Features » Portal 360 https://portal360.app Portal 360 - Practice Management & Client Portals for Accountants & Bookkeepers Mon, 08 Jun 2026 07:42:51 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 https://portal360.app/wp-content/uploads/2026/05/portal360-favicon-150x150.webp Features » Portal 360 https://portal360.app 32 32 Mobile app access for teams and clients https://portal360.app/help/mobile-app-access-for-teams-and-clients/ Thu, 04 Jun 2026 05:13:56 +0000 https://portal360.app/?post_type=cpt&p=3965 eSignatures and client approvals https://portal360.app/help/esignatures-and-client-approvals/ Thu, 04 Jun 2026 05:12:44 +0000 https://portal360.app/?post_type=cpt&p=3962 Custom workflows in the Productivity Centre https://portal360.app/help/custom-workflows-in-the-productivity-centre/ Thu, 04 Jun 2026 05:11:38 +0000 https://portal360.app/?post_type=cpt&p=3961 Using the Communication Centre consolidated mailbox https://portal360.app/help/using-the-communication-centre-consolidated-mailbox/ Thu, 04 Jun 2026 05:11:18 +0000 https://portal360.app/?post_type=cpt&p=3960 CRM and AML onboarding for advisory firms https://portal360.app/help/crm-and-aml-onboarding-for-advisory-firms/ Thu, 04 Jun 2026 05:10:35 +0000 https://portal360.app/?post_type=cpt&p=3959 Managing client files and documents securely https://portal360.app/help/managing-client-files-and-documents-securely/ Thu, 04 Jun 2026 05:04:03 +0000 https://portal360.app/?post_type=cpt&p=3953