Elevate your client experience with our simple portal software.
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SELF-SERVICE
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
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.
Multiple access points = clumsy experience
Multiple subscriptions = overpaying for software
Tangled hot mess when they don’t play well together
Single access point = convenience
Single software subscription = cost saving
Integrated experience
FEATURES
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
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.
DASHBOARD
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.
APP EMBEDS
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
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
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?
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 of professionals who can find value in using Portalstack.
As software options for professional services firms continue to expand, deciding where to invest your technology budget can be challenging. Many firms 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 our clients’ interactions?” and “What software will make their experience simpler?” 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 secure client portal software is impactful.
Think of client portal software as like having a friendly digital assistant for your business interactions. With it, you can securely manage client data, share files, and streamline tasks such as contract signing and service tracking.
Here are the top 3 reasons why your business should adopt client portals.
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.
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.
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.
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.
No. You can add as many contacts as you want. We only charge you for 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.
No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.
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