One platform to collaborate with your clients. No more juggling multiple tools.

Ditch the back-and-forth email exchanges. Make it easy for customers to do business with you. Set up your new digital front desk in minutes with Portalstack’s client portal software.

No credit card required

Client portal software to deliver a unified experience.

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 and partners are on the receiving end of a messy experience. Portalstack is the best client portal software solution, designed for effortless collaboration and convenience.

Siloed client business apps

Multiple access points = clumsy experience

Multiple subscriptions = overpaying for software

Tangled hot mess when they don’t play well together

Our client portal software

Single access point = convenience

Single software subscription = cost saving

Integrated experience

All-in-one client portal software to manage your entire customer relationship lifecycle.

Our free client portal software makes every step from onboarding to service delivery, retention, and growth a breeze—effortless for teams and delightful for clients.

PROPOSALS

Create, send and track web documents such as proposals

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 to collect data

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.

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

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.

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.

AUTO REMINDER

Put reminders on auto pilot

Stop wasting your time constantly sending reminders when you can automate the process and focus on other tasks. Let Portalstack automate the gentle nudges for you. Say goodbye to the hamster wheel of reminder-sending and hello to efficient, stress-free communication with Portalstack.

EMBED APPS

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.

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.

DASHBOARD

Know your key business vitals, at a glance

Our free client portal software can enhance your client management by providing an intuitive dashboard that gives you a clear view of your workload. Effortlessly monitor client documents and milestones in one place, ensuring you meet every deadline.

PERSISTENT LINK

One persistent link to share with your clients

No more juggling multiple sharing links—they often just get buried in email. Simply share your one persistent link with clients, investors, and internal users for access.

We've made it dead simple for your clients.

No password required. Your clients and investors can sign in using a 2FA pin code sent to their phone or via an expiring Magic Link sent to their email.

Give your clients the option to self-serve.

Client portals do not replace the human touch. They simply provide your clients with a self-service option for transactional activities such as exchanging information and documents, view proposals, paying invoices and raising service requests. This means more convenience for your clients, and more time for you to focus on high-value work.

Secure client portal software to ditch email threads.

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.

Your own branded client portal software in minutes.

Spare the hefty expense (and headache) of a custom web portal build. With Portalstack, you can easily 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.

Client portal software made simple for busy professionals and creatives.

If you work with clients, think of Portalstack as your trusty sidekick. It’s a versatile tool that benefits various industries and professions – here are just a few examples:

Accountants

Bookkeepers

Lawyers

Insurance Brokers

Architects

Interior Designers

Graphic Designers

Digital Agencies

Therapists

Business Coaches

Consultants

Property Managers

Top 3 reasons why your business should adopt a client portal software.

As software options for service-based businesses continue to expand, deciding where to invest your technology budget can be challenging. Many businesses make the mistake of prioritizing internal processes over the client experience.

A better approach is to focus on the client first. Ask yourself, “How can technology enhance the way I interact with my clients?”. By prioritizing the clients’ needs, you can build a strong foundation for your tech stack while also improving internal efficiency. This approach ensures that your investment in a client portal software is impactful.

Client portals - your new digital front desk

Think of client portal software as like having a friendly digital assistant for your business interactions. Here are the top 3 reasons why your business should adopt client portals.

#1 - Your clients have a central place to access important documents

Imagine it’s nearly midnight, and a client is urgently sifting through their email inbox, looking for a document or work item you delivered over a year ago. Client portals solve this issue by providing a central location for all documents, accessible 24/7.

#2 - It’s more secure than email

Yes, email has become the primary comms channel for most businesses due to its simplicity and reliability. But does it serve as a trusted medium for handling sensitive information?

Think about the journey of a typical email. When you press ‘send’, the email and its attachments don’t simply transfer from your inbox to the recipient’s. Instead, they traverse the internet, unprotected, passing through multiple servers before arriving at their destination. At each server transition, your email is vulnerable to server administrators who could modify or even erase your email content. Client portals offer a more secure method for exchanging client information over the internet.

#3 - Data collection is easier and less prone to error

Using paper or PDF forms to gather and manage client data is not only inefficient but also prone to translation errors. Plus, let’s be real – who enjoys completing static PDF or word forms? Modern client portals, such as Portalstack, incorporates an intelligent digital form builder. These digital forms enable you to design interactive forms dynamically, simplifying your data collection process and making it less tedious for your clients.

The bottom line

Portalstack’s client portal software strengthens the bond between your clients and your business by offering a unified and user-friendly platform for collaboration. Having a secure space reassures your clients that sensitive information is well-protected.

Client Portal Software FAQ

Is there a charge for my clients & partners 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.

Ready to experience the benefits of a modern client portal software?

14-day free trial. No credit card required.

Seeking something more than just a client portal software?

Portalstack is an all-in-one platform for sharing and gathering information.

Onboard Clients

Make a good first impression. Create a digital onboarding process to gather essential information when starting a new client engagement.

Virtual Data Room

Safeguard your IP while sharing information with external parties such as investors. Ideal for capital raising, due diligence, or investor updates.

Gather Information

Tired of chasing clients for information? For recurring data collection, let Portalstack automate the process and do the heavy lifting for you.