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Pricing

Pricing

Portal's plans scale for any organization

Starter
Basic
$69
/ month

A strong foundation for businesses with up to 2 team members

Try for free
  • Unlimited client users
  • 2 internal users
  • Billing module
  • File sharing module
  • Messaging module
  • Intake forms module
  • Knowledge base module
Request Access
Plus
Plus
$169
/ month

The best plan for businesses who want full control of their brand

Try for free
  • All Basic features
  • 5 internal users
  • Custom domain for portal
  • Custom domain for emails
  • eSignatures
Request Access
Starter
Enterprise
$500+
/ month

The most powerful option for larger organizations.

Contact us
Request Access
  • All Plus features
  • Unlimited internal users
  • Dedicated manager
  • Team training
  • Custom contracts
Billing cycle
Billing cycle

Standard

$59
per internal user

An internal user is anyone on your team with their own login access to your portal. All internal users in your portal are billed at the same plan rate. Adding multiple internal users lets you take advantage of team features like assigning account managers to clients.

per month
Try for free

Professional

$95
per internal user

An internal user is anyone on your team with their own login access to your portal. All internal users in your portal are billed at the same plan rate. Adding multiple internal users lets you take advantage of team features like assigning account managers to clients.

per month
Schedule demo

Enterprise

$2K
per month
starting price
Schedule demo
Access
Client users

All plans include unlimited clients.

Unlimited
Unlimited
Unlimited
Internal users

An internal user is anyone on your team with their own login access to your portal. All internal users in your portal are billed at the same plan rate. Adding multiple internal users lets you take advantage of team features like assigning account managers to clients.

Up to 10
Up to 25
Unlimited
File storage

File uploads in the Messaging module and Files module contribute to the files storage limit. When you reach your limit, our team will get in touch and ask that you make space or upgrade your account.

10GB
Unlimited
Unlimited
Modules
Billing

Internal users can create invoices and subscriptions. Clients can pay via credit card, ACH, or Plaid.

+ Templates
+ Templates
Filesharing

Internal users and clients can upload files, add links, and stay organized with folders.

+ eSignatures
+ eSignatures
Messaging

Internal users and clients can communicate.

Forms

Internal users can create forms and share them. Clients can fill them out.

Knowledge base

Internal users can create articles with text, images, and videos. Clients can view the articles.

Features
CRM

Internal users can see clients, assign team members as owners, and setup custom fields.

Customization

Internal users can customize the look and feel of the portal.

Team collaboration

Internal users can set up lead and visibility rules, which effectively let you assign account managers to clients so that not everyone on your team has access to all clients. 

Custom domain

A custom domain lets you host your portal on your own website. Typically the URL looks like "portal.<yourcompany>.com".

Accounting integrations

Accounting integrations let you connect QuickBooks or Xero.

Extensions

Extensions let you embed other products and show them on your portal sidebar.

Custom roles

Custom roles let you go beyond the two default user types (Staff and Admin) with custom permissions.

Custom API integrations

Our deployed engineering team can work with you to build custom API integrations for your products.

Support
Priority support

Get priority support with a dedicated customer success manager.

Launch engineer

A launch engineer will be assigned to ensure that you have a successful plan and timeline for your launch.

Migration support

Our migration support team can help you move data from other systems into your portal. 

Advanced training

Monthly training sessions to discuss best practices and new features.

Standard

$59
per user

All connectors, excepting Salesforce, are included in the free plan.

per month
Try for free
  • Unlimited clients

  • 10GB storage limit

  • Messaging module

  • File-sharing & eSignatures module

  • Billing module

  • Forms module

  • Knowledge base module

Professional

$95
per user

All connectors, excepting Salesforce, are included in the free plan.

per month
Schedule demo
  • All features in the Standard plan

  • Unlimited storage

  • Billing templates

  • eSignatures

  • Custom domain

  • Accounting integrations

  • Extensions

  • Priority support

Enterprise

$2K
per month

All connectors, excepting Salesforce, are included in the free plan.

starting price
Schedule demo
  • All features in the Professional plan

  • Custom roles

  • HIPAA compliance

  • Custom API integrations

  • Launch engineer

  • Migration support

  • Advanced training

Billing cycle

Standard

-20%
$49
per internal user

An internal user is anyone on your team with their own login access to your portal. All internal users in your portal are billed at the same plan rate. Adding multiple internal users lets you take advantage of team features like assigning account managers to clients. 

per month
Try for free

Professional

-20%
$79
per internal user

An internal user is anyone on your team with their own login access to your portal. All internal users in your portal are billed at the same plan rate. Adding multiple internal users lets you take advantage of team features like assigning account managers to clients. 

per month
Schedule demo

Enterprise

$2K
per month
starting price
Schedule demo
Access
Client users

All plans include unlimited clients.

Unlimited
Unlimited
Unlimited
Internal users

An internal user is anyone on your team with their own login access to your portal. All internal users in your portal are billed at the same plan rate. Adding multiple internal users lets you take advantage of team features like assigning account managers to clients. 

