Your firm's handbook, next to the work
Folders hold pages built from headings, lists, checklists and tables. Control who sees each folder, keep a version history, and share a folder to a client portal.
Email template
Shared with teamSubject
Your activity statement is ready
Hi there, your activity statement is ready to review. Reply to this email or sign in to your portal to approve it.
Kind regards, Your Firm
- Folders and pages
- Blocks and checklists
- Access per folder
- Version history
7-day free trial on Starter, Professional and Advanced. Set up in minutes.
One feature that replaces the wiki and the shared procedures folder
Procedures live in documents nobody can find. Knowledge Studio keeps them in the platform where the work happens.
- Separate wiki subscription
- Procedures in shared drives
- Checklists in Word documents
Without it
- Procedures buried in a shared drive
- Nobody sure which version is current
- Staff guessing who can see what
- Client guides sent as attachments
With Portal 360
- Folders and pages in one place
- Version history on every page
- Access set per folder
- Share a folder to a client portal
Write
Pages built from simple blocks
Select a folder, add a page and start writing. Insert headings, lists, checklists, tables and images from the panel on the right, or type a slash in the page.
- Headings, lists and checklists
- Tables and images
- Insert from the panel or type /
- Folders with icons and descriptions
Email template
Shared with teamSubject
Your activity statement is ready
Hi there, your activity statement is ready to review. Reply to this email or sign in to your portal to approve it.
Kind regards, Your Firm
Control
Decide who sees each folder
Open the Access tab to see your own permissions, then manage access to share a folder with team members or a client portal.
- Permissions per folder
- Share with team members
- Share a folder to a client portal
- Review your own access
Harbour & Co · Files
Template applied- Tax12 files
- Financial Statements8 files
- Correspondence31 files
- Engagement and signed documents5 files
See it with your own clients.
7-day free trial on Starter, Professional and Advanced. Set up in minutes.
History
Know which version you are reading
The Page tab shows the title, version and last updated time, with a version history button.
- Version shown on every page
- Last updated time
- Version history view
Harbour & Co Pty Ltd
- Sent: Your BAS is ready to reviewToday · Priya
- Received: Bank statements attachedYesterday · Marcus
- Sent: Engagement letter for signatureMon · Priya
Everything included, nothing to bolt on
All of this is part of Portal 360, on the same client record as the rest of your practice.
Folders
Name, describe and add an icon.
Pages
Write procedures and guides.
Checklists
Tick-off lists inside a page.
Tables
Rates, contacts and schedules.
Access control
Per folder permissions.
Client sharing
Share a folder to a client portal.
Version history
See earlier versions of a page.
How it works
- 1
Create a folder
Click New folder, name it and add a description and icon.
- 2
Add a page
Select the folder, click New page and write.
- 3
Insert elements
Use the Insert tab or type a slash.
- 4
Set access
Open the Access tab and manage who can see the folder.
- 5
Share to a portal
Share the folder to a client portal where it helps the client.
Part of one platform, not another tab
Everything here works with the rest of Portal 360, so the work you do in one place shows up where it matters.
Frequently Asked Questions
Your team's internal handbook inside Portal 360. Folders hold pages made from headings, lists, checklists and tables.
Put your procedures where the work happens. Start your free trial.
Create a folder, write your first page and set who can see it.
7-day free trial on Starter, Professional and Advanced. Set up in minutes. Or talk to our team.