Service companies want to give clients a way to login once and have everything - messaging, payments, file-sharing, and more - in one place. With Portal, you get rich functionality coupled with industry-leading design, so that you can stand out among competitors.
One of the biggest problems with many client portal solutions is that they are too complex with feature bloat. Portal has a modular design, so that you can turn on and customize only the modules that you actually need.
User experience is at the forefront of our design ethos. With Portal, amplify your brand by providing clients a modern, streamlined experienced on web and mobile. Learn more about our priorities.
Portal powers 1000s of businesses spanning financial services, legal, and more. These diverse experiences have pushed us to build systems that have 99.99%+ uptime and world-class-security.
Portal is designed to be the virtual office of your accounting firm and lets you setup a marketing website and client portal. Securely share files and request eSignatures with the Files module. Communicate securely with clients using the Messaging module. And streamline onboarding with the Forms module.
Each year, the Portal team releases hundreds of features and improvements to help you stay ahead of industry shifts. On average, there is a release every 7 days.