Getting Started
How Clients Access Your Portal — No Registration Required
Clients open your Client Portal Link, enter their email address, receive a secure one-time passcode and access their portal — no separate registration required.
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Portal Genie Resources
Everything you need to understand, set up and get more from your Portal Genie Client Portal.
Featured resources
Start here — essential guides for understanding your Client Portal, client access and your website login link.
Getting Started
Add a Client Login Button to Your Existing Website
Every Portal Genie account includes a Client Portal Link you can add to your website as a Client Login button or share directly with clients.
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Getting Started
What is The Portal Genie?
The Portal Genie is client portal software that brings documents, communication, payments and self-service together in one branded experience — working alongside Xero, QuickBooks Online and Sage Business Cloud.
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Knowledge Base
Guides and articles to help you understand, set up and get more from your Portal Genie Client Portal.
Getting Started
Getting Started
What is The Portal Genie?
The Portal Genie is client portal software that brings documents, communication, payments and self-service together in one branded experience — working alongside Xero, QuickBooks Online and Sage Business Cloud.
Getting Started
How The Portal Genie Client Portal Works
Your team continues working in your accounting software while clients access invoices, documents, payments and communication through a secure, branded Client Portal.
Getting Started
How Clients Access Your Portal — No Registration Required
Clients open your Client Portal Link, enter their email address, receive a secure one-time passcode and access their portal — no separate registration required.
Getting Started
Add a Client Login Button to Your Existing Website
Every Portal Genie account includes a Client Portal Link you can add to your website as a Client Login button or share directly with clients.
Client Portal
Client Portal
What Can Clients Do in the Client Portal?
Clients can view accounting documents, download files, make payments, read your Notice Board, upload documents on Pro and exchange document notes — all in one branded portal.
Client Portal
Customising Your Client Portal
Customise your Client Portal with your logo, brand colours, folders, document statuses and Notice Board to deliver a professional, on-brand client experience.
Client Portal
Organising Client Documents with Folders
Organise client documents with standard accounting folders and custom folders, controlling visibility, order and upload permissions.
Client Portal
Using the Notice Board
The Notice Board is your Client Portal display space for customer announcements, promotions and important messages — with engagement tracking.
Documents
Documents
Sharing Documents Securely with Clients
Share invoices, statements, quotes, credit notes and custom documents with clients through secure portal access organised in folders.
Documents
Client Document Uploads
On Pro, clients can upload documents to permitted folders so your team can receive and review files without email attachments.
Communication
Communication
Document Notes and Client Communication
Document notes let clients and your team exchange messages attached to specific documents, keeping communication in context.
Communication
Notify Clients When New Documents Are Available
Enable new document notifications so clients receive an email when documents are assigned and ready to view in their Client Portal.
Accounting Integrations
Accounting Integrations
Connecting Portal Genie to Your Accounting Software
Portal Genie integrates with Xero, QuickBooks Online and Sage Business Cloud to surface invoices, statements, quotes and credit notes in your Client Portal.
Payments
Payments
Let Clients Pay Invoices Through the Client Portal
Clients select invoices and pay through Pay Now in your Client Portal when you connect a supported payment provider such as Stripe or Peach Payments.
Branding & Domains
Branding & Domains
Brand the Client Portal as Your Own
Apply your logo, brand colours and welcome messaging so your Client Portal feels like a natural extension of your business.
Branding & Domains
Using Your Own Client Portal Domain
Pro lets you use your own portal web address, such as portal.yourcompany.com, so clients access your portal on a domain they recognise.
Notifications
Notifications
Scheduled Client Email Notifications
Pro includes scheduled email campaigns so you can send targeted communications to client groups, with 3,000 emails included per month.
Security & Access
Security & Access
How Portal Genie Keeps Client Portal Access Secure
Clients access your portal through secure email OTP verification, with optional extra password protection on Pro and role-based permissions for your team.
Security & Access
Managing Team Users and Permissions
Manage your team with role-based permissions. Core and Pro include 2 users, with additional users available as your team grows.
Plans
Plans
Portal Genie Core vs Pro
Core delivers the complete client portal experience. Pro adds custom domains, client uploads, document notes, scheduled emails and more.
Analytics
Analytics
Understanding Client Portal Engagement
Monitor portal visits, mobile and desktop access, and Notice Board click activity to understand how clients engage with your portal.
Xero
Xero
Portal Genie for Xero
Portal Genie connects to Xero to bring contacts, invoices, statements, quotes and credit notes into a branded Client Portal for your clients.
QuickBooks Online
QuickBooks Online
Portal Genie for QuickBooks Online
Portal Genie integrates with QuickBooks Online to surface accounting documents and client contacts in your Client Portal.
Sage Business Cloud
Sage Business Cloud
Portal Genie for Sage Business Cloud
Portal Genie integrates with Sage Business Cloud to bring accounting documents and client records into your branded Client Portal.
FAQ
FAQ
Portal Genie Frequently Asked Questions
Quick answers about client access, website login, accounting integrations, payments, customisation and Core vs Pro.
Continue exploring Portal Genie
See the platform in action or explore the features that help businesses deliver a better customer experience.