Portal 360
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Portal 360 vs Canopy

Canopy is a practice management platform priced per user per month and billed annually. Portal 360 is built for Australian practices, priced in Australian dollars and hosted onshore.

Side by side

Based on each vendor’s public pages, last checked 17 October 2026.

Portal 360 compared with Canopy
 Portal 360Canopy
Built forAustralian accountants, bookkeepers, fractional CFOs and advisory firmsAccounting firms; its payments pricing lists ACH, a US bank-transfer network
PricingPer user, per month, in Australian dollars (ex GST): Starter A$29, Professional A$49, Advanced A$99Per user, per month, billed annually: Standard $74, Plus $109, Premium $149 (currency not named on the page); Enterprise is a custom quote
Free trial7-day free trial on Starter, Professional and Advanced; Discovery is A$1A trial is available by scheduling a demo with its sales team
What is includedCRM and client onboarding, workflows and tasks, communication, documents, approvals and e-signatures, billing and AI automationCRM, document management with e-signature, client portal and secure messaging, recurring task workflows, invoicing and payments
Add-onsPriced per account per month: XPM sync A$99, Proposal Studio A$149, Letter Studio A$79, Verifi-Me A$29Tax Workflow Automation from $34 per credit per client; Close Automation $10 per connected client per month; Tax Resolution $50 per user per month
Xero and MYOBXero, Xero Practice Manager, MYOB and QuickBooksNot mentioned on its pricing page
Data hostingAustralia, in Microsoft Azure data centresNot stated on its pricing page
Moving from another systemMigration program: A$2,999 per practice (ex GST), data transfer and full set-up done for youNot stated on its pricing page

Sources: Canopy pricing. Canopy may have changed since this page was checked.

Where each fits

Canopy

A broad practice management suite with tiered per-user plans, AI meeting notes and usage-based add-ons for tax and close workflows.

Portal 360

Built for Australian practices: Australian-dollar per-user pricing, Australian data hosting, Xero, MYOB and QuickBooks integrations, an ATO integration, an ASIC integration coming soon and a migration program.

Migration program

Switching practice management software? We move you across.

For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.

See the migration program

Frequently Asked Questions

Yes, for Australian practices that want Australian-dollar per-user pricing, onshore data hosting and Xero and MYOB integrations.

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