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Document collection software, made simple.

Portalstack is your modern document collection software solution, tailor-made for tech-forward professional services. Stop chasing clients for data, documents and signatures.

No credit card required

man using Portalstack document collection software

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 cut the mustard. 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 You run the risk of actioning services based on information buried within superseded emails.

Say hello to Portalstack document collection software - it will make your life easier

The good news is, you no longer have to put up with the stress of constantly chasing clients for documents and content. Let Portalstack document collection software do the heavy lifting for you. What’s more, your clients will thank you.

man creating document collection form using Portalstack's form drag and drop feature

DOCUMENT COLLECTION FORMS

Build your document collection 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.

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.

woman collecting signatures using document collection software
man adding images and videos to form using document collection software

RICH CONTENT

Use rich content for better engagement

Don’t overload your clients with text-heavy instructions buried in static docs. A better approach is to incorporate a mix of dynamic text with rich content such as images and videos.

NOTIFICATIONS

Always be informed of 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.

female using document collection software notified of client completion rate
man reusing document collection templates

TEMPLATES

Re-use document collection templates

Create and save your document collection form templates, so you can reuse them later.

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.

woman approving and rejecting collection items using document collection software
man is happy knowing his client data is safe when using document collection software

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

Customize your document collection portal with your brand assets. Simply upload your logo and background images, select your color theme, and secure your custom URL.

screenshot of customizable elements in portalstack client portal software
updating files using a document collection software

FILE UPLOAD

Upload files up to 50 megabytes in size

Avoid the email attachment limits and upload files up to 50 megabytes in size, all behind a secure document collection portal.

AUTO REMINDER

Put reminders on auto pilot​

Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.

CLIENT ACCESS

We've made access dead simple for your clients

No sign up required. One persistent link. Secure two-factor authentication.

Add your clients

Add your client details in your Admin Panel, including email and mobile number.

client registration screen in Portalstack client portal software

Share your custom Login link.

We recommend adding your custom URL as a ‘Client Login’ link on your website.

Clients sign in

Your clients simply enter their email, mobile number and 6 digit passcode (sent via SMS).

client signing into Portalstack client portal software

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.

Why use Portalstack document collection software?

If you’re still not convinced, it boils down to two reasons.

Grow your business

Systemize 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

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).

No. You can add as many templates as you want.

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 document collection software?

14-day free trial. No credit card required.

Client onboarding, document collection and client management in one unified client portal software.

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