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Stop Resending Documents.
Start Delivering Self-Service.
Give clients secure 24/7 access to invoices, statements, quotes, credit notes and shared documents, all in one branded portal connected to Xero, QuickBooks and Sage.
Real time sync with
Reduce admin. Improve client experience. Reclaim hours every week.
Before The Portal Genie
Repeated client queries
Endless email chains
Lost or scattered documents
Manual updates and communication
After The Portal Genie
Reduced queries and admin
Self service access 24/7
Everything in one secure place
Clients always informed
Serving Industry Leaders
Everything You Need in One Client Portal
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
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