Integrations
Portico collects intake forms, documents, e-signature, and payment through one client link. When onboarding is complete, it creates the customer in QuickBooks Online, so you enter each client once.
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The basics
The client fills in intake forms, uploads documents, signs, and pays through one Portico link.
A finished onboarding sends the client details to QuickBooks Online through Zapier.
The customer record appears from the details the client entered, with no retype and no manual export.
For bookkeepers and accountants
Add a client in QuickBooks Online and Portico opens their onboarding right away.
Use this Zap →A finished onboarding creates the customer from the details the client entered.
Use this Zap →The customer name, email, and business details the client submitted. Because the client enters their own information, the QuickBooks Online record matches what they sent.
Start free. QuickBooks Online, Xero, and more than 6,000 apps through Zapier.
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