Less paperwork admin. More time for your business

Collect forms, files and signatures in one place. Pick the task that takes up most of your time and see how PORTALD can help.

14 days free
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AI document checker

See if it's the right document before you open it

You ask for this year's gas safety certificate and get last year's. Or a blurry photo.

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Invoices from Xero

A customer invoice portal for your Xero invoices

Let customers view their balance and download their own invoice PDFs, paid ones included, in a portal with your logo. Connect your Xero account once, then give customers a place to find a copy without asking you to resend it.

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Customer document portal

Find the paperwork without searching your inbox

A customer document portal keeps files, forms and signed agreements together under each customer's name. They can find their paperwork and check progress.

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Secure upload portal

Get customer files without the email trail

A secure document upload portal gives customers a signed-in place to send the files you need. They upload from their phone or computer, and each file stays with its named request, ready for you to review.

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Small business portal

Less admin. More time for your business

Give clients one place for forms, files and signatures, under your own logo. Set up your client portal without a developer or changes to your website, then see what's missing without searching messages.

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Onboarding portal

A customer onboarding portal with one clear checklist

Give every new client one place to complete forms, upload documents and accept your terms before work starts. Reuse your onboarding checklist, review what arrives and see exactly what's missing without searching email threads.

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Document collection

Know what is missing before it holds you up

Ask for each document by name and see what has arrived, what needs checking and what's still missing. Spend less time tracking files and follow up with the people who actually need a nudge.

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Online customer forms

Get the answers without another follow-up email

Build a form with the questions you need, and make key answers required. Customers complete it in your portal, with files and signatures alongside their answers.

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Try it with one customer

Add your logo and send a request you would normally email. Use the trial to see whether it saves you time.

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14 days free. No card to start. If you carry on, Solo is £25 + VAT a month.