Best practice management software for sole practitioners
A sole practitioner needs software that removes admin without adding a lot of cost or complexity. Portal 360 is priced per user, so one person pays for one seat, and includes e-signatures, a client portal, task templates, shared email and ATO client communication, 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.
Cost for one seat
A sole practitioner cannot carry enterprise pricing.
Portal 360: Per-user plans from A$29 per user per month, plus a A$1 Discovery plan, with a 7-day free trial on paid plans.
Minimal set-up
There is no IT team to configure anything.
Portal 360: Start in minutes, import clients and tasks from CSV, and use templates for folders, checklists and workflows.
Everything in one login
Jumping between tools costs time.
Portal 360: CRM, tasks, signatures, files, email and ATO mail in one place.
Professional client experience
A one-person firm competes on service.
Portal 360: A client portal, protected file sharing, e-signatures and approvals make a small practice look established.
Room to grow
The first hire should not force a platform change.
Portal 360: Invite colleagues from Settings, with roles and permissions, as you add seats.
Portal 360 is a good fit if
- Solo accountants, bookkeepers and tax agents
- Practices planning to hire their first team member
- Anyone replacing spreadsheets and email folders
It may be less suited if
- Practitioners who only need a basic to-do list and no client-facing features
Common questions
What is the cheapest practice management software for a sole practitioner?
Portal 360 is priced per user, so a sole practitioner pays for one seat. Starter is A$29 per user per month with a 7-day free trial, and a A$1 Discovery plan is also available.
Can I grow from one user to a team on Portal 360?
Yes. Invite colleagues from Settings, set their roles and permissions, and pay for the extra seats.
Do I need to be technical to set up Portal 360?
No. You can start a free trial in minutes, and the migration program can transfer your data and set up the product for you.
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.