Portal 360
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Software for Accountants

Practice Management Software for Accountants

Take the stress out of compliance and complex tax workflows.

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Accountant reviewing client documents

Built around how your practice actually works

Accountants require absolute precision, comprehensive visibility, and secure connections to regulatory bodies. Portal 360 is an AI-powered platform designed specifically to help accountants work smarter, drastically reduce manual administrative work, and deliver an amazing client experience.

What you get with Software for Accountants

Everything below is part of the same connected platform, so the work your team does here shows up everywhere else in Portal 360.

Native ATO Integration Roadmap

We are rolling out a deeply integrated ATO experience to manage your tax obligations directly from the platform. Phase 1 (1 May 2026): Streamlined client communication directly linked to ATO requirements. Phase 2 (7 May 2026): Full support for activity statements & reporting. Phase 3 (1 Jul 2026): Direct lodgements from within the Portal 360 dashboard.

Bespoke Workflow & Task Management

Stop forcing your practice into rigid software. Portal 360 allows you to build custom workflows for each individual client. You can easily map out task management and workflow management to match how your practice actually works.

Frictionless eSignatures & Client Approvals

Chasing clients for signatures wastes billable hours. Portal 360 includes built-in eSignatures to make approvals fast and simple. Clients with portal access can review, approve, and sign documents securely online, resulting in significantly reduced follow-ups.

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

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Platform for Bookkeepers

Eliminate double-handling and reclaim your billable hours.
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Tools for Fractional CFOs

Unprecedented visibility across complex corporate structures.
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Advisory Firm Management

Deliver a premium, compliant onboarding experience.
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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

Portal 360 features a multi-phase ATO integration. Phase 1 covers client communication launching on 1 May 2026. Phase 2 includes activity statements and reporting launching on 7 May 2026. Phase 3 enables direct lodgements launching on 1 Jul 2026.

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