Choosing practice software, made simple
Honest guides to what each type of Australian practice should look for, and how Portal 360 measures up.
Small accounting firms
What small Australian accounting firms should look for in practice management software, and how Portal 360 compares on CRM, workflows, e-signatures, ATO client communication and price.
Bookkeepers
How to choose practice management software for a bookkeeping practice: recurring workflows, Xero, MYOB and QuickBooks connections, client portal and pricing, with Portal 360 assessed on each.
BAS and tax agents
What BAS agents and tax agents should look for in practice software: ATO client communication, engagement letters, client approvals, deadlines and tasks, assessed against Portal 360.
Fractional CFOs
What fractional CFOs need from practice software: multi-entity client records, tasks, reporting and client collaboration, with Portal 360 assessed against each need.
Advisory firms
A buyer guide for advisory firms: pipeline CRM, proposals, engagement letters, e-signatures, workflows and client portal, assessed against Portal 360.
Sole practitioners
What a sole accountant or bookkeeper should look for in practice software: low cost, minimal admin, e-signatures, ATO mail, client portal. Portal 360 assessed.
Xero practices
How to choose practice software that works with Xero and Xero Practice Manager (XPM): sync, workflows, e-signatures and ATO client communication, assessed against Portal 360.
MYOB practices
Choosing practice software for a MYOB-based practice: client sync, workflows, e-signatures, client portal and ATO client communication, with Portal 360 assessed.
Firms moving off spreadsheets
How to move a practice off spreadsheets and shared inboxes: what to look for in practice software and how Portal 360 handles clients, tasks, files, signatures and email in one place.