Collect client documents without chasing follow-ups.
Send one secure request link with a checklist, deadline, reminders, and a full timeline. Clients upload without a portal account, and your firm always knows what is still missing.
Client checklist
2025 Tax Intake
K. Nguyen - due Mar 15
Missing
1
Reminders
2
Timeline
7 events
Request timeline
Next reminder: 1099 forms tomorrow at 8:00 AM
The real bottleneck
Your team is not short on portals. It is short on clean intake.
PortalLess is built around the workflow small firms repeat every week: ask for documents, remind clients, receive uploads, review the timeline, and keep sensitive files out of inboxes.
Portal friction
Every login, invite, and password reset gives clients another reason to send files the old way.
Inbox archaeology
Missing documents hide across email threads, text messages, downloads, and shared folders.
Suite overload
Full practice platforms are expensive when the urgent job is just collecting clean source files.
How it works
One request list, one upload spot, one timeline.
PortalLess gives clients a simple path and gives your team the operational record needed to move work forward.
Create the request
Pick the client, year, checklist items, and reminder cadence.
Client uploads
They open one secure link, see what is missing, and send files without an account.
Review the trail
Your team sees what arrived, what is still missing, and every reminder or upload event.
Why firms switch
Built for the document chase, not the whole practice suite.
PortalLess sits between client communication and firm storage. It gives clients a clean place to upload and gives your team a clean place to decide what needs attention.
Passwordless Upload Links
Each request gets a secure expiring link, so clients can send files without becoming software users.
Per-Item Checklists
Track each requested document as missing, received, or reviewed instead of rebuilding the list from emails.
Auto-Reminders
PortalLess follows up on pending checklist items before the job disappears into the pile.
Request Timeline
Requested, reminded, uploaded, and reviewed events are kept with the request for cleaner client conversations.
Simple pricing
Start lean. Add firm controls when you need them.
Starter includes the complete request workflow. Firm adds the team, branding, routing, and support controls growing practices expect.
Starter
The full no-portal request workflow for solo firms and small teams that need cleaner client file collection.
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More control for firms that need team workflows, branded client touchpoints, and file routing.
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