Portal 360
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Platform for Bookkeepers

Practice Management Platform for Bookkeepers

Eliminate double-handling and reclaim your billable hours.

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Accountant reviewing client documents

Built around how your practice actually works

For bookkeepers, efficiency and connectivity are everything. Portal 360 acts as the central productivity hub that seamlessly connects your clients' data, communications, and the accounting ledgers you rely on every day. Get everything your team needs to get work done efficiently.

What you get with Platform for Bookkeepers

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

Seamless Open Integrations

Portal 360 is built to connect with your existing tech stack. We offer native integrations with top Accounting & Practice Tools. Xero Accounting and Xero Practice Manager integrations are available 15 Apr 26. Previews for QuickBooks and MYOB are also available starting 15 Apr 26.

Time, Billing & Productivity

Keep your bookkeeping practice profitable. The Productivity Centre tracks time against tasks and worksheets and totals it in the Billing Report, and CRM Billing Studio handles invoices, so you capture every billable minute.

Centralised Communication Centre

Stop losing track of client receipts and questions in scattered email threads. Our Communication Centre provides a consolidated mailbox, live chat, and a secure client portal. Best of all, all conversations are automatically linked to client records so you always have context.

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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Software for Accountants

Take the stress out of compliance and complex tax workflows.
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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 open integrations with major accounting tools. It integrates with Xero Accounting and Xero Practice Manager as of 15 Apr 26. It also offers integration previews for QuickBooks and MYOB starting 15 Apr 2026.

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