Client Engagement Platform For Modern Migration Agents
🗒 Create service proposals in minutes.
🔒 Securely collect sensitive information and documents.
🙌 Make it easy for clients to do business with you.
All-in-one client management software for busy migration agents.
No credit card required
A unified platform to manage your entire client relationship lifecycle.
One platform. One software subscription. All the digital tools you need to manage your entire client relationship lifecycle under one roof.
WEB DOCUMENTS
Create digital service proposals
Stop wasting time cutting and pasting Word documents to generate proposals and engagement letters. Create and reuse digital templates, making document assembly less tedious.
ONLINE FORMS
Create forms for client intake, onboarding, visa assessment, etc.
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
Securely exchange sensitive migration documents.
Avoid sharing files and attachments in emails. Instead, use our secure portal to safely exchange sensitive client data.
ESIGNATURE
Get your documents and agreements signed faster.
Request e-signatures with ease. Keep track of documents pending signatures and schedule automated reminders if needed.
MILESTONES
Keep your clients updated on your service milestones.
Reduce client follow-ups by sharing and regularly updating the status of your key service delivery milestones.
KNOWLEDGE HUB
Share valuable migration related content directly with your clients.
Create an online knowledge hub for migration-related resources and guides, such as knowledge articles, FAQs, videos, and case studies.
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.
APP EMBEDS
Embed apps such as Calendly
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.
VIDEO CALLING
Host video calls with a single click using your personalized meeting room URL.
Your own unique, persistent conferencing link. A simple, in-browser video conferencing solution – no downloads, registrations, or headaches.
AUTO REMINDER
Put reminders on auto pilot.
Constantly chasing clients for underwriting details, proposal acceptance, or claims documentation? Let Portalstack handle these gentle reminder nudges automatically for you.
DASHBOARD
Know your key business vitals, at a glance.
Get a clear view of your workload with Portalstack’s intuitive dashboard. Stay in control of your workload so you never miss another deadline.
CLIENT COMMUNICATION
Still using email to exchange sensitive migration information?
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.
Attachment Vulnerabilities
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.
Why Portalstack?
If you’re still not convinced, it boils down to two reasons.
Grow your business
Systematize 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 my clients to access?
No. You can add as many contacts as you want. We only charge you for internal users under your subscription.
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.
Do I need a PhD in quantum computing to get started?
No. Portalstack is a fully no-code solution – buzzword translation: no prior knowledge of IT is required.
One platform to share and gather confidential information. Virtual data room, client portal, and document collection – all in one solution.
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