Organising Client Documents with Folders

Folders help clients find the right documents quickly — without searching through email threads or calling your office.

The Portal Genie uses folders to organise accounting documents, uploaded files and client submissions in a clear, structured layout.

Standard accounting folders

When your accounting software is connected, standard folders typically include documents such as:

• Invoices
• Statements
• Quotes
• Credit notes

These folders are populated from your accounting integration, keeping client-facing documents aligned with your accounting records.

Custom folders

You can create custom folders for documents that sit outside standard accounting categories — such as contracts, compliance files, onboarding packs or project documents.

Custom folders give you flexibility to structure the portal around how your business actually works with clients.

Visibility and ordering

Control which folders clients can see and the order they appear. Put the most important or frequently accessed folders first so clients find what they need without friction.

You can also set a default landing folder so clients arrive at the most relevant view when they open the portal.

Upload permissions (Pro)

On Pro, you can allow clients to upload documents to specific folders. This is useful when you need clients to submit files — tax documents, signed forms or supporting records — directly through the portal.

See Client Document Uploads.

Why folder organisation matters

Well-organised folders:

• Reduce "where is my invoice?" enquiries
• Make self-service genuinely useful for clients
• Keep document history clear and accessible
• Support a professional, structured client experience

Learn more about sharing documents in Sharing Documents Securely with Clients and customising your portal in Customising Your Client Portal.

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