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South Africa Practice App of the Year 2026-page-header

Congratulations to our winner, The Portal Genie!

The Portal Genie takes the headache out of client document management, secure communications and onboarding for accounting and bookkeeping practices. By providing a secure, centralized space to share files, request information and manage client approvals, The Portal Genie eliminates constant email ping-pong and manual follow-ups so practice teams can keep work moving.

Key features include:

  • Centralised client portal: Gives clients a secure, user-friendly space to access documents, submit information and review updates.
  • Automated requests and reminders: Eliminates manual chasing by sending automated follow-ups for outstanding documents and queries.
  • Seamless Xero integration: Syncs client details and workflow triggers with Xero to keep practice data updated in real time.
  • Secure document sharing: Replaces risky email attachments with encrypted document sharing and collection to keep sensitive financial data safe.

Learn more about The Portal Genie below and meet the rest of our finalists that are empowering accountants and bookkeepers to scale and better serve their clients.

  1. Featured app
    Documents, Other

    The Portal Genie

    5 out of 5 stars
     8
    Documents, Other
    The Portal Genie syncs Xero documents into your own branded portal. Clients view and pay invoices like a shopping cart, upload and retrieve other documents, plus you can advertise and communicate. Fast, easy, affordable. Goodbye email trawling, hello customer experience layer.
  2. Accountant tools, Reporting and forecasting

    Draftworx

    4.95 out of 5 stars
     93
    Accountant tools, Reporting and forecasting
    Draftworx Financial Statements and Working Papers. Extract your information directly from Xero into Draftworx, and produce fully compliant financial statements or management reports, perform reviews, audits, XBRL submissions and more.
  3. Featured app
    Bills and expenses, Invoicing and jobs

    Tofu

    4.88 out of 5 stars
     114
    Bills and expenses, Invoicing and jobs
    Tofu is AI bookkeeping automation for accounting firms. Process invoices, receipts, and bank statements in 200+ languages and post them straight into Xero. Used by accountants across 50+ countries, including 7 of the top 10 global accounting networks.
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.