Generated by All in One SEO Pro v4.9.9, this is an llms-full.txt file, used by LLMs to index the site. # Portal 360 Portal 360 - Practice Management & Client Portals for Accountants & Bookkeepers ## Posts ### [Connecting your Xero accounting software](https://portal360.app/connecting-your-xero-accounting-software/) **Published:** June 4, 2026 **Author:** admin **Content:** ![author avatar](https://secure.gravatar.com/avatar/47447d09ff9dc07dfa22c5ce87481c72ff806277e9f46c137aca7a5f03f57ca4?s=300&d=mm&r=g) admin [See Full Bio](https://portal360.app/author/support_59uzyg8i/) [ ](https://portal360.app/author/support_59uzyg8i/) **Categories:** Intergrations --- ### [How to set up your account for the first time](https://portal360.app/how-to-set-up-your-account-for-the-first-time/) **Published:** June 4, 2026 **Author:** admin **Content:** # How to set up your account for the first time - [ June 4, 2026 ](https://portal360.app/2026/06/04/) - 9:25 am ## 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 ](mailto:hello@portal360.app) - [ Invite team members now or skip and invite later from Team settings ](mailto:hello@portal360.app) - Connect your first accounting integration (Xero, MYOB, or QuickBooks) - [ Review security settings and enable two-factor authentication ](https://portal360.app/help/) - [ Explore quick links to CRM, Communication Centre, and Marketplace ](https://portal360.app/help/) ## 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. ![author avatar](https://secure.gravatar.com/avatar/47447d09ff9dc07dfa22c5ce87481c72ff806277e9f46c137aca7a5f03f57ca4?s=300&d=mm&r=g) admin [See Full Bio](https://portal360.app/author/support_59uzyg8i/) [ ](https://portal360.app/author/support_59uzyg8i/) **Categories:** Getting Started --- ## Pages ### [Home](https://portal360.app/) **Published:** June 8, 2026 **Author:** admin **Content:** ### AI-Powered Practice Management # The AI-Powered All-in-One Practice Management Software Built for accountants, bookkeepers, fractional CFOs, and advisory firms, Portal360 is an AI-powered Practice Management Software that helps you manage clients, automate workflows, streamline communication, and reduce manual administration - all from one secure platform. [ Book a Demo ](https://portal360.app/contact-us/) [ Start Your Free Trial ](https://au1.portal360.ai/sign-in) ![](https://portal360.app/wp-content/uploads/2026/06/Dashboard-Hero5.webp) ## Are Disconnected Tools and Manual Admin Slowing Down Your Practice? Managing a modern financial practice shouldn't mean switching between emails, spreadsheets, and disconnected systems. Portal360 brings your clients, workflows, documents, communication, and approvals together in one Practice Management Software, giving your team complete visibility and helping you work more efficiently. ## Built for theModern Financial Practice Every financial practice operates differently. That's why Portal360 is built for accountants, bookkeepers, fractional CFOs, and advisory firms with flexible workflows, AI-powered automation, and connected tools that simplify daily operations and improve productivity. ## Software for Accountants Simplify compliance, client management, and daily workflows with Practice Management Software designed specifically for accounting firms. Automate repetitive tasks, stay connected with Australian regulatory bodies, and deliver exceptional client service. [ Learn more ](https://portal360.app/accountant/) ## Advisory Firm Management Build stronger client relationships with a connected Practice Management Platform. Manage leads, onboard clients securely, track every interaction, and keep your advisory practice organised from one central platform. [ Learn more ](https://portal360.app/advisory-firm/) ## Platform for Bookkeepers Reduce double handling and spend more time supporting your clients. Portal360 helps bookkeepers automate workflows, organise client information, and connect seamlessly with the accounting software they already use. [ Learn more ](https://portal360.app/bookkeepers/) ## Tools for Fractional CFOs Gain complete visibility across complex business structures with a powerful Practice Management Solution. Manage multiple entities, monitor performance, and collaborate with clients from one connected platform. [ Learn more ](https://portal360.app/fractional-cfos/) ![](https://portal360.app/wp-content/uploads/2026/06/photo-pretty-nice-business-lady-directing-index-fingers-side-empty-space-cool-amazing-offer-wear-casual-white-t-shirt-isolated-vivid-yellow-color-wall.webp) ## Ready to See How Portal360 Fits Your Practice? Discover how Portal360 helps financial professionals simplify operations, improve collaboration, and deliver an outstanding client experience with one intelligent Practice Management Software. [ Explore plans ](https://portal360.app/pricing/) [ Explore plans ](https://portal360.app/pricing/) ### Immutable Backups ### ISO 27001 Compliant Security ### 99.99% Uptime SLA ### Australian Data Centre & Hosting ## Everything Your Practice Needs. Connected in One Place Explore every feature that powers your practice - from CRM and communication to AI automation, document management, workflow management, reporting, integrations, and electronic signatures. Everything works together in one Practice Management Software. Productivity Centre AI Automation Centralised Communication Centre File Centre CRM & Entity Manager Marketplace ![](https://portal360.app/wp-content/uploads/2026/05/Task.png) Create workflows that match the way your practice operates. Manage tasks, timesheets, invoicing, and client-specific workflows while automating repetitive work to improve efficiency and keep every job on track. ![](https://portal360.app/wp-content/uploads/2026/05/2-1.webp) Automate everyday tasks with AI-powered tools that help your team generate content, streamline workflows, reduce manual administration, and focus on delivering greater value to clients. ![](https://portal360.app/wp-content/uploads/2026/05/communication.png) Keep every client conversation organised in one place. Manage emails, messages, approvals, and team collaboration through a central communication hub that keeps everyone connected. ![](https://portal360.app/wp-content/uploads/2026/05/File-Centre-2.png) Store, organise, and securely share client documents with version control, advanced search, and permission-based access. Keep every file connected to the right client, task, and workflow. ![](https://portal360.app/wp-content/uploads/2026/05/CRM-2.png) Manage contacts, companies, trusts, and entities from one central CRM. Track relationships, communication history, and client information with complete visibility across your Practice Management Platform. ![](https://portal360.app/wp-content/uploads/2026/05/5.webp) Connect Portal360 with the accounting software, workplace applications, and Australian regulatory services your practice already relies on. Create one connected Practice Management System that keeps your business running smoothly. ## Seamlessly Integrates Portal360 integrates with leading accounting software, workplace applications, and Australian regulatory services, helping your practice stay connected without disrupting existing workflows. [ View Integrations Map ](https://portal360.app/marketplace/) - - - - - "Portal360 has transformed the way we manage client information and compliance obligations. Having everything centralised in a single platform has significantly reduced administrative overhead and improved visibility across our team." ![](https://portal360.app/wp-content/uploads/2026/06/circle2.jpg) **Sarah Mitchell** Director & Principal Accountant - - - - - "We were juggling multiple spreadsheets, emails and disconnected systems. Portal360 gave us a single source of truth for client records, documents and workflows. The efficiency gains were immediate." ![](https://portal360.app/wp-content/uploads/2026/06/Untitled-8png-new-black.png) **David Robertson** Practice Manager - - - - - "The client portal functionality has strengthened communication between our team and our clients. Information requests, document sharing and task tracking are now far more organised and transparent." ![](https://portal360.app/wp-content/uploads/2026/06/circle3.jpg) **Jessica Wong** Senior Accountant - - - - - "Since implementing Portal360, we've reduced the time spent chasing documents and managing client communications. The automation and workflow features have delivered measurable productivity improvements." ![](https://portal360.app/wp-content/uploads/2026/06/Untitled-8png-mew-man.png) **Ryan Matthews** Director ## Enterprise-Grade Security Your clients’ data is protected by multiple layers of security, hosted entirely on Australian soil. ## Australian Hosted Australian Hosted All our Data is stored on shore in Australia in a Microsoft Azure Data Centre. ## Encryption All Data is Encrypted at Rest & In Transit. All Files are stored in an ENC encrypted format, so even our team cannot open and access the files. ## Triple Redundancy All your Data is backed up in 3 regions within Australia (Australia East, Australia South East, Australia South) - backups are encrypted and immutable. ## ISO27001 We comply with Australian Legislation and are ISO27001 Compliant awaiting certification. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## 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? Information Security is prioritized at every level. All data is stored on-shore in Australia in a Microsoft Azure Data Centre. Data is backed up across 3 Australian regions with encrypted, immutable backups. All data is encrypted at rest and in transit, and files use ENC Encryption so even our team cannot access them. We are ISO27001 Compliant and compliant with Australian Legislation. How does the Communication Centre improve client relationships? The Communication Centre consolidates workflows because it works seamlessly with the tools you already use. It features a secure client portal, live chat, and a consolidated mailbox. All conversations are linked to client records, giving your team full context without switching between apps. Does Portal 360 offer eSignatures and client approvals? Yes. Portal 360 features eSignatures and Client Approvals to make approvals fast and simple. Clients approve and sign via web or mobile app, leading to reduced follow-ups and ensuring you have secure, stored records for every signature collected. 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. ## Ready to get started? Our team is happy to help. Reach out to us and we’ll get back to you quickly. [ Get Started ](https://au1.portal360.ai/sign-in) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Demo Test](https://portal360.app/demo-test/) **Published:** August 31, 2026 **Author:** admin --- ### [QuickBooks](https://portal360.app/marketplace/quickbooks/) **Published:** June 1, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### QuickBooks Integration # Connect QuickBooks with Portal360 for Connected Accounting & Practice Management ## Automate your accounting workflows, manage invoices, track expenses, and keep your financial data synchronised with the Portal360 QuickBooks Integration. ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## The Portal360 QuickBooks Integration connects your QuickBooks accounting software with client management, invoicing, and business workflows to reduce manual administration and improve financial accuracy. Keep your expenses, invoices, payments, and accounting records synchronised in real time from one connected platform. ## Key Features ### Expense & Transaction Sync Automatically sync expenses and financial transactions between QuickBooks and Portal360. ### Real-Time Data Sync Keep your accounting data updated across both platforms automatically. ### Financial Reporting Access accurate financial reports using real-time accounting data. ### Invoice Management Create, manage, and track invoices with synchronised financial records. ### Workflow Automation Reduce repetitive bookkeeping tasks with automated accounting workflows. ### Secure Integration Protect your financial data with secure and reliable data synchronisation. ## Benefits ### Reduce Manual Administration Eliminate repetitive data entry and accounting tasks. ### Improved Accuracy Keep records consistent across your accounting systems. ### Save Time Automate routine bookkeeping and financial workflows. ### Gain Better Financial Visibility Monitor business performance with real-time financial data. ### Support Business Growth Scale your accounting processes as your practice grows. ## How It Works Step 1: Connect QuickBooks Securely connect your QuickBooks account to Portal360. Step 2: Configure Integration Choose the accounting data you want to synchronise. Step 3: Enable Sync Keep invoices, expenses, and payments updated automatically. Step 4: Monitor Activity View and manage your accounting information in Portal360. ## What You Can Sync ### Expenses ### Invoices ### Payments ### Financial Records ### Customers & Suppliers ### Accounting Data ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Similar Apps ![](https://portal360.app/wp-content/uploads/2026/06/xero-practice-manager-150x150-2.webp) #### Practice Management #### Xero Practice Manager ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.4 | 31k+ Sync your XPM clients, jobs, staff, tasks, and time entries automatically. [ Know more ](https://portal360.app/marketplace/xero-practice-manager/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ![](https://portal360.app/wp-content/uploads/2026/05/XERO.png) #### ACCOUNTING #### Xero Accounting ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 48k+ GST, invoices, contacts and payroll — fully synced into Portal 360. [ Know more ](https://portal360.app/marketplace/xero/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is my financial data safe with QuickBooks integration? Yes, the integration uses secure protocols and encryption to ensure your financial data remains protected. What happens if data is updated in QuickBooks? Any updates made in QuickBooks are automatically reflected in Portal360 through real-time syncing. Can I automate invoicing and expense tracking? Yes, the integration allows you to automate invoice creation, expense tracking, and transaction management. Is this integration suitable for small businesses? Yes, QuickBooks integration is ideal for small to medium-sized businesses looking to simplify their accounting processes. Do I need accounting knowledge to use this integration? Basic understanding helps, but the system is designed to be user-friendly and automated for ease of use. ## Simplify your Automating processes today Integrate QuickBooks with Portal360 to automate and optimize your financial workflows. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Xero](https://portal360.app/marketplace/xero/) **Published:** June 1, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Xero Integration # Xero Integration Built for Modern Accounting & Practice Management ## Connect Xero with Portal360 to automate accounting workflows, sync financial data, and manage your clients from one accounting practice management software platform. ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## The Portal360 Xero Integration connects your Xero accounting software with your client management, invoicing, and business workflows, helping accounting firms reduce manual work and improve accuracy. Keep your invoices, contacts, payments, and financial data synchronised in real time, giving your team one connected platform to manage accounting operations more efficiently. ## Key Features ### Invoice & Financial Data Sync Automatically sync invoices and financial records between Portal360 and Xero. ### Client & Contact Sync Synchronise client, customer, and supplier records in real time. ### Real-Time Data Synchronisation Keep financial information updated with secure, real-time syncing. ### Secure Data Integration Protect sensitive accounting data with secure and encrypted integration. ### Payments & Transactions Keep payment and transaction data synchronised across both platforms. ### Accounting Workflow Automation Automate repetitive accounting tasks and streamline everyday workflows. ### Centralised Financial Management Access financial records, invoices, and client data from one platform. ## Benefits ### Reduced Manual Work Eliminate duplicate data entry with automated accounting software integration. ### Improved Financial Accuracy Maintain consistent and reliable financial data across every system. ### Save Time Automate routine accounting processes and focus on higher-value work. ### Built for Growing Firms Scale confidently with accounting practice management software designed for modern firms. ### Increase Productivity Help your team work faster with connected workflows and automation. ## How It Works Step 1: Connect Your Xero Account Securely connect your Xero organisation with Portal360. Step 2: Configure Data Mapping Choose the financial data you want to synchronise. Step 3: Enable Automatic Sync Automatically sync invoices, contacts, and financial records. Step 4: Monitor in Real-Time Monitor your accounting data from a central dashboard. ## What You Can Sync ### Invoices Automatically sync invoices between Portal360 and Xero. ### Payments & Transactions Keep payment and transaction data synchronised. ### Clients & Contacts Sync client and contact records in real time. ### Customer & Supplier Data Maintain accurate customer and supplier information. ### Financial Records Synchronise financial records across both platforms. ### Chart of Accounts Keep your chart of accounts aligned between systems. ### Tax & Accounting Data Sync tax and accounting data with confidence. ### Bank Reconciliation Support faster bank reconciliation with synchronised financial data. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Similar Apps ![](https://portal360.app/wp-content/uploads/2026/06/xero-practice-manager-150x150-2.webp) #### Practice Management #### Xero Practice Manager ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.4 | 31k+ Sync your XPM clients, jobs, staff, tasks, and time entries automatically. [ Know more ](https://portal360.app/marketplace/xero-practice-manager/) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is the Xero integration secure? Yes, the integration uses secure authentication and encryption to protect your financial data. Do I need technical knowledge to connect Xero? No, the setup process is simple and guided, making it easy for anyone to connect. Can I sync data in real time? Yes, the integration supports real-time or near real-time synchronization. ## Start Automating Your Accounting Today Connect Xero with Portal360 and simplify your financial workflows with real-time data sync and automation. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Pricing](https://portal360.app/pricing/) **Published:** May 20, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Pricing Plans # Pricing Designed Around Your Practice Choose the Portal 360 plan that fits your firm today and scales as your practice grows. Get powerful accounting practice management software, workflow automation, AI automation, secure client management, and collaboration tools in one connected platform. ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ### File Centre Secure document management · Cloud storage · File sharing· Version control ### AI Automation Intelligent AI automation that streamlines repetitive tasks and improves productivity ### Marketplace Connect with Xero · MYOB · QuickBooks · MYOB · Microsoft 365 · Google Workspace ### Productivity Centre Manage tasks · Approvals · Projects · Invoicing · Daily workflows from one workspace ### CRM Organise contacts · Leads · Proposals · Invoicing · Payments · Client management in one CRM ### Communication Centre Keep every email · Chat · Meetings · Broadcasts · Client conversation connected ## Per User Pricing That Grows With Your Firm Every user receives their own storage, AI credits, contacts, mailboxes, and workspace. As your team grows, Portal 360 grows with you, making it a scalable practice management software for accounting and advisory firms. # Estimate Your Monthly Investment Adjust your team size to instantly estimate your monthly subscription. Add Marketplace applications to customise Portal 360 around the way your firm works. Monthly Yearly Save 2 months Your team size Drag to see your real monthly cost 5 users # Enhance Your Platform with Marketplace Add-ons Extend your accounting practice management software with specialist tools for compliance, proposals, identity verification, document creation, and accounting integrations. ### Marketplace Add-ons Flat per-account fee · added to your plan total XPM $99 /mo Per account Proposal Studio + Letter Studio $149 /mo Per account Letter Studio $79 /mo Per account · standalone VerifiMe $29 /mo Per account Add-ons total $0/mo Discovery Perfect for independent professionals exploring a modern practice management software solution with essential tools to get started. $1 /user/mo 1 user max · **$1/mo** total What 1 user gets - **50** clients - **250** contacts - **5** portal seats - **1 GB** storage - No AI credits Pillars included Productivity, CRM, File Centre Xero-only Marketplace, No AI, Perfect to TRY Portal 360 [Try for $1 →](https://au1.portal360.ai/get-started#onboarding-plan-cards) Starter Ideal for growing firms looking to automate workflows, improve collaboration, and simplify everyday operations. $29 /user/mo $49 Up to 5 users · **$145/mo** total Save 17% vs monthly What 5 users get - **Unlimited** clients - **5,000** contacts - **5** mailboxes - **25 GB** storage - **25,000** AI credits All 6 pillars unlocked Knowledge Studio, G Drive, Dropbox, SharePoint, OneDrive Integrations Included [Start 7-day free trial →](https://au1.portal360.ai/get-started#onboarding-plan-cards) Most popular Professional Built for expanding firms that need advanced workflow automation, AI automation, greater collaboration, and enhanced productivity. $49 /user/mo $99 Up to 25 users · **$245/mo** total Save 17% vs monthly What 5 users get - **Unlimited** clients - **10,000** contacts - **10** mailboxes - **75 GB** storage - **75,000** AI credits All 6 pillars + extras Eveything in Starter + 3× AI throughput + All inclusions increased - Best Value! [Start 7-day free trial →](https://au1.portal360.ai/get-started#onboarding-plan-cards) Advanced Designed for larger firms requiring enterprise-level accounting practice management software, unlimited scalability, advanced automation, and powerful integrations. $99 /user/mo $159 Unlimited users · **$495/mo** total Save 17% vs monthly What 5 users get - **Unlimited** clients - **15,000** contacts - **Unlimited** mailboxes - **100 GB** storage - **150,000** AI credits All 6 pillars, no ceilings Unlimited mailboxes, workspaces, worksheets. 6× AI throughput. [Start 7-day free trial →](https://au1.portal360.ai/get-started#onboarding-plan-cards) ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Compare Every Portal 360 Plan See what’s included in each plan and choose the right practice management software for your accounting or advisory firm. Upgrade your plan whenever your business grows. ## Pillar - Productivity Centre - CRM & Entity Manager - Communication Centre - File Centre - AI Automation - Marketplace - Add-Ons ## Discovery - - - - 1 GB/user - - Xero only - ## Starter - - - 1 mailbox/user - 5 GB/user - 5k credits/user - All apps - ## Pro - - - 2 mailboxes/user - 15 GB/user - 15k credits/user - All apps - ## Advanced - - - Unlimited/user - 20 GB/user - 30k credits/user - All apps - All prices AUD, ex GST. 7-day free trial on Starter, Professional, and Advanced. [View full feature comparison](https://au1.portal360.ai/#pricing) ### Proposal Studio Create professional proposals, engagement letters, invoices, and payment requests from one connected workspace. - Block-based proposal builder - Services catalogue and billing - Letter Studio included - Client share link with sign & pay ### $149 Per account / month ### Letter Studio Create branded letters and client documents with reusable templates, digital approvals, and secure delivery. - Letter templates gallery - Attach letters to proposal packages - Client signature on share link - Stripe milestone payments ### $79 Per account / month ### VerifiMe Complete AML, KYC, identity verification, and compliance checks directly within Portal 360 to simplify regulatory requirements. - AML/CTF identity verification - PEP & sanctions screening - Ongoing monitoring & alerts - AUSTRAC program management - AI-powered risk analysis ### $29 Per account / month ### XPM Connect XPM with Portal 360 to synchronise clients, jobs, staff, time entries, and workflows across your accounting practice. - Project Management Sync - Time Tracking Integration - Client Data Synchronization - Workflow Automation ### $99 Per account / month ## Ready to Transform Your Practice? Start your free trial today and discover how Portal 360 helps accounting and advisory firms automate workflows, improve client management, and grow with confidence. [ Start Your Free Trial ](https://au1.portal360.ai/get-started#onboarding-plan-cards) --- ### [Features](https://portal360.app/features/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### 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 [ Explore Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## 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**.