Announcing SOC2 ComplianceLearn more

Run a modern services business

Run a modern
marketing agency

Heading

Give your clients a one-stop shop experience with a branded client portal that streamlines messaging, payments, file-sharing, help centers, dashboard access and more.

14 day trial. No credit card required.
Tab 1 Img
Play
CAPTERRA
G2 GROUP
GETAPP
SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s client portal software

Integrated experience

A streamlined experience for your clients

Instead of asking your clients to juggle multiple accounts and logins, provide a one-stop shop experience. Give clients one account for messaging, file-sharing, payments, and more.

Unified platform

A complete suite of modules

No items found.

Secure communication for you and your clients. Replaces email and Intercom.

File

Share files and request eSignatures. Replaces Google Drive, Dropbox, and DocuSign.

Invoices, subscriptions, and streamlined checkout for your clients. Replaces Bill.com.

Web Forms

Create forms to streamline the client intake process. Replaces Google Forms.

Web Knowleadge

Create rich text, image, and video content as a value-add service for your clients.

Unified platform

A fully integrated suite of modules

No items found.
Extensions

Connect anything with Extensions

While Modules provide a powerful foundation for any business, you can use Portal Extensions to extend your client portal with products you already use. Extensions show up on the sidebar and can be given a custom name and icon.

Project tracking

Connect Kanban boards from tools like Airtable and Monday.com to give your clients real-time visibility on projects.

See all Extensions

Dashboards

Connect dashboards from tools like Google Data Studio, Google Sheets, Databox, and Tableau. Instead of manually sending out reports via email, connect your dashboards and give clients real-time access.

See all Extensions

Tickets

Connect an Airtable form or other ticketing system to make it easy for your clients to submit support tickets, make requests, kick off projects, and more.

See all Extensions

Meetings

Connect Calendly or another scheduling tool to make it easy for clients to schedule time with you directly in your portal. If you have different tiers of clients, you can connect different scheduling links for different customer groups.

See all Extensions

Videos

Connect YouTube or another streaming service to give clients instant access to your video library or playlist.

See all Extensions
Automations

Automate your services firm

Automations save your team time and modernize the customer experience. With millions of possible automations, streamline onboarding, automate repetitive tasks, connect external tools, and more. Use Zapier of the box or use our powerful APIs for full control.

Set Up Triggers

Automatically start an automation when an event occurs in your portal or externally.

Use Logic to Route Flows

Set up route flows to define whether a follow-up action needs to be taken. Use any default or custom attribute like company_size, industry, etc.

Execute Actions

Set up automated actions that will pull and push data from your connected apps in the ways you define.

Set Up Triggers

Automatically start an automation when an event occurs in your portal or externally.

New client created

Set Up Triggers

Automatically start an automation when an event occurs in your portal or externally.

Company size <= 50

Company size > 50

Set Up Triggers

Automatically start an automation when an event occurs in your portal or externally.

Web Forms

Assign small-business onboarding intake form

Send welcome message with scheduling link

Web Files

Create default folder structure for organization

Create customer in HubSpot

Developers

Powerful and easy-to-use APIs

Our REST APIs and Webhooks make it easy to interact with data in your portal. You can use our API to setup internal automations or to connect external tools like HubSpot and Salesforce.

API Documentation

Explore our API Reference documentation to learn how to interact with Portal resources.

Learn more

Authenticated Extensions

Embed your own web app into your portal and dynamically render data based on the authenticated client user.

Learn more
Reviews

Portal is the industry leader on G2 and Capterra

Portal is consistently rated the highest scoring client portal solution— recognized for its customizability, security, design, and speed of innovation.

4.9 / 5.0
G2 rating
4.9 / 5.0
Capterra rating

"Instead of setting up separate tools for file-sharing, eSignatures, messaging, and dashboards, we streamlined everything with Portal. Now our clients have a branded client portal for everything."

Bill Barth
,
President

"Portal amplifies our brand and makes us look more professional. With expansive customization options and the ability to connect custom domains, clients feel at home and more secure interfacing with us."

Mark Waller
,
Founder

"We spent 2 years building a custom portal and vastly underestimated how much work it takes to support. Switching to Portal worked out great because the software is modular and let us connect our own systems."

Karine Hsu
,
Partner

"Our team cumulatively saves hundreds of hours each month on support time. This is happenening because clients have fewer IT issues, have self-serve access to files and messages, and no longer need to manage multiple accounts."

John Methion
,
Co-Founder & Principal

"At vero eos et accusamus et iusto odio dignissimos ducimus, qui blanditiis praesentium voluptatum deleniti atque corrupti, quos dolores et quas molestias excepturi sint, obcaecati cupiditate non provident, similique sunt in culpa"

Lyndsay Aaroinrd
,
Chief Marketing Officer
preovantage
morem waller
shenhav konforti
smartify
Try portal today

Ready to get started?

Over 1,000 businesses trust Portal’s all-in-one solution.

Simple per-seat monthly pricing with no hidden fees.