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  5. Changing your password and starting a free trial

Changing your password and starting a free trial

This article answers common Help Centre questions about account access and trying Portal 360 before you commit to a paid plan.

How to change your password

Go to Settings → Security → Password. Enter your current password, then your new password twice. Use a strong, unique password you do not reuse on other sites. After saving, you may need to sign in again on other devices.

Forgot your password

On the sign-in page, click Forgot password and follow the email link to reset. If you use 2FA, complete the second factor after setting a new password. Contact [email protected] from your registered firm email if you cannot receive reset mail.

Free trial

  • Start a free trial from the website — no credit card required
  • The trial length shown at signup applies to your selected plan tier
  • Explore CRM, Communication Centre, Productivity Centre, and integrations during the trial
  • Cancel anytime during the trial from Settings → Billing to avoid charges
  • Book a personalised demo if you want guided setup alongside the trial

When the trial ends, billing starts automatically on eligible plans unless you cancelled. Upgrade or change tier from Billing settings; see Understanding billing and subscriptions for plan details.

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  5. Which accounting software integrates with Portal 360

Which accounting software integrates with Portal 360

Portal 360 is built to connect with your ecosystem — accounting platforms, compliance tools, and workplace apps — so your team works from one source of truth.
April 15, 2026
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  5. Verifi-Me Integration — User Guide

Verifi-Me Integration — User Guide

This guide explains how the VerifiMe identity verification integration works inside Portal360. Download PDF
June 30, 2026
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  5. Using the Communication Centre consolidated mailbox

Using the Communication Centre consolidated mailbox

Centralise email, live chat, and the client portal with every conversation linked to client records.
May 9, 2026
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