** ![](https://portal360.app/wp-content/uploads/2026/06/Productivity-center.webp) ## 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 [ Explore Productivity Centre ](#) ![](https://portal360.app/wp-content/uploads/2026/06/CRM.webp) ## 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 [ Explore CRM Features ](#) ![](https://portal360.app/wp-content/uploads/2026/06/Communication-center.webp) ## 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 [ Explore Communication Tools ](#) ![](https://portal360.app/wp-content/uploads/2026/06/File-center.webp) ## 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 [ Explore Entity Management ](#) ![](https://portal360.app/wp-content/uploads/2026/06/e-signature.webp) ## 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 [ Explore Approval Workflows ](#) ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Simplify your practice management Bring together entity records, file storage, compliance documentation, and operational visibility into one connected platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Solutions](https://portal360.app/solutions/) **Published:** May 22, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Solutions # Built for the Modern Financial Practice **Portal 360 is an AI-powered platform designed for Accountants, Bookkeepers, Fractional CFOs, and Advisory firms.** ## We understand that every financial role operates differently. That’s why Portal 360 adapts to your workflow helping your **team work smarter, reduce manual work, and deliver a seamless client** ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Explore how Portal 360 transforms your day-to-day operations. ![](https://portal360.app/wp-content/uploads/2026/05/supervisor-checking-accountant-tasks-scaled.jpg) ## Take the stress out of compliance and complex workflows ## Accountants need precision, visibility, and reliable compliance tools. Portal 360 replaces scattered systems with a streamlined, integrated platform. - **ATO Integration:** Manage compliance, reporting, and lodgements directly - **Custom Workflows:** Build workflows tailored for every client - **Task & Workflow Management:** Stay aligned across your team - **eSignatures & Approvals:** Reduce client follow-ups and delays [ Simplify Compliance & Save Hours Every Week ](https://portal360.app/accountant/) ## Eliminate double-handling and reclaim your billable hours ## Portal 360 acts as your central hubconnecting client data, communication, and accounting tools in one place. - **Xero, QuickBooks, MYOB Integrations** - **Timesheets & Invoicing:** Track and bill effortlessly - **Centralised Communication:** No more chasing clients across emails - **Client Portal & Live Chat:** Faster responses, better collaboration [ Work Faster. Bill Smarter. Grow Your Practice ](https://portal360.app/bookkeepers/) ![](https://portal360.app/wp-content/uploads/2026/05/beautiful-businesswoman-red-suit-working-modern-office-room-scaled.jpg) ![](https://portal360.app/wp-content/uploads/2026/05/indian-female-medic-offering-drugs-vitamins-male-patient-helping-with-disease-treatment-scaled.jpg) ## Unprecedented visibility across complex structures ## Manage multi-entity businesses with clarity and control. - **Entity Management:** Full visibility across clients - **Consolidated Reporting:** Understand financial performance instantlyt - **Lodgement Tracking:** tay on top of compliance - **One-Click Data Export:** Flexible financial analysis [ Get Full Financial Visibility in One Platform ](https://portal360.app/fractional-cfos/) ## Deliver a premium, compliant onboarding experience ## Build stronger relationships with a platform designed for modern advisory firms. - Purpose-Built CRM for professional practices - Complete Client History in One Place - Automated Onboarding Workflows - Integrated AML for compliant setup [ Create Exceptional Client Experiences from Day One ](https://portal360.app/advisory-firm/) ![](https://portal360.app/wp-content/uploads/2026/05/business-person-looking-finance-graphs-scaled.jpg) ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Ready to get started? Our team is happy to help. Reach out to us and we'll get back to you quickly. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Marketplace](https://portal360.app/marketplace/) **Published:** June 1, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Marketplace # Discover Integrations Connect Portal360 with your favorite tools to streamline workflows, automate processes, and unify your business operations in one place ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Managing multiple disconnected systems creates inefficiencies, communication gaps, and lost productivity across your business. Portal 360 centralises operational workflows into one connected platform where teams can manage tasks, billing, communication, and workflows more efficiently. Reduce manual processes, improve accountability, and give your team the tools they need to work faster and stay organised. ## Accounting & Practice Management ![](https://portal360.app/wp-content/uploads/2026/06/xero-practice-manager-150x150-2.webp) #### Practice Management #### Xero Practice Manager ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.4 | 31k+ Sync your XPM clients, jobs, staff, tasks, and time entries automatically. [ Know more ](https://portal360.app/marketplace/xero-practice-manager/) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ![](https://portal360.app/wp-content/uploads/2026/05/XERO.png) #### ACCOUNTING #### Xero Accounting ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 48k+ GST, invoices, contacts and payroll — fully synced into Portal 360. [ Know more ](https://portal360.app/marketplace/xero/) ## Communication ![](https://portal360.app/wp-content/uploads/2026/05/gmail-mail-icon-for-web-design-free-png.webp) #### Communication #### Gmail Workspace ## Communication ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.7 | 104K+ Send and receive email using your Google Workspace inbox directly from Portal 360. [ Know more ](https://portal360.app/marketplace/gmail/) ![](https://portal360.app/wp-content/uploads/2026/05/Microsoft-365-Logo-1-2048x989-1.png) #### Communication #### Microsoft 365 ## Communication ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 88k+ Sync Outlook emails, shared mailboxes, attachments, and Microsoft 365 services with Portal360 for centralized communication and workflow automation. [ Know more ](https://portal360.app/marketplace/microsoft-365/) ![](https://portal360.app/wp-content/uploads/2026/05/CRM-Sync-1.png) #### Communication #### CRM Sync ## Communication ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 88k+ Sync clients, contacts, leads, and CRM records across connected applications. [ Know more ](https://portal360.app/marketplace/crm/) ![](https://portal360.app/wp-content/uploads/2026/05/Microsoft-enforces-strict-rules-for-bulk-emails-on-Outlook.jpg) #### Communication & Email #### Microsoft Outlook ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.2 | 71k+ Sync Outlook emails, calendars, contacts, and client communications with Portal 360. [ Know more ](https://portal360.app/marketplace/microsoft-outlook/) ![](https://portal360.app/wp-content/uploads/2026/07/Google-Workspace-Symbol-500x281-1.png) #### Communication #### Google Workspace ## Communication ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 88k+ Sync Gmail, Google Calendar, Contacts, and Google Workspace services with Portal360 for centralized communication and collaboration. [ Know more ](https://portal360.app/marketplace/google-workspace/) ## Compliances ![](https://portal360.app/wp-content/uploads/2026/06/fff53745a6b0541753f6f182177a2c14-scaled.png) #### Compliance #### VerifiMe (AML/KYC) ## Compliance ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.7 | 10K+ Verify client identity, perform AML/KYC checks, and streamline compliant client onboarding. [ Know more ](https://portal360.app/marketplace/verifime/) ## Cloud Storage ![](https://portal360.app/wp-content/uploads/2026/06/t_microsoft-sharepoint7924.jpg) #### Document Management #### SharePoint ## Document Management ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.7 | 10K+ Manage and collaborate on documents stored in Microsoft SharePoint. [ Know more ](https://portal360.app/marketplace/sharepoint/) ![](https://portal360.app/wp-content/uploads/2026/06/vectorseek30.jpg) #### Cloud Storage #### Google Drive ## Cloud Storage ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.8 | 11k+ Store, access, and synchronize client documents securely. [ Know more ](https://portal360.app/marketplace/google-drive/) ![](https://portal360.app/wp-content/uploads/2026/06/onedrive-send-videos.jpg) #### Cloud Storage #### OneDrive ## Cloud Storage #### 4.2 | 71k+ Sync Microsoft OneDrive files and folders with Portal 360. [ Know more ](https://portal360.app/marketplace/onedrive/) ## Document Management #### Document Management #### Proposal Studio ## Document Management ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.2 | 28k+ Build, send, track, and manage professional client proposals. [ Know more ](https://portal360.app/marketplace/proposal-studio/) #### Document Management #### Letter Studio ## Document Management ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 11k+ Create, send, sign, and manage engagement letters efficiently. [ Know more ](https://portal360.app/marketplace/letter-studio/) ## Most Popular ![](https://portal360.app/wp-content/uploads/2026/06/xero-practice-manager-150x150-2.webp) #### Practice Management #### Xero Practice Manager ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.4 | 31k+ Sync your XPM clients, jobs, staff, tasks, and time entries automatically. [ Know more ](https://portal360.app/marketplace/xero-practice-manager/) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ![](https://portal360.app/wp-content/uploads/2026/05/Microsoft-365-Logo-1-2048x989-1.png) #### Communication #### Microsoft 365 ## Communication ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 88k+ Sync Outlook emails, shared mailboxes, attachments, and Microsoft 365 services with Portal360 for centralized communication and workflow automation. [ Know more ](https://portal360.app/marketplace/microsoft-365/) ![](https://portal360.app/wp-content/uploads/2026/05/XERO.png) #### ACCOUNTING #### Xero Accounting ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 48k+ GST, invoices, contacts and payroll — fully synced into Portal 360. [ Know more ](https://portal360.app/marketplace/xero/) ![](https://portal360.app/wp-content/uploads/2026/05/gmail-mail-icon-for-web-design-free-png.webp) #### Communication #### Gmail Workspace ## Communication ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.7 | 104K+ Send and receive email using your Google Workspace inbox directly from Portal 360. [ Know more ](https://portal360.app/marketplace/gmail/) ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Simplify practice management with portal 360 Bring together productivity, communication, onboarding, approvals, and document management into one connected platform designed for modern firms. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Proposal Studio](https://portal360.app/marketplace/proposal-studio/) **Published:** July 23, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Proposal Studio # Create, Send, and Track Professional Client Proposals with Ease Create branded proposals, attach engagement letters, configure pricing, collect approvals, and manage the complete proposal lifecycle from one centralized workspace inside Portal360. