Audience

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

About PORTALD

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.

Pricing

Starting Price:
£25/business/month
Pricing Details:
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 Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Illustrated PORTALD document-verification workflow showing a browser panel with Bank statement, Photo ID, and Proof of address marked complete, connected to an AI check complete badge.

Illustrated PORTALD document-verification workflow showing a browser panel with Bank statement, Photo ID, and Proof of address marked complete, connected to an AI check complete badge.

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

PORTALD Frequently Asked Questions

Q: What kinds of users and organization types does PORTALD work with?
PORTALD works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does PORTALD support in their product?
PORTALD supports these languages: English.
Q: What kind of support options does PORTALD offer?
PORTALD offers support via online.
Q: What other applications or services does PORTALD integrate with?
PORTALD integrates with: Xero.
Q: What type of training does PORTALD provide?
PORTALD provides training in the form of documentation.
Q: Does PORTALD offer a free trial?
Yes, PORTALD offers a free trial.
Q: How much does PORTALD cost?
Pricing for PORTALD starts at £25/business/month.

PORTALD Product Features