Powerful Practice Management Software Built for Modern Accounting & Advisory Firms
Manage your entire practice from one intelligent platform. Portal 360 combines workflow automation, client management, communication, document management, approvals, and AI-powered productivity tools to help your team work smarter and deliver a seamless client experience.
3 new messages
Client portal
Approval complete
Signed securely
Good morning, Olivia
Your practice at a glance
28
+6 this week
12
4 awaiting review
146
84% capacity
BAS review — Blackwood Co.
Due today
Onboarding — North & Lane
Complete
FY report — Atlas Advisory
Due Friday
Everything Your Firm Needs in One Platform
Managing multiple systems slows your team down and creates unnecessary administrative work. Portal 360 brings together your clients, workflows, communication, documents, approvals, and compliance into one secure Practice Management Platform designed specifically for accountants, bookkeepers, advisory firms, and fractional CFOs.
From CRM for Accountants and onboarding to workflow automation, document management, and collaboration, every feature works together to improve productivity, increase visibility, and simplify the way your practice operates.
Portal 360
One connected platform
Explore the Features That Power Modern Professional Firms
Discover a complete suite of tools designed to help your team automate processes, improve collaboration, strengthen client relationships, and manage every stage of your workflow through one connected Practice Management Software.
Productivity Centre
Take control of your daily operations with a central productivity hub that keeps every task, workflow, and project organised. Track time, manage billing reports, deadlines, and team workloads while reducing repetitive administration through intelligent workflow automation.
PRODUCTIVITY CENTRE
Team workflow
Due today
8
In progress
14
Team capacity
78%
BAS preparation
Bennett Advisory
Client review
North & Lane
Quarterly report
Bennett Advisory
Cash flow forecast
North & Lane
Invoice approval
Bennett Advisory
Year-end accounts
North & Lane
CRM & Client Onboarding
Build stronger client relationships from the very first interaction. Our CRM for Accountants helps you manage leads, automate onboarding, centralise client information, and simplify compliance, giving your team complete visibility throughout the client journey.
CLIENT PROFILE
North & Lane Advisory
Active client
Primary contact
Sophia Lane
Service
Advisory & CFO
Relationship owner
Olivia Martin
Communication Centre
Keep every conversation connected with a secure Client Portal and communication hub. Manage emails, live chat, approvals, internal collaboration, and client communication from one organised workspace.
Approval ready for review
New client portal message
New client portal message
North & Lane
Client portal conversation
Q4 Advisory Report.pdf
2.4 MB · Secure document
Entity & File Management
Organise business entities, client records, and documents in one secure Document Management System. Easily locate files, manage permissions, and maintain complete visibility across your business structure with secure cloud storage.
ENTITY STRUCTURE
└ Atlas Holdings Pty Ltd
└ Atlas Advisory Pty Ltd
└ Atlas Family Trust
ENTITY
Atlas Advisory Pty Ltd
ACN 612 784 390 · 12 documents · 4 authorised users
Company Constitution.pdf
Updated 2 days ago
FY24 Financial Statements.pdf
Updated 3 days ago
ASIC Annual Statement.pdf
Updated 4 days ago
Client Approvals & eSignatures
Speed up approvals and eliminate manual paperwork with secure digital approvals and integrated eSignatures. Keep every approval organised, track progress in real time, and maintain a complete audit trail for every client interaction.
APPROVAL WORKFLOW
FY24 Financial Statements
Document sent
10:04 am
Client viewed
10:21 am
Signature requested
Now
Completed
Pending
SIGNATURE REQUIRED
Jordan Bennett
Director · Bennett Advisory
Ready to Transform Your Practice?
Start exploring Portal 360 and discover how a connected Practice Management Software can simplify your workflows, strengthen client relationships, and help your team work more efficiently.