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/07/ChatGPT-Image-Jul-23-2026-01_57_58-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## Proposal Studio helps accounting and advisory firms create, manage, send, and track professional client proposals without relying on multiple disconnected tools. From AI-assisted proposal creation and branded templates to secure approvals, engagement letters, and payment collection, Proposal Studio centralizes the entire proposal process in one seamless workflow. Integrated directly with Portal360 CRM and Letter Studio, it enables firms to deliver a modern client experience while improving efficiency, consistency, and compliance. ## Key Features ### Professional Proposal Creation Create proposals using pre-built templates, AI-generated drafts, blank proposals, or directly from CRM leads and clients. ### Proposal Builder Design proposals with headings, images, pricing tables, videos, branding, AI writing assistance, and reusable content blocks. ### Pricing & Billing Management Add services, recurring pricing, discounts, taxes, and flexible payment options with automatic calculations. ### Integrated Engagement Letters Attach, customize, and manage engagement letters through Letter Studio while tracking signatures and approvals in one workflow. ### Secure Client Approval Send secure proposal links where clients can review documents, sign engagement letters, approve proposals, and complete payments online. ### Real-Time Proposal Tracking Monitor proposal status, client activity, signatures, payments, and approval history from a centralized dashboard. ## Benefits ### Faster Proposal Creation Generate professional proposals in minutes using templates and AI-powered drafting. ### Integrated Client Approvals Collect engagement letter signatures and proposal approvals from one secure workflow. ### Professional Branding Maintain consistent branding with logos, themes, colors, and reusable templates. ### Improved Client Experience Provide clients with a modern approval process that includes proposal review, signing, and payments. ### Complete Proposal Visibility Track every proposal from draft to acceptance with real-time status updates. ## How It Works Step 1: Create Your Letter Choose a professional template or create a new engagement letter from scratch. Step 2: Customize Your Document Apply branding, edit content, insert merge fields, and configure signing requirements. Step 3: Send for Approval Deliver documents securely through the client portal for review and electronic signatures. Step 4: Track Completion Monitor document status, recipient activity, approval progress, and completed signatures in real time. Step 5: Track & Grow Monitor client performance, generate business insights, and strengthen long-term relationships. ## What You Can Manage ### Proposals Create and manage branded proposals. ### Engagement Letters Attach and track digital engagement documents. ### Pricing & Payments Configure pricing, taxes, and billing options. ### Approvals Monitor signatures, approvals, and proposal status in real time. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is Proposal Studio integrated with Portal360 CRM? Yes. Proposal Studio connects directly with Portal360 CRM, allowing proposals to be created from leads, clients, contacts, and entities while keeping all activities synchronized. Can I attach engagement letters to proposals? Yes. Proposal Studio integrates with Letter Studio, allowing you to attach engagement letters, collect digital signatures, and track approval progress from a single workflow. Can clients approve proposals online? Yes. Clients receive a secure proposal link where they can review proposals, sign engagement letters, approve or decline the proposal, and complete payments if required. Does Proposal Studio support AI-generated proposals? Yes. AI can generate proposal drafts, improve wording, assist with content creation, and help teams create professional proposals much faster. Can I track proposal status after sending? Yes. Proposal Studio provides real-time tracking for drafts, sent proposals, approvals, signatures, payment status, and complete client activity history. ## Transform Your Proposal Process with Portal360 Create professional proposals, collect approvals, manage engagement letters, and streamline client onboarding with Portal360 Proposal Studio. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Letter Studio](https://portal360.app/marketplace/letter-studio/) **Published:** July 23, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Letter Studio # Create, Manage, Send & Track Engagement Letters with Confidence Create professional engagement letters, authority forms, compliance documents, and signature-based agreements from one centralized platform. Letter Studio helps accounting and advisory firms streamline document creation, approvals, and client signing workflows. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/07/ChatGPT-Image-Jul-23-2026-01_41_50-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## Letter Studio is Portal360's dedicated document management workspace built specifically for accounting and advisory firms. It enables teams to create, customize, distribute, and monitor engagement letters, authority forms, compliance documents, and client agreements from a single platform. Fully integrated with Proposal Studio, Letter Studio simplifies every stage of the document lifecycle—from creation and branding to digital signing and real-time status tracking—helping firms deliver a faster, more professional client experience. ## Key Features ### Professional Document Creation Create engagement letters, authority forms, compliance documents, service agreements, and business correspondence using professionally designed templates or custom layouts. ### Advanced Letter Composer Design professional multi-page documents using a powerful editor featuring merge fields, drag-and-drop content blocks, branding controls, PDF export, and automatic saving. ### Secure Digital Signatures Send documents securely through the client portal, collect electronic signatures, monitor approvals, and complete engagement workflows without printing or scanning documents. ### Template Management Access Portal360 platform templates, tenant-specific templates, and custom templates while maintaining consistent branding across every engagement. ### AI Document Assistance Generate engagement letters using AI, improve document wording, create sections automatically, and accelerate document preparation with intelligent writing assistance. ### Proposal Studio Integration Attach letters directly to proposals, replace or update documents instantly, and manage proposals and engagement letters together within one streamlined workflow. ## Benefits ### Centralized Document Management Manage every engagement letter and compliance document from one secure workspace. ### Faster Document Creation Reduce manual document preparation using templates, AI assistance, and reusable content. ### Secure Electronic Signatures Collect legally compliant electronic signatures through secure client portals. ### Real-Time Tracking Track document delivery, recipient activity, approval status, and signature progress from one dashboard. ### Consistent Firm Branding Apply logos, themes, colors, and branding settings across every client-facing document. ## How It Works Step 1: Create Your Letter Choose a professional template or create a new engagement letter from scratch. Step 2: Customize Your Document Apply branding, edit content, insert merge fields, and configure signing requirements. Step 3: Send for Approval Deliver documents securely through the client portal for review and electronic signatures. Step 4: Track Completion Monitor document status, recipient activity, approval progress, and completed signatures in real time. Step 5: Track & Grow Monitor client performance, generate business insights, and strengthen long-term relationships. ## What You Can Manage ### Engagement Letters Create professional engagement letters for accounting and advisory services. ### Compliance Documents Prepare authority forms, compliance letters, and client agreements. ### Digital Signatures Collect secure electronic signatures from one or multiple recipients. ### Proposal Attachments Attach engagement letters directly to Proposal Studio for a complete client engagement experience. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is Letter Studio integrated with Proposal Studio? Yes. Letter Studio integrates directly with Proposal Studio, allowing you to attach engagement letters to proposals, update documents, and manage the complete engagement process from one platform. Can I create my own document templates? Yes. In addition to Portal360’s built-in templates, firms can create and manage their own branded templates for engagement letters, compliance documents, and business correspondence. Does Letter Studio support electronic signatures? Yes. Clients can securely review and electronically sign documents through the Portal360 Client Portal, ensuring faster approvals and a completely paperless workflow. Can AI help create engagement letters? Yes. Letter Studio includes AI-powered document assistance that can generate letter drafts, improve wording, and help create professional content faster. Can I track document status after sending? Yes. Letter Studio provides real-time tracking for draft, sent, signed, and declined documents, along with recipient activity, delivery history, and approval timelines. ## Modernize Your Client Document Workflows Create, manage, send, and track engagement letters with confidence using Portal360 Letter Studio. Deliver professional client experiences with secure digital signatures, AI-powered document creation, and seamless Proposal Studio integration. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [AI Automation](https://portal360.app/ai-automation/) **Published:** July 23, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### AI Automation # Automate Repetitive Workflows with Intelligent Business Automation ## Bring together CRM, tasks, emails, communications, worksheets, and client workflows into one intelligent automation platform powered by AI. Portal360 helps firms eliminate repetitive administration, automate business processes, improve operational efficiency, and enable teams to focus on higher-value client work. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Built to Improve Business Automation Manual processes slow teams down, create inconsistencies, and increase administrative overhead. Portal360 AI Automation centralizes workflow automation into one intelligent platform, helping accounting and advisory firms streamline operations and improve productivity. Whether you're automating client onboarding, recurring reminders, email processing, or internal task management, AI Automation reduces repetitive work while improving consistency, accuracy, and visibility across every workflow. ![](https://portal360.app/wp-content/uploads/2026/06/AI-work-flow.png) ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### Features ## Streamline Business Processes with Intelligent AI Automation Portal360 enables firms to automate workflows across CRM, communications, tasks, meetings, worksheets, and client management using a simple When → If → Then workflow builder. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 01 ### Intelligent Workflow Builder Create automation workflows using natural language prompts, a guided step-by-step builder, or an advanced visual workflow canvas. No coding knowledge is required, making automation accessible for every team member. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 02 ### Smart Triggers & Conditions Automate processes based on business events such as new clients, incoming emails, overdue tasks, CRM updates, reminders, or scheduled activities. Add conditions to ensure workflows only run when specific criteria are met. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 03 ### Automated Business Actions Automatically create tasks, CRM notes, contacts, client records, worksheets, meetings, emails, and team messages. Combine multiple actions into a single workflow to automate complete business processes. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 04 ### Dashboard & Workflow Monitoring Track active workflows, automation history, execution status, success rates, error logs, and performance metrics through a centralized Automation Dashboard with complete operational visibility. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. How does AI Automation work? Portal360 uses a simple When → If → Then workflow model to automate tasks, emails, CRM updates, communications, and business processes without requiring coding knowledge. Can I create automations using AI? Yes. Simply describe your workflow in plain language, and Portal360 AI will generate the automation for you. You can review, customize, and activate it before deployment. Does AI Automation support scheduled workflows? Yes. Automations can run hourly, daily, weekly, or monthly to automate recurring business activities such as reminders, follow-ups, and document requests. Can I automate CRM and email workflows? Yes. AI Automation integrates with CRM, Email Centre, Tasks, Meetings, Worksheets, and Team Collaboration, allowing workflows to span multiple Portal360 modules. Can I monitor workflow performance? Yes. The Automation Dashboard provides real-time insights into workflow activity, including execution history, success rates, active automations, error logs, and workflow performance. ## Transform Your Business With AI Automation Automate repetitive work, streamline business processes, improve productivity, and empower your team with intelligent workflow automation—all from one connected platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [CRM](https://portal360.app/marketplace/crm/) **Published:** July 23, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### CRM in Portal360 # Manage Leads, Clients & Relationships in One Place Portal360 CRM helps firms manage leads, clients, entities, contacts, and services from a single platform. Streamline your workflow, improve collaboration, and gain complete visibility across every client relationship. