1. Home
  2. »
  3. CPT
  4. »
  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.

  1. Home
  2. »
  3. CPT
  4. »
  5. Verifi-Me Integration — User Guide

Verifi-Me Integration — User Guide

This guide explains how the VerifiMe identity verification integration works inside Portal360. Download PDF
June 30, 2026
7 min read
  1. Home
  2. »
  3. CPT
  4. »
  5. Using the Communication Centre consolidated mailbox

Using the Communication Centre consolidated mailbox

Centralise email, live chat, and the client portal with every conversation linked to client records.
May 9, 2026
7 min read
  1. Home
  2. »
  3. CPT
  4. »
  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
Scroll to Top
Secret Link