Best practice management software for BAS and tax agents
BAS agents and tax agents handle ATO correspondence, engagement letters, deadlines and client sign-offs every week. Portal 360 pulls ATO letters and notices into client files overnight, forwards them to clients with your cover letter, sends engagement letters for e-signature, tracks recurring BAS work as workflows and runs client approvals, with data hosted onshore in Australia.
What to look for, and how Portal 360 measures up
Use these criteria with any vendor. Each shows what Portal 360 provides so you can compare like for like.
ATO correspondence under control
Letters and notices arrive constantly and need to reach the right client quickly.
Portal 360: ATO client communication syncs overnight by ABN, notifies the responsible partner, manager and workspace owner, and forwards notices by email or secure folder, with optional auto-forwarding rules.
Engagement letters and authority forms signed fast
Work should not start until paperwork is signed.
Portal 360: Letter Studio and e-signatures let you send engagement letters and forms for signature, with reminders and an audit trail.
BAS and lodgment cycles as repeatable workflows
Quarterly and annual cycles repeat for every client.
Portal 360: Workflow templates create the tasks for each cycle, with checklists, due dates and assignees.
Client sign-off before lodgement
Clients should approve figures before they go in.
Portal 360: Moving a task into Clients Review sends an approval request to the client's portal contacts, with comments and a recorded decision.
Client onboarding with compliance checks
New clients need identity and regulatory checks.
Portal 360: The Add client wizard captures clients, contacts and entities, and integrated AML handles regulatory checks as part of onboarding.
Onshore data and strong security
Tax file data demands careful handling.
Portal 360: Australian Azure hosting, ISO 27001 certified controls, encryption, multi-factor authentication and role-based access.
Portal 360 is a good fit if
- BAS and tax agents who spend time on ATO mail
- Practices that want client approvals recorded on the file
- Firms replacing a separate ATO mail tool
It may be less suited if
- Practices needing direct ATO lodgement inside the platform (on the ATO roadmap, not yet available)
Common questions
Which practice software pulls ATO letters into client files for tax agents?
Portal 360 does. ATO client communication pulls letters and notices into the right client file overnight by ABN, alerts your team and lets you forward them to clients as one PDF with your cover letter.
Can I get client approval before lodging in Portal 360?
Yes. Move a task into Clients Review and the client's portal contacts receive an approval request. Their response is recorded under Approvals.
Does Portal 360 lodge with the ATO?
Not yet. Direct lodgement is on the ATO roadmap. ATO client communication is available now.
Last updated 18 October 2026. Prices in Australian dollars, excluding GST.
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