Portico
Stop chasing clients. Start onboarding them.
Portico is a client onboarding platform for service businesses that brings intake forms, document collection, e-signatures, and payments into a single guided flow behind one link. Clients can complete each step in one session, pause and resume without losing progress, and receive automated reminders for outstanding items, while a progress dashboard tracks completion status.
Features include multi-step forms with conditional logic and auto-save, embedded e-signatures with a stored SHA-256 record hash, Stripe-powered payments, branded client portals and transactional emails, configurable reminder sequences, custom domains, white-labeling, and PDF export. Integrations cover QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, and Zapier, alongside a REST API and webhooks. Security controls include encryption at rest and in transit, a tamper-proof audit trail, role-based access, magic-link authentication, and GDPR data export and deletion workflows.
Portico is aimed at agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. It offers a free plan with a monthly onboarding allowance, and paid plans that include e-signatures and payments, with custom domain and API access available on higher tiers.
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