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Ge beyond QuickBooks Invoicing with an all-in-one client portal

Businesses are consolidating tools for themselves and streamlining the experience for clients. Try the all-in-one client portal solution that goes beyond file-sharing.

Why are people switching from QuickBooks Invoicing to Portal?

Less is more

Using QuickBooks Invoicing means you need additional tools for file-sharing, eSignatures, intake forms, and secure messaging. Portal is an all-in-one solution that gives your clients a single client portal login to streamline everything.

Design focused

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.

Battle-tested infrastructure

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.

Creating the Virtual Office

Wait, can Portal really bring together all these disparate tools?

Portal is designed to be your virtual office 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.

Fastest-improving platform

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.

The potential of the online services economy

"Switching from QuickBooks invoicing to Portal makes sense for anyone that wants to streamline the client experience. And Portal lets you connect QuickBooks for tax purposes, so no workflows are disturbed."

Ashley Reeves, Consulting firm owner

Why switch from QuickBooks Invoicing to Portal?

Portal lets you setup an all-in-one client portal so that clients have a single login for payments, file-sharing, forms, and more.

Foundation

  1. Powerful CRM
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  2. Team collaboration
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  3. Custom roles
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  4. Comprehensive email notifications
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  5. Custom domain
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Messaging

  • Secure client communication
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  • Group channels
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  • File attachments
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  • Automatic welcome messages
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Billing

  • Invoicing
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  • Subscriptions
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  • Reusable templates
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  • Payment via credit card and ACH
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File-sharing

  • Secure file-sharing
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  • Link sharing
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  • Folder organization
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  • Mobile file upload
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  • Multi-client file sharing
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eSignatures

  • eSignature requests
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  • Custom text fields
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  • Audit trails
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Forms

  • Form builder
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  • Support for all common question types
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  • File attachment responses
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  • Share with multiple clients at once
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Knowledge base

  • Article creator
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  • Support for rich text, images, and videos
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  • Support for embeds
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  • Upvote/downvote for clients
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Dashboard

  • Embed any dashboard with a snippet or link
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  • Connect different dashboards for each client
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  • Combine multiple dashboards in one view
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