Collect client documents without the chaos.

Create a portal, share a link, and get everything in one place. Simple document management for modern teams.

The Essentials

Free

$0/month
  • 3 active portals
  • Standard file requests
  • Basic email notifications
Start for free
Most Popular

Professional Grade

Pro

$29/month
  • 30 active portals
  • Custom branding & logos
  • Multi-file requests per task
  • Password-protected portals
  • Priority email support
Upgrade to Pro

“If you manage even 5 clients, PortalSync saves hours of back-and-forth every week.”

SJ

Sarah Jenkins

Founder, Peak Financial

Client Portal
3 / 5 done
Tax Returns 2023
Bank Statements
Government ID
Proof of Address
Employment Letter
Progress60%

The visual way to request files

Stop digging through email chains. PortalSync gives your clients a beautiful, branded space to upload everything you need. They get a clear checklist, and you get a tidy dashboard.

Set up in 60 seconds

Just drag and drop the fields you need. No tech skills required.

Bank-grade security

Your client data is encrypted and stored safely by default.