Portalstack comes with all the digital features you need to build meaningful business relationships with your clients and prospects.


Create, send and track digital proposals or web documents.

  • 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.
professional man creating a digital proposal
man creating an online form using a client portal software


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.


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.
woman collecting electronic signatures using a client portal software
man paying an invoice online using a client portal software


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.


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.
woman uploading and sharing files using portalstack's client portal software
team collaborating using a client portal software


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.


Centralize client service requests and stay on top of deadlines.

  • Allow your clients to raise and track new service requests.
  • Make it easier to plan, prioritize and deliver your services.
  • Triage and assign new service requests to team members.
customers raising new service requests via a client portal software


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.


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.
man on a video conferencing call using Portalstack's video calling feature

Try Portalstack Today

14-day free trial. No credit card required.

Create proposals, onboard clients and securely collect information, esignatures and payments. Client portal software made simple for busy professionals and service businesses.

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