How it works
Features
AI document checkerInvoices from XeroCustomer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer forms
About
About PORTALDGuidesContact
Pricing
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More time for the work you do best

From trades to small professional firms, paperwork takes time away from the job. Find your business below and see where PORTALD can help.

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14 days free. No card needed.

Plumbers

Customers download shared certificates without asking you to resend them.

See how it helps plumbers

Electricians

Share certificate PDFs customers can find again later.

See how it helps electricians

Builders

Record acceptance of quotes and extras before starting.

See how it helps builders

Accountants

Collect records against a list clients can follow.

See how it helps accountants

Bookkeepers

Reuse your month-end checklist for each client.

See how it helps bookkeepers

Solicitors

Ask for each document by name.

See how it helps solicitors

Designers

Collect the brief, logo files and named approver in one form.

See how it helps designers

Consultants

Send a discovery form with supporting file requests.

See how it helps consultants

Letting agents

Ask for ID, payslips and bank statements against named requests.

See how it helps letting agents
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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

Start free trial14 days free, no card to start.Business loginHelpContactTrust & securityReport suspected abusePrivacyTerms
Industries
PlumbersElectriciansBuildersAccountantsBookkeepersSolicitorsDesignersConsultantsLetting agents

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hello@portald.co.uk