software

SELF-SERVICE

Offer your clients the option to self-serve.

Client portals do not replace the human touch; rather, they simply provide your clients with a self-service option to access and provide information and documents, at a time and place that’s convenient for them. This saves time, enabling both you and your clients to focus on more productive discussions during in-person meetings.

CLIENT EXPERIENCE

Your clients deserve a unified portal experience.

It might start with an innocent link to a Dropbox folder, then it’s another link for e-signing, and another for online forms…soon enough, your clients and partners are on the receiving end of a messy experience. Make it easy for your clients and partners to do business with you using our simple client portal software solution.

Siloed client business apps

Multiple access points = clumsy experience

Multiple subscriptions = overpaying for software

Tangled hot mess when they don’t play well together

female frustrated with so many tools, wishing she had a client portal software

Our client portal software

Single access point = convenience 

Single software subscription = cost saving

Integrated experience

female in a zen state because she is using a client portal software

FEATURES

All-in-one client portal software to manage your entire customer relationship lifecycle.

From client onboarding to service delivery, retention, and growth – make it an easy experience for both your internal teams and your clients.

Proposals

Create, send and track digital documents such as proposals and engagement letters.

Intake & Onboarding Forms

Create digital forms for client intake, onboarding or ongoing information collection.

Esignature

Get your documents and agreements signed faster.

Invoicing

Connect with Stripe to create online invoices and get paid faster.

File Sharing

Securely store and share important files and documents with your clients.

Milestone Board

Keep your clients updated on the progress of key service milestones.

Help Desk

Centralize client requests and support tickets to stay on top of deadlines.

Knowledge Hub

Share valuable web content directly with your clients.​

Video Calling

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

small group of professionals sending reminders

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.

screenshot of portalstack's client portal software dashboard

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.

APP EMBEDS

Embed Calendly or Google Sheets into your client portals.

Already using Calendly or Google Sheets? In just a few steps, you can embed these tools directly into your client portals. Allow your clients to schedule meetings with you. Facilitate easy collaboration and real-time data sharing.

CLIENT COMMUNICATION

It's time to ditch email threads for secure client portals.

While email still has utility as a general comms tool, its usefulness for managing client workflows, such as onboarding or collecting client data and documents, has long expired.

Version Control Nightmare

Exchanging multiple versions of documents buried in emails can result in confusion, leading to mistakes and delays.

Massive Time Suck

Trawling through emails results in lost productivity and wasted time trying to locate specific information or attachments.

Lack of Encryption

Emails are not encrypted by default, which means they can be intercepted and read by unauthorized individuals.

Loss of Control

You don’t have control over how it is forwarded, saved, or shared, which can result in unintentional exposure of data.

Attachment Vulnerabilities

Email attachments have the potential to contain harmful malware or viruses that could infect the recipients’ systems.

Risk of Fines & Penalties

With the rise in privacy and data protection fines and legal actions, handling client files and data securely is more important than ever.

BRANDED CLIENT PORTAL

Your own branded client portal software in minutes.

Spare the hefty expense (and headache) of a custom web 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.

WHO IS PORTALSTACK FOR?

Client portal software made for busy professionals.

If you work with clients, Portalstack is your friend. Various industries and professions can benefit from Portalstack. Here are just some examples of professions that can benefit from PortalStack.

Accountants

Bookkeepers

Lawyers

Insurance Brokers

Architects

Digital Agencies

Client Relationship Managers

Customer Success Managers

Therapists

Business Coaches

Consultants

Property Managers

Top 3 reasons why your business should adopt client portals

The rate of software innovation is continually growing, introducing a multitude of new software options for professional services firms. The challenge for many of these firms is determining how to allocate the technology investment budget to maximize return on investment.

A common mistake is to adopt a “bottoms-up” approach to technology, starting by focusing on internal processes. This may seem logical, but there is a risk. As the technology stack is being developed, the client experience can often become secondary, or even be completely overlooked.

A more effective approach is to consider technology enablement from a client-centric perspective. Begin by asking questions such as ‘how can technology improve our clients’ interactions with us?’ or ‘what is the best software solution to simplify our clients’ experience?’. Use these considerations as the foundational tech layer, then concentrate on enhancing internal operational efficiency.

Introducing client portals

Establishing a client portal is a great way to leverage technology to enhance both client experience and security. It acts as a digital intermediary between your business and your clients, providing a secure method for handling routine tasks such as collecting client data, sharing files, signing contracts, and tracking service requests.

Here are the top 3 reasons why your business should adopt client portals.

#1 - Your clients have a central place to access important documents

client using a client portal software to access documents

Imagine it’s nearly midnight, and a client is urgently sifting through their email inbox, looking for a document or work item you delivered over a year ago. A client portal solves this issue by providing a central location for all documents.

#2 - It’s more secure than email

client portals are more secure than email

Email has become the primary communication channel for most businesses due to its simplicity and reliability. However, does it serve as a trusted medium for handling sensitive information?

Think about the journey of a typical email. When you press ‘send’, the email and its attachments don’t simply transfer from your inbox to the recipient’s. Instead, they traverse the internet, unprotected, passing through multiple servers before arriving at their destination. At each server transition, your email is vulnerable to server administrators who, theoretically, could modify or even erase your email content.

We’re not suggesting that you completely abandon emails. However, client portals offer a more secure method for exchanging sensitive client information over the internet.

#3 - Data collection is easier and less prone to error

Using paper or PDF forms to gather and manage client data is not only inefficient but also prone to translation errors. Plus, completing static forms can be monotonous. Modern client portals, such as Portalstack, incorporates an intelligent digital form builder. These digital forms enable you to design interactive forms dynamically, simplifying your data collection process and making it less tedious for your clients.

The bottom line

Portalstack’s client portal software solution strengthens the bond between your clients and your business by offering a unified and user-friendly platform for collaboration. This secure area reassures both you and your clients that sensitive information is well-protected against potential cyber threats.

Frequently asked questions

Is there a charge for my clients & partners to access?

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

Do I need a PhD in quantum computing to get started?

No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.

Try Portalstack Today

14-day free trial. No credit card required.

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