Portal 360
Buyer guide

Best practice management software for MYOB practices

Practices that run on MYOB need practice software that connects to MYOB and handles the rest of the client relationship: CRM, workflows, signatures, files and ATO mail. Portal 360 integrates with MYOB from the Starter plan, built around Australian and New Zealand practice requirements, with a 7-day free trial.

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.

  1. MYOB connection

    Client records should match between MYOB and the practice tool.

    Portal 360: MYOB is included on Starter, Professional and Advanced and keeps client details aligned with the CRM.

  2. Local workflows

    Australian practices have specific cycles and obligations.

    Portal 360: Workflow templates, checklists and ATO client communication built for Australian practice requirements.

  3. Client relationship in one place

    A ledger connection alone does not manage clients.

    Portal 360: CRM, entities, contacts, tasks, e-signatures, client portal and shared inbox.

  4. Support for mixed ledgers

    Many practices serve clients on MYOB, Xero and QuickBooks.

    Portal 360: Portal 360 integrates with all three, so one workspace covers every client.

  5. Onshore hosting

    Client data should stay in Australia.

    Portal 360: Australian Microsoft Azure data centres and ISO 27001 certified controls.

Portal 360 is a good fit if

  • Practices whose clients mainly use MYOB
  • Practices with a mix of MYOB, Xero and QuickBooks clients
  • Firms wanting a modern client portal alongside MYOB

It may be less suited if

  • Practices needing deep ledger-level features inside the practice tool: Portal 360 works alongside MYOB

Common questions

Which Portal 360 plans include MYOB?

MYOB is included on Starter, Professional and Advanced, along with QuickBooks.

Can I use Portal 360 if my clients use different accounting software?

Yes. Portal 360 integrates with MYOB, Xero and QuickBooks, so one workspace can serve clients on any of them.

Is Portal 360 built for Australian practices?

Yes. It is built for Australian accountants, bookkeepers, fractional CFOs and advisory firms, with ATO client communication and onshore hosting.

Last updated 18 October 2026. Prices in Australian dollars, excluding GST.

Try it with your own clients

7-day free trial on Starter, Professional and Advanced. Or talk to an Australian specialist.