Simple pricing for your whole practice
You pay per team member. Every plan includes clients, jobs, documents and messages in one place. Try Starter, Professional or Advanced free for 7 days.
All prices in AUD, excluding GST.
Discovery
For independent professionals exploring Portal 360.
Billed monthly
Just $1 to start
- 1 user
- 50 clients and 250 contacts
- 1 GB storage
- Productivity, CRM and File Centre
- Xero integration
Starter
For growing firms ready to automate their workflows.
Billed monthly
7-day free trial
- Up to 5 users
- Unlimited clients
- 5 GB storage per user
- 5,000 AI credits per user
- All six modules
Professional
For expanding firms that need more automation and collaboration.
Billed monthly
7-day free trial
- Up to 25 users
- Unlimited clients
- 15 GB storage per user
- 15,000 AI credits per user
- 3× the AI throughput of Starter
Advanced
For larger firms that need scale, automation and powerful integrations.
Billed monthly
7-day free trial
- Unlimited users
- Unlimited mailboxes
- 20 GB storage per user
- 30,000 AI credits per user
- 6× the AI throughput of Starter
Not sure which plan fits? Talk to our team and we'll help you choose.
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
Trusted by practices across Australia
Accountants, bookkeepers, CFOs and advisory firms
“Since implementing Portal 360, we’ve reduced the time spent chasing documents and managing client communications.”
Ryan MatthewsDirectorAdd what you need, when you need it
Add-ons are priced per account, not per user, and work with any paid plan.
XPM sync
$99 per account / month
Syncs your clients, jobs, staff, time entries and workflows from XPM.
Proposal Studio
$149 per account / month
Build proposals, list your services, and get sign-and-pay links. Includes Letter Studio.
Letter Studio
$79 per account / month
Letter templates, digital approvals and milestone payments through Stripe.
VerifiMe
$29 per account / month
AML and KYC checks, PEP and sanctions screening, and ongoing monitoring.
Moving from another system? Our migration program does it for you
A fixed fee of $2,999 per practice (ex GST). Our team completes your data transfer and sets up the whole product.
Compare every feature
Storage and AI credits are shown per user.
| Your team | Discovery | Starter | Professional | Advanced |
|---|---|---|---|---|
| Users | 1 | Up to 5 | Up to 25 | Unlimited |
| Clients | 50 | Unlimited | Unlimited | Unlimited |
| Contacts | 250 | 5,000 | 10,000 | 15,000 |
| Mailboxes | 5 | 10 | Unlimited | |
| Storage and AI | Discovery | Starter | Professional | Advanced |
| Storage per user | 1 GB | 5 GB | 15 GB | 20 GB |
| AI credits per user | 5,000 | 15,000 | 30,000 | |
| AI throughput | Standard | 3× | 6× | |
| Modules | Discovery | Starter | Professional | Advanced |
| Productivity Centre | ||||
| CRM and client onboarding | ||||
| File Centre | ||||
| AI Automation | ||||
| Communication Centre | ||||
| Marketplace apps | Xero only | All apps | All apps | All apps |
| Connections | Discovery | Starter | Professional | Advanced |
| Xero | ||||
| QuickBooks and MYOB | ||||
| Google Drive and Dropbox | ||||
| SharePoint and OneDrive |
Pricing questions
You pay for each person on your team who uses Portal 360. Each user gets their own storage, AI credits and mailbox. Your clients are not charged for logging in to the client portal.
Not sure which plan fits?
Answer four quick questions and we will recommend a plan, then you can start your free trial.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.