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/07/ChatGPT-Image-Jul-23-2026-01_12_38-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## Portal360 CRM is designed to help accounting firms and professional service businesses manage the complete client lifecycle—from capturing new leads to maintaining long-term client relationships. The platform centralizes leads, clients, legal entities, contacts, and services into one secure workspace, enabling teams to improve collaboration, automate processes, and deliver better client experiences. With customizable dashboards, real-time insights, and seamless integrations, Portal360 CRM gives firms complete visibility into their pipeline, client relationships, and business performance. ## Key Features ### Lead Management Create, track, and manage leads through customizable sales stages, including New, Contacted, Qualified, Proposal, Negotiation, Closed – Won, and Closed – Lost. ### Services & Engagements Assign services and engagement packages directly to clients, helping teams manage ongoing work, monitor delivery, and strengthen client relationships. ### Business Integrations Connect CRM with Xero, MYOB, QuickBooks, ABN Lookup, Email Centre, VerifiMe, and Task Management for seamless data synchronization. ### Security & Permissions Protect sensitive CRM information using role-based permissions, audit logs, and secure USER and ADMIN access controls. ### Clients, Entities & Contacts Manage clients, legal entities (Companies, Trusts, Partnerships, SMSFs, Sole Traders, and Individuals), and associated contacts from a centralized CRM. ### Import, Export & Onboarding Quickly migrate existing data using CSV imports and exports while simplifying client onboarding through invitation forms and entity onboarding workflows. ### Dashboard & Insights Monitor lead pipelines, client growth, entity statistics, billing summaries, compliance status, and customizable business reports from a single dashboard. ### Complete Relationship Management Manage every stage of the client journey—from lead generation and onboarding to service delivery and long-term relationship management. ## Benefits ### Centralized Client Management Manage all leads, clients, entities, contacts, and services from one secure platform. ### Improved Team Productivity Reduce manual administration and streamline workflows with automated processes and centralized information. ### Better Client Relationships Maintain complete communication history and client records for improved customer experiences. ### Business Insights Gain real-time visibility into pipeline performance, client activity, compliance, and business growth. ### Secure Collaboration Work confidently with role-based permissions, audit logs, and enterprise-grade security. ## How It Works Step 1: Capture Leads Collect new leads from multiple sources and organize them through your customized sales pipeline. Step 2: Qualify & Engage Communicate with prospects, update lead stages, and qualify opportunities before converting them into clients. Step 3: Convert to Client Convert qualified leads into active clients with a single click while automatically creating associated entities and contacts. Step 4: Deliver Services Assign services, manage engagements, and collaborate across your team to deliver exceptional client outcomes. Step 5: Track & Grow Monitor client performance, generate business insights, and strengthen long-term relationships. ## CRM Statistics Active Leads 0 + Clients 0 + Legal Entities 0 + Contacts 0 + Active Services 0 + ## Manage the Entire Client Journey ### Lead Capture and qualify new business opportunities. ### Client Convert qualified leads into active clients. ### Entities & Contacts Manage legal entities and associated contacts. ### Services & Engagements Deliver ongoing services and maintain strong client relationships. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. What can I manage with Portal360 CRM? Portal360 CRM enables you to manage leads, clients, legal entities, contacts, services, and ongoing engagements from a single centralized platform. It provides a complete view of your client relationships throughout every stage of the customer lifecycle. Can I convert leads into clients? Yes. Qualified leads can be converted into clients with a single action, automatically creating the associated client records while maintaining accurate relationship data and reducing duplicate entries. Does Portal360 CRM integrate with accounting software? Yes. Portal360 CRM integrates with leading business applications including Xero, MYOB, QuickBooks, ABN Lookup, Email Centre, VerifiMe, and Task Management to streamline workflows and synchronize business data. Is client information secure in Portal360 CRM? Yes. Portal360 CRM uses role-based permissions, audit logs, and secure access controls to protect sensitive client information. USER and ADMIN roles have controlled access, while client portal users only see authorized information. Can I import my existing client and contact data? Yes. Portal360 CRM supports CSV imports for leads, clients, entities, and contacts, making it easy to migrate existing data and onboard new clients without manually recreating records. ## Ready to Transform Your Client Relationships? Discover how Portal360 CRM helps firms manage leads, clients, services, and business relationships more efficiently from one centralized platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Entity & File Management](https://portal360.app/entity-file-management/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Entity & File Management # Entity & File Management for Modern Firms **Manage entities, corporate records, and important documents from one secure platform.** ## Portal 360 helps firms centralise entity management, file storage, compliance records, and document organisation into one connected workspace designed for accounting, advisory, and professional service firms. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Built for Secure Entity & Document Management Managing entities and important files across disconnected systems can create compliance risks, lost information, and operational inefficiencies. Portal 360 helps firms organise entity records, corporate information, and documents within one secure and centralised platform. Improve visibility, simplify record management, and keep important business information easily accessible across your entire team. ![](https://portal360.app/wp-content/uploads/2026/05/File-center-1.webp) ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### Features ## Manage Entities, Records & Documents From One Connected Platform Portal 360 centralises entity management, document storage, compliance records, and file organisation into one secure workspace. Improve operational visibility, reduce manual administration, and maintain complete control across important business records and documentation. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 01 ### Centralised Entity Management Manage **entities, shareholding structures, director records**, and important business information from one connected platform. Portal 360 helps firms maintain complete visibility across corporate structures while reducing reliance on disconnected spreadsheets and manual processes. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 02 ### Secure File & Document Storage Store and organise files securely with built-in **folder management, file tagging**, and structured document organisation tools. Keep important financial, compliance, and operational documents accessible while maintaining secure storage and visibility. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 03 ### Advanced Search & File Visibility Quickly locate documents, records, and entity information through advanced search and filtering functionality. Portal 360 helps teams improve efficiency by making important information easier to access and manage. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 04 ### Compliance & Record Management Maintain organised compliance records and improve visibility across important business documentation. Portal 360 helps firms centralise entity information, supporting documents, and operational records within one connected workspace. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. What is the Entity Manager in Portal 360? The Entity Manager provides a single place for consolidated client entity management. It manages shareholding, director management , and offers clear visibility across all entities. Can I track lodgments in Portal 360? Yes. The Entity Manager includes features for lodgment tracking & consolidated financial reporting. How are files organized in the Portal 360 File Centre? The File Centre provides centralised document storage utilizing easy search , file tagging , and folder management. Furthermore, all files linked to clients and jobs. ## Simplify entity & Document management Bring together entity records, file storage, compliance documentation, and operational visibility into one connected platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Bookkeepers](https://portal360.app/bookkeepers/) **Published:** May 21, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Platform for Bookkeepers # Practice Management Platform for Bookkeepers **Eliminate double-handling, reduce admin work, and reclaim more billable hours.** ## Portal 360 acts as a central productivity hub for bookkeeping teams by bringing together client communication, accounting data, invoicing, workflows, and collaboration tools into one connected platform designed for modern bookkeeping practices. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Built for Efficient Bookkeeping Workflows Bookkeepers rely on speed, organisation, and accurate client communication. Portal 360 helps streamline daily operations so your team can focus on delivering work instead of managing disconnected systems. ![](https://portal360.app/wp-content/uploads/2026/05/team-meeting-office-scaled.jpg) ## Everything Your Accounting Team Needs in One Platform ## Open Accounting & Practice Integrations Portal 360 integrates seamlessly with leading accounting and practice management tools including Xero, QuickBooks, and MYOB. Keep your bookkeeping workflows connected without switching between multiple systems. ## Time, Billing & Productivity Management Keep your bookkeeping practice organised and profitable with built-in timesheets, invoicing, workflow management, and task tracking tools. Portal 360 helps your team stay aligned while ensuring every billable hour is captured efficiently. ## Communication & Client Collaboration Centre Stop chasing clients for receipts, missing files, and unanswered emails. Portal 360 centralises communication through a secure client portal, live chat, consolidated mailbox, and linked client conversations so your entire team always has full visibility. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. How does Portal 360 integrate with the ATO for accounting practices? Portal 360 features open integrations with major accounting tools. It integrates with Xero Accounting and Xero Practice Manager as of 15 Apr 26. It also offers integration previews for QuickBooks and MYOB starting 15 Apr 2026. Can bookkeepers track time and invoice clients? Yes. The Portal 360 Productivity Centre includes core features for timesheets and invoicing, allowing bookkeepers to track billable hours and bill clients efficiently. How does the Portal 360 Communication Center help bookkeeprs? The Communication Centre consolidates client interactions by offering a secure client portal, live chat, and a consolidated mailbox. It ensures that all conversations are linked to client records, reducing email clutter and lost documents. ## Simplify Your Bookkeeping Workflow Today Start your free trial — no credit card required. