Portal Genie Core vs Pro

The Portal Genie offers two plans — Core and Pro — so you can choose the client portal features that match your business today and upgrade as you grow.

Both plans include a 30-day free trial.

Core — the complete client portal experience

Core delivers the full foundation of client portal software:

• Customise your client portal with logo and brand colours
• Automatic integration of invoices, statements, quotes and credit notes from your accounting software
• Pay Now — clients pay invoices through your portal
• Upload documents for clients to access
• Display space on your Notice Board
• Internal notes and reminders for your team
• Custom document statuses and tags
• Custom folders for document organisation

Core includes 2 users and 2 GB of storage.

Core portals display a small "Brought to you by The Portal Genie" logo.

Pro — everything in Core, plus

Pro adds advanced communication, branding and security capabilities:

• Remove The Portal Genie branding
• Use your own portal web address (e.g. portal.yourcompany.com)
• Send emails from your own domain
• Let clients upload documents for you to receive
• Document notes — clients create and respond to notes on documents
• Schedule email campaigns with client groups
• Email documents directly into the portal
• Extra password protection for your portal

Pro includes 2 users, 10 GB of storage and 3,000 emails per month for scheduled campaigns.

Quick comparison

| Feature | Core | Pro | |---------|------|-----| | Client portal and customisation | Yes | Yes | | Accounting integration | Yes | Yes | | Pay Now | Yes | Yes | | Notice Board | Yes | Yes | | Client document uploads | — | Yes | | Document notes (client-facing) | — | Yes | | Scheduled email campaigns | — | Yes | | Custom portal domain | — | Yes | | Remove Portal Genie branding | — | Yes | | Included storage | 2 GB | 10 GB | | Included emails | — | 3,000/month | | Included users | 2 | 2 |

Add-ons

Both plans support add-ons as your business grows:

• Additional storage (per GB or 1 TB bundles)
• Additional email credits (Pro)
• Additional users (per user/month)

Which plan is right for you?

Choose Core if you need a branded client portal with accounting integration, document sharing, Pay Now and the Notice Board.

Choose Pro if you also need client uploads, document notes, scheduled email campaigns, your own domain or removal of Portal Genie branding.

View full pricing at Pricing or Book a demo to discuss your requirements.