# FormaPortal

> Private, branded portals you set up and run yourself. No developers, no agency.

Portal software for your members, clients, partners and investors. Set up your own branded portal in 2 hours: your domain, your branding, your rules.

FormaPortal is operated by FormaPortal Ltd. One account runs one portal.

Limited time offer: First 3 months free. Free setup support as needed.

## What the portal does

- **Brand** ([Branding & domain](https://www.formaportal.com/features/branding-and-domain)): Your brand leads. Your domain, your colours, your logo, all the way through.
- **Onboard** ([Onboarding & access](https://www.formaportal.com/features/onboarding-and-access)): Open registration or an application you review yourself, no rebuild required.
- **Publish** ([Content & membership](https://www.formaportal.com/features/content-and-membership)): Every document and announcement stays visible only to who you choose.
- **Engage** ([Community & engagement](https://www.formaportal.com/features/community-and-engagement)): A board to post on, a poll to answer, a question to raise and somebody to answer it.
- **Record** ([Records & compliance](https://www.formaportal.com/features/records-and-compliance)): Every acceptance, submission and decision is kept for you automatically.
- **Monetise** ([Payments & billing](https://www.formaportal.com/features/payments-and-billing)): Quote it, price it, sell it, invoice it, all against the tiers you already run.
- **Integrate** ([Reporting & integrations](https://www.formaportal.com/features/reporting-and-integrations)): Your numbers on a dashboard, your ledger in step, and the rest of your stack wired in.

## Key pages

- [Features](https://www.formaportal.com/features): every feature, grouped into the themes above
- [Pricing](https://www.formaportal.com/pricing): Every FormaPortal plan includes the core product. You’re choosing how much capacity you need, not what you’re allowed to do.
- [Pricing, machine-readable](https://www.formaportal.com/pricing.md): plans, limits and rates as markdown
- [Solutions](https://www.formaportal.com/solutions): the pages listed below, by industry and by use case
- [Glossary](https://www.formaportal.com/glossary): portal and membership terms, each defined as a question and an answer
- [About](https://www.formaportal.com/about): who builds it
- [Free tools](https://www.formaportal.com/tools): free browser-based utilities, no account needed
- [Blog](https://www.formaportal.com/blog): Practitioner notes from the FormaPortal founders on building and running portal software: integrations, onboarding, records and the decisions behind them.

## Solutions

### By industry

- [Portal software for accountancy practices](https://www.formaportal.com/solutions/portal-software-for-accountancy-practices): Practices swapping records and engagement letters with client companies
- [Portal software for lawyers and solicitors](https://www.formaportal.com/solutions/portal-software-for-lawyers-and-solicitors): Firms that share matter documents and need terms of engagement on record
- [Portal software for property managers](https://www.formaportal.com/solutions/portal-software-for-property-managers): Block and estate managers running each building as its own account
- [Portal software for agencies and consultancies](https://www.formaportal.com/solutions/portal-software-for-agencies-and-consultancies): Agencies and consultancies giving every client a branded home for the work
- [Portal software for franchise networks](https://www.formaportal.com/solutions/portal-software-for-franchise-networks): Franchisors sending out brand standards and collecting acknowledgements
- [Portal software for sports clubs](https://www.formaportal.com/solutions/portal-software-for-sports-clubs): Clubs running memberships, events, subscriptions and a club shop from one place
- [Portal software for sports federations](https://www.formaportal.com/solutions/portal-software-for-sports-federations): Governing bodies affiliating member clubs and keeping them up to date
- [Portal software for travel agencies](https://www.formaportal.com/solutions/portal-software-for-travel-agencies): Agencies handing over itineraries, tickets and traveller detail forms
- [Portal software for recruiters](https://www.formaportal.com/solutions/portal-software-for-recruiters): Agencies registering candidates and sharing shortlists with client employers
- [Portal software for charities](https://www.formaportal.com/solutions/portal-software-for-charities): Charities briefing trustees, signing up volunteers and keeping supporters close
- [Portal software for private clubs](https://www.formaportal.com/solutions/portal-software-for-private-clubs): Clubs that admit by application and keep the membership list private
- [Portal software for associations and bodies](https://www.formaportal.com/solutions/portal-software-for-associations-and-bodies): Trade associations and institutes admitting member firms and individuals

### By use case

- [Client portal software](https://www.formaportal.com/solutions/client-portal-software): Firms giving each client company a private space for documents, updates and approvals
- [Customer portal software](https://www.formaportal.com/solutions/customer-portal-software): Businesses giving every customer self-service over their account, subscriptions, orders and billing
- [Member portal software](https://www.formaportal.com/solutions/member-portal-software): Organisations that admit members, collect dues and publish members-only content
- [Vendor portal software](https://www.formaportal.com/solutions/vendor-portal-software): Buyers onboarding suppliers and holding their compliance and insurance documents
- [Investor portal software](https://www.formaportal.com/solutions/investor-portal-software): Companies keeping a long register of shareholders informed, with every update on record
- [Partner portal software](https://www.formaportal.com/solutions/partner-portal-software): Companies working day to day with resellers, distributors and agents
- [Compliance portal software](https://www.formaportal.com/solutions/compliance-portal-software): Organisations publishing policies, running training and collecting renewals

