PORTALD
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Overview
PORTALD gives small service businesses one branded portal where customers upload files, complete forms, and accept terms against a single checklist. Accounting connections may feel limited for firms that do not use Xero, but it can work well for teams tracking missing certificates, contracts, and other customer paperwork.
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Starting Price
£25
PORTALD Specifications
- Role-Based Permission
- Integration with Third-party Tools
- Customizable Templates
- User Activity Tracking
What Is PORTALD?
PORTALD is a branded client portal for small service businesses that need forms, files, and signatures from their customers. Businesses can build a checklist of what they need and send customers one link. Customers then sign in and complete each item from a phone or computer browser. Each upload, form, and accepted agreement is stored under the customer’s name, and an optional AI check can review files as they arrive. The platform also connects to Xero so customers can view their own invoices.
What Is PORTALD Best For?
A standout function of PORTALD is its AI document checker, which reviews each customer upload against a plain-English instruction as soon as files arrive. Businesses can type one sentence describing what to look for, and each file is marked green, amber, or red, with a short reason attached. The final decision stays with staff members who then approve the upload or ask for another copy.
How Much Does PORTALD Cost?
PORTALD pricing starts at £25 (or $33.25) + VAT/month for the Solo plan, which covers up to 100 customers and 500 MB of storage. A 14-day free trial is also available with no card required. Further pricing tiers include:
- Practice: £75 (or $99.75) + VAT/month
- Enterprise: Custom pricing
Beyond the base subscription, additional costs include:
- Custom Integration Development: Typically $1,000 one-time, depending on API complexity, connected systems, and workflow requirements
- Data Migration: Could cost around $500 or more one-time, depending on data volume, file formats, and cleanup needs
- Guided Enterprise Onboarding: May cost around $500 or more one-time, depending on team size, configuration, and setup assistance required
Disclaimer: The pricing is subject to change.
PORTALD Integrations
The platform integrates with Xero Accounting solution to support accounting workflows and manage financial information alongside client portal activities.
How Does PORTALD Work?
Here’s how you can access PORTALD software and start collecting forms, files, and signatures from your customers:
- Log in to your PORTALD business account with your credentials
- Add your logo and colors to set up a branded portal at an address
- Create a checklist by naming it and listing the forms, files, and contracts you usually ask customers for
- Draft checklist items from a single sentence using the optional AI tool, then check each item before saving
- Set up an AI check on any document request, such as requiring a certificate dated within the last 12 months
- Send the checklist to customers, who sign in from their phone browser and upload what you have requested
- Connect Xero so each customer can view and download their own invoices in the portal
Who Is PORTALD For?
The platform serves the following professionals:
- Plumbers
- Electricians
- Builders
- Accountants
- Bookkeepers
PORTALD Use Cases
Based on our analysis of PORTALD features, these are the scenarios where it can fit well:
Firms Managing Paper And Digital Document Submission
Businesses that serve customers who prefer submitting physical documents may struggle to keep paper records aligned with their digital onboarding checklist. PORTALD lets these businesses receive posted documents with a cover sheet, and staff then mark each item as received in the portal. This helps administrative teams manage paper submissions alongside digital forms and uploads while keeping each customer’s checklist up to date.
Work Starting Before Clients Accept Terms
Service businesses can end up starting a job before a client has formally agreed to the terms, which may lead to disputes later. The platform records who accepted the agreement, which version was accepted, and when, giving businesses a documented record they can refer to if disagreements arise over the agreed terms
Customers With Several Contacts Holding Paperwork
A client company or household may have one person receiving emails while another holds the documents a business needs. PORTALD lets staff add several people to a single customer under People & portal access, each with their own login. This allows businesses to request and collect documents directly from the relevant contacts while keeping all submissions organized under a single customer account. Invite links last 14 days and only the newest one works, which can help keep access tidy when contacts change.
