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HomeFeaturessecure document 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.

Start your 14-day free trialSee pricing

14 days free. No card needed.

Give every document a named place to go.

Files are only available to signed-in people with the right access.

A customer portal with your logo and colours.

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Checklists

Review

Check what customers have sent you, then approve it or ask for another copy.

To review

Waiting for your decision

How reviews work3 items

Previous gas safety record

Document

Tom Fielding · Annual boiler service · 1 file · 18 Oct 2026

AI check Amber: worth a closer look. The engineer's registration number is hard to read, so please check it's clear.
ApproveAsk to resend

Client care letter

Contract

Priya Shah · New client onboarding · 1 file · 18 Oct 2026

ApproveAsk to resend

Creative brief

Form

Harbour Studio · Brand refresh · Answers sent 17 Oct 2026

ApproveAsk to fix

Try this with your own documents

Try one request you normally send by email. 14 days free, no card needed.

Start free trial

One upload, in the right place

Email attachments take time to sort, check and chase. A clear request helps customers send what you need first time.

Know who sent it

Every upload belongs to a customer and a named request. No opening scan_002.pdf just to work out where it goes.

For solicitors

Collect client care letters through the client login instead of a shared inbox.

Make the request easy to find

The item stays on their checklist with your note. Customers don't need to find the original email.

For plumbers

Keep boiler photos and certificates with the job, not buried in WhatsApp.

Ask for a better copy

If a page is missing or a photo is blurry, give a reason and request another copy from the same item.

For designers

Collect briefs and reference documents in one client area.

Know how your customer files are handled

A signed-in upload is only part of the picture. Read how PORTALD controls access, handles stored files and uses service providers before you decide what to collect.

Read about security and data handling

Ask, upload, review

Your customer only needs an invite email and a browser.

01

Name the document

Add a checklist item and a short note explaining what you need.

02

They upload it

They sign in and add the file from their phone or computer.

03

You review it

Approve the file or ask for another copy. The customer can see the status.

Try your next file request here

Ask one customer for the document you would normally collect by email. Try it free for 14 days, with no card needed.

Start free trial

14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.

Can customers upload from a phone?

Yes. They can choose a file or take a photo for a photo request. It also works on tablets and computers.

What can they upload?

PDFs, JPG, PNG, WebP, Word, Excel, CSV and text files. Documents can be up to 100 MB and photos up to 25 MB. Photos are resized before upload.

Who can use the secure file upload portal?

Only signed-in people with the right access to that customer. There are no public file links. Our Trust page explains access controls and the providers we use.

Does this replace email?

Not completely. Invitations and some requests still arrive by email. Customers send the files through the portal, so you have fewer attachments to sort.

Start free trial

14 days free·No card to start

Client portals for UK small businesses. Less chasing for forms, files and signatures, with optional AI checks and connected Xero invoices.

Built and run in the UK

PORTALD is a trading name of IT BOFFINS LTD, company number 12408554.

20 Tanners DriveBlakelands, Milton KeynesMK14 5BNVisits by appointment only

hello@portald.co.uk

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How it works
Features
AI document checkerInvoices from XeroCustomer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer forms
About
About PORTALDGuidesContact
Pricing

Company

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