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  5. Which accounting software integrates with Portal 360

Which accounting software integrates with Portal 360

Portal 360 is built to connect with your ecosystem — accounting platforms, compliance tools, and workplace apps — so your team works from one source of truth. This article lists accounting integrations and their availability.

Accounting platforms

  • Xero Accounting — available from 15 April 2026
  • Xero Practice Manager — available from 15 April 2026
  • QuickBooks — integration preview from 15 April 2026
  • MYOB — integration preview from 15 April 2026

Compliance and regulatory

ATO integration rolls out in phases through 2026 (communication, activity statements, direct lodgements). Integrated AML supports advisory onboarding from 1 May 2026. ASIC company register access syncs entity data to CRM for faster setup.

Workplace and platform

  • Microsoft 365 — Live mail and calendar sync
  • Google Workspace — Live mail and calendar sync
  • Marketplace in the app lists status badges: Live, Preview, and Roadmap

Open Marketplace from your dashboard to connect providers, view sync health, and read per-integration setup guides such as connecting Xero.

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  5. CRM and AML onboarding for advisory firms

CRM and AML onboarding for advisory firms

Purpose-built CRM, automated onboarding, complete client history, and integrated AML for compliant advisory and consulting practices.
May 1, 2026
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  5. Connecting Portal 360 to Xero

Connecting Portal 360 to Xero

This article describes how to establish a connection between Portal 360 and a Xero organisation.
May 27, 2026
4 min read
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  5. Mobile app access for teams and clients

Mobile app access for teams and clients

Work on Android and iOS with clients, messaging, tasks, approvals, and eSignatures from anywhere.
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