Insights
Portal360 Insights: Guides, Tutorials & Knowledge Hub
Everything You Need to Know About Portal360
Explore comprehensive guides, how-to articles, and expert insights on Portal360 features, tools, and workflows. Find step-by-step instructions, best practices, and answers to common questions—designed to help you maximise your portal experience and stay ahead with smarter automation and compliance.
Insights
Timesheets and invoicing for bookkeepers
Capture billable hours, raise invoices, and keep profitability visible in the Productivity Centre alongside your ledger integrations.
April 15, 2026
6 min read
How to set up your account for the first time
Create your Portal 360 workspace, verify your email, complete guided onboarding, and land on a dashboard ready for clients and integrations.
May 12, 2026
6 min read
Connecting your Xero accounting software
Authorise Xero Accounting and Xero Practice Manager so contacts, invoices, jobs, and practice data sync into Portal 360.
April 15, 2026
7 min read
Understanding billing and subscriptions
How Discovery, Starter, Professional, and Advanced plans work, when trials end, and how to update payment details or change tier.
May 10, 2026
5 min read
Managing client files and documents securely
Upload, tag, share, and store client documents in File Centre with encryption, access controls, and Australian hosting.
May 8, 2026
8 min raed
Setting up two-factor authentication
Protect your practice with 2FA using an authenticator app, backup codes, and recovery steps if you lose your device.
May 5, 2026
4 min read
How to invite team members to your workspace
Add colleagues with role-based access so everyone collaborates without sharing a single login.
May 3, 2026
5 min read
ATO integration roadmap for accounting practices
Understand the multi-phase ATO experience — client communication, activity statements, and direct lodgements — launching through 2026.
May 1, 2026
7 min read
Entity Manager for fractional CFOs
Consolidated entity management, shareholding and directors, lodgment tracking, reporting, and one-click export.
May 6, 2026
8 min read
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
7 min read
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
Custom workflows in the Productivity Centre
Build task management, timesheets, invoicing, and per-client workflows that match how your practice actually operates.
May 11, 2026
8 min read
eSignatures and client approvals
Send documents for review and signature via web or mobile, with secure stored records and fewer follow-ups.
May 7, 2026
6 min read
Australian data hosting and encryption
On-shore Azure hosting, encryption at rest and in transit, triple redundancy, and ISO27001-aligned security controls.
May 4, 2026
6 min read
Microsoft 365 and Google Workspace integrations
Live sync with Microsoft 365 and Google Workspace for mail, calendar, and productivity tools your team already uses.
April 14, 2026
5 min read
Mobile app access for teams and clients
Work on Android and iOS with clients, messaging, tasks, approvals, and eSignatures from anywhere.
May 13, 2026
5 min read
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.
April 15, 2026
6 min read
Changing your password and starting a free trial
This article answers common Help Centre questions about account access and trying Portal 360 before you commit to a paid plan.
May 16, 2026
4 min read
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
Disconnecting and Reconnecting Your Xero Integration
This article describes how to disconnect Portal 360 from a Xero organisation, how to restore a connection that has lapsed, and when each action is appropriate.
May 28, 2026
3 min read
What Data Syncs Between Portal 360 and Xero
This article details the records and fields exchanged between Portal 360 and Xero, the direction in which each record type flows, and how often synchronisation occurs.
May 28, 2026
5 min read
Troubleshooting Xero Connection Issues
This article addresses the most common issues encountered with the Xero integration and provides resolution steps.
May 29, 2026
5 min read