Find the right file
Uploads stay with the request and customer they belong to. Find the paperwork without piecing together an email thread.
For bookkeepers
Keep receipts and accepted engagement letters with the client, ready when you need them.
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. You can see what's missing without searching email.
14 days free. No card needed.
Customers see what you need and what's still missing.
Forms, files, signatures and updates stay together.
Works in a phone browser. Nothing to install.
A customer portal with your logo and colours.
example.portald.co.uk
ESPowered by PORTALD
Dashboard
Hello, Alex
3 things to do
Form to completeExample Services needs a form back from you.
Checklist to finish1 item still needed for New customer onboarding.
Contract to reviewReview and accept Service agreement.
Checklists
1 openNew customer onboarding
2 of 3 sentSent to you 15 Oct 2026
Insurance renewal
All receivedSent to you 7 Sept 2026
Try this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
Less searching. Fewer interruptions
A file in an email, a photo in WhatsApp, a form somewhere else. PORTALD gives you one place to look.
Let customers check for themselves
Their checklist shows what's waiting for review and what you've approved. They can check progress without asking you.
For builders
Find certificates and job photos without searching messages while a customer waits.
Keep the job together
Forms, documents and photos stay on the customer record, so whoever handles the job can find what they need.
For consultants
Keep briefs and agreements together, so handing over a project takes less explaining.
Start with one customer
Move one regular paperwork request into PORTALD. Add more when you need them.
Invite the customer
Add their name and email. They open the invite and set a password.
Ask for what you need
Name the file clearly, such as 'Insurance certificate', and add a short note.
Review it in one place
Approve the upload or ask for another copy with a reason. It stays with the customer.
Spend less time looking for paperwork
Invite one customer and try your usual request. See how much searching and chasing you can cut out over 14 days.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
What is a customer document portal?
It is a signed-in space where your customers can send the paperwork you ask for and find files you share with them. In PORTALD, each customer has a checklist for forms, uploads and agreements, with a status for each item. It is for working with customers, not a general-purpose shared drive.
Can customers do more than upload files?
Yes. They can complete forms, sign, accept contracts and read your updates. Connect Xero and they can also find and download their invoice PDFs.
Will my customers find it easy?
They open your invite, set a password and see a list of what you need. It works in their phone browser, with no app to install.
Can customers find their documents later?
Yes. Files you share stay in their portal, so they can download another copy without asking you to resend it.