Best practice management software for firms moving off spreadsheets
Firms tracking clients and work in spreadsheets and shared inboxes should look for software that imports existing data, gives every client one record, turns recurring work into templates and keeps email and files attached to the client. Portal 360 imports clients and tasks from CSV, offers worksheets and workflow templates, a File Centre and a shared inbox, and a migration program where the team does the transfer for A$2,999 per practice (excluding GST).
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.
Import what you already have
Nobody wants to retype a client list.
Portal 360: Import clients and tasks from CSV files through the Marketplace Data Import hub and the task import, with a column mapping check.
One record per client
Spreadsheets split a client across tabs and files.
Portal 360: Open one client to see profile, entities, contacts, activity and tasks together.
Templates instead of copy and paste
Recurring work is usually recreated by hand.
Portal 360: Workflow, checklist, folder and email templates capture the standard way you work.
Email and files attached to the client
Context is lost when email lives in personal inboxes.
Portal 360: Emails sent to clients link to their record, and the File Centre stores documents by client and entity.
Help with the move
The switch is where projects stall.
Portal 360: The migration program has the Portal 360 team do all data transfer and set up the whole product.
Portal 360 is a good fit if
- Practices tracking work in spreadsheets, shared drives and inboxes
- Firms that have outgrown their current tools
- Teams wanting a fixed-price, done-for-you migration
It may be less suited if
- Firms already happy with a single integrated system
Features that matter for firms moving off spreadsheets
Common questions
How do I move from spreadsheets to practice management software?
Import your client list and tasks from CSV, set up folder, checklist and workflow templates, and connect your email. With Portal 360 you can also use the migration program, where the team does all data transfer and set-up for A$2,999 per practice (excluding GST).
Can I import clients and tasks from a CSV file into Portal 360?
Yes. Clients can be imported through the Marketplace Data Import hub and tasks through Import CSV on the Task page, with a column mapping check before importing.
What does the Portal 360 migration program include?
The Portal 360 team completes all data transfer and set-up of the whole product for a fixed A$2,999 per practice (excluding GST).
Last updated 18 October 2026. Prices in Australian dollars, excluding GST.
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