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Client Approvals & eSignatures](https://portal360.app/client-approvals-esignatures/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Client Approvals & eSignatures # Faster Client Approvals & Secure eSignatures **Simplify approvals and eliminate manual paperwork with integrated digital signing tools.** ## Portal 360 helps firms manage approvals, signatures, and document workflows securely across desktop and mobile devices while improving turnaround times and reducing manual administration. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Simplify Approval Workflows & Digital Signing Manual approval processes slow down teams, create unnecessary follow-ups, and reduce operational efficiency. Portal 360 centralises approvals and eSignatures into one secure platform so firms can manage document workflows faster and more professionally. Improve client responsiveness while maintaining secure approval records and complete workflow visibility. ![](https://portal360.app/wp-content/uploads/2026/06/E-signature-1.webp) ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### Features ## Streamline Approvals & Digital Signing Workflows Portal 360 helps firms simplify approvals, manage eSignatures, and centralise document workflows into one connected platform. Reduce delays, improve turnaround times, and maintain complete visibility across every approval process. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 01 ### Secure Digital Approvals Allow clients to securely review and approve documents through one connected platform. Portal 360 helps firms reduce manual follow-ups while improving the speed and efficiency of approval workflows. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 02 ### Desktop & Mobile eSignatures Clients can securely sign documents from desktop or mobile devices without the need for printing, scanning, or downloading additional software. Simplify signing experiences while improving accessibility for clients and teams. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 03 ### Approval Workflow Tracking Track approvals, monitor document status, and maintain visibility across every approval workflow from one centralised workspace. Portal 360 helps teams stay informed while reducing delays and communication gaps. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 04 ### Secure Audit Trail & Compliance Maintain secure approval records and digital audit trails for improved compliance and operational transparency. Keep a complete history of approvals, signatures, and workflow activity directly linked to client records. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. Does Portal 360 support eSignatures? Yes. Portal 360 features Client Approvals & E-Signatures to make approvals fast and simple. How do clients sign documents in Portal 360? Clients approve and sign via web or mobile app. This process results in reduced follow-ups and ensures you have secure, stored records. ## Simplify Client Approvals With Portal 360 Manage approvals, signatures, and document workflows from one secure and connected platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Advisory Firm](https://portal360.app/advisory-firm/) **Published:** May 22, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Advisory Firm Management # CRM & Management Platform for Advisory Firms **Deliver a premium, compliant onboarding experience.** ## Portal 360 helps advisory firms manage leads, onboard clients faster, and maintain complete visibility across every client interaction from one connected platform. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Built for Relationship-Driven Advisory Firms Advisory firms rely on trust, communication, organisation, and efficient client management. Portal 360 helps firms streamline onboarding, compliance, communication, and relationship management through one secure and connected workspace. Reduce manual admin, improve collaboration across your team, and maintain complete visibility across every client engagement. ![](https://portal360.app/wp-content/uploads/2026/05/business-team-explaining-working-problems-scaled.jpg) ## Everything Your Advisory Firms Team Needs in One Platform ## Purpose-Built Professional CRM Manage the full client lifecycle from one CRM designed specifically for professional service firms. Portal 360 centralises lead management, contact management, client management, and relationship tracking so your team always has access to accurate and up-to-date client information. ## Complete Client Context Maintain complete visibility across every client interaction from one connected platform. Access important emails, files, notes, tasks, and communication history without switching between disconnected systems. Portal 360 helps advisory teams stay organised while improving collaboration and client responsiveness. ## Automated & Compliant Onboarding Create a smoother onboarding experience while maintaining compliance requirements. Portal 360 streamlines onboarding through automated onboarding workflows, integrated AML capabilities, faster client setup, and reduced manual administration. Improve onboarding efficiency while delivering a more professional client experience. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. 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. How does Portal 360 streamline client onboarding? Portal 360 streamlines the process through Automated Onboarding workflows that deliver a smooth client onboarding experience. Does Portal 360 include AML compliance tools? Yes. Portal 360 includes Integrated AML capabilities to ensure a faster, compliant setup for new clients. The AML features are scheduled to launch on 1 May 2026. ## Simplify advisory firms Management With Portal 360 Bring together CRM, onboarding, compliance, communication, and workflow management into one connected platform designed for modern advisory firms. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Accountant](https://portal360.app/accountant/) **Published:** May 14, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Software for Accountants # Practice Management Software for Accountants **Take the stress out of compliance, client communication, and complex workflows.** ## Portal 360 is purpose-built for accounting firms that need precision, visibility, and seamless compliance. Manage clients, workflows, approvals, and regulatory obligations in one AI-powered platform designed for modern accounting practices. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Built for the Modern Accounting Practice Accounting firms need more than disconnected spreadsheets, emails, and generic practice management tools. Portal 360 helps your team work smarter by bringing together workflows, communication, compliance, approvals, and client management into one connected system. Reduce manual work, improve visibility across your practice, and keep your entire team aligned across every client engagement. ![](https://portal360.app/wp-content/uploads/2026/05/sharing-ideas-talking-two-employees-are-working-wind-turbine-company-scaled.jpg) ## Everything Your Accounting Team Needs in One Platform ## Native ATO Integration Roadmap Manage tax obligations and compliance workflows directly from Portal 360 with built-in ATO integration capabilities. Streamline client communication, activity statements & reporting, and future lodgement support from one connected platform designed for accounting firms. ## Bespoke Workflow & Task Management Create workflows that match how your accounting practice actually operates. Portal 360 helps automate recurring processes, improve task management & workflow visibility, and keep track of important deadlines across your team. ## Client Approvals & eSignatures Reduce follow-ups and speed up approvals with integrated eSignatures. Clients can securely review, approve, and sign documents through desktop or mobile devices, helping your firm improve turnaround times. ## Communication & Client Collaboration Keep every client conversation organised and connected from one secure communication hub. Manage a centralised mailbox, live chat, and a secure client portal where all conversations remain linked directly to client records. ## Native ATO Integration Roadmap Manage tax obligations and compliance workflows directly from Portal 360 with built-in ATO integration capabilities. Streamline client communication, activity statements & reporting, and future lodgement support from one connected platform designed for accounting firms. ## Bespoke Workflow & Task Management Create workflows that match how your accounting practice actually operates. Portal 360 helps automate recurring processes, improve task management & workflow visibility, and keep track of important deadlines across your team. ## Client Approvals & eSignatures Reduce follow-ups and speed up approvals with integrated eSignatures. Clients can securely review, approve, and sign documents through desktop or mobile devices, helping your firm improve turnaround times. ## Communication & Client Collaboration Keep every client conversation organised and connected from one secure communication hub. Manage a centralised mailbox, live chat, and a secure client portal where all conversations remain linked directly to client records. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. What is the Productivity Centre in Portal 360? Portal 360 features a multi-phase ATO integration. Phase 1 covers client communication launching on 1 May 2026. Phase 2 includes activity statements and reporting launching on 7 May 2026. Phase 3 enables direct lodgements launching on 1 Jul 2026. Does Portal 360 allow accountants to create custom workflows? Yes. Portal 360 allows accounting practices to build workflows that match how their practice actually works. Users can create custom workflows for each individual client to manage complex tax and advisory tasks. How do client eSignatures work in Portal 360? The platform features integrated Client Approvals & E-Signatures. Clients can securely approve and sign documents directly via the web portal or the Portal 360 mobile app, which is designed to make approvals fast and simple while reducing follow-ups. ## Take Control of Your Accounting Practice Start your free trial — no credit card required. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Help](https://portal360.app/help/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### 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. [ Browse Plan ](https://portal360.app/pricing) ## 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: support@portal360.ai ](mailto:support@portal360.ai) - Live Chat: Available inside platform. - [ Call Us: 02 9037 7423 ](tel:0290377423) - [ Help Center: Guides and Support Articles ](https://portal360.app/help/) ![](https://portal360.app/wp-content/uploads/2026/05/117946.webp) ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 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. