Question 1

What is The Portal Genie?

Accepted Answer

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.

Question 2

What does The Portal Genie do?

Accepted Answer

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.

Question 3

What is a customer facing portal used for?

Accepted Answer

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.

Question 4

Do I need to use specific accounting software?

Accepted Answer

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

Question 5

Can I customize the portal to match my brand?

Accepted Answer

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.

Question 6

How do customers access their documents?

Accepted Answer

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.

Question 7

Can customers pay invoices on the portal?

Accepted Answer

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

Question 8

Is it secure?

Accepted Answer

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

Question 9

Can customers see each others documents?

Accepted Answer

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.

Features

Client Portal

A professional, branded space your customers will love.

Billboard

Build messages your way, simple or advanced.

Client Login Link

Track important customer details right where you need them.

Reporting Dashboard

Track important customer details right where you need them.

Other documents

Create custom folders for other documents.

Pay Button

Track important customer details right where you need them.

Client Document Uploads

Clients can upload documents for you to store of for your to retrieve

Additional Features

See a list of other features on offer.

Solutions

For the client experience

One easy place for invoices, quotes, and statements.

For the Admin Teams

Automate nagging and save hours weekly.

For the Marketing Team

Promote directly to people who already trust you.

Frequently Asked Questions

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The Portal Genie 2025