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Choose your pricing plan

  • Freemium

    0R
     
    Free Plan
    • Works with Xero, QuickBooks, Sage
    • Up to 200 visits per month
    • Client Portal Optimised for Desktop & Mobile
    • Add your Logo and Colour Scheme
    • Folders for Invoice, Statement, Quote & Credit Note
    • Secure Client Login Link
    • Client Welcome Message
    • Client New Document Notifications
    • Notes & Internal Reminders
    • Single Entity
    • Multi Currency Enabled
    • Chat Support
    • Reporting Dashboard
    • 3 Users
    • Visitor functionality - View, forward, download docs

  • Premium - from

    499R
    Every month
    Everything in Freemium plus
     
    • Custom Billboard Display
    • Pay Button Integration
    • Second layer Password Protection
    • 2 x Additional Document Folders
    • Bulk Document Uploads
    • Email in Documents
    • AI Automated Document Filing
    • Branded Portal Domain
    • Custom E-mail Domain for notifications
    • Folder Visibility Control
    • Unlimited Users
    • 1GB Storage (for Documents)
    • 3 Custom Document Statuses
    • No Portal Genie Branding
    • Single Entity
    • 30 minute setup session R500 once off
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