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What is Pipefile?

Pipefile streamlines the collection of essential documents, whether personal, financial, or otherwise, for business professionals, enhancing operational efficiency and ensuring a seamless workflow. By offering the option to create comprehensive checklists or maintain necessary flexibility, Pipefile caters to various organizational needs. You can easily save your templates to expedite requests for standard forms while avoiding the inconvenience of requiring usernames or passwords. With integrated reminders, you can rest assured that your documents will be submitted on time, as Pipefile handles all communications with your clients, allowing you to focus on other tasks while waiting for the necessary submissions. You will receive an email notification when all documents are ready, making it easy to download them directly from Pipefile or sync with your preferred cloud storage solution. Your data security is a top priority, with all files safeguarded using 256-bit AES encryption. Additionally, we offer custom PGP key management, giving you full control over your sensitive information. With Pipefile managing the document collection process, you can enjoy the peace of mind that comes from knowing your crucial documents are securely handled, while also benefiting from the efficiency and convenience of the system. This means you can devote more time to your core business activities, confident in the knowledge that your document management needs are being expertly taken care of.

What is PORTALD?

PORTALD is a tailored client portal specifically designed for small businesses in the UK, facilitating the efficient collection of documents, photos, forms, and signed contracts. Users have the ability to create tailored checklists, assess uploaded items, approve submissions, or request replacements along with necessary explanations. Moreover, optional AI assessments evaluate uploads against the provided guidelines and deliver preliminary insights, although the final decision remains with the business. The platform also features online forms, electronic signature capabilities, and staff access with assigned roles. With its integration with Xero, clients can effortlessly access and download their invoices, covering both paid and unpaid amounts. PORTALD is accessible through a web browser on mobile devices or computers, negating the need for app downloads. The Solo plan is priced at £25 + VAT per month for businesses with a customer base of up to 100, offering 500 MB of storage, while the Practice plan, available for £75 + VAT per month, caters to up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Additionally, users can take advantage of a 14-day Solo trial that includes AI checks without the necessity of providing credit card information. Developed and overseen by IT BOFFINS LTD in the UK, PORTALD is designed to streamline administrative processes and enhance client interactions for small businesses. By combining user-friendly features with adaptable pricing structures, PORTALD stands out as an attractive solution for companies aiming to refine their document management strategies. The platform not only promotes efficiency but also fosters stronger relationships between businesses and their clients.

Media

Media

Integrations Supported

Nekton.ai
Stackreaction
Zapier

Integrations Supported

Xero

API Availability

API Availability

Pricing Information

$14.99 per user per month
Billed annually
Free Trial Offered?

Pricing Information

£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 Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Pipefile

Date Founded

2019

Company Location

United States

Company Website

pipefile.com

Company Facts

Organization Name

IT BOFFINS LTD

Date Founded

2020

Company Location

United Kingdom

Company Website

www.portald.co.uk

Categories and Features

Document Collection

Not specified

Document Management

Not specified

Categories and Features

Document Collection

Not specified

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