Small Business Client Portal
PORTALD gives your customers one branded login and gives your team one place to manage forms, files, signatures, updates and invoice views. It is built for small UK service businesses, not enterprise IT departments.
Launch a branded portal quickly without custom development.
Give customers one destination for common admin jobs.
Keep forms, files, updates and invoice links connected to the customer.
Free for 14 days. No customer portal rebuild required.
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PORTALD
Today in your portal
Customers live
24
UK small business pain points
Why the admin keeps getting chased.
Small businesses often deliver the work well but look disorganised around the admin: attachments, payment questions, approvals and customer updates all arrive in different places. PORTALD makes the customer experience feel deliberate.
Problem 01
Customers do not know where to go
A client portal gives them one link for forms, uploads, signed paperwork, updates and invoices instead of a different thread for every job.
Problem 02
The team becomes the search engine
When customers ask for old invoices or whether a file was received, staff lose time searching email. PORTALD keeps common answers visible to the customer.
Problem 03
Custom portals usually feel out of reach
PORTALD gives a small business the polish of a branded client portal without a bespoke software project.
Practical examples
How PORTALD helps in practice.
Local trades
Customers can see job photos, upload certificates, complete forms and open invoices from one place branded to the trade business.
Professional services
Engagement letters, onboarding forms, ID documents and Xero invoice views sit together so the firm looks sharper from the first interaction.
Creative and project businesses
Client approvals, project files, updates and payment history can be kept in one login instead of scattered across email and file-sharing links.
Workflow
How a small business gets started
Start with the customer task, keep the business record behind it, and use the same portal as the relationship grows.
Brand the portal
Add your business name, colours and customer-facing portal address.
Invite customers
Send customers into a simple login for the admin tasks you normally chase.
Run the work
Use forms, uploads, signatures, updates and Xero invoice views as needed.
Try PORTALD free for 14 days.
Build a branded customer portal, invite real customers and see whether it cuts the document chasing before paying.
Is PORTALD suitable for a very small team?
Yes. It is designed for UK small businesses that need a practical customer portal without enterprise setup.
Can the portal use our branding?
Yes. PORTALD supports a branded customer experience, including your logo, colours and portal address options.