Getting Started
What is The Portal Genie?
Learn what The Portal Genie is and how it helps businesses deliver a connected client portal experience alongside their accounting software.
Last reviewed 14 August 2026
What is The Portal Genie?
The Portal Genie is client portal software that helps businesses deliver a modern, connected customer experience.
It brings together documents, communication, payments and self-service in one branded Client Portal — working alongside the accounting software you already use.
A customer experience layer, not accounting software
Great accounting software manages finances. Client experience often sits outside those core workflows.
The Portal Genie exists as a customer experience layer for businesses. Your team continues working with familiar accounting tools while clients gain a secure, branded portal.
The Portal Genie does not replace your accounting platform. It extends the client experience while your team keeps using the systems they already know.
Who is The Portal Genie for?
The Portal Genie is built for businesses that want to:
- Give clients one secure place to access documents and account information
- Reduce repetitive admin through client self-service
- Present a professional, branded client experience
- Connect their accounting software to a modern Client Portal
Accountants, bookkeepers, finance teams and business owners use The Portal Genie to improve how clients interact with their business.
What The Portal Genie brings together
Through one connected platform, you can offer clients:
- Secure access to invoices, statements, quotes and credit notes from your accounting software
- Document sharing and organised folder structure
- Online payments through Pay Now
- A Notice Board for announcements and promotions
- Client communication through document notes (Pro)
- Client document uploads (Pro)
- Branding and customisation to match your business
For a full overview of capabilities, see the Features page.
Works alongside your accounting software
The Portal Genie works with Xero, QuickBooks Online and Sage Business Cloud, integrating with the accounting software you already use.
Learn more in Connecting Portal Genie to Your Accounting Software.
Plans and getting started
Core and Pro plans both include a 30-day free trial. Compare what's included in Portal Genie Core vs Pro or view Pricing.
Ready to explore further? Book a demo to see The Portal Genie in action.
Related articles
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.
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.
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.
Related pages
Need more help?
Book a demo to see The Portal Genie in action, or contact our sales team with your questions.