One AI Platform to Run Your Entire Accounting Practice.
Everything youraccounting firm needs to improve productivity and simplify operations.
- AI-Powered Practice Management
- Built for Australian Accounting Firms
- Client Portal + Workflow Automation
- Xero, MYOB,XPM & QuickBooks Integrations
- Mobile Ready (iOS & Android)
Old Systems Are Slowing Accounting Firms Down
Too many disconnected tools?
Challenge:
Manual admin and follow-ups?
Challenge:
Chasing clients for approvals and documents?
Challenge:
Limited team and workflow visibility?
Challenge:
Spending more time on admin than growth?
Challenge:
Falling behind firms already using AI automation?
Challenge:
All-in-one platform — everything in one place
Soution:
Automated workflows & follow-ups
Soution:
Smart client requests & document collection
Soution:
Real-time team & workflow visibility
Soution:
Save hours on admin, focus on growth
Soution:
AI-powered automation to keep you ahead
Soution:
Your entire accounting practice. One connected platform.
Choose your focus area to see how Portal 360 helps your firm work more efficiently and grow with confidence.
Workflow Management
Recommended Solution
Manage jobs, workflows, and team progress from one connected system.
How Portal 360 Helps
How Portal 360 Helps
- Standardise firm-wide workflows
- Track jobs from start to completion
- Improve visibility across teams
- Reduce bottlenecks and missed deadlines
- Keep work moving efficiently
Popular features
- Workflow Templates
- Job Tracking
- Status Management
- Team Visibility
- Workflow Reporting
Task Management
Recommended Solution
Assign, track, and manage tasks with complete accountability.
How Portal 360 Helps
How Portal 360 Helps
- Assign tasks to the right team members
- Track progress in real time
- Monitor workload distribution
- Improve team productivity
- Never miss important deadlines
Popular features
- Task Assignment
- Due Dates & Reminders
- Progress Tracking
- Team Collaboration
- Task Reporting
CRM & Client Management
Recommended Solution
Keep all client communication, records, and activity organised in one place.
How Portal 360 Helps
How Portal 360 Helps
- Maintain a complete client history
- Centralise client information
- Improve communication tracking
- Strengthen client relationships
- Deliver a better client experience
Popular features
- Client Records
- Activity Tracking
- Contact Management
- Communication History
- Relationship Management
Automated Client Onboarding
Recommended Solution
Create a seamless onboarding experience with automated forms, workflows, and approvals.
How Portal 360 Helps
How Portal 360 Helps
- Reduce onboarding administration
- Collect client information faster
- Automate document requests
- Standardise onboarding processes
- Improve first impressions
Popular features
- Automated Forms
- Document Collection
- Workflow Automation
- Client Information Capture
- Onboarding Templates
Secure Client Portal
Recommended Solution
Provide clients with a secure space to share documents and collaborate with your team.
How Portal 360 Helps
How Portal 360 Helps
- Eliminate email-based document sharing
- Improve security and compliance
- Give clients 24/7 access
- Simplify collaboration
- Enhance the client experience
Popular features
- Secure Document Sharing
- Client Access Portal
- File Requests
- Activity Tracking
- Client Collaboration
eSignatures & Client Approvals
Recommended Solution
Collect approvals and signatures faster without manual follow-ups.
How Portal 360 Helps
How Portal 360 Helps
- Speed up approval processes
- Reduce paperwork
- Eliminate manual chasing
- Improve turnaround times
- Keep records securely stored
Popular features
- Electronic Signatures
- Approval Workflows
- Automated Notifications
- Audit Trail
- Secure Records
Communication Centre
Recommended Solution
Centralise emails, messages, notes, and client conversations in one platform.
How Portal 360 Helps
How Portal 360 Helps
- Keep all communication organised
- Improve team collaboration
- Eliminate communication silos
- Access conversation history instantly
- Deliver better client service
Popular features
- Email Management
- Internal Notes
- Client Communications
- Activity Logs
- Conversation History
Timesheets & Invoicing
Recommended Solution
Track time, manage billing, and streamline invoicing workflows.
How Portal 360 Helps
How Portal 360 Helps
- Record billable hours accurately
- Simplify invoice creation
- Improve revenue visibility
- Reduce billing administration
- Get paid faster
Popular features
- Time Tracking
- Invoice Management
- Billing Workflows
- Revenue Reporting
- Payment Tracking
Entity Management
Recommended Solution
Manage jobs, workflows, and team progress from one connected system.
