The basics

Portalstack is a branded client portal for advisory and professional-services firms. Your clients log in to one place to approve proposals, fill out forms, upload documents, sign, pay invoices and track progress, instead of trading emails and attachments.

Firms whose clients share sensitive information with them: accountants, financial advisors, insurance brokers, law firms, migration agents, agencies, architects, therapists and more. See what’s included.

Most firms set up their branding, pick a form template and invite a first client in an afternoon. A built-in checklist walks you through each step.

Yes. Import contacts from a CSV file with a field-mapping wizard, or connect HubSpot or Pipedrive to sync contacts automatically.

No. Clients sign in with a one-time code sent by SMS or email, in any browser on phone or desktop. They can also use Google or LinkedIn if they prefer.

Yes. Add multiple users to a client and choose a primary contact. Each user gets their own sign-in.

Yes. Preview the portal as a test client before you invite anyone, and preview your login page and knowledge hub as you build them.

Not always. Upload request links list the files you need and work without a login. They expire after a set time, 30 days by default.

Yes. Add your logo, colors, a login page image and a home page. Clients sign in at your own Portalstack URL, and their emails come from your firm’s name. Custom domains are not currently available.

Upload a PDF, drag signature, name, date and text fields into place, and send it through the portal or a secure link. Each signed document includes a certificate with sent, viewed and signed times and IP addresses. Each request is signed by one person.

A secure space for sharing files with people outside your client list, such as investors or a buyer’s advisors. Visitors can be required to accept an NDA, and you control folder access, watermarks and downloads. Learn more about data rooms.

HubSpot and Pipedrive for contact sync, Stripe for payments and identity verification, and embeds for Google Sheets, Trello, Miro, ClickUp and Calendly.

Connections are encrypted with TLS, files are stored privately on Amazon Web Services, staff can use two-factor authentication and clients sign in without passwords. Read more about security.

There’s a Free plan, Pro at US$29 and Premium at US$39 per internal user per month. Clients are always free. Compare plans.

Yes. 14 days with every feature, no credit card required.