Lifetime deal
Pay once. Use Portico for the life of the product.
One payment of $49, $119, or $229 replaces the monthly bill for good. Unlimited e-signatures, unlimited team members, and a 30-day money-back guarantee. Limited to 200 licenses.
What your client fills in — one step at a time, saved as they type
- One link walks your client through intake questions, document uploads, the e-signature, and payment
- Pay once and keep the plan for as long as Portico runs, with no renewal and no card on file
Alternative to
HoneyBook, Dubsado, Content Snare
Integrations
Stripe, Zapier, REST API, webhooks
Best for
Bookkeepers, accountants, consultants, small agencies
Three lifetime tiers
Lifetime Solo
vs Starter at $39/mo billed monthly*
For a solo bookkeeper or consultant taking on a few clients a month.
- 5 new onboardings per month
- 10 GB file storage
- Unlimited e-signatures
- Unlimited team members
- Client portal with magic-link access
- Payment collection through Stripe
- Your logo and colors on forms, emails, and the portal
- Webhooks
- 5 custom client fields
Lifetime Practice
vs Pro at $79/mo billed monthly*
For a small practice that runs onboarding every week and connects other tools.
- 15 new onboardings per month
- 50 GB file storage
- Everything in Solo, plus:
- REST API and Zapier access
- Client-facing forms in nine languages
- 15 custom client fields
Lifetime Firm
vs Business at $149/mo billed monthly*
For a firm that wants the client portal to carry its own name and domain.
- 30 new onboardings per month
- 100 GB file storage
- Everything in Practice, plus:
- White-label portal on your own domain
- 20 custom client fields
Limited to 200 licenses. Prices are one-time, in US dollars, and handled by Paddle. Read the full terms.
* Nearest monthly plan by feature set. The monthly plans carry higher onboarding limits and include AI form generation and SMS reminders.
Everything a client needs to start, in one place
One link instead of a week of chasing
Send a client a single link. It walks them through your questions, the documents you need, the signature, and the payment, one step at a time. Portico sends the reminders so you do not have to.
Clients pick up where they left off — every answer saves as they type.
A portal that stays open after intake
When onboarding ends, the client keeps a private portal with every form they filled, every file they sent, and every document they signed. No account, no password.
Included on all three lifetime tiers.
Signature and payment inside the same flow
The engagement letter and the deposit are steps in the onboarding, not two more tools. Clients sign in the browser and pay by card in the next step.
Portico takes no cut of what you collect. Stripe fees apply.
Your whole team, and clients in nine languages
Every tier includes unlimited team members, so a lifetime license covers the whole practice. Practice and Firm show the client side in nine languages.
English, German, Spanish, French, Italian, Japanese, Dutch, and Portuguese, plus British English.
No renewal date
One payment. No card kept on file and no yearly invoice.
30-day money-back
Email support@portico.run within 30 days for a full refund.
Your data stays yours
Export responses, files, and signed documents at any time.
Built by one founder
Support comes from the person who writes the code.
What the lifetime plans leave out
AI form generation and SMS reminders are not part of Solo, Practice, or Firm. Both cost money every time someone uses them, and a one-time price cannot carry a running cost forever. Saying that now is fairer than quietly removing them later.
Both features stay available on the monthly plans. Everything else in the tier list above is included for as long as Portico runs.
How it works
Three steps to a lifetime plan
Create a free account
Sign up at app.portico.run. The free account needs no card and takes about a minute.
Pay once through Paddle
Open app.portico.run/lifetime, choose Solo, Practice, or Firm, and pay one time. Paddle handles the payment and sends the invoice.
Your plan activates in seconds
The lifetime plan lands on your workspace right away. There is nothing to renew and nothing to cancel.
What each tier includes
| Feature | Solo $49 | Practice $119 | Firm $229 |
|---|---|---|---|
| New client onboardings per month | 5 | 15 | 30 |
| File storage | 10 GB | 50 GB | 100 GB |
| Unlimited e-signatures | |||
| Unlimited team members | |||
| Client portal with magic-link access | |||
| Payment collection through Stripe | |||
| Your logo and colors | |||
| Webhooks | |||
| REST API and Zapier access | |||
| Client-facing forms in nine languages | |||
| Custom client fields | 5 | 15 | 20 |
| White-label portal on your own domain | |||
| AI form generation | |||
| SMS reminders |
The lifetime deal in plain language
The Portico lifetime deal is a one-time payment for client onboarding software. There are three tiers: Solo at $49, Practice at $119, and Firm at $229, each paid once in US dollars.
Solo includes 5 new client onboardings per month and 10 GB of file storage. Practice includes 15 onboardings per month, 50 GB of storage, REST API and Zapier access, and client-facing forms in nine languages.
Firm includes 30 onboardings per month, 100 GB of storage, everything in Practice, and a white-label client portal on your own domain.
All three tiers include unlimited e-signatures, unlimited team members, the magic-link client portal, payment collection through Stripe, your own branding, and webhooks.
AI form generation and SMS reminders are not part of any lifetime tier. Both cost money for every use, so they stay on the monthly plans.
Lifetime purchases carry a 30-day money-back guarantee and are limited to 200 licenses.
Frequently Asked Questions
Still deciding? Email vlad@portico.run and ask. The full conditions are on the lifetime deal terms page.
Related pages
Pay once, and stop watching the invoice
Solo $49, Practice $119, Firm $229. One payment, 30-day money-back, limited to 200 licenses.
Get the lifetime deal