How Portal 360 Helps
How Portal 360 Helps
- Keep entity records up to date
- Monitor compliance deadlines
- Manage directors and shareholders
- Reduce compliance risks
- Simplify reporting processes
Popular features
- Entity Registers
- Director Management
- Compliance Tracking
- Due Date Monitoring
- Reporting Tools
File & Document Management
Recommended Solution
Store, organise, and access documents securely from one central location.
How Portal 360 Helps
How Portal 360 Helps
- Keep files organised and accessible
- Improve document security
- Reduce time spent searching for files
- Enable better collaboration
- Maintain a single source of truth
Popular features
- Secure Storage
- Folder Management
- Document Search
- Version Control
- Access Permissions
AI Workflow Automation
Recommended Solution
Reduce repetitive admin work with smart AI-powered automation.
How Portal 360 Helps
How Portal 360 Helps
- Automate repetitive tasks
- Reduce manual data entry
- Improve operational efficiency
- Increase team productivity
- Scale without increasing overheads
Popular features
- Workflow Automation
- Smart Triggers
- Automated Reminders
- Process Optimisation
- AI-Powered Efficiency
Mobile Access (iOS & Android)
Recommended Solution
Access workflows, communication, and client data from anywhere.
How Portal 360 Helps
How Portal 360 Helps
- Stay connected on the go
- Access important information instantly
- Respond to clients faster
- Keep work moving outside the office
- Support flexible work environments
Popular features
- Mobile App Access
- Real-Time Updates
- Client Information Access
- Workflow Visibility
- Team Connectivity
WHY PORTAL 360?
Built for Modern Australian Accounting Firms
AI + Automation Focused
Reduce repetitive work and improve operational efficiency.
All-in-One Practice
Manage workflows, communication, clients, and compliance
Australian Infrastructure
Secure Australian-hosted platform built for local firms.
Simple to Start
Get started from just $1 and explore the platform risk-free.
Built to Work With the Tools You Already Use
QuickBooks
Xero
MYOB
XPM
Google Workspace
ASIC : Compliance
Microsoft 365
AML System
BENEFITS
Spend Less Time Managing Systems. More Time Growing Your Firm.
- Reduce admin workload
- Improve workflow visibility
- Streamline client communication
- Automate repetitive tasks
- Boost team productivity
- Deliver a modern client experience
Start Using Portal 360 7-Day Trial for Just $1
Experience AI-powered accounting practice management without large upfront costs.
Start exploring workflows, automation, client management, and collaboration tools designed for modern Australian firms.
Modern Accounting Firms Are Already Using AI. Don’t Get Left Behind.
Start using Portal 360 to automate workflows, improve client management, and simplify practice operations from one connected platform.
Frequently Asked Questions
What is Portal 360?
Portal 360 is an AI-powered accounting practice management platform designed for Australian accountants, bookkeepers, and advisory firms.
Who is Portal 360 built for?
Accounting firms, bookkeepers, advisory firms, and fractional CFOs looking to improve efficiency and automate operations.
Does Portal 360 integrate with Xero and MYOB?
Yes. Portal 360 integrates with Xero, Xero Practice Manager, MYOB, QuickBooks, Microsoft 365, Google Workspace, and compliance systems.
Is Portal 360 secure?
Yes. Portal 360 uses encrypted infrastructure, Australian data hosting, redundant backups, and ISO27001-compliant architecture.
Can clients securely approve and sign documents?
Yes. Clients can approve and sign documents through the secure client portal and mobile access system.
Can Portal 360 automate client onboarding?
Absolutely. Portal 360 allows you to create automated onboarding workflows that collect client information, documents and approvals without manual follow-up.
Is Portal 360 built specifically for accounting firms?
Yes. Portal 360 is designed specifically for accounting, bookkeeping and advisory firms, helping manage clients, workflows, documents, communication and compliance in one platform.
Can Portal 360 replace multiple software tools?
Yes. Portal 360 combines workflow management, CRM, client portal, document management, eSignatures, communication tools and automation into a single platform, reducing the need for multiple subscriptions.
How does Portal 360 help reduce admin work?
Portal 360 automates repetitive tasks such as client onboarding, document collection, approval requests, reminders and workflow management, helping your team spend less time on administration.
Is there a secure client portal?
Yes. Clients can securely upload documents, review requests, sign documents electronically and communicate with your team through the secure client portal.
Will Portal 360 improve team visibility?
Yes. Managers and team members have real-time visibility into tasks, deadlines, workloads and workflow progress across the entire firm.
Can I customise workflows for my firm?
Yes. Portal 360 allows you to tailor workflows, client journeys and automation processes to match the way your firm operates.
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