Invoices at a glance
Outstanding, paid and past invoices in plain English, so customers find their own answers.
The client portal for UK small businessesLive in 60 seconds
Stop chasing customers. Send them one login.
Give every customer one simple place to fill in forms, send documents, sign agreements and see their invoices, all with your name above the door.
- No card required
- Cancel anytime
- Free for 14 days
- Plumbers
- Accountants
- Letting agents
- Designers
- Electricians
- Bookkeepers
- Solicitors
- Consultants
- Builders
- Photographers
- Landscapers
- Cleaning companies
Built for UK small businesses
One calm, tidy place for the jobs customers forget to finish.
Everything arrives in one place
Forms, photos, signatures and documents come back through one link, not five different inboxes.
It looks like your business
Your logo, your colours, your own web address. To your customers, it is simply your portal.
Invoices, right where they look
Statements, receipts and payments sit beside everything else, so you never resend the same PDF.
The admin tax
The work is only half the job
The rest is paperwork: forms, files, signatures, payments and “any update?” messages, scattered across email, text and WhatsApp, every one of them landing back on your desk.
puts all of it in one branded login.
You email a PDF form. It comes back as a blurry photo, if it comes back at all.
You send the same invoice, statement and receipt again and again, month after month.
Nobody can lay their hands on the version everyone actually signed.
Every “any update?” call pulls you away from the work that pays.
Up and running today
Your own client portal, in three simple steps
- 01
Make it yours
Add your logo, your colours and your own web address. From the very first login, it looks like your business, because it is.
- 02
Invite your customers
Each customer gets their own secure login and only ever sees their own details. If they can use online banking, they can use this.
- 03
Watch the admin sort itself
Forms come back finished, documents land in the right place and agreements get signed, while you see it all at a glance.
Your dashboard, the moment you log in
app.portald.co.uk
Open portal
Business dashboard
Today
Customer movement, portal health and the next jobs that matter.
Add customerNew checklistManage contracts
Customers
24
18 invited to the portal.
To review
3
Customer uploads waiting for review.
Updates
6
Recent notes, files and requests.
Storage
12%
0.6 GB of 5 GB used.
Customer activity
View allWhat's been happening
- Signed engagement letterJoe BloggsToday
- Completed New customer formPriya ShahYesterday
- Uploaded supporting documentTom Fielding2 days ago
Inside the portal
Give customers a little list. Watch it come back done.
Every customer sees a short, friendly to-do list: pay this, sign that, upload those. You watch it all happen from your dashboard instead of writing another reminder.
Start your free trialexample.portald.co.uk/checklists
DashboardChecklistsNew customer onboarding
Checklist
New customer onboarding
Upload or post the items below to complete your checklist.
2 of 2 items completeCustomer details form
Name, contact details and service notes.
UploadReceived
View file
Supporting document
Recent project file or certificate.
UploadUploaded
View file
AI Checker
Uploaded file includes the requested reference and readable date.
Statements & receipts
The numbers customers ring up about, ready day and night without another email.
Proper online forms
Tidy forms instead of PDF attachments, and required questions can’t be skipped.
Agreements, signed and saved
Customers sign in the portal. You keep the signed PDF and a clear record of who signed what, when.
Documents in the right place
Every upload files itself against the right customer. No more “did you get my email?”
Job photos & progress
Show how the job is coming along, so customers don’t ring the office to find out.
Online signature collection
Collect customer signatures online in the same portal
Send one branded link. Your customer reads, signs and sends it back in minutes, and the signed copy files itself alongside their forms and documents.
- A signature box built right into your forms
- A signed PDF and full record kept on file
- No printing, no scanning, no chasing
example.portald.co.uk/forms
SignatureRequired
Draw with your finger, mouse, or trackpad.
Invoices when you need them
Add invoices and statements to the same customer login
See how the accounting invoice portal gives customers their outstanding invoices, statements and payment history in one secure login.
- Invoices in one click
- Statements on demand
- Payments without the chasing
Who it's for
Built for trades with customers and firms with clients
Different trades, same headache: paperwork scattered everywhere. Here is how one login sorts it.
Trades
Plumbers, electricians, builders
Quotes, job photos, certificates and invoices in one place, so customers can follow the job without ringing the van.
View plumbers exampleFreelancersDesigners, consultants, photographers
A branded home for onboarding, approvals, files and invoices, far more professional than a long email chain.
View designers exampleAccountants & bookkeepersYear-end, VAT and payroll without the email chain
Clients upload their records, sign their letters and find their own invoices, so January stops living in your inbox.
View accountants exampleSolicitorsPrivate client and conveyancing
Client-care letters signed, matter documents filed and updates shared, with a clear record of all of it.
View solicitors exampleWhy we built it
Not a software idea looking for a problem
comes from running a real, customer-heavy service business. It is the system we wished we had from the start: one login for customers, one clear view for the team, and far fewer jobs that follow you home.
Read the founder storyPricing
Start free. Pick the plan after you build it.
Every plan starts with a 14-day free trial and no payment today. Build your portal, invite real customers, and only choose a plan once you are sure it earns its keep. Prices exclude VAT.
Solo
£25
+ VAT / month
For sole traders ready to give customers a proper portal for the first time.
- 14-day free trial
- Up to 100 clients
- Branded portal on a PORTALD subdomain
- Forms, signed contracts, uploads
- AI document checking
- Invoice views & statements
- 500 MB of client storage
Practice
£75
+ VAT / month
For growing firms running forms, files, agreements and invoices across a full client book.
- 14-day free trial
- Up to 1000 client logins
- PORTALD subdomain plus verified custom domain support
- Team access for admins and members
- 5 GB of client storage
- Priority support
Enterprise
Contact us
Tailored to your setup
For businesses with several brands or service lines, each needing a portal of its own.
- 14-day free trial
- Unlimited client logins
- Multiple branded portals
- Custom integrations
- Dedicated account support
- Bespoke storage & terms
- No card to start
- Cancel anytime
- Your data stays yours
Questions, answered
No surprises. No risk to start.
The honest answers to what small business owners ask before they press start.
- Will my customers actually use it?
- If they can use online banking or WhatsApp, they can use this. They click one link, sign in, and see a short to-do list — nothing to download and nothing to install.
- Do I need to be technical to set it up?
- No. Add your logo and colours, invite a customer, and you’re live. Most people are up and running in minutes, not days.
- What happens when the 14 days are up?
- Nothing automatic. There’s no card on file, so you can’t be charged by surprise. You only carry on if you choose a plan — otherwise it simply pauses.
- Is my customers’ information safe?
- Every business and every customer is kept separate, customers only ever see their own details, and access is checked on every request. PORTALD is built and supported in the UK by IT BOFFINS LTD.
- Can I use my own web address?
- Yes. Start free on a PORTALD address like yourbusiness.portald.co.uk, then connect your own verified domain whenever you’re ready.
- Can I cancel whenever I want?
- Yes. There’s no long contract — cancel anytime from your settings. And because the trial needs no card, there’s nothing to lose by trying it.
Start your 14-day free trial
- No card required
- Cancel anytime
- Free for 14 days
Start today
Build the portal first. Decide after 14 days
Set up your branded login, add the jobs you are tired of chasing, and see the whole thing working before you pay a penny.
- No card required to start
- Your logo, your colours, your web address
- Add invoice views whenever you are ready
- Invite real customers during the trial
Prefer to see it first?
Tell us what your customers ask for and we'll show you the rest