What does a firm see in PortalHQ?

Your whole client book on one screen, ordered by what will hurt first: which clients are waiting on you, which you are waiting on, and what is due next.

How are documents requested from clients?

You ask once through a structured request; the client uploads into the same workspace and the request closes when the document arrives, so nobody re-asks by email.

Who is the tenant, the firm or the founder?

The firm. A firm has staff, roles, a client book and its own branding; clients are invited into engagements with it.

Does PortalHQ include a portal register?

Yes. The portal register lists the external systems an organisation in India depends on: what each is for, who should hold the login, how often somebody should look, and what arrives there that must not be missed.

For firms

You already know what is due. What you are missing is where it stands.

PortalHQ gives a firm one client book with every request, document and deadline in it. The hard part of a practice is not the work; it is chasing sixty clients for the same four documents and remembering which of them actually sent them.

One screen, every client

Who is waiting on you, who you are waiting on, and what is about to become a problem — ordered by consequence rather than by date.

Requests, not reminders

Issue a checklist. Each item is tracked, chased on your behalf, and filed into the client’s vault the moment it arrives.

Your staff, properly scoped

Invite your team. Being in the firm is not access — people see the engagements they are actually on.

The client can see status

“92%, waiting on the bank statement” answers the what-is-happening message before it is sent. Fewer calls, and better ones.

Your templates, everywhere

Maintain a checklist once and reuse it across every client. Your house style stays consistent, and stays yours.

Evidence you can stand behind

No pasted signature images. No document dated before the meeting that authorised it. The checks run whether or not anyone remembers.

Built generic on purpose

Whatever you practise, it speaks your words.

An engagement is a matter, a project, a filing or an application depending on who you are. PortalHQ carries your vocabulary rather than making you learn someone else’s — and the four states underneath are the same either way.

How each discipline names its work and its proof
Discipline	A deadline is a	Proof is a	Carrying a
Corporate compliance	obligation	filing acknowledgement	SRN
Tax	return	acknowledgement	ARN
Payroll & people	filing	challan acknowledgement	Challan no
Audit & assurance	milestone	acknowledgement of issue	UDIN
Legal matters	step	proof of service or filing	Diary no
Intellectual property	deadline	filing receipt	Application no
Property	step	registration endorsement	Document no
Design & construction	milestone	approval	Approval no
Insurance	deadline	policy confirmation	Policy no
Wealth & investments	action	confirmation	Reference no
Cross-border	report	reporting acknowledgement	Reference no

Who is already covered

Chartered AccountantCA
Corporate compliance · Tax · Audit & assurance · Cross-border
Company SecretaryCS
Corporate compliance · Cross-border · Legal matters
Cost & Management AccountantCMA
Audit & assurance · Tax · Corporate compliance
AdvocateAdv
Legal matters · Property · Corporate compliance
Tax practitioner
Tax
Trademark & patent agent
Intellectual property
Immigration consultant
Immigration & mobility
Architect
Design & construction
Structural engineer
Design & construction
Property lawyer
Property
Insurance broker
Insurance
Investment adviser
Wealth & investments
Payroll & HR consultant
Payroll & people
Registered valuer
Cross-border · Property

Not on the list? It still works. You get engagements, requests, a vault, messaging and your own deadlines from day one — a tailored discipline pack is something we author, not something you wait for code to support.

Bring one client and see how it feels.

Firms are verified before they go live — we check the practice and the designation rather than taking them on trust.

Set up your firm See pricing

Plain answers

Questions people ask before they start

What does a firm see in PortalHQ?: Your whole client book on one screen, ordered by what will hurt first: which clients are waiting on you, which you are waiting on, and what is due next.
How are documents requested from clients?: You ask once through a structured request; the client uploads into the same workspace and the request closes when the document arrives, so nobody re-asks by email.
Who is the tenant, the firm or the founder?: The firm. A firm has staff, roles, a client book and its own branding; clients are invited into engagements with it.
Does PortalHQ include a portal register?: Yes. The portal register lists the external systems an organisation in India depends on: what each is for, who should hold the login, how often somebody should look, and what arrives there that must not be missed.