Put document collection on autopilot.
Portalstack is your modern document collection software solution for professionals and service businesses. Stop chasing clients for data, documents and signatures, so you can focus on work that matters.
No credit card required
Let's be real, document collection sucks.
Document collection is about as exciting as watching paint dry. You’re constantly sending reminders (after reminders). When you do get responses (often in drips) at times the document or content is either in the wrong format or way off base from what you requested…sounds familiar?
It's time-consuming
Collecting data, documents and signatures from clients is time-consuming. Free up your time, so you can focus on value-added work (stuff clients actually pay for).
Client experience suffers
The traditional PDF forms and back-and-forth email threads no longer suffice. Your clients deserve a modern digital experience to provide you with information.
Version control is messy
Document collection via endless streams of emails is a version control nightmare. You run the risk of taking action on services based on information buried within outdated emails.
Let our document collection software do the chasing for you
The good news is, you no longer have to put up with the stress of constantly chasing clients for information and documents. Let Portalstack document collection software do the heavy lifting for you. What’s more, your clients will thank you.
DOCUMENT COLLECTION REQUESTS
Build your document collection request forms in minutes
Create your request for documentation form using our simple drag-and-drop 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.
ESIGNATURES
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
Stay informed of collection progress
Get notified immediately when a document collection form is ready for your review. Get daily notifications of the completion rate for all in-progress forms.
TEMPLATES
Reuse document collection templates
Use one of our starter templates or create a custom one that suits your specific needs. Your document collection 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 you with the wrong document or information. With Portastack, you have the ability the reject any requested item, as well as add clarifying comments to help with re-submission.
DATA SECURITY
Keep client information secure
Keep all client data and documents in a secure document collection 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 document collection 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
Simplify your information & document collection process
Build your information request 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 document collection form and, if everything looks good, assign it to one of your clients to request their completion.
Your client completes the document collection 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 document collection 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
Portalstack makes document collection a breeze with automation features
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.
CLIENT MANAGEMENT
Portalstack is not just another document collection software point solution
With Portalstack, you can manage the entire client relationship lifecycle on one platform.
Create Proposals & Engagement Letters
Use a block editor to create web documents with rich content like images and videos to engage your clients. Receive notifications when clients view or approve your documents.
Communicate & Collaborate with your clients
Portalstack combines all your common business relationship apps into one solution: secure client portal, online forms, esignature, invoicing, file sharing, service request management, video conferencing and more.
Why use our document collection 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.
Frequently asked questions
Is there a limit on the number of 'requests'?
No. Unlike other document collection software, Portalstack does not impose a limit on monthly ‘active requests’ (i.e. the number of questionnaire forms you can send to clients requesting information).
Is there a limit of the number of questionnaire form templates?
No. You can add as many templates as you want.
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.
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 document collection software?
14-day free trial. No credit card required.
Create proposals, onboard clients, securely collect information, esignatures and payments. Client portal software made simple for busy professionals and service businesses.
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