Integrations
Portico collects intake forms, documents, e-signature, and payment through one client link. When onboarding is complete, it creates or updates the contact in Xero, so new clients appear with the details they entered.
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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 Xero through Zapier.
The contact appears with the name, email, and details the client entered, with no retype.
For bookkeepers and accountants
The contact name, email, and business details the client submitted. Because the client enters their own information, the Xero contact matches what they sent.
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