The
AI-Powered, All-in-One
Practice Management
Platform
Built specifically for Accountants, Bookkeepers, Fractional CFOs, and Advisory firms. Portal 360 helps your team work smarter, slash manual data entry, and deliver an amazing client experience.
See Portal 360 in action
Real screens, real speed. Pick a job and watch how little it takes.
Add a client in seconds
Capture the entity, contacts and services once. Everything else in your practice links back to it.
Try it free
Are Disconnected Tools and Manual Admin slowing down your practice?
Managing a modern financial practice shouldn't mean drowning in scattered emails, chasing clients for signatures, or jumping between ten different apps just to complete a job. You need a single source of truth.
Built for the Modern
Financial Practice
Every financial practice operates differently. That's why Portal 360 is built for accountants, bookkeepers, fractional CFOs, and advisory firms with flexible workflows, AI-powered automation, and connected tools that simplify daily operations and improve productivity.
Build stronger client relationships with a connected Practice Management Platform. Manage leads, onboard clients securely, track every interaction, and keep your advisory practice organised from one central platform.
Learn More about Advisory Firm ManagementReady to See How Portal 360
Fits Your Practice?
Discover how Portal 360 helps financial professionals simplify operations, improve collaboration, and deliver an
outstanding client experience with one intelligent Practice Management Software.
Discovery Plan
Perfect for independent professionals exploring a modern practice management software solution with essential tools to get started.
Starter
Ideal for growing firms looking to automate workflows, improve collaboration, and simplify everyday operations.
Professional
Built for expanding firms that need advanced workflow automation, AI automation, greater collaboration, and enhanced productivity.
Advanced
Designed for larger firms requiring enterprise-level accounting practice management software, unlimited scalability, advanced automation, and powerful integrations.
Immutable backups
Tamper-proof copies of your data
ISO 27001 certified security
Independently audited
99.99% uptime SLA
Built to stay available
Australian data centre and hosting
Your data stays onshore
Everything your practice needs, connected in one place
Pick a module to see what it does. Everything shares the same client record, so your team never re-enters the same detail twice.
Run the work of your practice in one place. Tasks live inside worksheets, one per client job, so nothing slips between jobs.
- Kanban, table and card views of every task
- Workflows that create the right tasks, step by step
- Reusable checklist and task templates
- Billing Report that totals tracked time and value
Say what should happen in plain English. Portal 360 builds the automation and shows you a preview before anything goes live.
- Command page turns a request into an automation
- Build with Describe with AI, the visual canvas or step by step
- Pi assistant answers questions about your tasks, clients and inbox
- AI Auto-fill drafts task details for you to check
Connect Gmail or Outlook and keep client email, templates and campaigns together, linked to the client file.
- One inbox across every connected mailbox
- Mailboxes are private by default; you choose who sees them
- Reusable email templates
- Campaign Studio emails many clients at once, with a checklist
Store client documents in folders, preview them without downloading and share them the way each client needs.
- Folders with colours and tags; drag files in to upload
- Preview PDFs and text files in a window
- Share through the client portal or a public link
- Default client folders, plus Google Drive, OneDrive and SharePoint import
One record for every client, with the entities, contacts and leads behind them.
- Lead pipeline as Kanban, cards, table or list
- Client profile with entities, contacts, activity and tasks in one view
- Companies, trusts, funds and individuals, with tax and banking details
- Lead forms for your website, plus Billing, Proposal and Letter Studio
Connect Portal 360 to your accounting, email and storage tools. Connected apps sync automatically.
- Xero, QuickBooks, Google Workspace, OneDrive, SharePoint and more
- Pick an app, check its requirements, sign in and you are connected
- Manage every connection from My Apps
- Import clients or tasks from a CSV file with Data Import
Example screens. Your workspace shows your own clients and data.
One platform instead of a stack of subscriptions
Each of these is built into Portal 360, on the same client record. Fewer logins, fewer invoices and nothing to re-key between tools.
ATO client communication
Replaces a separate ATO mail tool
ATO letters and notices are pulled into each client file overnight, your team is alerted, and clients receive them with your own cover letter. Auto-forwarding rules handle the routine ones.
See how it worksElectronic signatures
Replaces a separate eSignature tool
Send engagement letters and forms for signing, choose parallel or sequential signers, save reusable templates, remind signers and track every document to completion. Documents are voided, not deleted, so the audit trail stays.
See how it worksWorkflows and tasks
Replaces a separate job and workflow manager
List, kanban and timeline views, worksheets, task templates and billing reports in one place.
Client approvals
Replaces approvals chased by email
Send items for client or internal approval and see who has approved, rejected or not yet voted.
CRM and onboarding
Replaces a separate CRM
Clients, entities, contacts and leads linked together, with onboarding built in.
Files and client portal
Replaces file-sharing and document portals
Share folders with chosen team members or the client portal, and connect SharePoint and more.
Client email and campaigns
Replaces a separate email tool
Email your clients and run campaigns from the same client records.
Invoicing and billing
Replaces separate invoicing
Create invoices from the client record and report on billable time and value.
Seamlessly Integrates
Portal 360 integrates with leading accounting software, workplace applications, and Australian regulatory services, helping your practice stay connected without disrupting existing workflows.
View Integration Map
What Our Clients Are Saying
"Since implementing Portal 360, we've reduced the time spent chasing documents and managing client communications. The automation and workflow features have delivered measurable productivity improvements."
Ryan Matthews
Director
Protection that works the way your practice does
Control who gets in, what they can see, and what happens if something goes wrong. All client data stays in Australia.
Multi-factor sign-in and passkeys
Protect every login with an authenticator app, SMS or email code, or skip passwords entirely with a passkey.
Single sign-on
Sign in with Microsoft or Google, so access follows the business accounts your team already uses.
Roles and permissions
Decide who can see and change each client's information, using roles and staff groups.
Folder-level sharing
Share a folder with chosen team members or a client portal, never your whole workspace.
Sign out everywhere
End every active session in one click if a laptop or phone goes missing.
A record of what happened
Documents and invoices are voided, not deleted. Approvals and signatures stay on the client file.
Where your data lives
Hosted in Australia
Microsoft Azure, onshore
Encrypted
At rest and in transit
Backed up three times
Immutable copies in three Australian regions
ISO 27001 certified
Information security standard
Mobile access
Work Anytime, Anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Frequently Asked Questions
Everything you need to know about Portal 360
Yes. Portal 360 includes an Entity Manager that provides a single place for consolidated client entity management. It offers clear visibility across all entities, including shareholding and director management, lodgment tracking, consolidated financial reporting, and one-click entity data export.
More questions? See all Portal 360 FAQs
Migration program
Switching practice management software? We move you across.
For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.