Everything your customers need. Built into one platform.
Explore the client portal software features that help businesses deliver a modern customer experience — from secure document sharing and self-service to communication and online payments.
Customer Portal
Empower customers to serve themselves with a branded online portal that reduces phone calls, emails and administrative work through secure self-service access
- Access documents, make payments and manage account information anytime
- Upload files, exchange notes and stay informed with your Notice Board
- Secure OTP login with a branded experience on any device
Online Payments
Allow customers to pay multiple invoices at once with payment button integration.
- Accept secure online payments for multiple invoices at once through a payment button integrated into your customer portal
- Streamline customer tasks with guided workflows and automation
- Works seamlessly alongside your existing processes
Document Management
Simplify document sharing with one secure, centralised portal where customers can access what they need, whenever they need it.
- Share invoices, statements, quotes and credit notes synced in realtime with your accounting software
- Customers can access and retrieve documents whenever they need them
- Upload other documents to your customer portal for them to view and download
- Your customers can upload documents to your portal for you to receive and review
- Eliminate email attachments and keep document history organised
Customer Communication
Keep conversations in context with a dedicated communication layer that connects customers and your team in one place.
- Centralised messaging tied to customer records
- Clear communication history across your team
- Fewer missed messages and duplicate threads
Branding & Personalisation
Present a consistent, professional experience that feels like an extension of your business — not a generic third-party tool.
- Custom branding across the customer experience
- Tailored portal presentation for your business
- Professional first impression for every customer
Administration & Security
Manage users, permissions and platform settings with the confidence that customer data is handled securely.
- Role-based access and user management
- Secure cloud platform built for business use
- Administrative controls that scale with your team
Built for businesses that care about customer experience
From accounting firms to professional services businesses, organisations trust The Portal Genie to deliver a connected customer experience.
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Customers in
- South Africa
- United Kingdom
- United States
- Australia
- Canada
- Ireland
Ready to see The Portal Genie in action?
Book a personalised demo and see how The Portal Genie can work for your business.