PORTALD

PORTALD is a branded client portal for small businesses that need to collect documents, photos, forms and signatures without chasing email attachments. Give each client a clear checklist and one place to upload files, complete forms and track what is still needed. Teams can reuse document request templates, review submissions and keep client work organised. Optional AI checks compare uploads against your plain-English requirements and give clients quick feedback, while your team makes the final decision. Xero-connected clients can view and download their own invoices. Solo starts at £25 + VAT per business per month; Practice is £75 + VAT per month. A 14-day Solo trial includes AI checks, requires no card and does not automatically charge.