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The Portal Genie provides you with a client facing portal that organises all of your documents for clients to access 24/7.

Imagine if your clients could find everything they need without sending you a single email.

Features:

Accounting documents (statements quotes and invoice) sync.
Integrates with Sage, Xero or Quickbooks.
Setup in minutes
Brand your portal like an extension of your business.
Upload any other documents and manage them in folders.
It's a two-way portal. Customers can upload requested documents.
Get paid via a pay button using Peach Payments or Stripe.
Prime billboard real estate for advertising.
Provide your clients access with your unique smart link. Embed it on your website, send it via email, add it to your invoice templates, include it in your newsletters and add it to your email signature.
Secure OTP login via email or SMS.
Fully optimized for mobile.

Try The Portal Genie today for free!

Please reply to this email if you would like further information, to sign up for a free trial or a quote.

Enter the partner code PG1005 when signing up for a Portal Genie account to link your account to us for free training and support.

We are running the following campaigns until 31 March 2025.

10% off all module, user or Pervasive upgrades.
Sign up on a Sage50 Tier Flex Monthly subscription in February and your first debit order will only run in April.
Sign up in March and have the first debit order go off in May.
10% discount on flex annual subscriptions.
15% discount on flex annual Sage 50 Plus subscriptions (tier 3).

We are running the following campaigns until 31 March 2025.