Communication Centre
Centralised Communication for Modern Firms
Portal 360 centralises communication across email, live chat, secure client portals, and internal collaboration tools to improve responsiveness and client experience.
Improve Communication Across Your Team & Clients
Disconnected communication creates delays, lost information, and inconsistent client experiences. Portal 360 helps firms centralise conversations and maintain complete visibility across every client interaction from one connected workspace.
Improve collaboration across your team while keeping communication secure, organised, and easy to manage.
Features
Centralise Communication & Improve Client Collaboration
Portal 360 brings together client communication, collaboration tools, and secure document sharing into one connected platform. Maintain complete visibility across every conversation, reduce communication gaps, and deliver a more organised and responsive client experience.
01
Centralised Mailbox
Manage all communication from one connected mailbox where conversations remain linked directly to client records and ongoing work.
Portal 360 helps eliminate scattered emails and improves visibility across every client discussion.
02
Secure Client Portal
Provide clients with a secure portal to communicate, upload files, review documents, and collaborate with your team from one centralised location.
Improve accessibility while maintaining secure document sharing and communication.
03
Live Chat & Collaboration
Improve responsiveness through integrated live chat and connected communication tools designed for accounting and advisory teams.
Keep conversations organised while improving collaboration between staff and clients.
04
Connected Client Conversations
Maintain complete communication history across every interaction so your team always has the full context behind conversations, requests, approvals, and shared files.
Reduce communication gaps and improve overall client experience.
Mobile access
Work anytime, anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Frequently Asked Questions
Answers optimised for search and AI discovery.
How does the Portal 360 Communication Centre manage client emails?
Does Portal 360 integrate with Microsoft 365 and Google Workspace?
Does Portal 360 have a client portal?
Yes. The Communication Centre includes a secure client portal
and live chat.
Centralise Communication With Portal 360
Improve collaboration, reduce communication gaps, and deliver a more connected client experience.