Best practice management software for Xero practices
Practices built on Xero should look for software that syncs client and invoice data with Xero and, if they use Xero Practice Manager, can bring over jobs, staff, time and workflows. Portal 360 connects to Xero on every plan, offers an XPM sync add-on for A$99 per account per month, and adds CRM, e-signatures, client files and ATO client communication.
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.
Xero client and invoice sync
Re-keying between Xero and the practice tool causes errors.
Portal 360: Client and contact details and invoice status stay aligned between Xero and Portal 360. Xero is available on every plan.
An XPM path
Practices on Xero Practice Manager need jobs, staff and time to come across.
Portal 360: The XPM sync add-on brings clients, jobs, staff, time entries and workflows into Portal 360, for A$99 per account per month on any paid plan.
Your ledger stays in Xero
The practice tool should not touch the books.
Portal 360: Portal 360 works with client and invoice data; your accounting stays in Xero.
Capabilities XPM does not give you
Many Xero practices add separate tools for signatures, client portal and email.
Portal 360: Portal 360 adds e-signatures, a client portal, a shared inbox, a File Centre and ATO client communication on the same client record.
Straightforward migration
Moving a practice should not be a project.
Portal 360: The migration program covers data transfer and full set-up for A$2,999 per practice (excluding GST).
Portal 360 is a good fit if
- Practices using Xero as their main ledger
- Firms moving off Xero Practice Manager and wanting more in one platform
- Practices that want to keep Xero for the books
It may be less suited if
- Practices that want to keep every workflow in XPM and only need a light add-on
Common questions
Does Portal 360 integrate with Xero Practice Manager?
Yes. The XPM sync add-on brings clients, jobs, staff, time entries and workflows from Xero Practice Manager into Portal 360. It costs A$99 per account per month and works with any paid plan.
Which Portal 360 plans include the Xero integration?
Xero is available on every plan, including Discovery.
Does connecting Xero change my ledger?
No. Portal 360 works with client and invoice data; your accounting stays in Xero.
Last updated 18 October 2026. Prices in Australian dollars, excluding GST.
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