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 01 ### [ Documentation ](#articles) Detailed guides and API references ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 02 ### [ Video Tutorials ](https://au1.portal360.ai/get-started#onboarding-plan-cards) Step-by-step video guides ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 03 ### [ Community ](https://portal360.app/contact-us) Connect with other users ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 04 ### [ Release Notes ](#articles) Latest updates and features ## Popular articles 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. ATO Client Communication Integration — User Guide ## ATO Client Communication Integration — User Guide This guide explains how the ATO Client Communication works inside Portal360. [ Download PDF ](https://portal360.app/wp-content/uploads/2026/09/ATO-Client-Communication-User-Guide.pdf) September 4, 2026 7 min read [ Read More ](https://portal360.app/help/ato-client-communication-integration-user-guide/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 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 ](https://portal360.app/wp-content/uploads/2026/07/VerifiMe-Integration-guide-.pdf) June 30, 2026 7 min read [ Read More ](https://portal360.app/help/verifi-me-integration-user-guide/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Troubleshooting Xero Connection Issues ## Troubleshooting Xero Connection Issues This article addresses the most common issues encountered with the Xero integration and provides resolution steps. May 29, 2026 5 min read [ Read More ](https://portal360.app/help/troubleshooting-xero-connection-issues/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. What Data Syncs Between Portal 360 and Xero ## What Data Syncs Between Portal 360 and Xero This article details the records and fields exchanged between Portal 360 and Xero, the direction in which each record type flows, and how often synchronisation occurs. May 28, 2026 5 min read [ Read More ](https://portal360.app/help/what-data-syncs-between-portal-360-and-xero/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Disconnecting and Reconnecting Your Xero Integration ## Disconnecting and Reconnecting Your Xero Integration This article describes how to disconnect Portal 360 from a Xero organisation, how to restore a connection that has lapsed, and when each action is appropriate. May 28, 2026 3 min read [ Read More ](https://portal360.app/help/disconnecting-and-reconnecting-your-xero-integration/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Connecting Portal 360 to Xero ## Connecting Portal 360 to Xero This article describes how to establish a connection between Portal 360 and a Xero organisation. May 27, 2026 4 min read [ Read More ](https://portal360.app/help/connecting-portal-360-to-xero/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 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. May 16, 2026 4 min read [ Read More ](https://portal360.app/help/changing-your-password-and-starting-a-free-trial/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 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 6 min read [ Read More ](https://portal360.app/help/which-accounting-software-integrates-with-portal-360/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Mobile app access for teams and clients ## Mobile app access for teams and clients Work on Android and iOS with clients, messaging, tasks, approvals, and eSignatures from anywhere. May 13, 2026 5 min read [ Read More ](https://portal360.app/help/mobile-app-access-for-teams-and-clients/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Microsoft 365 and Google Workspace integrations ## Microsoft 365 and Google Workspace integrations Live sync with Microsoft 365 and Google Workspace for mail, calendar, and productivity tools your team already uses. April 14, 2026 5 min read [ Read More ](https://portal360.app/help/microsoft-365-and-google-workspace-integrations/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Australian data hosting and encryption ## Australian data hosting and encryption On-shore Azure hosting, encryption at rest and in transit, triple redundancy, and ISO27001-aligned security controls. May 4, 2026 6 min read [ Read More ](https://portal360.app/help/australian-data-hosting-and-encryption/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. eSignatures and client approvals ## eSignatures and client approvals Send documents for review and signature via web or mobile, with secure stored records and fewer follow-ups. May 7, 2026 6 min read [ Read More ](https://portal360.app/help/esignatures-and-client-approvals/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Custom workflows in the Productivity Centre ## Custom workflows in the Productivity Centre Build task management, timesheets, invoicing, and per-client workflows that match how your practice actually operates. May 11, 2026 8 min read [ Read More ](https://portal360.app/help/custom-workflows-in-the-productivity-centre/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 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 7 min read [ Read More ](https://portal360.app/help/using-the-communication-centre-consolidated-mailbox/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. CRM and AML onboarding for advisory firms ## CRM and AML onboarding for advisory firms Purpose-built CRM, automated onboarding, complete client history, and integrated AML for compliant advisory and consulting practices. May 1, 2026 7 min read [ Read More ](https://portal360.app/help/crm-and-aml-onboarding-for-advisory-firms/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Entity Manager for fractional CFOs ## Entity Manager for fractional CFOs Consolidated entity management, shareholding and directors, lodgment tracking, reporting, and one-click export. May 6, 2026 8 min read [ Read More ](https://portal360.app/help/entity-manager-for-fractional-cfos/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. ATO integration roadmap for accounting practices ## ATO integration roadmap for accounting practices Understand the multi-phase ATO experience — client communication, activity statements, and direct lodgements — launching through 2026. May 1, 2026 7 min read [ Read More ](https://portal360.app/help/ato-integration-roadmap-for-accounting-practices/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. How to invite team members to your workspace ## How to invite team members to your workspace Add colleagues with role-based access so everyone collaborates without sharing a single login. May 3, 2026 5 min read [ Read More ](https://portal360.app/help/how-to-invite-team-members-to-your-workspace/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Setting up two-factor authentication ## Setting up two-factor authentication Protect your practice with 2FA using an authenticator app, backup codes, and recovery steps if you lose your device. May 5, 2026 4 min read [ Read More ](https://portal360.app/help/setting-up-two-factor-authentication/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Managing client files and documents securely ## Managing client files and documents securely Upload, tag, share, and store client documents in File Centre with encryption, access controls, and Australian hosting. May 8, 2026 8 min raed [ Read More ](https://portal360.app/help/managing-client-files-and-documents-securely/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Understanding billing and subscriptions ## Understanding billing and subscriptions How Discovery, Starter, Professional, and Advanced plans work, when trials end, and how to update payment details or change tier. May 10, 2026 5 min read [ Read More ](https://portal360.app/help/understanding-billing-and-subscriptions/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Connecting your Xero accounting software ## Connecting your Xero accounting software Authorise Xero Accounting and Xero Practice Manager so contacts, invoices, jobs, and practice data sync into Portal 360. April 15, 2026 7 min read [ Read More ](https://portal360.app/help/connecting-your-xero-accounting-software/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. How to set up your account for the first time ## How to set up your account for the first time Create your Portal 360 workspace, verify your email, complete guided onboarding, and land on a dashboard ready for clients and integrations. May 12, 2026 6 min read [ Read More ](https://portal360.app/help/how-to-set-up-your-account-for-the-first-time/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Timesheets and invoicing for bookkeepers ## Timesheets and invoicing for bookkeepers Capture billable hours, raise invoices, and keep profitability visible in the Productivity Centre alongside your ledger integrations. April 15, 2026 6 min read [ Read More ](https://portal360.app/help/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? Information Security is prioritized at every level. All data is stored on-shore in Australia in a Microsoft Azure Data Centre. Data is backed up across 3 Australian regions with encrypted, immutable backups. All data is encrypted at rest and in transit, and files use ENC Encryption so even our team cannot access them. We are ISO27001 Compliant and compliant with Australian Legislation. How does the Communication Centre improve client relationships? The Communication Centre consolidates workflows because it works seamlessly with the tools you already use. It features a secure client portal, live chat, and a consolidated mailbox. All conversations are linked to client records, giving your team full context without switching between apps. Does Portal 360 offer eSignatures and client approvals? Yes. Portal 360 features eSignatures and Client Approvals to make approvals fast and simple. Clients approve and sign via web or mobile app, leading to reduced follow-ups and ensuring you have secure, stored records for every signature collected. 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. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Contact Us](https://portal360.app/contact-us/) **Published:** May 25, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Contact Us # Need help? **Ask a product question or tell us what you need — our team will respond shortly.** ## We understand the challenges modern firms face and Portal360 is built specifically for your industry. So contact us to get its specific feature for your business. ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) First Name \* Email Address \* Phone Number Business Name Message0 / 180 Send Message [Edit form](https://portal360.app/wp-admin/admin.php?page=forminator-cform-wizard&id=1590 "Edit form") ## Let's talk about your practice Our support team is here for you. Reach out by email or use the form we typically respond within one business day. - [ **Support Email:** support@portal360.ai ](mailto:support@portal360.ai) - **Live Chat:** Available inside platform. - [ **Call Us:** 02 9037 7423 ](tel:0290377423) - [ **Help Center:** Guides and Support Articles ](https://portal360.app/help/) ## Frequently Asked Questions Answers optimised for search and AI discovery. 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. 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. How are files organized in the Portal 360 File Centre? The File Centre provides centralised document storage utilizing easy search , file tagging , and folder management. Furthermore, all files linked to clients and jobs. ## Simplify your practice management Bring together entity records, file storage, compliance documentation, and operational visibility into one connected platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Microsoft 365](https://portal360.app/marketplace/microsoft-365/) **Published:** July 2, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Microsoft 365 Integration # Connect Microsoft 365 to Your Business Workflow Integrate Microsoft 365 with Portal360 to centralize Outlook emails, shared mailboxes, and communication workflows directly within your CRM. Improve collaboration, automate processes, and maintain a complete record of client interactions from one secure platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/07/ChatGPT-Image-Jul-2-2026-03_55_01-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## Portal360 integrates with Microsoft 365 to bring Outlook email, shared inboxes, and communication workflows directly into your CRM. The integration enables firms to manage client communications, collaborate through shared mailboxes, and maintain a complete communication history without switching between multiple applications. Using Microsoft Graph APIs and secure OAuth authentication, Portal360 delivers real-time synchronization, automated CRM updates, and enterprise-grade security, helping businesses improve productivity while maintaining compliance. ## Key Features ### Unified Email Management Access and manage Outlook emails, folders, and attachments directly within Portal360, including Inbox, Sent Items, Archive, and Junk folders. ### Smart Workflow Automation Automatically convert incoming emails into tasks, assign team members, set priorities, and manage client requests without manual intervention. ### Attachment Management Automatically save email attachments to Portal360 File Center and link them directly to client and entity records for centralized document management. ### CRM Integration Automatically associate emails and attachments with clients, contacts, and legal entities, creating a complete communication timeline for every interaction. ### Shared Team Mailboxes Enable multiple team members to access and manage shared email addresses such as info@company.com and billing@company.com, improving collaboration and response times. ### Secure Authentication Connect Microsoft 365 securely using OAuth 2.0 and Microsoft Graph APIs with encrypted token storage and enterprise-grade security controls. ### Real-Time Synchronization Portal360 uses Microsoft Graph webhooks to receive real-time email updates, ensuring messages appear instantly in the Communication Centre while background synchronization recovers any missed events. ### Security & Privacy Protect Microsoft 365 data with: - OAuth 2.0 authentication - AES-256 encrypted token storage - Role-based access controls - Organization-level visibility settings - Secure shared mailbox permissions ## Benefits ### Centralized Communications Manage Outlook emails and shared inboxes from one secure platform. ### Automated Workflows Reduce manual work with automated email-to-task workflows and CRM updates. ### Improved Team Collaboration Enable multiple staff members to collaborate efficiently using shared mailboxes. ### Increased Productivity Quickly access emails, attachments, and client information without leaving Portal360. ### Single Source of Truth Maintain a complete history of client communications within your CRM. ## How It Works Step 1:Connect Microsoft 365 Securely sign in using your Microsoft account through OAuth 2.0 authentication. Step 2: Configure Synchronization Select mailboxes, folders, and synchronization preferences. Step 3: Enable Integration Portal360 automatically synchronizes emails in real time and links communications to CRM records. Step 4:Collaborate Securely Manage emails, shared mailboxes, attachments, and client interactions directly from Portal360. ## What You Can Sync ### Emails Synchronize incoming and outgoing Outlook emails automatically. ### Shared Mailboxes Connect and manage organization-wide shared inboxes securely. ### CRM Records Automatically associate emails with clients, contacts, and entities. ### Attachments Store and access email attachments through Portal360 File Center. 