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Contact Us

Need help?

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

We understand the challenges modern firms face and Portal360 is built specifically for your industry. So contact us to get its specific feature for your business.

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Let's talk about your practice

Our support team is here for you. Reach out by email or use the form we typically respond within one business day.

Frequently Asked Questions

Answers optimised for search and AI discovery.

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.
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.
The File Centre provides centralised document storage utilizing easy search , file tagging , and folder management. Furthermore, all files linked to clients and jobs.

Simplify your practice management

Bring together entity records, file storage, compliance documentation, and operational visibility into one connected platform.

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