Your instant client facing portal
For users of Xero, QuickBooks and Sage accounting software.
The Portal Genie is a seamless extension of your business. It centralizes all client-facing documents in one secure, branded portal and transforms client document access into an on demand, smooth, professional experience that also doubles as a powerful marketing and communication channel.
Real time sync with
How The Portal Genie works
Quick to set up, effortless to use, powerful for your business.
01. Connect
01. Connect
Connect your accounting software.
Sync Xero, QuickBooks, or Sage. All invoices, quotes, and statements auto-organize into client folders.
03. Enrich
Add more, effortlessly.
Upload or email in other docs. File them to the right folder, keeping everything complete and organized.
02. Brand
Make it your own.
Add your logo, colors, custom domain, and billboard. Every client touchpoint feels like you.
04. Share
Instant client access
Clients log in with a smart link for secure 24/7 access. No more chasing or resending documents.
Why your clients will love it.
Optimized for Desktop and Mobile
Easily access the portal on the go from anywhere via your portal link.
Payments made easy
Pay multiple invoices in one cart.
Organize documents
Find documents in organized and designated folders.
Stay up to date
View billboard messaging, share and click.
Convenient functionality
View, forward and download documents on demand 24/7.
2 Way Portal
You and your client can upload documents to the portal