Portal Genie

Choose the Portal Genie plan that fits your business.

Compare our Core and Pro client portal software plans and talk to our team about the right option for your business.

Talk to our team about pricing and the right plan for your business.

Contact Sales

Core

The complete core Portal Genie experience.

  • Customise your client portal
  • Automatically integrates invoices, statements, quotes & credit notes from your accounting software
  • Give clients the ability to pay invoices from your portal
  • Upload documents for your clients to access
  • Add your own logo & brand colours
  • Display space for whatever you want your client to see
  • Create internal notes & reminders for you and your team
  • Label documents with your own document statuses
  • Portals have a small "Brought to you by The Portal Genie" logo
  • Up to 1,000 clients
  • 2 GB storage
  • 2 users

Pro

Everything in Core, plus:

  • Remove The Portal Genie branding
  • Use your own portal web address
  • Send emails from your own domain
  • Let clients upload documents for you to receive
  • Your clients can create and respond to document notes
  • Schedule email campaigns
  • Email documents directly into the portal
  • Up to 2,500 clients
  • 10 GB storage
  • 2,000 emails per month
  • 2 users

  • Need more than 2,500 clients?

    Talk to Sales →

Optional extras

Add more storage, email credits or users as your business grows.

  • Storage

    Secure document storage

    Add additional storage as needed

  • 1 TB Storage Bundle

    1 TB of secure document storage

    Higher storage capacity for growing businesses

  • Email Campaigns

    Scheduled client email campaigns

    Purchase additional email credits

  • Users

    Add additional team members

    Add more users to your account

Optional extras can be added as your business grows. Contact our team for pricing and availability.

Compare plans

See everything included across Core and Pro.

See all features

Core Portal Features

  • Customise your client portal

    Core
    Pro

  • Automatically integrates invoices, statements, quotes & credit notes from your accounting software

    Core
    Pro

  • Give clients the ability to pay invoices from your portal

    Core
    Pro

  • Upload documents for your clients to access

    Core
    Pro

  • Add your own logo & brand colours

    Core
    Pro

  • Display space for whatever you want your client to see

    Core
    Pro

  • Create internal notes & reminders for you and your team

    Core
    Pro

  • Label documents with your own document statuses

    Core
    Pro

  • Portals have a small "Brought to you by The Portal Genie" logo

    Core
    Pro—

Included With Your Plan

  • Users Included

    Core2
    Pro2

  • Included Storage

    Core2 GB
    Pro10 GB

  • Included Emails

    Core—
    Pro3,000

Advanced Communication & Security

  • Email documents directly into the portal

    Core—
    Pro

  • Schedule email campaigns

    Core—
    Pro

  • Group Clients for Email Campaigns

    Core—
    Pro

  • Reply to Emails

    Core—
    Pro

  • Add Extra Password Protection to Your Portal

    Core—
    Pro

  • Send emails from your own domain

    Core—
    Pro

  • Use your own portal web address

    Core—
    Pro

  • Your clients can create and respond to document notes

    Core—
    Pro

  • Let clients upload documents for you to receive

    Core—
    Pro

  • Remove The Portal Genie branding

    Core—
    Pro

Frequently asked questions

No. Portal Genie is the customer experience layer for businesses using accounting software like Xero. Your team continues working in their accounting system while customers get a secure, branded portal for documents, communication, payments and self-service.

Ready to create a better customer experience?

Book a demo to explore the platform, or start a 30-day free trial with Core or Pro.

Start 30-Day Free TrialBook a Demo