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Software for accountants & bookkeepers, made simple.

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

No credit card required

female accountant using portalstack software

Systemize your accounting business, so you can spend more time on work that matters.

Clients pay you for your expertise, business advice and accounting services, not for non-value-added admin work such as chasing documents or trawling through email inboxes to find information.

Any of this strikes a chord?

Appreciate my clients are all super busy, but gee whiz collecting info for end-of-month or EOFY in a timely manner is a real struggle. I often feel like nagging Nancy with my constant reminders.

Unfortunately, whenever my clients drag their feet sending me monthly supporting documents, it delays when I can start the actual accounting work and this puts added pressure on me and my team as the backlog of work starts to build up. 

I’m not really helping myself (or my clients) by emailing my document checklist in Excel – I need a smarter solution.

Benefits of digitizing your accounting business with a modern client portal

Win and retain more clients

Differentiate your business by delivering your clients an integrated digital experience.

A faster way to collect client information

Make collecting data, content, documents and signatures from clients stress-free.

Reduce email back and forth

Centralize client communication and minimize the endless email threads.

Improve productivity with digital workflows

Replace manual paperwork to free up your time, so you can focus on higher-value client work.

Say hello to Portalstack client portal for accountants - managing client relationships just got easier

Say goodbye to the endless stream of email threads and attachments. Get organised by bringing it all together into one client portal solution for busy accountants and bookkeepers with a digital-first mind.

man creating online form using client management software

WEB FORMS

Create online forms in minutes

  • Use our simple but powerful drag-and-drop form builder.
  • Simplify your forms with conditional logic by hiding or revealing fields based on responses to prior questions.
  • Easily track how your clients are progressing with their forms.

E-SIGNATURE

Collect signatures with ease

  • Simply upload your document, drag and drop your input blocks, assign to a client and hit ‘Send’ – it’s that easy.
  • Transactional data such as date, time and IP addresses of all signatories to a document is recorded.
  • Keep track of documents pending signatures and schedule automated reminders, if needed.
woman collecting signatures using client management software
man paying invoice using a client management software

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.
  • Chasing clients for payments is not fun. Schedule reminders to automate gentle nudges to ensure you always get paid on time.

MILESTONES

Share deliverables & milestones

  •  Minimize client follow-ups by sharing and updating project milestones
  • Centralize communication with persistent chat messaging.
  • Communicate progress to your clients – add task checklists and progressively tick them off as you complete them.
team collaborating using client management software
team coordinating service requests using a client management software

SERVICE REQUESTS

Centrally manage client service requests

  • Allow your clients to raise and track new service requests and keep them informed of their statuses.
  • Having a centralized view of all client service requests in one place makes it easier to plan, prioritize and deliver your services.
  • Create task templates and add them to service requests to give your clients a fuller work breakdown.

LEADS MANAGEMENT

Manage leads using a simple kanban view

  • CRM products were designed for organizations with large sales teams and as a result, they’re often jammed with complex features that many small businesses will never use. 
  • Portalstack comes with a simple kanban styled leads management board.
  • Easily view all your leads under Cold, Warm or Hot statues.
woman uploading and sharing files using client management software

FILE SHARING

Securely share important files

  • Avoid email attachment limits and upload files up to 50 megabytes in size, all behind a secure portal.
  • Get notified when your clients open, preview or download a file.
  • Save time by uploading files to a common folder across all clients with ease.

WEB DOCUMENTS

Create and share web-based documents

  • Use our block-styled document editor to create beautiful-looking web-based documents such as proposals, quotes and engagement letters
  • Make your documents more engaging with rich content such as images and videos.
  • Get notified immediately when your prospects view or approve your proposals
man making his documents more engaging with rich content using a client management software
man on a video call using portalstack client management software

VIDEO CALLING

Simple in-browser video calling solution

  • Your own unique persistent conferencing link.
  • Simple in-browser video conferencing solution – no downloads, registrations or headaches.
  • Screen share and background blur enabled.

AUTO REMINDER

Put reminders on auto pilot​

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

Make it easier for clients to do business with you

It might start with an innocent link to a Dropbox folder, then it’s another link for e-signing, and another for online forms…soon enough, your clients are on the receiving end of a messy experience. Prevent the chaos by giving your clients a unified client portal experience.

Siloed client business apps

Multiple access points = clumsy client experience

Multiple subscriptions = overpaying for software

Tangled hot mess when they don’t play well together

female frustrated with too many tools instead of an all-in-one client portal software

Unified portal experience

Single access point = convenience 

Single software subscription = cost saving

Integrated experience

female in a zen state because she is using portalstack all-in-one client portal software

CUSTOMIZABLE

Your own branded client portal

Customize the look and feel to align 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

DASHBOARD

Know your key business vitals, at a glance.

Stay in control of your workload and never miss another deadline.

dashboard screenshot of portalstack client portal software

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

Why use Portalstack client portal for accountants?

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

Is there a charge for client access?

No. You can add as many clients as you want. We only charge you for advisers (your internal users) under your subscription.

How will my clients access the portal?

When you sign up to Portalstack, you’ll be assigned a unique login URL. This URL will be used by both your clients and internal users to login. We recommend you create a ‘Client Login’ button on your website that links to this URL. Otherwise, you can share this URL with your team and clients.

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.

Try Portalstack today

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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