Portico review
A broad client intake workflow with a free plan and paid automation tiers.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Portico is a web-based client onboarding platform for agencies, accountants, consultants, bookkeepers, legal practices, and other service businesses. It brings conditional intake forms, document collection, e-signatures, payments, reminders, reusable templates, status tracking, and client portals into a guided workflow. Client access includes progress tracking and magic-link access, while teams can collaborate on submissions and apply document type restrictions.
The published plans range from Free to Business, with a separate Lifetime Solo offer. Free costs $0 forever and supports 3 active onboardings per month, unlimited team members, conditional forms, file collection, e-signatures, and automated email reminders. Starter costs $39 per month when billed monthly or $29 per month when billed annually, adding 25 active onboardings, Stripe payments, custom branding, the full template library, basic automations, and webhooks. Pro costs $79 monthly or $59 with annual billing and adds 100 active onboardings, SMS reminders, Zapier and Make, REST API access, a persistent client portal, and advanced automations. Business costs $149 monthly or $119 annually for unlimited onboardings, unlimited team members, a white-label custom domain, custom templates, priority support, and unlimited storage. Lifetime Solo is a $49 one-time purchase with 5 new onboardings per month, 10 GB of storage, and selected portal, payment, signature, and branding features.
Portico fits teams that want intake to continue through documents, signatures, payments, and client communication rather than stopping at a form. Its ecosystem includes Stripe, QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, Make, webhooks, and a REST API. The main trade-off is plan progression: smaller teams can start with a capable free workflow, but higher monthly volumes, SMS, persistent portals, deeper automation, and white-label delivery require paid tiers. Choose Portico for connected onboarding workflows; choose a narrower intake tool if you only need basic forms or do not need the surrounding client process.
Portico pros and cons
- Where it wins
- Conditional forms, documents, signatures, payments, and portals in one workflow
- Free plan includes e-signatures, file collection, and email reminders
- Connects with Stripe, CRMs, accounting tools, Zapier, Make, and APIs
- Where it doesn't
- Free plan is limited to 3 active onboardings per month
- SMS reminders and advanced integrations start on the Pro plan
- White-label domains and unlimited onboardings require Business
Portico fact sheet, pricing and score →
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