AI-Powered Practice Management
The AI-Powered All-in-One Practice Management Software
Built for accountants, bookkeepers, fractional CFOs, and advisory firms, Portal360 is an AI-powered Practice Management Software that helps you manage clients, automate workflows, streamline communication, and reduce manual administration - all from one secure platform.
Are Disconnected Tools and Manual Admin Slowing Down Your Practice?
Managing a modern financial practice shouldn't mean switching between emails, spreadsheets, and disconnected systems. Portal360 brings your clients, workflows, documents, communication, and approvals together in one Practice Management Software, giving your team complete visibility and helping you work more efficiently.
Built for theModern Financial Practice
Every financial practice operates differently. That's why Portal360 is built for accountants, bookkeepers, fractional CFOs, and advisory firms with flexible workflows, AI-powered automation, and connected tools that simplify daily operations and improve productivity.
Software for Accountants
Simplify compliance, client management, and daily workflows with Practice Management Software designed specifically for accounting firms. Automate repetitive tasks, stay connected with Australian regulatory bodies, and deliver exceptional client service.
Advisory Firm Management
Build stronger client relationships with a connected Practice Management Platform. Manage leads, onboard clients securely, track every interaction, and keep your advisory practice organised from one central platform.
Platform for Bookkeepers
Reduce double handling and spend more time supporting your clients. Portal360 helps bookkeepers automate workflows, organise client information, and connect seamlessly with the accounting software they already use.
Tools for Fractional CFOs
Gain complete visibility across complex business structures with a powerful Practice Management Solution. Manage multiple entities, monitor performance, and collaborate with clients from one connected platform.
Ready to See How Portal360 Fits Your Practice?
Discover how Portal360 helps financial professionals simplify operations, improve collaboration, and deliver an outstanding client experience with one intelligent Practice Management Software.
Immutable Backups
ISO 27001 Compliant Security
99.99% Uptime SLA
Australian Data Centre & Hosting
Everything Your Practice Needs. Connected in One Place
Explore every feature that powers your practice - from CRM and communication to AI automation, document management, workflow management, reporting, integrations, and electronic signatures. Everything works together in one Practice Management Software.
Create workflows that match the way your practice operates. Manage tasks, timesheets, invoicing, and client-specific workflows while automating repetitive work to improve efficiency and keep every job on track.
Automate everyday tasks with AI-powered tools that help your team generate content, streamline workflows, reduce manual administration, and focus on delivering greater value to clients.
Keep every client conversation organised in one place. Manage emails, messages, approvals, and team collaboration through a central communication hub that keeps everyone connected.
Store, organise, and securely share client documents with version control, advanced search, and permission-based access. Keep every file connected to the right client, task, and workflow.
Manage contacts, companies, trusts, and entities from one central CRM. Track relationships, communication history, and client information with complete visibility across your Practice Management Platform.
Connect Portal360 with the accounting software, workplace applications, and Australian regulatory services your practice already relies on. Create one connected Practice Management System that keeps your business running smoothly.
Seamlessly Integrates
Portal360 integrates with leading accounting software, workplace applications, and Australian regulatory services, helping your practice stay connected without disrupting existing workflows.
"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.