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A strong foundation for businesses with up to 2 team members
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The best plan for businesses who want full control of their brand
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The most powerful option for larger organizations.
Contact usRequest AccessAn 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.
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.
A client user is any client of your business that has their own login access to your portal. Internal users (team members) are not considered client users.
File uploads in the Files module by any user contribute to your file storage limit. When you reach your limit, our team will get in touch and ask that you make space or upgrade your account.
The CRM shows you the name, email, status, and other information of each client.
Use custom fields to organize clients on the CRM. There are currently 7 types of custom fields — Phone number, eMail, URL, Text, Number, Address, and Tags.
If you manage a large number of clients you might find that some internal users are responsible only for a subset of all clients. For example, if you have account managers you may not want them to see or get notified about all client activity.
On the CRM you can assign one or more internal users to a client. Only those internal users that are explicitly assigned to a client can see the client and associated data. Similarly, only internal users assigned to a client receive notifications that pertain to that client
Use Portal API and Zapier triggers to set up automated workflows.
Host your portal on your own domain. Typically a custom domain URL will look like "portal.<yourcompany>.com".
Send email notifications from an internal email. Typically the email sender will look like “notifications@<yourcompany>.com”.
Remove the “Powered by Portal” badge.
Accounting integrations let you connect QuickBooks or Xero.
Embed products like Airtable, ClickUp, Calendly, Google Data Studio, and 1000s of others in your portal. Extensions show in your portal’s sidebar with a custom name and icon.
With Authenticated Extensions you can embed a web application directly into your portal and receive authentication information about the current user.
Custom roles let you go beyond the two default user types (Staff and Admin) with custom permissions.
Our deployed engineering team can work with you to build custom API integrations for your products.
Create one-time invoices and recurring subscriptions in your portal. Give clients a way to seamlessly check out directly from your portal and pay via credit card or ACH (traditional or Plaid). Syncs with QuickBooks. Clients can also self-serve manage payment methods and access their invoice history.
Securely communicate with clients in an integrated chat experience. Clients can send messages in your portal or reply to messaging email notifications in a seamless experience.
Upload files, add links, and stay organized with folders. Advanced controls let you specify whether clients have the same controls or more limited access.
Streamline the client onboarding experience and data intake with reusable forms.
Create a help desk for your clients to reduce manual support time. With a powerful article editor, use rich text, images, videos, and embeds to create compelling content.
Use tags and custom visibility controls to organize articles and indicate which client can see which content.
Upload PDFs and request eSignatures directly in your portal.
Receive priority email support 24/5.
You’ll be assigned a dedicated customer success manager. You’ll also receive a dedicated link to schedule phone and video support meetings.
A launch engineer will be assigned to ensure that you have a successful plan and timeline for your launch.
Our migration team can help you move data from other systems into your portal.
Monthly training sessions to discuss best practices and new features.
Work with a team of Portal deployed engineers to design custom features and integrations.
All connectors, excepting Salesforce, are included in the free plan.
Powerful CRM
250 clients
10GB storage
Messaging module
Billing module
Files module
Forms module
Knowledge base module
All connectors, excepting Salesforce, are included in the free plan.
All features in the Plus plan
2,500 clients
Billing templates
1TB storage
Custom domain & white-labeling
API & Zapier automations
Extensions
All features in the Professional plan
Custom roles
Authenticated Extensions
Custom API integrations
Customer success manager
Data migrations
Build services
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.
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.
A client user is any client of your business that has their own login access to your portal. Internal users (team members) are not considered client users.
File uploads in the Files module by any user contribute to your file storage limit. When you reach your limit, our team will get in touch and ask that you make space or upgrade your account.
The CRM shows you the name, email, status, and other information of each client.
Use custom fields to organize clients on the CRM. There are currently 7 types of custom fields — Phone number, eMail, URL, Text, Number, Address, and Tags.
If you manage a large number of clients you might find that some internal users are responsible only for a subset of all clients. For example, if you have account managers you may not want them to see or get notified about all client activity.
On the CRM you can assign one or more internal users to a client. Only those internal users that are explicitly assigned to a client can see the client and associated data. Similarly, only internal users assigned to a client receive notifications that pertain to that client
Use Portal API and Zapier triggers to set up automated workflows.
Host your portal on your own domain. Typically a custom domain URL will look like "portal.<yourcompany>.com".
Send email notifications from an internal email. Typically the email sender will look like “notifications@<yourcompany>.com”.
Remove the “Powered by Portal” badge.
Accounting integrations let you connect QuickBooks or Xero.
Embed products like Airtable, ClickUp, Calendly, Google Data Studio, and 1000s of others in your portal. Extensions show in your portal’s sidebar with a custom name and icon.
With Authenticated Extensions you can embed a web application directly into your portal and receive authentication information about the current user.
Custom roles let you go beyond the two default user types (Staff and Admin) with custom permissions.
Our deployed engineering team can work with you to build custom API integrations for your products.
Create one-time invoices and recurring subscriptions in your portal. Give clients a way to seamlessly check out directly from your portal and pay via credit card or ACH (traditional or Plaid). Syncs with QuickBooks.
Clients can also self-serve manage payment methods and access their invoice history.
Securely communicate with clients in an integrated chat experience. Clients can send messages in your portal or reply to messaging email notifications in a seamless experience.
Upload files, add links, and stay organized with folders. Advanced controls let you specify whether clients have the same controls or more limited access.
Streamline the client onboarding experience and data intake with reusable forms.
Create a help desk for your clients to reduce manual support time. With a powerful article editor, use rich text, images, videos, and embeds to create compelling content.
Use tags and custom visibility controls to organize articles and indicate which client can see which content.
Upload PDFs and request eSignatures directly in your portal.
Receive priority email support 24/5.
You’ll be assigned a dedicated customer success manager. You’ll also receive a dedicated link to schedule phone and video support meetings.
A launch engineer will be assigned to ensure that you have a successful plan and timeline for your launch.
Our migration team can help you move data from other systems into your portal.
Monthly training sessions to discuss best practices and new features.
Work with a team of Portal deployed engineers to design custom features and integrations.
All connectors, excepting Salesforce, are included in the free plan.
Powerful CRM
250 clients
10GB storage
API & Zapier automations
Messaging module
Billing module
Files module
Forms module
Knowledge base module
All connectors, excepting Salesforce, are included in the free plan.
All features in the Standard plan
2,500 clients
Billing templates
1TB storage
Custom domain & white-labeling
Extensions
All features in the Professional plan
Custom roles
Authenticated Extensions
Custom API integrations
Customer success manager
Data migrations
Build services
Looking for an Enterprise-grade solution with advanced customization?
Get in touch with us.
Over 1,000 companies — from solopreneurs to large firms — use Portal’s client portal software
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.
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.
Portal is intended for any business that has significant client interaction. 75% of Portal customers operate in financial services, marketing, consulting, legal, and technology.
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.
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.
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.
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.
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.
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.
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.
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.
We frequently do custom deployments for our enterprise customers. If you're interested in a custom deployment, please book a call with our team.