Introducing the new Knowledge base Learn more
Collect client information seamlessly by creating a form once, and sharing it as new clients are onboarded.
Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure
Create a form once, share with clients as needed, and track the status of form submissions.
Forms let you add questions of type multiple choice, short answer, long answer, and file upload.
Clients can fill out forms quickly in a user-friendly way. For file questions, drag-and-drop make the process delightful.
Clients are notified about form requests and internal users are notified about new submissions. Notifcations are sent via email and show directly on your portal in the sidebar.
