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Portal 360 vs FYI Docs
FYI Docs is a document management, email filing and workflow tool priced per user per month in Australian dollars. Portal 360 adds CRM, communication, approvals, e-signatures and billing in one platform.
Side by side
Based on each vendor’s public pages, last checked 17 October 2026.
| Portal 360 | FYI Docs | |
|---|---|---|
| Built for | Australian accountants, bookkeepers, fractional CFOs and advisory firms | Document management, email filing and workflow for accounting practices |
| Pricing | Per user, per month, in Australian dollars (ex GST): Starter A$29, Professional A$49, Advanced A$99 | Per user, per month in Australian dollars, ex GST: Starter, Intermediate and Pro; dollar amounts are not shown on the pricing page we reviewed |
| Free trial | 7-day free trial on Starter, Professional and Advanced; Discovery is A$1 | 30-day free trial with full access and no credit card; your data is deleted if you do not subscribe |
| Contract | Per-user plans; see the pricing page for monthly and yearly options | Month-to-month, with no long-term contract |
| What is included | CRM and client onboarding, workflows and tasks, communication, documents, approvals and e-signatures, billing and AI automation | Email auto-filing and tasks, document management and CRM, and on Pro: XPM job management, app integrations, approval workflows and process automation; a client portal and e-signatures are not mentioned on that page |
| Xero Practice Manager and MYOB | Xero, Xero Practice Manager, MYOB and QuickBooks | Synchronises with Xero Practice Manager; MYOB is 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: FYI Docs pricing. FYI Docs may have changed since this page was checked.
Where each fits
FYI Docs
A document-centred tool with a 30-day trial that suits practices whose main need is filing email and documents against Xero Practice Manager jobs.
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.
More comparisons
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.
Frequently Asked Questions
Yes, for practices that want document management plus CRM, communication, approvals, e-signatures and billing in one platform.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.