Support and Tutorials
Find answers, guides, and tutorials. Get support for any issue.
Explore our step‑by‑step tutorials, practical guides, and frequently asked questions designed specifically for Accountants, Bookkeepers, Fractional CFOs, and Advisory firms.
We’re Here When You Need Us
If you can’t find what you’re looking for, our team is ready to help.
Reach out for support, product guidance, or troubleshooting, we’ll make sure you get back on track quickly.
- Support Email: [email protected]
- Live Chat: Available inside platform.
- Call Us: 02 9037 7423
- Help Center: Guides and Support Articles
Quick Links
Everything you need to get the most out of Portal360.
Whether you’re just getting started or looking to optimise your workflows, our resources are designed to help your firm work smarter and deliver a better client experience.
Popular articles
Verifi-Me Integration — User Guide
Troubleshooting Xero Connection Issues
What Data Syncs Between Portal 360 and Xero
Disconnecting and Reconnecting Your Xero Integration
Connecting Portal 360 to Xero
Changing your password and starting a free trial
Which accounting software integrates with Portal 360
Mobile app access for teams and clients
Microsoft 365 and Google Workspace integrations
Australian data hosting and encryption
eSignatures and client approvals
Custom workflows in the Productivity Centre
Using the Communication Centre consolidated mailbox
CRM and AML onboarding for advisory firms
Entity Manager for fractional CFOs
ATO integration roadmap for accounting practices
How to invite team members to your workspace
Setting up two-factor authentication
Managing client files and documents securely
Understanding billing and subscriptions
Connecting your Xero accounting software
How to set up your account for the first time
Timesheets and invoicing for bookkeepers
Frequently Asked Questions
Everything you need to know about Portal 360.
What is Portal 360?
Portal 360 is an AI-powered platform designed to help teams work smarter and reduce manual work. It centralizes practice management into a scalable architecture built on Microservices, designed to scale to thousands of active users.
Portal 360 is built for?
Portal 360 is an AI-powered platform for Accountants, Bookkeepers, Fractional CFOs, and Advisory firms. We know that no two financial professions operate exactly the same way, that’s why we’ve built a platform that adapts to your specific needs.
What accounting and workplace software does Portal 360 integrate with?
Portal 360 features open integrations with major accounting tools: Xero Accounting, Xero Practice Manager, QuickBooks, and MYOB. For workplace tools, we offer live integrations with Microsoft 365 and Google Workspace.
How does Portal 360 handle Australian compliance and regulatory requirements?
Portal 360 streamlines regulatory needs with a multi-phase ATO integration: Phase 1 covers client communication (launching 1 May 2026), Phase 2 includes activity statements & reporting (launching 7 May 2026), and Phase 3 enables direct lodgements (launching 1 Jul 2026). We also include ASIC company register access with data synced to CRM, and integrated AML capabilities.
How secure is client data on Portal 360?
How does the Communication Centre improve client relationships?
Does Portal 360 offer eSignatures and client approvals?
Does Portal 360 handle multi-entity management for CFOs?
Yes. Portal 360 includes an Entity Manager that provides a single place for consolidated client entity management. It offers clear visibility across all entities, including shareholding and director management, lodgment tracking, consolidated financial reporting, and one-click entity data export.
What CRM features does Portal 360 offer for advisory firms?
Portal 360 features a CRM designed specifically for professional practices. Core CRM features include contact management, lead management, and client management, providing a complete client history in one place. Automated Onboarding workflows and Integrated AML ensure a faster, compliant setup.
Can my team and clients access Portal 360 on mobile?
Yes. Portal 360 offers Mobile Access for Android & iOS so you can work anytime, anywhere. Users can access clients on the go, communicate instantly, manage tasks and approvals, and eSign documents, all from their mobile device.
Can I create custom workflows for my practice?
Yes. The Productivity Centre lets you build workflows that match exactly how your practice operates. You can set up custom workflows for each individual client, manage task management, timesheets, and invoicing, all in one place.
How do I get started with Portal 360?
You can start a free trial directly from our website, no credit card required. Once signed up, our guided onboarding flow walks you through connecting your integrations and setting up your practice. You can also book a personalised demo with our team.
Simplify your practice management
Bring together entity records, file storage, compliance documentation, and operational visibility into one connected platform.