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Description
PORTALD serves as a specialized client portal designed for small businesses in the UK, enabling them to efficiently gather documents, photos, forms, and signed agreements. Users can create specific checklists, review uploaded materials, approve submissions, or request replacements along with a justification. Additionally, optional AI checks assess uploads against provided instructions and offer preliminary feedback, although the business retains the ultimate decision-making authority. The platform includes features for online forms, electronic signatures, and staff access with defined roles. With an integration for Xero, clients can easily view and download their invoices, encompassing both paid and unpaid. Accessible via a web browser on either mobile devices or computers, PORTALD eliminates the need for any app installations. The Solo plan is available at £25 + VAT per month for businesses with up to 100 customers and provides 500 MB of storage, while the Practice plan costs £75 + VAT per month, accommodating up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Users can explore a 14-day Solo trial that includes AI checks without requiring a credit card. Developed and managed by IT BOFFINS LTD in the UK, PORTALD aims to streamline administrative tasks and improve client interaction for small enterprises. The combination of user-friendly features and flexible pricing plans makes PORTALD an appealing option for businesses looking to enhance their document management processes.
Description
Pipefile simplifies the process of gathering personal, financial, or other crucial documents for business professionals. By enhancing the efficiency of document collection, Pipefile ensures that your operations run smoothly and uninterrupted. You can either create a detailed checklist or maintain flexibility as needed. Save your templates to streamline requests for routine forms, all without the hassle of requiring usernames or passwords. With built-in reminders, you can be assured that documents will be delivered punctually. Pipefile takes care of reminding your clients, allowing you to relax while awaiting submissions. An email notification will inform you once all documents are ready, enabling you to conveniently download them directly from Pipefile or synchronize with your preferred cloud service. Your data security is paramount, as all files are protected with 256-bit AES encryption. On top of that, we provide custom PGP key management, ensuring you retain complete control over your information. Enjoy the peace of mind that comes with knowing your sensitive documents are in safe hands, while Pipefile manages the entire process seamlessly.
API Access
Has API
No
API Access
Has API
No
Pricing Details
£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial
Yes
Free Version
No
Pricing Details
$14.99 per user per month
Billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
IT BOFFINS LTD
Founded
2020
Country
United Kingdom
Website
www.portald.co.uk
Vendor Details
Company Name
Pipefile
Founded
2019
Country
United States
Website
pipefile.com
Product Features
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