Up to 10
Up to 25
Unlimited
File storage

File uploads in the Messaging module and Files module contribute to the files storage limit. When you reach your limit, our team will get in touch and ask that you make space or upgrade your account.

10GB
Unlimited
Unlimited
Modules
Billing

Internal users can create invoices and subscriptions. Clients can pay via credit card, ACH, or Plaid.

+ Templates
+ Templates
Filesharing

Internal users and clients can upload files, add links, and stay organized with folders.

+ eSignatures
+ eSignatures
Messaging

Internal users and clients can communicate.

Forms

Internal users can create forms and share them. Clients can fill them out.

Knowledge base

Internal users can create articles with text, images, and videos. Clients can view the articles.

Features
CRM

Internal users can see clients, assign team members as owners, and setup custom fields.

Customization

Internal users can customize the look and feel of the portal.

Team collaboration

Internal users can set up lead and visibility rules, which effectively let you assign account managers to clients so that not everyone on your team has access to all clients. 

Custom domain

A custom domain lets you host your portal on your own website. Typically the URL looks like "portal.<yourcompany>.com".

Accounting integrations

Accounting integrations let you connect QuickBooks or Xero.

Extensions

Extensions let you embed other products and show them on your portal sidebar.

Custom roles

Custom roles let you go beyond the two default user types (Staff and Admin) with custom permissions.

Custom API integrations

Our deployed engineering team can work with you to build custom API integrations for your products.

Support
Priority support

Get priority support with a dedicated customer success manager.

Launch engineer

A launch engineer will be assigned to ensure that you have a successful plan and timeline for your launch.

Migration support

Our migration support team can help you move data from other systems into your portal. 

Advanced training

Monthly training sessions to discuss best practices and new features.

Standard

-20%
$49
per user

All connectors, excepting Salesforce, are included in the free plan.

per month
Try for free
  • Unlimited clients

  • 10GB storage limit

  • Messaging module

  • File-sharing & eSignatures module

  • Billing module

  • Forms module

  • Knowledge base module

Professional

-20%
$79
per user

All connectors, excepting Salesforce, are included in the free plan.

per month
Schedule demo
  • All features in the Standard plan

  • Unlimited storage

  • Billing templates

  • eSignatures

  • Custom domain

  • Accounting integrations

  • Extensions

  • Priority support

Enterprise

$2K
per month

All connectors, excepting Salesforce, are included in the free plan.

starting price
Schedule demo
  • All features in the Professional plan

  • Custom roles

  • HIPAA compliance

  • Custom API integrations

  • Launch engineer

  • Migration support

  • Advanced training


Looking for an Enterprise-grade solution with advanced customization?
Get in touch with us.

CAPTERRA
G2 GROUP
GETAPP
SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure

Frequently Asked Questions

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What does Portal do?

Portal lets you provide an integrated tech-enabled experience to your clients. With Portal, you can let your clients login on your own website to share files, sign documents, make payments, send messages, and more.

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How customizable is Portal?

Portal is completely white-label. After your portal is set up, you can connect a custom domain, upload your brand assets, and customize the look and feel of the product.

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Who is Portal intended for?

Portal is intended for any business that has significant client interaction. 75% of Portal customers operate in financial services, marketing, consulting, legal, and technology.

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Is Portal secure? Where is my data stored?

Portal comes with the kind of security and reliability that every professional tool should have. For more information, see our security documentation. If that doesn't answer your question, you can also email our security team.

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How long does it take to set up a Portal? Do you help with migrations?

It usually takes about 20 minutes to set up a portal. If you'd like to do a migration from another tool, we have a process set up for that. Please email our migration team.

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How many users can you have?

At this time, we can support portals with up to 200 internal users and 10,000 client users. For larger teams, we have functionality that lets you assign account owners to clients.

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What are my payment options?

All payments are made via credit card for Standard and Professional plans. For Enterprise customers, we can issue an annual invoice with payment via PO and/or ACH, wire, or check. Please contact sales for more information.

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Do you have any set up fees or other fees?

There are no set up fees or other hidden fees. We also don't require a yearly upfront payment. We want you to use the product because it is good, not because you were tricked into a long-term contract.

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What happens after my Portal trial ends?

If your free trial runs out and you haven't yet picked a plan, you will not be able to fully use Portal and invite new clients. You will be prompted with a window to choose a plan after you log in. Your portal may also be deleted 30 days after your trial runs out.

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What are modules? Can I change my mind about which ones I have enabled?

Portal is designed in a modular way so that you can enable only the functionality that makes sense for your business. After your portal is created, you can update which modules you have turned on in your settings.

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What's the difference between a marketing website and portal?

A marketing website is a page that any person can access without logging in and usually provides background about your business, team, and services. On the other hand, a portal can only be accessed by your clients after logging in. The most common setup is to have a marketing website with a button in the top called "Client portal" that links to the portal experience.

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Can you do a custom integration or module?

We frequently do custom deployments for our enterprise customers. If you're interested in a custom deployment, please book a call with our team.