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.
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.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.
Built for the Modern Financial Practice
Portal 360 is an AI-powered platform for Accountants, Bookkeepers, Fractional CFOs, and Advisory firms. We know that no two financial professions operate exactly the same way.
Software for Accountants
Accountants need precision, visibility, and direct connections to regulatory bodies. Portal 360 replaces chaotic spreadsheets with streamlined processes and native government connections.
Advisory Firm Management
Advisory firms thrive on strong relationships. Portal 360 helps you manage leads, onboard clients securely, and track every interaction.
Platform for Bookkeepers
For bookkeepers, efficiency is everything. Now eliminate double-handling and reclaim your billable hours. Portal 360 acts as the central hub that connects your clients' data with the accounting ledgers you rely on every day.
Tools for Fractional CFOs
Fractional CFOs manage complex, multi-entity clients. You need tools that provide a top-down view of corporate health without getting lost in the weeds. Now get unprecedented visibility across complex corporate structures with Portal 360.
Ready to see how Portal 360 fits your practice?
Immutable Backups
ISO 27001 Compliant, Security
99.99% uptime SLA.
Australian Data Center & Hosting
The whole stack wired together
Open any tile for a quick read on what Portal 360 covers there from CRM and comms to files, integrations, AI, and e-signatures.
Create workflows that match how your practice operates. Manage tasks, timesheets, invoicing, or build client-specific workflows that automate the repetitive work.
Secure document storage with tagging, folders, and easy search — all linked to clients and jobs. Never lose a document again.
One consolidated mailbox, live chat, and secure client portal that works with the tools you already use — Microsoft 365 and Google Workspace included.
Secure document storage with tagging, folders, and easy search — all linked to clients and jobs. Never lose a document again.
Automated onboarding, complete client history, and integrated AML for compliant and efficient setup. Purpose-built for financial professionals.
Secure document storage with tagging, folders, and easy search — all linked to clients and jobs. Never lose a document again.
Seamlessly Integrates
Portal 360 connects with the tools your practice already relies on a accounting platforms, workplace apps, and Australian regulatory bodies.
"Portal360 has transformed the way we manage client information and compliance obligations. Having everything centralised in a single platform has significantly reduced administrative overhead and improved visibility across our team."
Enterprise-Grade Security
Your clients’ data is protected by multiple layers of security, hosted entirely on Australian soil.
Australian Hosted
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.
Mobile access
Work anytime, anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Frequently Asked Questions
Everything you need to know about Portal 360.
What is Portal 360?
Portal 360 is built for?
Portal 360 is an AI-powered platform for Accountants, Bookkeepers, Fractional CFOs, and Advisory firms. We know that no two financial professions operate exactly the same way, that’s why we’ve built a platform that adapts to your specific needs.
What accounting and workplace software does Portal 360 integrate with?
Portal 360 features open integrations with major accounting tools: Xero Accounting, Xero Practice Manager, QuickBooks, and MYOB. For workplace tools, we offer live integrations with Microsoft 365 and Google Workspace.
How does Portal 360 handle Australian compliance and regulatory requirements?
Portal 360 streamlines regulatory needs with a multi-phase ATO integration: Phase 1 covers client communication (launching 1 May 2026), Phase 2 includes activity statements & reporting (launching 7 May 2026), and Phase 3 enables direct lodgements (launching 1 Jul 2026). We also include ASIC company register access with data synced to CRM, and integrated AML capabilities.
How secure is client data on Portal 360?
How does the Communication Centre improve client relationships?
Does Portal 360 offer eSignatures and client approvals?
Does Portal 360 handle multi-entity management for CFOs?
Yes. Portal 360 includes an Entity Manager that provides a single place for consolidated client entity management. It offers clear visibility across all entities, including shareholding and director management, lodgment tracking, consolidated financial reporting, and one-click entity data export.
What CRM features does Portal 360 offer for advisory firms?
Portal 360 features a CRM designed specifically for professional practices. Core CRM features include contact management, lead management, and client management, providing a complete client history in one place. Automated Onboarding workflows and Integrated AML ensure a faster, compliant setup.
Can my team and clients access Portal 360 on mobile?
Yes. Portal 360 offers Mobile Access for Android & iOS so you can work anytime, anywhere. Users can access clients on the go, communicate instantly, manage tasks and approvals, and eSign documents, all from their mobile device.
Can I create custom workflows for my practice?
Yes. The Productivity Centre lets you build workflows that match exactly how your practice operates. You can set up custom workflows for each individual client, manage task management, timesheets, and invoicing, all in one place.
How do I get started with Portal 360?
You can start a free trial directly from our website, no credit card required. Once signed up, our guided onboarding flow walks you through connecting your integrations and setting up your practice. You can also book a personalised demo with our team.
Ready to get started?
Our team is happy to help. Reach out to us and we’ll get back to you quickly.