🗒 Create proposals & engagement letters in minutes.
🔒 Securely collect information, esignatures & payments.
🙌 Make it easy for clients to do business with you
All in one place, with Portalstack’s client management software for accountants.
No credit card required
One platform. One software subscription. All the digital tools you need to manage your entire client relationship lifecycle under one roof.
Stop wasting time cutting and pasting Word documents to generate proposals and engagement letters. Create and reuse digital templates, making document assembly less tedious.
Easily create intake forms that you can add to your website, or onboarding forms to request client information and documents. Schedule your reminder frequency and let Portalstack do the chasing on your behalf.
SECURE FILE SHARING
Avoid sharing files and attachments in emails. Instead, use our secure portal to safely exchange sensitive client data.
Request e-signatures with ease. Keep track of documents pending signatures and schedule automated reminders if needed.
Reduce client follow-ups by sharing and regularly updating the status of your key service delivery milestones.
Allow your clients to raise new service requests. Having a central place for your clients to track their requests means no more “where are we at?” emails.
Create an online knowledge hub for accounting-related resources and guides, such as knowledge articles, FAQs, videos, and case studies.
BRANDED CLIENT PORTAL
Spare the hefty expense (and headache) of a custom client portal build. Create your own branded client portal for your accounting firm in minutes.
In just a few steps, you can embed Calendly or Google Sheets. Allow your clients to schedule meetings with you. Facilitate easy collaboration and real-time data sharing.
Your own unique, persistent conferencing link. A simple, in-browser video conferencing solution – no downloads, registrations, or headaches.
Constantly chasing clients for underwriting details, proposal acceptance, or claims documentation? Let Portalstack handle these gentle reminder nudges automatically for you.
Get a clear view of your workload with Portalstack’s intuitive dashboard. Stay in control of your workload so you never miss another deadline.
While email still has utility as a general comms tool, its usefulness for managing client workflows, such as onboarding or collecting client data and documents, has long expired.
Version Control Nightmare
Exchanging multiple versions of documents buried in emails can result in confusion, leading to mistakes and delays.
Massive Time Suck
Trawling through emails results in lost productivity and wasted time trying to locate specific information or attachments.
Lack of Encryption
Emails are not encrypted by default, which means they can be intercepted and read by unauthorized individuals.
Loss of Control
You don’t have control over how it is forwarded, saved, or shared, which can result in unintentional exposure of data.
Email attachments have the potential to contain harmful malware or viruses that could infect the recipients’ systems.
Risk of Fines & Penalties
With the rise in privacy and data protection fines and legal actions, handling client files and data securely is more important than ever.
Yes, all of your clients are super busy, but collecting information for end-of-month, end-of-quarter, or EOFY shouldn’t feel like a struggle with constant reminders.
Whenever your clients drag their feet sending you supporting documents or information, it delays the start of actual accounting work. This puts added pressure on your team as the backlog of work starts to build up.
If you’re still not convinced, it boils down to two reasons.
Systematize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
No. You can add as many contacts as you want. We only charge you for internal users under your subscription.
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.
No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.
Try Portalstack Today
14-day free trial. No credit card required.