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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

Convenient smart access.

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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