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Portal's plans scale for any organization
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.
All plans include unlimited clients.
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.
Internal users can create invoices and subscriptions. Clients can pay via credit card, ACH, or Plaid.
Internal users and clients can upload files, add links, and stay organized with folders.
Internal users and clients can communicate.
Internal users can create forms and share them. Clients can fill them out.
Internal users can create articles with text, images, and videos. Clients can view the articles.
Internal users can see clients, assign team members as owners, and setup custom fields.
Internal users can customize the look and feel of the portal.
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.
A custom domain lets you host your portal on your own website. Typically the URL looks like "portal.<yourcompany>.com".
Accounting integrations let you connect QuickBooks or Xero.
Extensions let you embed other products and show them on your portal sidebar.
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.
Get priority support with a dedicated customer success manager.
A launch engineer will be assigned to ensure that you have a successful plan and timeline for your launch.
Our migration support team can help you move data from other systems into your portal.
Monthly training sessions to discuss best practices and new features.
All connectors, excepting Salesforce, are included in the free plan.
Unlimited clients
10GB storage limit
Messaging module
File-sharing & eSignatures module
Billing module
Forms module
Knowledge base module
All connectors, excepting Salesforce, are included in the free plan.
All features in the Standard plan
Unlimited storage
Billing templates
eSignatures
Custom domain
Accounting integrations
Extensions
Priority support
All connectors, excepting Salesforce, are included in the free plan.
All features in the Professional plan
Custom roles
HIPAA compliance
Custom API integrations
Launch engineer
Migration support
Advanced training
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.
All plans include unlimited clients.
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.
Internal users can see clients, assign team members as owners, and setup custom fields.
Internal users can customize the look and feel of the portal.
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.
A custom domain lets you host your portal on your own website. Typically the URL looks like "portal.<yourcompany>.com".
Accounting integrations let you connect QuickBooks or Xero.
Extensions let you embed other products and show them on your portal sidebar.
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.
Internal users can create invoices and subscriptions. Clients can pay via credit card, ACH, or Plaid.
Internal users and clients can upload files, add links, and stay organized with folders.
Internal users and clients can communicate.
Internal users can create forms and share them. Clients can fill them out.
Internal users can create articles with text, images, and videos. Clients can view the articles.
Get priority support with a dedicated customer success manager.
A launch engineer will be assigned to ensure that you have a successful plan and timeline for your launch.
Our migration support team can help you move data from other systems into your portal.
Monthly training sessions to discuss best practices and new features.
All connectors, excepting Salesforce, are included in the free plan.
Unlimited clients
10GB storage limit
Messaging module
File-sharing & eSignatures module
Billing module
Forms module
Knowledge base module
All connectors, excepting Salesforce, are included in the free plan.
All features in the Standard plan
Unlimited storage
Billing templates
eSignatures
Custom domain
Accounting integrations
Extensions
Priority support
All connectors, excepting Salesforce, are included in the free plan.
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.
Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure
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.