Portal360

AI-powered practice management

The AI-Powered, All-in-One Practice Management Platform

Built specifically for Accountants, Bookkeepers, Fractional CFOs, and Advisory firms. Portal 360 helps your team work smarter, slash manual data entry, and deliver an amazing client experience.

One platform for CRM, communication, productivity, entity management, eSignatures, and integrations with Xero, QuickBooks, MYOB, Microsoft 365, and Google Workspace.

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Portal360

Are disconnected tools and manual admin slowing down your practice?

Managing a modern financial practice shouldn't mean drowning in scattered emails, chasing clients for signatures, or jumping between ten different apps just to complete a job. You need a single source of truth.

Core solutions

Everything your team needs to get work done efficiently

Centralised Communication Centre

Portal 360 works seamlessly with the tools you already use. We feature a consolidated mailbox, live chat, and a secure client portal.

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Contextual Client Records

All conversations are linked to client records. We also feature live workplace integrations with Microsoft 365 and Google Workspace.

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Custom Productivity & Workflows

Build workflows that match how your practice actually works. Manage task management, timesheets, and invoicing, or set up custom workflows for each individual client.

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Frictionless Approvals & eSignatures

Client Approvals & E-Signatures make approvals fast and simple. Clients approve and sign via web or mobile app, ensuring reduced follow-ups.

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A CRM Designed for Professionals

A CRM designed for professional practices. Enjoy automated onboarding, complete client history in one place, and integrated AML for faster, compliant setup.

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Entity & File Management

Centralized control over all client entities and documents. Entity Manager provides consolidated client entity management with shareholding, directors, lodgments, and one-click export. File Centre offers centralised document storage with easy search, file tagging, and folder management.

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How it fits

Six building blocks on one thread

Open any tile for a quick read on what Portal360 covers there — from CRM and comms to files, integrations, AI, and e-signatures.

  • CRM

    Pipeline, contacts & jobs in one spine

    View details

  • Communication center

    Threads, templates, audit-ready history

    View details

  • File center

    Vaults, portals, versioning

    View details

  • Integrations

    Ledger, inbox & directory in one map

    View details

  • AI automation

    Drafting, routing & reconciliations

    View details

  • E-signatures

    Compliant signing in the job

    View details

Practice OS

Where your entire practice comes together
everything working in sync

Portal 360 brings your everyday tools into one intelligent platform, seamlessly connecting

Xero and other key integrations
with more on the way. Everything works together effortlessly, helping your team communicate, collaborate, and manage clients without switching systems. The result is clearer workflows, less admin, and a connected ecosystem built around how humans actually work.

Client CommunicationUnified InboxFile ManagementCentralised FilesTask AutomationEnd-to-End Workflows
One spine for every thread — start with our
Unified Inbox
so context never gets lost between tools.

Email and CRM notes stay attached to the same client record your team already works in.

Discover our
Centralised Files
for engagement letters, workpapers, and client uploads.

Versioning and permissions without another drive maze or inbox archaeology.

Ship faster with
End-to-End Workflows
from handoff to lodgment.

Checklists and automation where humans stay in the loop for judgment calls.

Your stack, in motion behind one login.

Portal 360 sits on top of the tools firms already run — ledgers, inboxes, files, and AI — so your team sees one thread instead of thirty tabs.

Get startedView integrations
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Enterprise-grade security

Information Security & Cyber Security

Australian hosted, encrypted, and compliant — built for practices that cannot compromise on client data.

Australian Hosted

All our Data is stored on shore in Australia in a Microsoft Azure Data Centre.

Encryption

All Data is Encrypted at Rest & In Transit. All Files are stored in an ENC encrypted format, so even our team cannot open and access the files.

Triple Redundancy

All your Data is backed up in 3 regions within Australia (Australia East, Australia South East, Australia South) - backups are encrypted and immutable.

ISO27001

We comply with Australian Legislation and are ISO27001 Compliant awaiting certification.

Read security overview

Mobile access

Work anytime, anywhere

Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.

