FastPortal makes online client portals easy and affordable




FastPortal makes online client portals easy and affordable

Automated workflows

You can easily create workflow timelines for your dossiers. Combine standard steps like “Pay an Invoice or “Upload your Documents” by dragging and dropping them into your workflow templates.

For your client, your workflow timeline shows what she can expect and when to expect it. Automatic reminders ensure that dossiers keep moving along.

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Automated workflows

You can easily create workflow timelines for your dossiers. Combine standard steps like “Pay an Invoice or “Upload your Documents” by dragging and dropping them into your workflow templates.

For your client, your workflow timeline shows what she can expect and when to expect it. Automatic reminders ensure that dossiers keep moving along.

Transparency for your clients works. Our customers show drastic reductions in incoming (e)mail and phone calls now that their clients know what to expect.


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Invoicing and Payments

Invoicing is easy. Create single invoices in a few clicks, or automatically generate them as part of your workflow. Simple add a payment step where you want it.

Also, we support crediting invoices, exports to Excel/CSV/PDF, dozens of payment options, automatic invoice reminders and integration with your bookkeeping software (enterprise only).

With FastPortal you make online payments easy for you and your clients.

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Invoicing and Payments

Invoicing is easy. Create single invoices in a few clicks, or automatically generate them as part of your workflow. You can ask your clients to pay right at the end, the beginning or anywhere in the process. Simple add a payment step where you want it.

Also, we support crediting invoices, exports to Excel/CSV/PDF, dozens of payment options, automatic invoice reminders and integration with your bookkeeping software (enterprise only).

With FastPortal you make online payments easy for you and your clients.

Communication

Communicate with your employees and clients in your own portal. Notes and messages can be attached to workflows, people and to-do items. Or your can start a conversation in the message center.

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Communication

Communicate with your employees and clients in your own portal. Notes and messages can be attached to workflows, people and to-do items. Or your can start a conversation in the message center.


List of documents
Document sharing

Going truly paperless is hard. In FastPortal you can deal with all the documents in your portal. Ask clients to upload their documents in a workstep and or send them documents by uploading them yourself.

All documents are automatically stored, encrypted, backed up and accessible from anywhere.

List of documents
Document sharing

Going truly paperless is hard. In FastPortal you can deal with all the documents in your portal. Ask clients to upload their documents in a workstep and or send them documents by uploading them yourself.

All documents are automatically stored, encrypted, backed up and accessible from anywhere.

White label

Your clients are your clients. All our portals are white-label so your customers are reminded of you when they login, not us.

Set the colors, upload your logo(s), and set your (sub)domain. In a matter of minutes you will be set up and able to perfectly integrate the portal in your company’s website – they won’t even know they left your website.

Enterprise customers can customize everything in FastPortal, including layout, fonts and the portal structure.


FastPortal at a glance


Dossiers

Create beautiful and clean dossiers for you and your client

Invoicing & Payments

Digitize your payment workflow with online invoices

File Management

Share, upload and manage all your documents online

Client Dashboards

Everything about your client in one overview

Unlimited Clients

Grow your business and add as many clients as you want

White-label

A seamless blend with your brand identity

Software Integration

Full API support to integrate with your backend systems

Secure

All your date and files are encrypted

In the Cloud

Access anywhere and anytime


Want to know what FastPortal can do for you?
Sign up for your own portal now

It’s free for a month – no strings attached.