Everything about Portal 360, answered

Portal 360 is AI-powered, all-in-one practice management software built for Australian accountants, bookkeepers, fractional CFOs and advisory firms. It combines a CRM and client onboarding, tasks and workflows, a shared inbox and email campaigns, secure file storage, e-signatures and client approvals, ATO client communication, reports and AI automation in one platform.

Portal 360 is built for Australian professional practices of every size: sole practitioners, boutique bookkeeping firms, fractional CFO practices, advisory firms and multi-partner accounting practices.

Portal 360 includes: a CRM with leads, clients, entities and contacts; client onboarding with integrated AML; proposals, engagement letters and billing studios; worksheets, tasks, checklists and workflow templates; time tracking and a billing report; a shared inbox for Gmail and Outlook with email templates and Campaign Studio; a File Centre with folder templates and client sharing; e-signatures with templates, reminders and an audit trail; internal and client approvals; ATO client communication; a client portal; reports and analytics; a Knowledge Studio handbook; a Marketplace of integrations; and AI automation with the Pi assistant.

Portal 360 is designed to replace the separate tools most practices stitch together: a CRM, a task or workflow app, an e-signature subscription, a client file-sharing service, an ATO mail tool, an email campaign tool and an automation add-on. You keep your accounting software, and Portal 360 connects to Xero, MYOB, QuickBooks and XPM.

Yes. Portal 360 has a mobile app for iOS and Android, so your team can work from their phones.

Portal 360 is built by 360 SaaS Pty Ltd, an Australian company, and the platform is designed around how Australian practices work.

Portal 360 suits small Australian accounting firms because one subscription covers the CRM, tasks and workflows, e-signatures, client files, shared email and ATO client communication, with Australian hosting and integrations for Xero, MYOB, QuickBooks and XPM. Plans are per user, so a small team pays only for its seats.

Portal 360 gives bookkeepers worksheets for each client job, repeatable workflow templates, checklists, time tracking and a billing report, plus a shared inbox and a client portal. It connects to Xero, MYOB and QuickBooks.

Portal 360 manages clients and every entity behind them (companies, trusts, funds and individuals) with tax details, banking, worksheets, contacts and relationships on one record. Client segments, tasks and reports help a fractional CFO run many engagements at once.

Portal 360 combines a pipeline CRM, proposals and engagement letters, e-signatures, approvals, workflows and a client portal in one place, so an advisory firm does not need a separate tool for each step from lead to invoice.

Portal 360 has built-in ATO client communication. It pulls ATO letters and notices into each client file overnight, matched by ABN, alerts your team and lets you forward them to clients with your own cover letter, or set auto-forwarding rules by communication type.

Portal 360 includes e-signatures. Upload a PDF, add signers, place signature, date and text fields and send. You can save templates, use Quick Send, schedule documents, remind signers and keep an audit trail, all on the client file.

Portal 360 integrates with Xero, MYOB, QuickBooks and XPM, alongside Microsoft 365, Google Workspace, the ATO and VerifiMe, so client data, tasks, documents and email sit together with your accounting software.

Portal 360 hosts all data in Australian Microsoft Azure data centres, with ISO 27001 certified security controls, encryption in transit and at rest, role-based access and immutable backups across Australian regions.

Portal 360's Communication Centre connects Gmail and Outlook mailboxes, lets you choose private or shared inboxes, and links emails sent to a client to that client's record. It also has email templates and Campaign Studio for bulk email.

Portal 360 lets you give client contacts portal access and share files through the portal or through protected links with an optional password and expiry. Client approvals and ATO notices can be delivered the same way.

Portal 360 includes AI automation: describe a job in plain English on the Command page to build a flow, ask the Pi assistant about your tasks, clients, inbox, files and meetings, and use AI Auto-fill to draft tasks.

Yes. Portal 360 offers a 7-day free trial on the Starter, Professional and Advanced plans, and you can also book a live demo with an Australian specialist.

Portal 360's CRM includes lead management with Kanban, card, table, list and analytics views, lead forms for your website, clients, entities, contacts, tags, client segments, a service catalogue, client portal access, relationships, a CRM dashboard with pipeline value, and Proposal, Letter and Billing studios.

The Add client wizard walks through the client, contacts and any companies or trusts, and Integrated AML handles regulatory checks as part of onboarding, so every client starts with a complete, compliant record.

Yes. Portal 360 includes integrated AML, which handles regulatory checks natively as part of client onboarding for a faster, compliant setup.

Yes. Build a lead form in the CRM, publish it and embed it on your website. Submissions arrive as leads in your pipeline.

An entity is a legal entity behind a client: a company, trust, fund or individual. Entities hold tax details, banking and worksheets, and one client can have several.

