Portico is client onboarding software for bookkeepers, accountants, and consultants — intake forms, document collection, e-signatures, Stripe payments, and a magic-link client portal in one link.

One-time payment for Solo, Practice, or Firm — unlimited e-signatures and team members, no renewal.
Client portal, Stripe payments, webhooks, Zapier and API on upper tiers, white-label domain on Firm.
30-day money-back guarantee, Paddle checkout in USD, limited to 200 lifetime licenses.

Black Friday drops every lifetime tier to its lowest price from November 23 to December 1, 2026.