PORTALD

PORTALD

IT BOFFINS LTD
+
+

Related Products

  • Centrex Software
    18 Ratings
    Visit Website
  • MyQ
    197 Ratings
    Visit Website
  • Filejet
    54 Ratings
    Visit Website
  • Titan
    378 Ratings
    Visit Website
  • Fax.Cloud
    1 Rating
    Visit Website
  • CirrusPrint
    2 Ratings
    Visit Website
  • TheBestPDF
    39,558 Ratings
    Visit Website
  • ContractSafe
    326 Ratings
    Visit Website
  • Adobe Acrobat
    8,459 Ratings
    Visit Website
  • Apryse PDF SDK
    172 Ratings
    Visit Website

About

Your customers send documents using their preferred method and get status in real-time. Incoming documents are automatically organized for fast processing. Document processing tools and direct customer feedback help you get things done faster. Customers send their documents and receive status once processed. Find the documents you need by customer, date, or status. Let your customers securely access their documents. View previous document versions and track changes. Customers send documents, take pictures, or forward emails, from any device. Your incoming documents form into one actionable list. Find documents by client, date, or status. One-click to scan and send pictures using a smartphone. Each one of your customers has a dedicated email address to forward emails. A secure customer portal where customers can quickly locate their documents.

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

Companies searching for a Document Management and Client Portal system

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 Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$89 per 3 users 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

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

Review this Software

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 Supported
In Person Not Supported

Training

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

Company Information

ImportFeed
Founded: 2019
Israel
www.importfeed.com

Company Information

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

Alternatives

Alternatives

EosLog

EosLog

StroBi LLC

Categories

Categories

Integrations

Xero Not Supported

Integrations

Xero Supported
Claim ImportFeed and update features and information
Claim ImportFeed and update features and information
Claim PORTALD and update features and information
Claim PORTALD and update features and information