Clients Asking For Copies Of Old Paperwork
Customers who lose a signed agreement or a past document often have to ask the business to search for it and send it again. PORTALD’s customer document portal keeps files, forms, and signed agreements together under each customer’s name. Customers can sign in to find their own paperwork and check progress, along with any files and updates the business shares. This allows clients to retrieve previously shared documents independently, reducing the time businesses spend locating and resending paperwork.
Is PORTALD Right For You?
If your organization regularly collects paperwork from a growing customer base, PORTALD can be the right fit. It can scale from 100 customers to more than 1,000, with access checks keeping every record within the right business and customer account. Files require a login and the right access to open, there are no public file links, and team activity is captured in audit logs. The product is designed to support compliance with GDPR and the Data Protection Act 2018.
Still not sure about PORTALD? Contact us at (661) 384-7070 and we can help you make an informed decision.
PORTALD Features
Checklists
Checklists list every document, photo, and question a business needs from a customer, with a description for each item. Questions can include response options such as Yes, No, or Not sure. Staff can then send completed checklists to selected customers, who receive an email notification. Since each customer sees one list of what is still needed, staff can spend less time explaining requests over email. An optional AI tool drafts items from a typed sentence, though staff must check each one before saving.
Online Customer Forms
Online customer forms support text, email, phone, number, date, dropdown, and tick-box questions, along with file uploads and a drawn signature. Staff build a form once and send it to each customer who needs it, and required questions must be answered before submission.
Secure Upload Portal
The secure upload portal gives each customer a signed-in space to send files from a phone or computer browser, with no app to install. Customers open their invite, set a password, and upload against named requests, so each file arrives already linked to the checklist item it answers. Files need a login and the right access to open, and customers only see their own portal. Uploaded files count toward the plan’s storage allowance, which starts at 500 MB.
Document Collection
Document collection lets staff request each document by name and explain what they need. Each item is then shown as needed, waiting for review, approved, or in the post, along with how long outstanding items have been waiting. Staff approve an item or ask for another copy, and the request email includes their reason, so customers know what to fix. PORTALD does not send automatic reminders, so follow-ups remain a manual step for staff.
Invoices From Xero
The Xero invoice portal shows matched customers their invoices marked Due, Overdue, or Paid, with totals, balances, and PDFs fetched from Xero on request. Staff connect Xero once and match each customer to a Xero contact, after which payments recorded in Xero appear in the portal automatically. This lets customers check their own balance and download invoices without contacting the business. The connection is read-only, customers cannot pay through the portal, and each workspace connects to one Xero organization.
Pros And Cons of PORTALD
Pros
Identifies expired certificates early to avoid processing delays
Reduces admin workload with self-service invoice downloads
Required form fields help reduce missing customer details
Improves accountability with a clear record of team activity
Reduces document retrieval delays through customer self-service access
Cons
Follow-ups may require manual effort from staff
Storage allowances might feel limited for some teams
AI checks may still require manual verification
PORTALD Pricing
Solo | Practice | Enterprise |
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£25 + VAT per month | £75 + VAT per month | Custom Pricing |
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Disclaimer: The pricing details were last updated on Sep 25, 2026 from the vendor's website. Please contact us for a tailored pricing list.
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Frequently Asked Questions
Can I cancel a PORTALD subscription anytime?
Yes, PORTALD subscriptions are rolling, and cancellation normally takes effect at the end of the paid billing period. Paid fees are generally non-refundable once the service period has started, except where the law requires otherwise.
Can PORTALD’s AI verify a client’s identity documents?
No, PORTALD’s AI checks review document type, dates, visible details, and readability, but it cannot verify identity, confirm a document is genuine, or check an external register.
Does PORTALD integrate with QuickBooks or Sage?
PORTALD’s website lists Xero as its only accounting connection and does not mention QuickBooks or Sage. Businesses on other platforms can still use checklists, forms, files, contracts, photos, and updates, which work without Xero.
Does PORTALD support two-factor authentication?
Yes, PORTALD supports two-step sign-in through an authenticator app under Settings → Security, with recovery codes provided. Two-step sign-in is required before connecting to Xero.