Portalstack Features
All your common client-facing apps in one subscription.
It’s time to say 🙅 to multiple software subscriptions and say 👍 to an integrated customer experience.
PROPOSALS
Create, send and track web documents such as proposals and engagement letters.
- Block-styled editor to create your digital documents.
- Use rich content such as images and videos to make your documents more engaging.
- Get notified when your clients view or approve your documents.
WEB FORMS
Create digital forms for client intake, onboarding or ongoing information collection.
- Create forms in minutes using our simple but powerful drag-and-drop form builder.
- Simplify your forms by using conditional logic to show or hide fields based on responses to previous questions.
- Keep tabs on your clients’ form progress with ease.
ESIGNATURES
Get your documents and agreements signed faster.
- Simply upload your document, drag and drop your input blocks, assign them to a client and hit send – it’s that easy.
- Transactional data such as date, time and IP addresses of all signatories are recorded.
- Keep track of documents pending signatures and schedule automated reminders, if needed.
BRANDED CLIENT PORTAL
Your own branded client portal solution in minutes.
Spare the hefty expense (and headache) of a custom client portal build. Create your own branded client portal for your accounting firm in minutes.
PAYMENTS
Get paid faster with online invoices.
- Create and send beautifully designed online invoices in minutes.
- Integrated with Stripe, a global leader in the payment space trusted by millions of businesses.
- Full invoice history in one place for your clients.
SECURE FILE SHARING
Securely store and share important files and documents with your clients.
- Avoid the inherent risks of sharing files and attachments over email.
- Get notified when your clients open, preview or download a file.
- Save time by uploading files to a common folder across all clients.
MILESTONE BOARD
Keep your clients updated on the progress of key service milestones.
- Minimize client follow-ups by sharing and updating the statuses of your service delivery milestones.
- Centralize communication with persistent chat messaging.
- Add tasks to give your clients a fuller work breakdown.
HELP DESK
Centralize service requests and support tickets to stay on top of deadlines.
- Allow your clients to raise and track support requests.
- Make it easier to plan, prioritize and deliver your services.
- Triage and assign new requests to team members.
KNOWLEDGE HUB
Share valuable web content directly with your clients.
- Create and share informative pages, knowledge articles, FAQs and essential resources, all within your client portal.
- Embed rich media such as videos and images for more engaging content.
- No more scattered information across email threads.
VIDEO CALLING
Host video calls with a single click using your personalized meeting room URL.
- Your own unique persistent conferencing link.
- Simple in-browser video conferencing solution – no downloads, registrations or headaches.
- Screen share, background blur and chat enabled.
APP EMBEDS
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.
IDENTITY VERIFICATION
Verify the identities of your clients and partners.
Integrated identity verification solution powered by Stripe Identity. As part of your client onboarding process, you can now verify the authenticity of ID documents from more than 120 countries.
CRM INTEGRATION
Sync your CRM contact data.
We’ve integrated with HubSpot and Pipedrive so any new contacts will be pushed to Portalstack, eliminating the need for double data entry.
Paid plan starting at $29/month
🔥 Unlimited Form Creation & Submissions
🔥 Unlimited Esignature Requests
🔥 Unlimited Clients & Portals
🔥 Unlimited Proposals
🔥 Unlimited Virtual Data Rooms
🔥 100 GB File Storage