Features
Powerful Practice Management Software Built for Modern Accounting & Advisory Firms
Manage your entire practice from one intelligent platform. Portal360 combines workflow automation, client management, communication, document management, approvals, and AI-powered productivity tools to help your team work smarter and deliver a seamless client experience
Everything Your Firm Needs in One Platform
Managing multiple systems slows your team down and creates unnecessary administrative work. Portal360 brings together your clients, workflows, communication, documents, approvals, and compliance into one secure Practice Management Platform designed specifically for accountants, bookkeepers, advisory firms, and fractional CFOs.
From CRM for Accountants and onboarding to workflow automation, document management, and collaboration, every feature works together to improve productivity, increase visibility, and simplify the way your practice operates.
Explore the Features That Power Modern Professional Firms
Discover a complete suite of tools designed to help your team automate processes, improve collaboration, strengthen client relationships, and manage every stage of your workflow through one connected Practice Management Software.
Productivity Centre
Take control of your daily operations with a central productivity hub that keeps every task, workflow, and project organised. Manage timesheets, invoicing, deadlines, and team workloads while reducing repetitive administration through intelligent workflow automation.
- Workflow & task management
- Timesheets & productivity tracking
- Invoicing & billing
- Team collaboration tools
CRM & Client Onboarding
Build stronger client relationships from the very first interaction. Our CRM for Accountants helps you manage leads, automate onboarding, centralise client information, and simplify compliance, giving your team complete visibility throughout the client journey.
- Professional CRM
- Automated onboarding workflows
- AML compliance tools
- Complete client visibility
Communication Centre
Keep every conversation connected with a secure Client Portal and communication hub. Manage emails, live chat, approvals, internal collaboration, and client communication from one organised workspace.
- Centralised mailbox
- Secure client portal
- Live chat & collaboration
- Connected client conversations
Entity & File Management
Organise business entities, client records, and documents in one secure Document Management System. Easily locate files, manage permissions, and maintain complete visibility across your business structure with secure cloud storage.
- Entity management
- Secure document storage
- Advanced search & visibility
- Compliance & record management
Client Approvals & eSignatures
Speed up approvals and eliminate manual paperwork with secure digital approvals and integrated eSignatures. Keep every approval organised, track progress in real time, and maintain a complete audit trail for every client interaction.
- Secure digital approvals
- Desktop & mobile eSignatures
- Approval workflow tracking
- Secure audit trails
Mobile access
Work anytime, anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Simplify your practice management
Bring together entity records, file storage, compliance documentation, and operational visibility into one connected platform.