6 Smart Ways to Share Your Portal Genie Smart Login Link
- geoff3133
- Nov 12, 2025
- 3 min read
When you register a new Portal Genie account, you’ll receive your unique Smart Login Link, the key that gives your clients instant access to your branded, client portal.
But once you have your link, the question becomes: how do you get it to your clients?
In today’s digital world, clients expect instant, convenient access to their invoices, statements, and important documents. That’s exactly what The Portal Genie delivers, a simple, professional, and secure client-facing portal designed for Xero, QuickBooks, and Sage users.
To help you get the most out of your new portal, here are the top ways to share your Smart Login Link and start driving regular client engagement.
Below are the top six proven methods to drive traffic to your Portal Genie client portal.
1. Create a Login Button on Your Website
Your website is your online home base, the perfect place to direct clients to your portal.
Add a “Client Login” button on your homepage or navigation bar.
Embed your Portal Genie login link directly in that button.
Mention the portal briefly on your site (e.g., “Access your invoices and statements anytime through our secure client portal”).
Tip: This method increases both website traffic and portal visibility, building trust with clients through a branded experience.
2. Include the Link in Your Invoice Email Templates
When you send invoices from your accounting software, you already have your client’s attention — so make it easy for them to find the portal.
Add a line such as: “View and download your invoices anytime via our client portal: [Insert Portal Genie link].”
This reinforces the habit of using your portal to check balances and download statements.
Bonus: Most accounting platforms (like Xero, QuickBooks, or MYOB) allow you to customize your email templates — take advantage of that feature.
3. Add the Portal Link to Your Email Signature
Think about how many emails you send each week, hundreds, maybe thousands. Every one of those is a subtle marketing opportunity.
Include a line like:
🔗 “Access your client portal anytime: [Insert Link]”
It’s professional, low-effort, and constantly visible.
This method ensures clients always know where to go, even months after your first email exchange.
4. Include the Link in Your Monthly Newsletters
If you send newsletters or updates, include your Portal Genie link there too.
Mention new features, security benefits, or convenient access options.
Encourage clients to log in to view their latest documents or statements.
Regular reminders through newsletters help build routine usage and drive repeat engagement with your portal.
Embed the Link in Your Invoice Templates
Go a step further by placing your Portal Genie link directly in the invoice itself.
Add it to the footer or a “Notes” section at the bottom.
Include a brief call-to-action:
“For your full account history and statements, log in to your client portal: [Insert Link].”
This ensures every client sees your portal link every time they open an invoice, simple but powerful.
Use Portal Genie’s Scheduled Messaging Feature
Portal Genie makes engagement even easier with Scheduled Messaging, automated weekly or monthly notifications that remind clients to visit their portal.
Set up friendly reminders like:
“Your latest invoice and statement are now available in your client portal. Click here to log in.”
These messages keep your brand top-of-mind while encouraging regular use.
Automation means you’re nurturing engagement without lifting a finger.
Final Thoughts
Promoting your Portal Genie client portal doesn’t have to be complicated, it just takes consistency and visibility. By integrating your login link naturally across your website, emails, and communications, you’ll make it effortless for clients to access what they need, and keep them coming back again and again.
Ready to make your portal the center of your client experience?
👉 Start implementing these strategies today and watch your engagement grow!
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