PlatoForms
7.7#2 in client intake softwareFrom $10 a monthFree planAndroidWebAPI
VisitPlatoForms vs Portico
What both publish
| Fact | PlatoForms | Portico |
|---|---|---|
| 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. |
PlatoForms plans
- FreeFree
- Bronze$10 a month
- Silver$30 a month
- Gold$80 a month
Portico plans
- FreeFree
- Starter$29 a month
- Lifetime Solo$49, paid once
- Pro$59 a month
- Lifetime Practice$119, paid once
- Business$119 a month
Pick PlatoForms if…
PlatoForms suits teams that need to turn PDFs into online forms, collect submissions or payments, and route documents through approvals. The company says it is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations.
Pick Portico if…
Portico is presented for service businesses such as agencies, accountants, bookkeepers, legal practices, consultants, coaches, and freelancers. It suits teams that want forms, documents, signatures, and payments in a guided client onboarding process.