Guides
- Getting started: set up your portal, add customers, ask for what you need and invite them.
- How to collect documents from clients: a practical checklist, a request template and a way to track missing files.
- How PORTALD uses Xero: what the Xero connection reads, what it stores, who sees what, and how to disconnect.
- Questions and answers: quick answers to the questions businesses ask most.
Talk to us
Can't find what you need? Email hello@portald.co.uk and a real person will get back to you. Tell us your business name and what you were trying to do, but never send passwords or customer files by email.