## Blog

- [Membership Management Software: The Membership Secretary’s Checklist](https://www.formaportal.com/blog/membership-management-software-checklist): A membership secretary’s checklist for membership management software: joining, consent, dues, renewals, events, votes and the record that proves it. (Ozgur Dogan, 20 October 2026)
- [How I set up a portal in under 2 hours - a FormaPortal case study](https://www.formaportal.com/blog/portal-setup-in-two-hours): I set up a real client portal myself in under 2 hours: branding, authentication, billing and onboarding, all live and working from the start. (Sinem Eskin Dogan, 7 September 2026)
- [How to publish a Zapier app in 2026: lessons from our launch](https://www.formaportal.com/blog/publish-zapier-app-in-2026): What it takes to publish a Zapier app in 2026: Platform UI or CLI, OAuth v2, triggers, the validation panel and the four review stages. (Ozgur Dogan, 7 September 2026)
- [RSS feed](https://www.formaportal.com/blog/feed.xml): every article, newest first

## Glossary

- [What is a client portal?](https://www.formaportal.com/glossary/client-portal)
- [What is a member portal?](https://www.formaportal.com/glossary/member-portal)
- [What is an investor portal?](https://www.formaportal.com/glossary/investor-portal)
- [What is a vendor portal?](https://www.formaportal.com/glossary/vendor-portal)
- [What is a customer portal?](https://www.formaportal.com/glossary/customer-portal)
- [What is a partner portal?](https://www.formaportal.com/glossary/partner-portal)
- [What is a self-service portal?](https://www.formaportal.com/glossary/self-service-portal)
- [What is an extranet?](https://www.formaportal.com/glossary/extranet)
- [What is the difference between an intranet and a portal?](https://www.formaportal.com/glossary/intranet)
- [What is the difference between a portal and a website?](https://www.formaportal.com/glossary/portal-vs-website)
- [What is a no-code portal?](https://www.formaportal.com/glossary/no-code-portal)
- [What is multi-tenant SaaS?](https://www.formaportal.com/glossary/multi-tenant-saas)
- [What is gated access?](https://www.formaportal.com/glossary/gated-access)
- [What is an application form?](https://www.formaportal.com/glossary/application-form)
- [What is approval before access?](https://www.formaportal.com/glossary/approval-before-access)
- [What is onboarding?](https://www.formaportal.com/glossary/onboarding)
- [What is passwordless sign-in?](https://www.formaportal.com/glossary/passwordless-sign-in)
- [What is a magic link?](https://www.formaportal.com/glossary/magic-link)
- [What is a membership tier?](https://www.formaportal.com/glossary/membership-tier)
- [What is an organisation account?](https://www.formaportal.com/glossary/organisation-account)
- [What is role-based access?](https://www.formaportal.com/glossary/role-based-access)
- [What is a custom domain?](https://www.formaportal.com/glossary/custom-domain)
- [What is a subdomain?](https://www.formaportal.com/glossary/subdomain)
- [What does white label mean?](https://www.formaportal.com/glossary/white-label)
- [What is a sending domain?](https://www.formaportal.com/glossary/sending-domain)
- [What is email authentication?](https://www.formaportal.com/glossary/email-authentication)
- [What is a private portal?](https://www.formaportal.com/glossary/private-portal)
- [What is a document library?](https://www.formaportal.com/glossary/document-library)
- [What is content gating?](https://www.formaportal.com/glossary/content-gating)
- [What is an announcement?](https://www.formaportal.com/glossary/announcement)
- [What is event ticketing?](https://www.formaportal.com/glossary/event-ticketing)
- [What is an online store in a portal?](https://www.formaportal.com/glossary/online-store)
- [What is a member directory?](https://www.formaportal.com/glossary/member-directory)
- [What is membership management?](https://www.formaportal.com/glossary/membership-management)
- [What is a learning management system?](https://www.formaportal.com/glossary/learning-management-system)
- [What is an audit trail?](https://www.formaportal.com/glossary/audit-trail)
- [What is a consent record?](https://www.formaportal.com/glossary/consent-record)
- [What is an answer snapshot?](https://www.formaportal.com/glossary/answer-snapshot)
- [What is form versioning?](https://www.formaportal.com/glossary/form-versioning)
- [What is a contact history?](https://www.formaportal.com/glossary/contact-history)
- [What is an internal note?](https://www.formaportal.com/glossary/internal-note)
- [What is compliance tracking?](https://www.formaportal.com/glossary/compliance-tracking)
- [What is a periodic goal?](https://www.formaportal.com/glossary/periodic-goal)
- [What is a CPD record?](https://www.formaportal.com/glossary/cpd-record)
- [What is a data export?](https://www.formaportal.com/glossary/data-export)
- [What is a contact?](https://www.formaportal.com/glossary/contact)
- [What is a seat?](https://www.formaportal.com/glossary/seat)
- [What is an allowance?](https://www.formaportal.com/glossary/allowance)
- [What are membership dues?](https://www.formaportal.com/glossary/membership-dues)
- [What is a payment commission?](https://www.formaportal.com/glossary/payment-commission)
- [What is a payment processing fee?](https://www.formaportal.com/glossary/payment-processing-fee)
- [What is a discount code?](https://www.formaportal.com/glossary/discount-code)

## Legal

- [Privacy policy](https://www.formaportal.com/privacy-policy)
- [Terms of service](https://www.formaportal.com/terms-of-use)
- [Cookie policy](https://www.formaportal.com/cookie-policy)