How to set up your account for the first time

Welcome to Portal 360 — the AI-powered, all-in-one practice management platform for accountants, bookkeepers, fractional CFOs, and advisory firms. This guide walks you through creating your account, verifying your details, and finishing the guided onboarding flow so your practice is ready to work from day one.

Create your account

Visit Get Started on the Portal 360 website, enter your practice details, and choose the plan that fits your team size. Discovery, Starter, Professional, and Advanced tiers are available with monthly or annual billing. You will receive a verification email — click the link to activate your workspace before signing in.

Complete guided onboarding

• Add your firm name, primary contact details, and practice type
• Invite team members now or skip and invite later from Team settings
• Connect your first accounting integration (Xero, MYOB, or QuickBooks)
• Review security settings and enable two-factor authentication
• Explore quick links to CRM, Communication Centre, and Marketplace

After onboarding

Once onboarding is complete, you land on your dashboard with shortcuts to the modules that matter most for your practice — client records, tasks, messaging, and integrations. You can book a personalised demo with our team at any time if you want a walkthrough tailored to your firm.

Eligible plans include a free trial shown at signup with no credit card required. When you are ready to go live, connect workplace tools (Microsoft 365 or Google Workspace) and your accounting platform so your team works from one source of truth.