Integrations17 October 2026
Xero Practice Manager (XPM) integration: keep jobs, time and clients in sync
How the Portal 360 and Xero Practice Manager integration works, what you can sync and how to connect it.
5 min readRead more →
Blog
Insights for Modern Financial Practices
Tips, guides, product updates, and industry insights from the Portal 360 team.
Integrations17 October 2026
Xero Accounting vs Xero Practice Manager: which should you connect to Portal 360?
The difference between Xero Accounting and Xero Practice Manager, and which one to connect first.
4 min readRead more →
Integrations17 October 2026
QuickBooks integration for accounting practices: what syncs and how to set it up
What the Portal 360 QuickBooks integration syncs, who it suits and how to connect it.
4 min readRead more →
Integrations17 October 2026
MYOB integration for Australian practices: accounting and payroll data in one place
How the Portal 360 MYOB integration brings accounting and payroll data into your practice platform.
4 min readRead more →
Integrations17 October 2026
Google Drive integration: manage client files without leaving your practice software
How the Google Drive integration connects to the Portal 360 File Centre.
4 min readRead more →
Integrations17 October 2026
OneDrive and SharePoint integration: one File Centre for Microsoft 365 documents
How the OneDrive and SharePoint integrations bring Microsoft 365 documents into the Portal 360 File Centre.
5 min readRead more →
Integrations17 October 2026
Which integrations should an accounting practice set up first? A practical order
A simple order for connecting accounting, email, file and compliance tools to your practice platform.
5 min readRead more →
Practice management17 October 2026
How to choose practice management software in Australia: a practical checklist
A checklist for Australian accounting and bookkeeping practices choosing practice management software, from integrations and hosting to pricing and migration.
6 min readRead more →
Practice management17 October 2026
Practice management software pricing: per user, per seat and what to compare
How practice management pricing works, why per-user and per-seat prices are hard to compare, and what to check before you choose.
5 min readRead more →
Practice management17 October 2026
How to migrate practice management software without disrupting your practice
A step-by-step plan for moving to new practice management software, including timing, data checks and how to avoid busy-season problems.
5 min readRead more →
Integrations17 October 2026
Connect Microsoft 365 and Outlook to your practice management software
How the Microsoft 365 and Outlook integration brings client email into Portal 360, and how to set it up.
5 min readRead more →
Integrations17 October 2026
Connect Gmail and Google Workspace to your practice management software
How the Gmail and Google Workspace integration centralises client email in Portal 360.
5 min readRead more →
Integrations4 September 2026
ATO Client Communication Integration — User Guide
This guide explains how the ATO Client Communication works inside Portal 360.
7 min readRead more →
Integrations30 June 2026
Verifi-Me Integration — User Guide
This guide explains how the VerifiMe identity verification integration works inside Portal 360.
7 min readRead more →
Integrations29 May 2026
Troubleshooting Xero Connection Issues
This article addresses the most common issues encountered with the Xero integration and provides resolution steps.
5 min readRead more →
Integrations28 May 2026
What Data Syncs Between Portal 360 and Xero
This article details the records and fields exchanged between Portal 360 and Xero, the direction in which each record type flows, and how often synchronisation occurs.
5 min readRead more →
Integrations28 May 2026
Disconnecting and Reconnecting Your Xero Integration
This article describes how to disconnect Portal 360 from a Xero organisation, how to restore a connection that has lapsed, and when each action is appropriate.
3 min readRead more →
Integrations27 May 2026
Connecting Portal 360 to Xero
This article describes how to establish a connection between Portal 360 and a Xero organisation.
4 min readRead more →
Business1 May 2026
ATO integration roadmap for accounting practices
Understand the multi-phase ATO experience — client communication, activity statements, and direct lodgements — launching through 2026.
7 min readRead more →
Integrations15 April 2026
Connecting your Xero accounting software
Authorise Xero Accounting and Xero Practice Manager so contacts, invoices, jobs, and practice data sync into Portal 360.
7 min readRead more →
Integrations15 April 2026
Which accounting software integrates with Portal 360
Portal 360 is built to connect with your ecosystem — accounting platforms, compliance tools, and workplace apps — so your team works from one source of truth.
6 min readRead more →
Integrations14 April 2026
Microsoft 365 and Google Workspace integrations
Live sync with Microsoft 365 and Google Workspace for mail, calendar, and productivity tools your team already uses.
5 min readRead more →
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