How Portoll Helps:

• Jane sets up her own branded file portal (e.g., janeledgers.com) using Portoll.
  
  
• She groups clients using custom tags like “1099 Filers” and uses mass actions to send document requests with specific deadlines.
  
  
• Clients upload their forms, which are encrypted and stored on Amazon S3. Jane can review, approve, or reject uploads and set expiration dates to ensure data stays fresh.
  
  
• She uses built-in messaging to comment on specific files and sends automated reminders via SMS or email through Portoll’s Twilio integration.
  
  
• She charges clients via a monthly subscription model, handled seamlessly through integrated Stripe processing.  

Result:
Jane spends less time organizing and following up, and more time delivering value. Her clients appreciate the professionalism and ease of use.

How Portoll Helps:

• Alexa creates a fully branded subscription-based website (e.g., fitwithalexa.com) using Portoll. Her site has her logo, color scheme, and a custom domain that feels like an extension of her brand.
  
  
• Subscribers gain access to exclusive content like PDF meal plans, weekly recipes, and training videos uploaded to their client dashboard.
  
  
• Alexa uses file request features to ask for body measurements and progress photos every week or month. She sets deadlines and auto-reminders to keep clients accountable.
  
  
• Clients can message her directly inside the portal, referencing specific files (like their recent weigh-in) to get quick feedback or encouragement.
  
  
• File uploads are stored securely with Amazon S3 encryption, protecting personal health data and ensuring compliance with basic data security standards.
  
  
• Alexa tracks whether subscribers are actively engaging—checking who has downloaded plans, submitted progress files, or missed check-ins.

Result:
Alexa delivers a premium coaching experience with a system that scales as her business grows. Her subscribers get a streamlined and professional platform that enhances accountability and results. She spends less time managing logistics and more time inspiring transformation.

How Portoll Helps:

• Miguel sets up a Portoll with his logo and domain (e.g., miguelwrites.net).
  

• Students upload assignments directly through the file portal, and Miguel provides feedback.
  

• Deadlines ensure students turn work in on time. Miguel can easily see who hasn’t submitted yet.
  

• All messages and files are tied to each student’s profile, keeping the process organized and professional.
  

• Miguel reviews usage analytics to see which students have accessed feedback or downloaded their revised documents.
  

Result:
Miguel provides a secure, private, and professional environment for tutoring—and can scale to dozens or hundreds of students without drowning in email.