Yes. Proposal Studio creates proposals with share links, and Letter Studio creates engagement letters that you can send for e-signature. Billing Studio then handles invoicing. Proposal Studio is a Marketplace app.

Tasks live in worksheets, usually one per client job, and can be viewed as a Kanban board, table or cards. Workflow templates define steps and the tasks each step creates, and starting a workflow for a client creates the real tasks in their worksheet.

Yes. Tasks carry time and value, and the Billing Report totals billable time and value-based lines, which you can group, filter and export. A default billing rate is set in Productivity Settings.

Yes. Import a CSV file with a header row, check the column mapping and import. You can also import clients from CSV through the Marketplace Data Import hub.

Yes. Every task can have a checklist and subtasks, and you can save checklist templates for lines you use repeatedly.

The Dashboard has four tabs: My day for your own tasks and approvals, Planner for choosing what to work on today and tomorrow, Team for what each team member is doing, and Company for clients, pipeline and workload numbers. A global search covers tasks, clients, contacts, files and folders.

Connect Gmail or Outlook, read mail from every connected mailbox in one place, choose private or shared visibility, and link emails sent to clients to their record. Email templates can be shared with the team, and Campaign Studio sends one email to many clients.

Yes. Campaign Studio lets you create a broadcast with a subject, sender mailbox, recipients and content, preview it, then send now or schedule it. Client segments make it easy to target a group.

Upload a PDF up to 20MB, add the signers, place signature, date and text fields, review and send. You can save the layout as a template, use Quick Send for recurring documents, schedule sending, remind signers and track nine statuses from Draft to Completed. Documents are voided rather than deleted, so the audit trail is kept.

Electronic signatures are generally recognised under Australian law for most documents, but some documents have special requirements, so check with your legal adviser for anything unusual. This is general information, not legal advice.

Approvals let your team review work before it moves on. A task status marked as needing sign-off creates internal approval requests for your staff or client approval requests for the client's portal contacts, with comments on approval and a required reason on rejection.

The File Centre stores documents in folders with default client folder templates such as Tax, Financial Statements and Correspondence, instant preview of PDFs and text files, colours, tags and favourites. You can also bring in files from Google Drive, OneDrive and SharePoint.

Share a file through the client portal, or create a public link with an optional password and expiry. This replaces emailing attachments.

Connect the ATO app in the Marketplace and Portal 360 pulls ATO letters and notices overnight into the right client file by ABN, notifies the responsible partner, manager and workspace owner, and lets you forward them to the client by email as one PDF or save them to the client's secure shared folder, with optional auto-forwarding rules.

For pulling, filing, alerting and forwarding ATO letters, yes. ATO client communication is built into Portal 360 and sits next to your CRM, tasks, signatures and billing. Direct lodgement is on the ATO roadmap.

Portal 360 integrates with Xero, MYOB, QuickBooks, XPM, Microsoft 365 and Outlook, Google Workspace, Google Drive, OneDrive, SharePoint, VerifiMe and the ATO, and offers an API. An ASIC register integration is coming soon.

The Marketplace is where you connect Portal 360 to other tools and add Portal 360 apps such as Proposal Studio and Letter Studio. Connected apps sync automatically, and the Data Import hub imports clients and tasks from CSV files. Marketplace apps are available from the Starter plan upwards.

Yes. The Portal 360 migration program does the data transfer and full product set-up for you for A$2,999 per practice (excluding GST).

Portal 360 is built for Australian practices with onshore hosting, ATO client communication, e-signatures and a CRM included in one platform. Side-by-side comparisons with Karbon, TaxDome, Canopy, Jetpack Workflow, FYI Docs and Ignition are on the Compare pages.

All Portal 360 data is hosted onshore in Australian Microsoft Azure data centres.

Client data is encrypted at rest and in transit, protected by role-based access controls, and backed up with immutable backups across Australian regions. Portal 360 follows the Australian Privacy Principles and operates ISO 27001 certified security controls.

Yes. Settings has multi-factor authentication and passkeys, a password change and signing out of all sessions. Account owners can also set roles, permissions and staff groups.

Yes. Roles and permissions, staff groups, client segments and per-folder access in Knowledge Studio control who can see what, and mailboxes are private by default.

Portal 360 is priced per user per month in Australian dollars: Starter A$29, Professional A$49 and Advanced A$99, each with a 7-day free trial, plus a A$1 Discovery plan with no trial. Plans are compared on the pricing page, and the Find your plan tool recommends the right one in four questions.

Yes. There is a 7-day free trial on the Starter, Professional and Advanced plans.

Open Settings, then Team, and invite a colleague by email. They receive a secure sign-in link that is valid for 7 days. Seats used are shown on the Team tab.

Yes. Book a live demo with an Australian specialist from the Book a demo page. Demos run on Microsoft Teams.

The Help page has support information and integration guides and you can contact the team from the Contact page.