Portal 360
Files & storage

Portal 360 + Dropbox

Connect Dropbox so the files your team keeps there stay in context with the client, entity and job inside Portal 360.

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What connects

Keep client files in Dropbox linked to the client record.

Files in context

Documents stay linked to the client and entity they belong to.

Stay in Dropbox

Your team can keep working in the tools it already knows.

Starter and above

Dropbox is available on Starter, Professional and Advanced.

How it works

1

Connect Dropbox

Open Marketplace > Apps, choose Dropbox, check its requirements and click Connect, then sign in and approve access.

2

Choose what syncs

Pick the records and folders you want Portal 360 to keep in step.

3

Work from one place

Your team works in Portal 360 while data stays current in both systems.

Immutable backups

Tamper-proof copies of your data

ISO 27001 certified security

Independently audited

99.99% uptime SLA

Built to stay available

Australian data centre and hosting

Your data stays onshore

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.

See the migration program

Frequently Asked Questions

Google Drive and Dropbox are available on Starter and above.

Ready to get started?

Our team is happy to help.
Reach out to us and we’ll get back to you quickly.