PORTALD

PORTALD

IT BOFFINS LTD
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About

Manage all your content easier and smarter with DocStar ECM and DocStar AP Automation. Scalable, collaborative, and feature-rich, DocStar ECM empowers growing businesses to make better and smarter business decisions and to deliver quick ROI with intelligent data capture, smart workflows, and retrieval and deep business insights. Available as a cloud-based service and on-premises solution, DocStar ECM allows teams to work more efficiently, anywhere and anytime, using any device. The solution can also be integrated with accounting, ERP, HRIS, EMR, and other business applications. Document management and automated AP solutions in the cloud or on-premises. Powerful, affordable, easy to use. Empower your team with DocStar AP Automation. Learn all about automating accounts payable with AP360. Create and process secure, easy to use e-forms to capture, verify, approve, and integrate data with core business systems.

About

PORTALD is a branded client portal for UK small businesses to collect documents, photos, forms and signed agreements. Businesses create named checklists, review uploads, approve items or request replacements with a reason. Optional AI checks compare uploads with instructions and provide early feedback; the business makes the final decision. The portal also supports online forms, signatures and staff access with managed roles. A Xero integration lets clients view and download their own invoices, including paid invoices. Clients use the portal in a browser on a phone or computer, with no app to install. Solo costs £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice costs £75 + VAT/month for up to 1,000 customers and 5 GB of storage, plus a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card. IT BOFFINS LTD builds and operates PORTALD in the UK.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

DocStar ECM supports midsized businesses and large enterprises looking for a better enterprise content management, AP automation, and document management software solution

Audience

UK small businesses, accountants, bookkeepers, consultants and service providers collecting client documents and information.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

DocStar
Founded: 1996
United States
www.docstar.com

Company Information

IT BOFFINS LTD
Founded: 2020
United Kingdom
www.portald.co.uk

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EosLog

EosLog

StroBi LLC

Categories

Categories

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Not Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Not Supported
Vendor Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Supported
Document Management Supported
Electronic Signature Supported
Information Governance Supported
Mobile Access Supported
Search Supported
Version Control Supported
Workflow Management Supported

Integrations

ArcGIS Supported
JD Edwards EnterpriseOne Supported
Microsoft Excel Supported
Microsoft Outlook Supported
SAP Business One Supported
SYSPRO ERP Supported
Xero Not Supported

Integrations

ArcGIS Not Supported
JD Edwards EnterpriseOne Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
SAP Business One Not Supported
SYSPRO ERP Not Supported
Xero Supported
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