top of page
Hassle free, secure client login
Your clients don’t need to sign up! They simply log in with their email or mobile and a one-time code that we send them.
Upload & receive documents
Two-way document exchange with clients including upload and email-in options.
Get paid via pay button
Clients can pay multiple invoices at once in our payment shopping cart.
Updates instantly
Always up to date with your latest invoices, statements, quotes & credit notes.
Custom branding
Add your logo, colour scheme and branding materials, a true extension of your business.
How The Portal Genie Works with Xero
The Portal Genie connects directly with Xero to give your clients a simple, secure place to access their documents.
​1. Connect Xero: Link your Xero account in seconds.
2. Billing Docs Sync Automatically: Invoices, quotes, statements and credit notes are synced into client folders.
3. Share Additional Documents with Your Clients: Upload other documents such as agreements, reports or other files to the same client portal.
4. Brand your portal to look your own: Apply your custom colours, logos and branding.
5. Clients Access Their Portal: Clients log in anytime to view documents.
Complete the form and receive 30-days free PLUS 70% off for 3 Months.
bottom of page