Frequently Asked Questions

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.

The Portal Genie centralises all your client facing documents into one organised space that you can brand as your own. For Xero, QuickBooks and Sage users we have 4 dedicated billing folders that are always up to date for your clients to view invoices, statement, quotes and credit notes on demand plus you can add custom folders to your portal and include any customer facing documents in them. The portal is a two way portal enabling your customers to upload documents from their portal for your to retrieve.

It’s your own customer-facing self-service portal, fully branded to your business, where clients can access their invoices, statements, quotes, credit notes, and other documents. If the Pay button is activated, clients can also pay their invoices directly through the portal — making the process faster and more convenient. Unlike a generic portal or simple email link, this portal also features a billboard section, allowing you to share announcements, offers, and updates directly with your clients while they view their documents.

Yes, we integrate with Xero, QuickBooks, and Sage Business Cloud.

Yes. The portal is fully customizable, allowing you to add your own color scheme, logo, and branding so it looks and feels like a natural extension of your business.

Customers use your Smart Login Link to securely access their own documents. When they click the link, they’ll go through a quick One-Time Password (OTP) verification process to confirm their identity before gaining access.

Yes — we offer payment button integration, allowing direct invoice settlement.

Yes — we use industry-standard encryption and access controls, and we comply with best practices in data protection.

No. Each login is unique to the verified individual accessing their own documents. Your clients will only see their own information and cannot view other clients’ documents.