Getting Started
How The Portal Genie Client Portal Works
Understand how your business, accounting software and clients connect through The Portal Genie Client Portal.
Last reviewed 14 August 2026
How The Portal Genie Client Portal Works
The Portal Genie connects your business, your accounting software and your clients through a single branded Client Portal.
Your team continues working in your accounting system. Clients access their documents, payments and communication through a secure portal designed for self-service.
The relationship at a glance
- Your business subscribes to The Portal Genie and connects your accounting software
- Your accounting software supplies client contacts and accounting documents
- The Portal Genie presents those documents in a branded Client Portal
- Your clients access the portal through your Client Portal Link — no separate registration required
What your team does
Your team manages the portal from your Portal Genie account:
- Connect and maintain your accounting integration
- Customise branding, folders and the Notice Board
- Share and upload documents for clients
- Communicate through document notes (Pro)
- Monitor client engagement and portal activity
Day-to-day accounting work stays in your accounting software. The Portal Genie handles the client-facing experience.
What your clients see
Clients open your Client Portal Link and sign in with a secure email OTP. Once verified, they can:
- View invoices, statements, quotes and credit notes
- Download documents from organised folders
- Pay invoices through Pay Now (when payment integration is connected)
- Read announcements on your Notice Board
- Upload documents to permitted folders (Pro)
- Exchange document notes with your team (Pro)
See What Can Clients Do in the Client Portal? for a full overview.
How clients get in
Clients do not register for a Portal Genie account. If they exist as a contact in your connected accounting software with the correct email address, they can access the portal through the secure OTP process.
Read the step-by-step guide: How Clients Access Your Portal.
Share access through your website
Every account includes a Client Portal Link you can add to your website as a Client Login button or share directly with clients.
Learn how in Add a Client Login Button to Your Existing Website.
Want to see it in action? Book a demo.
Related articles
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 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.
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.
Related pages
Need more help?
Book a demo to see The Portal Genie in action, or contact our sales team with your questions.