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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 

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Convenient smart access.

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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

Convenient functionality

View, forward and download documents on demand 24/7.

2 Way Portal

You and your client can upload documents to the portal

Start for free. No credit card required. 

Try The Portal Genie for free today!
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