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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 | Canopy | |
|---|---|---|
| Built for | Australian accountants, bookkeepers, fractional CFOs and advisory firms | Accounting firms; its payments pricing lists ACH, a US bank-transfer network |
| Pricing | Per user, per month, in Australian dollars (ex GST): Starter A$29, Professional A$49, Advanced A$99 | Per user, per month, billed annually: Standard $74, Plus $109, Premium $149 (currency not named on the page); Enterprise is a custom quote |
| Free trial | 7-day free trial on Starter, Professional and Advanced; Discovery is A$1 | A trial is available by scheduling a demo with its sales team |
| What is included | CRM and client onboarding, workflows and tasks, communication, documents, approvals and e-signatures, billing and AI automation | CRM, document management with e-signature, client portal and secure messaging, recurring task workflows, invoicing and payments |
| Add-ons | Priced per account per month: XPM sync A$99, Proposal Studio A$149, Letter Studio A$79, Verifi-Me A$29 | Tax 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 MYOB | Xero, Xero Practice Manager, MYOB and QuickBooks | Not mentioned on its pricing page |
| Data hosting | Australia, in Microsoft Azure data centres | Not stated on its pricing page |
| Moving from another system | Migration program: A$2,999 per practice (ex GST), data transfer and full set-up done for you | Not 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.
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Read the comparisonMigration 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.
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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