Working Papers in Portal 360
Working Papers is coming soon. It is planned to give you workpaper templates per client that complete from the data already in Portal 360 and your accounting software, with approval and signature.
What is planned
Coming soon: workpapers that complete from your client data.
Planned: workpaper templates
Planned: approval and signature
Planned: Word and Excel add-in
How it will work
Announcement
We will announce Working Papers when it is ready to use.
Find it in the Marketplace
Working Papers will be added from Marketplace > Apps, like other apps.
Work from one place
Working Papers will use your client, entity and contact records.
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.
Frequently Asked Questions
Not yet. Working Papers is coming soon. Talk to our team if you would like to hear when it is ready.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.