Portal Genie Frequently Asked Questions

Quick answers to common questions about The Portal Genie Client Portal. For deeper guidance, follow the links to individual resource articles.

What is Portal Genie?

The Portal Genie is client portal software that helps businesses deliver a modern customer experience. It brings documents, communication, payments and self-service together in one branded Client Portal — working alongside Xero, QuickBooks Online and Sage Business Cloud.

Read more: What is The Portal Genie?

Do my clients need to register?

No. Your clients do not need to register for Portal Genie or create a separate account. If they exist as a contact in your connected accounting software with the correct email address, they can access the portal through a secure email OTP.

Read more: How Clients Access Your Portal

How do clients log in?

Clients open your Client Portal Link, enter their email address, receive a secure one-time passcode (OTP) and enter it to access their portal. There is no separate Portal Genie password for clients to remember.

Read more: How Clients Access Your Portal

Can I add Client Login to my website?

Yes. Every Portal Genie account includes a Client Portal Link you can add to your website as a Client Login, Customer Login or Client Portal button. You do not need to build your own login system.

Read more: Add a Client Login Button to Your Existing Website

Can I share the portal link directly?

Yes. You can share your Client Portal Link directly with clients — in emails, messages or onboarding materials — as well as adding it to your website.

Read more: Add a Client Login Button to Your Existing Website

Which accounting systems integrate?

Portal Genie integrates with Xero, QuickBooks Online and Sage Business Cloud.

Read more: Connecting Portal Genie to Your Accounting Software

Can clients pay invoices?

Yes. Clients can pay invoices through Pay Now in their portal when you connect a supported payment provider such as Stripe or Peach Payments.

Read more: Let Clients Pay Invoices Through the Client Portal

Can clients upload documents?

Yes, on the Pro plan. You control which folders accept client uploads. Core includes document sharing from your business to clients; Pro adds client uploads.

Read more: Client Document Uploads

Can I customise the portal?

Yes. Both Core and Pro include logo, brand colours, folders, document statuses and the Notice Board. Pro adds your own domain, email domain and the option to remove Portal Genie branding.

Read more: Customising Your Client Portal

Can I use my own domain?

Yes, on Pro. You can use your own portal web address — such as portal.yourcompany.com — so clients access the portal on a domain they recognise.

Read more: Using Your Own Client Portal Domain

Does it work on mobile?

Yes. The Client Portal is designed to work on desktop and mobile devices, so clients can access documents, make payments and read your Notice Board from the device that suits them.

Read more: What Can Clients Do in the Client Portal?

Can I notify clients about documents?

Yes. You can enable automatic notifications when new documents are assigned. On Pro, you can also schedule email campaigns to client groups.

Read more: Notify Clients When New Documents Are Available

What is the difference between Core and Pro?

Core delivers the complete client portal — accounting integration, Pay Now, Notice Board, branding and document sharing with 2 users and 2 GB storage. Pro adds client uploads, document notes, scheduled emails, custom domain, removal of Portal Genie branding, 10 GB storage and 3,000 emails per month.

Read more: Portal Genie Core vs Pro

Do clients need another password?

No. Clients verify their identity through a secure email OTP. There is no standing Portal Genie password for clients. Pro optionally adds extra portal password protection if your business wants an additional layer.

Read more: How Portal Genie Keeps Client Portal Access Secure

Can multiple contacts access a portal?

Where applicable, additional contacts linked to a client record in your accounting software may also access the portal, depending on your contact setup and configuration.

Read more: How Clients Access Your Portal

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