Download for iOSDownload for Android

Control plane

Enterprise-Grade Superadmin Controls

Complete visibility and control for agencies and large organizations.

Productivity & Efficiency Insights

Track time savings and productivity gains across your practice. Portal 360 helps you get 15–20 hours back and delivers a 30–50% efficiency improvement, reducing admin effort while improving overall operational performance.

Client Portal Management

Control client portal access, permissions and visibility. Enable clients to securely share files, approve requests and stay informed, reducing follow-ups and improving client experience.

Mobile App Management (iOS & Android)

Manage access and usage of Portal 360 mobile apps across iOS and Android. Enable teams and clients to stay connected, respond faster and work from anywhere.

Integrations Management

Manage and monitor all connected accounting, compliance and AML systems. Control what data syncs, when it syncs, and who can access integrated information across the platform.

Unified Communication Controls

Manage how emails, files, chats and CRM notes flow into the central inbox. Control tagging, visibility and communication standards.

Workforce & Role Design

Define user roles, permissions and visibility across teams. Ensure partners, managers and staff have access aligned to responsibilities.

Entity & Client Framework

Create and manage clients, entities and their relationships. Maintain accurate entity records, linked documents and compliance context firm-wide.

Workflow & Approval Rules

Configure task flows, approval paths and workload structures. Apply consistent rules while keeping work visible and accountable.

Compliance Visibility

Oversee compliance tracking across entities. Monitor deadlines, status and actions without jumping between systems.

File & Information Governance

Control how files are stored, accessed and shared. Maintain one secure source of truth with clear ownership and history.

Practice-Wide Insights

View high-level activity, task progress and workload distribution. Understand how the practice is performing at a glance.

Platform & Billing Management

Manage subscriptions, licensing and platform access centrally. Maintain commercial and operational control with minimal admin.

Productivity & Efficiency Insights

Track time savings and productivity gains across your practice. Portal 360 helps you get 15–20 hours back and delivers a 30–50% efficiency improvement, reducing admin effort while improving overall operational performance.

Client Portal Management

Control client portal access, permissions and visibility. Enable clients to securely share files, approve requests and stay informed, reducing follow-ups and improving client experience.

Mobile App Management (iOS & Android)

Manage access and usage of Portal 360 mobile apps across iOS and Android. Enable teams and clients to stay connected, respond faster and work from anywhere.

Integrations Management

Manage and monitor all connected accounting, compliance and AML systems. Control what data syncs, when it syncs, and who can access integrated information across the platform.

Unified Communication Controls

Manage how emails, files, chats and CRM notes flow into the central inbox. Control tagging, visibility and communication standards.

Workforce & Role Design

Define user roles, permissions and visibility across teams. Ensure partners, managers and staff have access aligned to responsibilities.

Entity & Client Framework

Create and manage clients, entities and their relationships. Maintain accurate entity records, linked documents and compliance context firm-wide.

Workflow & Approval Rules

Configure task flows, approval paths and workload structures. Apply consistent rules while keeping work visible and accountable.

Compliance Visibility

Oversee compliance tracking across entities. Monitor deadlines, status and actions without jumping between systems.

File & Information Governance

Control how files are stored, accessed and shared. Maintain one secure source of truth with clear ownership and history.

Practice-Wide Insights

View high-level activity, task progress and workload distribution. Understand how the practice is performing at a glance.

Platform & Billing Management

Manage subscriptions, licensing and platform access centrally. Maintain commercial and operational control with minimal admin.

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FAQ

Frequently Asked Questions

Everything you need to know about Portal 360.

Portal 360 is an AI-powered platform designed to help teams work smarter and reduce manual work. It centralizes practice management into a scalable architecture built on Microservices, designed to scale to thousands of active users.

Still have questions?

Our team is happy to help — reach out and we'll get back to you quickly.

Talk to our team →

Contact us

Let's talk about your practice

Ask a product question or tell us what you need — our team will respond shortly.

Other ways to reach us

Prefer email or phone? Use any channel below, or browse our help centre.

Email

hello@portal360.app

Phone

+61 (0) 000 000 000

Help centre

Guides & support articles

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