PORTALD

PORTALD

IT BOFFINS LTD
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About

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.

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 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

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

Organizations that need a document collection platform

Audience

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

Support

Phone Support Not 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 Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial 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 Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

File Request Pro
Founded: 2019
United States
filerequestpro.com

Company Information

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

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
EosLog

EosLog

StroBi LLC

Categories

Portal Supported

Categories

Integrations

Dropbox Supported
Google Drive Supported
Microsoft OneDrive Supported
Microsoft SharePoint Supported
Squarespace Supported
Weebly Supported
Wix Supported
WordPress Supported
Xero Not Supported
Zapier Supported

Integrations

Dropbox Not Supported
Google Drive Not Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
Squarespace Not Supported
Weebly Not Supported
Wix Not Supported
WordPress Not Supported
Xero Supported
Zapier Not Supported
Claim File Request Pro and update features and information
Claim File Request Pro and update features and information
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Claim PORTALD and update features and information