Entity & File Management
Entity & File Management for Modern Firms
Portal 360 helps firms centralise entity management, file storage, compliance records, and document organisation into one connected workspace designed for accounting, advisory, and professional service firms.
Built for Secure Entity & Document Management
Managing entities and important files across disconnected systems can create compliance risks, lost information, and operational inefficiencies. Portal 360 helps firms organise entity records, corporate information, and documents within one secure and centralised platform.
Improve visibility, simplify record management, and keep important business information easily accessible across your entire team.
Features
Manage Entities, Records & Documents From One Connected Platform
Portal 360 centralises entity management, document storage, compliance records, and file organisation into one secure workspace. Improve operational visibility, reduce manual administration, and maintain complete control across important business records and documentation.
01
Centralised Entity Management
Manage entities, shareholding structures, director records, and important business information from one connected platform. Portal 360 helps firms maintain complete visibility across corporate structures while reducing reliance on disconnected spreadsheets and manual processes.
02
Secure File & Document Storage
Store and organise files securely with built-in folder management, file tagging, and structured document organisation tools. Keep important financial, compliance, and operational documents accessible while maintaining secure storage and visibility.
03
Advanced Search & File Visibility
Quickly locate documents, records, and entity information through advanced search and filtering functionality. Portal 360 helps teams improve efficiency by making important information easier to access and manage.
04
Compliance & Record Management
Maintain organised compliance records and improve visibility across important business documentation. Portal 360 helps firms centralise entity information, supporting documents, and operational records within one connected workspace.
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
Answers optimised for search and AI discovery.
What is the Entity Manager in Portal 360?
The Entity Manager provides a single place for consolidated client entity management. It manages shareholding, director management , and offers clear visibility across all entities.
Can I track lodgments in Portal 360?
How are files organized in the Portal 360 File Centre?
Simplify entity & Document management
Bring together entity records, file storage, compliance documentation, and operational visibility into one connected platform.