PlatoForms vs Portico
PlatoForms
platoforms.com
Portico
portico.runSide by side
| Figure | PlatoForms | Portico |
|---|---|---|
| Price from | $10/mo | $29/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 5 | 7 |
| Spec score · Client Intake Software | 8.5 (#7) | 8.3 (#11) |
| API | Its REST APIs support programmatic submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. | Portico offers a REST API and webhooks for programmatic onboarding management and real-time event notifications. |
| Compliance | The Trust Center lists HIPAA, GDPR, CCPA, FERPA, HECVAT, WCAG 2.1 AA, and other compliance or privacy frameworks, with BAAs available for Silver and Gold plans. | Portico describes GDPR consent, export, erasure and configurable retention tools; SOC 2 Type II and ISO 27001 are marked planned. |
| E-signatures | The service provides built-in electronic signatures and optional signature certificates containing signer, timestamp and file-checksum evidence. | Signatures are embedded in the flow and Portico stores a SHA-256 record hash for signed records. |
| Headquarters | Sydney, Australia | Almaty, Kazakhstan |
| Integrations | Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity. | Official integration pages name QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier and Make. |
| Payments | Stripe, PayPal, and Square payments can be collected directly in forms, and PlatoForms states it charges no additional transaction fees. | Stripe-powered payment steps collect deposits, retainers or fees without Portico taking a payment percentage. |
| Rating on Capterra | 4.6 out of 5 from 87 reviews | 0.0 out of 5 from 0 reviews. |
| REST API | The REST API supports form and submission integrations, with quotas and plan eligibility requirements. | The REST API is described as providing CRUD operations for onboardings, templates, clients and files with JSON, token authentication and rate limiting. |
| Security | The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption. | The security page states that stored data is encrypted with AES-256, data in transit uses TLS 1.2+, and audit events are cryptographically linked using SHA-256 hashing. |
| Support | The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day. | Support is provided through documentation and the [email protected] email address. |
| Templates | PlatoForms offers more than 2,000 ready-made form and document templates. | The documentation says the template gallery contains more than 40 pre-built workflows for agencies, accounting, legal and other sectors. |
| What it does | PlatoForms is a browser-based form and PDF workflow service that converts existing PDFs into online forms and returns completed PDFs in the original layout. | Portico is a web client-onboarding platform combining intake questions, document uploads, e-signatures, payments and reminders in one link. |
Plans
Portico
- FreeFree
- Starter$29 a month
- Lifetime Solo$49, paid once
- Pro$59 a month
- Business$119 a month
- Lifetime Practice$119, paid once
- Lifetime Firm$229, paid once
In their own words
PlatoForms
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect fields in PDFs and generate document sections, fields, and signature blocks from a description. Forms can use a classic layout or ask one question at a time in a conversational format. Workflow tools support multi-step approvals, branching, parallel paths, and routing one PDF among several people. PlatoForms offers more than 2,000 form and document templates, integrations with file storage, payment, and automation services, and REST APIs for submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. Forms can collect Stripe, PayPal, or Square payments; PlatoForms says it adds no transaction fees. The listed plans are Free at free, Bronze at $10 a month, Silver at $30 a month, and Gold at $80 a month, with paid-plan billing listed annually. Free and trial accounts retain data for a fixed three months; premium plans can choose a retention period from seven days to forever.
Portico
Portico is a client onboarding platform for service businesses, bringing intake, document uploads, e-signatures, and payments into a guided process. Its multi-step forms support conditional logic, validation, file uploads, and automatic saving. Clients can follow progress and access submitted responses and signed documents in a branded portal using magic-link access. Portico collects deposits, retainers, or project fees through Stripe. The maker says embedded signatures support the ESIGN Act and eIDAS, with timestamps and IP address logging. Integrations include QuickBooks Online, Xero, HubSpot, Pipedrive, Slack, Gmail, Zapier, and Make; a REST API and webhooks are also available. The security page lists AES-256 encryption for stored data, TLS 1.2+ in transit, and cryptographically linked audit events. The Free plan is $0.00 per free, with three active onboardings per month. Paid plans start at $29/mo billed annually, and each plan starts with a 14-day Pro trial without a credit card before moving to Free automatically.