Portald
Give clients a branded portal for document uploads, forms, and updates
Portald builds branded customer portals that connect to Xero and centralize invoices, forms, signatures, files, and status updates. UK service firms use it to give each client a secure login to view invoices and statements, complete checklists, sign agreements, upload documents, and self-serve without email back-and-forth. Set up branding, invite customers, and go live in minutes, with team access, audit trails, and custom domains. AI document checking is included as standard.
