Nick Roach
Nick Roach is the founder of PORTALD, a client portal for UK small businesses. PORTALD grew from a need to spend less time collecting customer paperwork in our own service business.
Nick's guides focus on choosing and setting up a client portal, preparing online forms and making customer onboarding easier to follow. They connect practical workflow decisions with examples of how PORTALD works.
Guides are published by PORTALD, operated by IT BOFFINS LTD. They provide practical information, with product examples clearly identified. Each guide shows when its content was last updated.
Have a correction or a question about a guide? Contact PORTALD. You can also read about PORTALD and why we built it. Follow PORTALD on LinkedIn for company updates.
Guides by Nick Roach
7 min read
Create and launch a client portal
Choose between ready-made and bespoke software, prepare one workflow and test access before launch. Includes a checklist you can reuse.
Read the guide12 min read
How to choose a customer portal for a small business
Compare portal types, calculate the full cost, check UK data handling and run a useful trial. Includes a worked example and practical buying checklist.
Read the guide7 min read
How to get a new client started online
What to collect, the order to ask in, and how to get details, documents and signed terms back from one link.
Read the guide6 min read
What to ask on a new client form
The questions every business needs, what to leave out, and an example new client form you can copy.
Read the guide4 min read
Let customers see their Xero invoices, without Xero access
Your options for giving customers their paid and unpaid invoices from Xero, without adding them as users.
Read the guide7 min read
New subcontractor checklist
CIS details, VAT position, right to work, insurance, cards and signed terms: what to collect from every new subcontractor, and when.
Read the guide