How can we help you today?
Step-by-step guides and short videos live inside the Portal, one click from wherever you are working. Here is how to get there.
Getting help in three steps
From sign-up to your first answer, in a couple of minutes.
Start your free trial
Pick a plan (or let us recommend one) and create your workspace. No lock-in; cancel any time.
Log in to Portal 360
Sign in at the Portal. The Help centre is for signed-in users, so everything is tailored to the Portal you are using.
Open Help, then Help centre
Click the navy Help button at the top of any page and choose Help centre. Search, or open any area for step-by-step answers, screenshots and videos.
Talk to a real person
Our Australian team is happy to help with set-up, billing or anything else.
Integration guides
Set-up and how-to guides for Xero, QuickBooks, MYOB, Microsoft 365, Google Workspace and more. New to a term? See the glossary.
Xero Practice Manager (XPM) integration: keep jobs, time and clients in sync
Xero Accounting vs Xero Practice Manager: which should you connect to Portal 360?
QuickBooks integration for accounting practices: what syncs and how to set it up
MYOB integration for Australian practices: accounting and payroll data in one place
Google Drive integration: manage client files without leaving your practice software
OneDrive and SharePoint integration: one File Centre for Microsoft 365 documents
Which integrations should an accounting practice set up first? A practical order
Connect Microsoft 365 and Outlook to your practice management software
Connect Gmail and Google Workspace to your practice management software
ATO Client Communication Integration — User Guide
Verifi-Me Integration — User Guide
Troubleshooting Xero Connection Issues
New to Portal 360? Book a guided demo.
We’ll walk you through the platform using workflows from practices like yours.
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! Log in to the Portal, click Help at the top of any page and choose Help centre. Every area of the platform has short screen recordings that show each task from start to finish, next to step-by-step answers with screenshots.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.