Send professional proposals, share files, collect signatures, and get paid — all in one branded client portal.
Your logo, your colors, a custom URL. Clients land in a space that feels uniquely yours.
Build proposals with reusable sections. Clients sign digitally — both parties get a PDF copy.
Line items, VAT toggle, Stripe Pay Now button. Cash flow chart on your dashboard.
Drag, drop, versioned. Organise by client and project. Up to 50MB per file.
Simple status board with columns. Toggle which tasks the client can see.
3 days before, on the day, 3 and 7 days after — escalating but always professional.
Add your logo, pick an accent colour, set your defaults. Done.
No login required for clients. One secure magic link gets them in.
Everything in one place — proposals signed, invoices paid, files shared.
"Stopped using three different apps the day I signed up. My clients think I have an ops team."
"Got paid 9 days faster on average. The reminders are politer than I would've been."
"The portal link is the single best thing I've ever sent a client. They love the clarity."
"I used to dread sending invoices. Now it takes 30 seconds and looks legitimate."
"Replaced Notion, Google Drive, Stripe links, and three Loom updates a week. Calm again."
Just starting out.
The independent professional.
Scaling a small practice.
No. Clients access their portal via a secure magic link sent by email — no signup, no password.
Yes, on the Pro plan you can serve the portal from portal.yourname.com.
PortalHQ integrates with Stripe. Clients pay invoices with one click; you keep your Stripe fees.
Yes — 14 days on the Solo plan with no credit card required.
You can export everything (clients, invoices, files) at any time. We keep your data for 30 days after cancellation.
Yes. Build proposals with reusable sections, send to clients, and collect legally binding signatures.
Yes. Toggle VAT per invoice and set a default rate in settings. Works in GBP, USD, and EUR.
Yes, on the Pro plan. Custom domain, your branding, no PortalHQ badge anywhere in the portal.