Best practice management software for bookkeepers
Bookkeepers should look for software that handles recurring client work, connects to Xero, MYOB and QuickBooks, and gives clients a simple portal. Portal 360 offers worksheets per client job, repeatable workflow templates, checklists, time tracking and a billing report, a shared inbox, e-signatures and a client portal, from A$29 per user per month.
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.
Recurring work made repeatable
Bookkeeping is the same steps every month for every client.
Portal 360: Workflow templates define the steps and the tasks each step creates; start one for a client and the tasks appear in their worksheet.
Works with the ledger you use
Most bookkeepers live in Xero, MYOB or QuickBooks.
Portal 360: Portal 360 integrates with all three, plus XPM, so client and invoice data stay aligned.
Time and billing visibility
Knowing what each client costs to serve protects margin.
Portal 360: Tasks carry time and value, and the Billing Report totals billable time and value-based lines, with grouping, filtering and export.
A simple way for clients to send documents
Chasing receipts and statements by email wastes hours.
Portal 360: Give client contacts portal access and share files through the portal or protected links; the File Centre keeps client folders consistent with folder templates.
Clear status for the whole team
Everyone should see what is due, overdue and waiting.
Portal 360: Kanban, table or card views with filters by client, status, priority, assignee and due date, plus a dashboard with My day, Planner and Team tabs.
Reasonable cost per user
Bookkeeping margins are thin.
Portal 360: Per-user pricing from A$29 per month with a 7-day free trial.
Portal 360 is a good fit if
- Bookkeeping practices running many recurring client jobs
- Teams that want client email and files tied to the client record
- Practices adding services such as advisory or payroll support
It may be less suited if
- Solo bookkeepers who only need a simple task list
- Practices that want the practice tool to replace their accounting software
Common questions
What is the best software for managing recurring bookkeeping work?
Look for workflow templates that create the right tasks for each client. Portal 360 workflow templates define steps and the tasks each step creates, and starting a workflow for a client creates the real tasks in their worksheet.
Does Portal 360 connect to Xero, MYOB and QuickBooks?
Yes. Xero is available on every plan, QuickBooks and MYOB are included from Starter, and an XPM sync add-on is available for A$99 per account per month.
Can bookkeepers track time and billing in Portal 360?
Yes. Tasks carry time and value, and the Billing Report totals billable time and value-based lines, which you can group, filter and export.
Last updated 18 October 2026. Prices in Australian dollars, excluding GST.
Try it with your own clients
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