Simple client portal software for collaborating with clients

Ditch the back-and-forth email exchanges. 📧 Elevate your client experience. 🙏 Set up your new digital front desk in minutes with Portalstack’s client portal software. 👇

No credit card required

Deliver a unified experience your clients deserve with our client portal software.

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. Portalstack is the best client portal software solution, designed for effortless collaboration and convenience.

Siloed client business apps

Multiple access points = clumsy experience

Multiple subscriptions = overpaying for software

Tangled hot mess when they don’t play well together

Our client portal software

Single access point = convenience

Single software subscription = cost saving

Integrated experience

A client portal solution to offer your clients the option to self-serve.

Client portals do not replace the human touch. They simply provide your clients with a self-service option for transactional activities such as exchanging information and documents, view proposals, paying invoices and raising service requests. This means more convenience for your clients, and more time for you to focus on high-value work.

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

Our free client portal software makes every step from onboarding to service delivery, retention, and growth a breeze—effortless for teams and delightful for 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.

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.

EMBED APPS

Embed apps you already use.

In just a few steps, you can embed your favourite apps such as Calendly, Google Sheets, Trello, Miro, and ClickUp.

DASHBOARD

Know your key business vitals, at a glance.

Our free client portal software can enhance your client management by providing an intuitive dashboard that gives you a clear view of your workload. Effortlessly monitor client documents and milestones in one place, ensuring you meet every deadline.

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.

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.

Client portal software made simple for busy professionals and creatives.

If you work with clients, think of Portalstack as your trusty sidekick. It’s a versatile tool that benefits various industries and professions – here are just a few examples:

Accountants

Bookkeepers

Lawyers

Insurance Brokers

Architects

Interior Designers

Graphic Designers

Digital Agencies

Therapists

Business Coaches

Consultants

Property Managers

Top 3 reasons why your business should adopt client portals

As software options for service-based businesses continue to expand, deciding where to invest your technology budget can be challenging. Many businesses make the mistake of prioritizing internal processes over the client experience.

A better approach is to focus on the client first. Ask yourself, “How can technology enhance the way I interact with my clients?”. By prioritizing the clients’ needs, you can build a strong foundation for your tech stack while also improving internal efficiency. This approach ensures that your investment in a client portal software is impactful.

Client portals - your new digital front desk

Think of client portal software as like having a friendly digital assistant for your business interactions. Here are the top 3 reasons why your business should adopt client portals.

#1 - Your clients have a central place to access important 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. Client portals solve this issue by providing a central location for all documents, accessible 24/7.

#2 - It’s more secure than email

Yes, email has become the primary comms channel for most businesses due to its simplicity and reliability. But 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 could modify or even erase your email content. Client portals offer a more secure method for exchanging 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, let’s be real – who enjoys completing static PDF or word forms? 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 strengthens the bond between your clients and your business by offering a unified and user-friendly platform for collaboration. Having a secure space reassures your clients that sensitive information is well-protected.

Client Portal Software FAQ

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.

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

14-day free trial. No credit card required.