Portal Audit · $500

Find out what’s sitting in your portals.

We read every portal your business logs into, phone the ones that won't answer in writing, and hand you a list of what's pending, what's about to lapse, and what's stuck.

Read-only · 3 business days · credited to your first month

What lands in your inbox

Six things, on one page.

Everything pending, per portal, with its age

One list, sorted oldest first, across every portal you connected — not one tab per system that you reconcile yourself.

Everything that lapses or expires in the next 60 days

Renewals, certificates, and anything with a date on it that is coming at you.

Everything stuck, and who it is stuck on

Submitted-and-silent, waiting on you, waiting on them. The three piles behave differently and the fix is different for each.

What we could NOT read, and exactly why

A portal that blocked us, an operator that refused the sub-user, a login that wants a code only your phone gets. Named, per portal, with the reason.

Every reading we are not confident about, flagged as such

An unflagged wrong answer is worse to you than no answer. Anything we are unsure of arrives marked unsure.

The answer to whether we can work for you at all

Portal failure is not random, it is per-portal: a portal we can operate we can operate every morning, and one we cannot never becomes workable by trying harder. The audit is how you find that out in three days instead of three months.

How it runs

Three steps, and one of them is ours.

  1. 1
    You add us as a named sub-user

    Add us as a named sub-user on the portals you want read — the way you would add a new hire — with read-only permissions if the portal offers them. Takes a few minutes per portal. We never ask for a shared password, and if you offer one we'll say no — most portal agreements forbid handing a login to a vendor, and we're not going to be the reason yours gets read closely.

  2. 2
    We read everything, and phone what won't answer in writing

    A portal that will tell us in writing, we read. One that won't — or one that's down, or one that only says "pending" — we call, on your behalf, as your authorised sub-user. That second half is the part nobody else does, and it's why the list comes back complete instead of mostly complete.

  3. 3
    You get one list, inside 3 business days

    Not a dashboard to log into and learn. One document, sorted oldest-first, that you can read on your phone and hand to whoever works it.

What it will not do

The limits, before you pay.

If any of that is a dealbreaker, it’s better that you know now than after the invoice. How we handle your data.

Built for every industry

Whatever you have to log into.

The reading and the calling are the same job everywhere. Only the portals change — so pick the one that sounds like you, and see the systems we’d be reading.

Insurance agencies

Travelers · Chubb · EMC

See the audit
Contractors & builders

Accela · eTRAKiT · Tyler EnerGov

See the audit
Freight brokers & carriers

shipper TMS portals · load boards · FMCSA

See the audit
Medical & dental practices

Availity · UnitedHealthcare · Aetna

See the audit
Staffing agencies

Fieldglass · Beeline · VNDLY

See the audit
Accountants & bookkeepers

IRS e-Services · state revenue portals · state secretary-of-state filings

See the audit
Property managers

county code-enforcement portals · utility accounts · HOA portals

See the audit
Auto dealers

state DMV/title portals · lender funding portals · manufacturer warranty systems

See the audit
Law firms

state e-filing portals · PACER · county clerk systems

See the audit
Home-services companies

city permit portals · state licensing boards · manufacturer warranty systems

See the audit
Customs brokers & importers

CBP ACE · terminal operator portals · steamship line portals

See the audit
Independent pharmacies

PBM provider portals · wholesaler portals · state Medicaid

See the audit

Not listed? Tell us which systems you log into and we’ll say straight whether we can read them.

Fair questions

The ones we’d ask.

Can you change anything in my portals?
No, and not as a policy — as a limit. The audit reads. It does not submit, approve, file, or cancel anything. If your portal offers read-only permissions for a sub-user, use them; the audit works exactly the same.
Why won't you take a shared login?
Because your agreements almost certainly forbid it. Insurance carriers say it outright — EMC's terms prohibit sharing credentials "with any other individual, including anyone employed through a third-party vendor" — and most other portals say the same in substance. A named sub-user is the mechanism these systems actually built for this, and it's the one we use.
How do I get rid of you?
Remove the sub-user in the portal itself. You don't ask us, you don't wait for us, and you don't take our word that it worked — the access is yours to end, in a system we don't control. That's deliberate.
What if you can't read one of my portals?
Then the report says so, names the portal, and says why. This is the single most useful thing the audit tells you: whether we can work for you at all. A portal we can read, we can read every morning; one we can't never becomes readable by trying harder. Finding that out in three days is the point.
Is the $500 on top of a subscription?
No. If you start with us within 30 days of the report, the full $500 comes off your first month. If you don't, you keep the list and we're done — there's nothing to cancel.
Why isn't this free?
Because a free audit would be worth exactly what you paid for it, and because we'd rather do a small number of these properly than a large number badly. Paying also means you can hold us to the three days.
Is this built for my industry?
Almost certainly — there is a page for 12 of them below, and the list is not the limit. Reading a portal and phoning whoever won't answer in writing works the same everywhere; what changes is which portals matter to you. If yours isn't listed, say which systems you log into and we'll tell you straight whether we can read them.

One list. 3 days. Nothing touched.

$500, and it comes off your first month if you carry on with us.

Read-only · named sub-user, never a shared login · revoke it yourself, any time