A secure client portal for document collection — no chasing receipts by email.
Every month it's the same routine: an email asking for bank statements, a reminder three days later, a reply with the wrong file attached, another reminder. Supportivo replaces that back-and-forth with a secure client portal you already control — clients log in, see exactly what's requested, and upload their own documents straight into a ticket tied to their account. Nothing sits buried in your inbox waiting to be filed.
Everything you need to collect documents — without email in the middle.
A secure client portal, not another attachment
Clients log in to their own portal to upload receipts, statements, and tax documents directly into a ticket. Every upload is checked against an extension whitelist, MIME type, and image-content validation, then served back out only through signed, ownership-checked links — never a public folder anyone could stumble into.
One dashboard for every open request
Every document request becomes a ticket with a status — open, waiting on client, pending, closed — so you can see at a glance who still owes you something, instead of scrolling back through old email threads to check.
Onboarding that gets the first upload right PRO
Build a request template once — "Monthly Receipts," "New Client Onboarding," whatever your practice repeats — and every client sees exactly what to attach, so the first thing they send you is already the right file, in the right place.
Three steps. No new software for your clients to learn.
Set up your request list
Add the documents you need — recurring monthly items or a one-time onboarding checklist — with the free ticket dashboard, or Pro templates for anything you repeat.
Send clients their portal link
One link is all it takes — clients log into their own space, see what's outstanding, and upload files without an account for them to figure out.
Track who still owes you a document
Ticket statuses show what's outstanding at a glance, so month-end doesn't start with a search through your inbox.
Two ways to get your document portal running.
Do it yourself — it's free
Install Supportivo from WordPress.org and set up your client document portal yourself with the guided wizard. Free forever, no credit card.
Get Supportivo freeWe'll set it up for you
Send us your site and we'll configure the client portal and document-request workflow for your practice.
We'll set it up for you