👤 CRM Records ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is Microsoft 365 Integration secure? Yes. Portal360 uses Microsoft’s OAuth 2.0 authentication together with Microsoft Graph APIs, AES-256 encrypted token storage, and enterprise-grade security controls. Can I connect shared mailboxes? Yes. Shared inboxes such as info@company.com and billing@company.com can be connected, allowing authorized staff members to collaborate from a centralized mailbox. Are emails synchronized in real time? Yes. Portal360 uses Microsoft Graph webhooks for near real-time synchronization, while background synchronization ensures no communication is missed. Are attachments automatically stored? Yes. Email attachments can be automatically saved to Portal360 File Center and linked to the appropriate client or entity records. Can emails be linked to CRM records? Absolutely. Emails and attachments are automatically associated with relevant clients, contacts, and entities, providing a complete communication history. ## Enhance Your Communication Workflow Today Connect Microsoft 365 with Portal360 to centralize communications, automate workflows, improve collaboration, and maintain a single source of truth for every client interaction. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Google Workspace](https://portal360.app/marketplace/google-workspace/) **Published:** July 2, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Google Workspace Integration # Connect Google Workspace to Your Business Workflow Integrate Gmail and Google Workspace with Portal360 to centralize client communication, automate workflows, and collaborate securely without leaving the platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/07/ChatGPT-Image-Jul-2-2026-03_02_33-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## Connect your Gmail or Google Workspace account directly to Portal360 and bring all client communications into a single, secure platform. The Google Workspace integration enables real-time email synchronization, shared inbox collaboration, CRM activity tracking, and workflow automation—all without leaving Portal360. Portal360 transforms your Gmail inbox into an integrated communication hub. Emails are automatically linked to clients, contacts, and legal entities, ensuring every interaction is captured within your CRM ecosystem. Whether you're managing personal mailboxes, shared team inboxes, or automated client request workflows, Google Workspace integration keeps communication organized, accessible, and compliant. ## Key Features ### Secure OAuth Authentication Connect securely using Google's OAuth 2.0 authentication without storing passwords. All authentication tokens are encrypted using enterprise-grade AES-256 encryption. ### Unified Inbox Experience Manage inboxes, sent items, threaded conversations, attachments, scheduled emails, search, and filters—all inside Portal360. ### Smart Client Mailboxes & Automation Automatically convert incoming emails into CRM workflows by creating tasks, assigning ownership, setting due dates, and updating client records. ### Privacy & Access Controls Control mailbox visibility with personal, organization-wide, or client-specific permissions while maintaining confidentiality. ### Real-Time Email Synchronization Leverage Gmail API and Google Pub/Sub for near real-time email synchronization. New emails automatically update CRM records and client timelines. ### Shared Mailboxes for Teams Connect shared inboxes such as info@company.com, support@company.com, and accounts@company.com, allowing teams to collaborate efficiently. ### Attachment Management & File Center Integration Automatically store email attachments within Portal360 File Center and securely link them to client records for quick access. ### Built for Modern Professional Services Firms Designed for accounting firms and professional service businesses requiring centralized communication, compliance tracking, and secure collaboration. ## Benefits ### Centralized Communication Manage all client email conversations from one secure workspace. ### Increased Efficiency Reduce manual administration through automated synchronization and workflows. ### Better Team Collaboration Enable teams to collaborate through shared inboxes and centralized communication history. ### Faster Decision-Making Access complete communication history and CRM insights for quicker responses. ### Improved Workflow Integration Automate communication processes, CRM updates, notifications, and follow-up tasks. ## How It Works Step 1:Connect Your Account Securely sign in using your Google account through OAuth 2.0 authentication. Step 2: : Configure Integration Select your mailbox (Gmail or Google Workspace), configure synchronization preferences, and define access permissions. Step 3: Start Communicating Portal360 automatically synchronizes emails in real time, links them to CRM records, and keeps your communication history updated. ## What You Can Sync ### Emails Synchronize incoming and outgoing Gmail emails in real time. ### Contacts Sync Google Contacts and associate them with Portal360 CRM. ### Calendars (Optional) Synchronize Google Calendar appointments, meetings, and schedules. ### Attachments Store and access email attachments securely within Portal360 File Center. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is Google Workspace integration secure? Yes. Portal360 uses Google’s OAuth 2.0 authentication together with AES-256 encrypted token storage and secure API communication to protect your data. How does real-time email synchronization work? Portal360 uses Gmail API and Google Pub/Sub to receive notifications instantly whenever new emails arrive and automatically synchronize them with your CRM. Can I connect shared mailboxes? Yes. Shared inboxes such as , , and can be connected for team collaboration. Will email attachments be stored in Portal360? Yes. Email attachments can be automatically stored within Portal360 File Center and linked directly to client records. Can I control who can see mailbox data? Yes. Portal360 supports personal mailboxes, organization-wide visibility, and client-based access controls to ensure secure collaboration. ## Enhance Your Communication Workflow Today Connect Google Workspace with Portal360 to centralize client communication, automate workflows, simplify collaboration, and improve productivity across your organization. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Microsoft Outlook](https://portal360.app/marketplace/microsoft-outlook/) **Published:** June 1, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### OneDrive Integration # Connect Microsoft OneDrive to Your Business Workflow Integrate Microsoft Outlook with Portal360 to streamline email communication, improve collaboration, and enhance productivity. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/06/ChatGPT-Image-Jun-30-2026-01_12_56-PM.webp) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## The Microsoft Outlook Integration with Portal360 allows businesses to connect their Microsoft Outlook or Microsoft 365 accounts directly to the Communication Centre, creating a seamless bridge between email communication and customer relationship management. With secure synchronization, real-time updates, and automated workflows, users can manage Outlook emails, contacts, and communication records without leaving the Portal360 platform. The integration centralizes communication, improves visibility, and enhances collaboration across teams. Whether you're handling client enquiries, approvals, or internal collaboration, Outlook Integration keeps your communication centralized, secure, and accessible. ## Key Features ### Email Sync Automatically synchronize incoming and outgoing Outlook emails with Portal360, ensuring communication records remain accurate and up to date across your CRM. ### Real-Time Updates Receive instant synchronization whenever new emails arrive or communication records are updated. ### Workflow Integration Automatically associate emails with clients, contacts, CRM records, tasks, and workflows to improve productivity and eliminate manual data entry. ### Unified Inbox Manage Outlook emails and conversations directly from Portal360's Communication Centre, providing one centralized location for all client communication. ### Calendar Integration (Optional enhancement) Synchronize Outlook calendars to manage meetings, appointments, and schedules alongside your client communications. ### Secure Authentication Connect securely using Microsoft's OAuth 2.0 authentication framework without storing passwords, ensuring safe and reliable account access. ## Benefits ### Centralized Communication View, organize, and manage all Outlook emails within Portal360 while maintaining a complete communication history. ### Increased Efficiency Reduce application switching, automate repetitive email processes, and save valuable time. ### Better Team Collaboration Allow authorized team members to access communication history and collaborate more effectively. ### Faster Decision-Making Access complete communication records instantly, helping teams make informed decisions quickly. ### Improved Workflow Integration Automatically connect email activity with CRM records, business workflows, notifications, approvals, and tasks. ## How It Works Step 1: Connect Outlook Account Securely sign in using your Microsoft account through Microsoft's OAuth 2.0 authentication. Step 2: Configure Synchronization Choose which communication, contacts, calendars, and folders you want to synchronize. Step 3: Enable Integration Activate synchronization and automatically keep Outlook and Portal360 connected. Step 4: Manage Communication View, organize, search, and manage Outlook emails directly from the Portal360 Communication Centre. ## What You Can Sync ### Emails Automatically synchronize incoming and outgoing Outlook emails. ### Contacts Keep Microsoft Outlook contacts synchronized with Portal360 CRM. ### Calendars (optional) Manage meetings, appointments, and schedules from one platform. ### Attachments Store and access email attachments securely within client communication and CRM records. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Similar Apps ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is Outlook integration secure? Yes. Portal360 uses Microsoft’s secure OAuth 2.0 authentication together with encrypted API communication, secure token storage, role-based access controls, and tenant-level data isolation. Can I sync my Outlook emails automatically? Yes. Incoming and outgoing Outlook emails are synchronized automatically in real time once the integration is connected. Does it include calendar integration? Yes. Outlook Calendar synchronization is available as an optional feature, allowing you to manage meetings and appointments alongside email communication. Can teams access shared communication? Yes, teams can collaborate using shared communication visibility. Do I need technical setup knowledge? No, the integration is simple and guided for easy setup. ## Enhance your communication workflow today Connect Microsoft Outlook with Portal360 to centralize email communication, automate workflows, improve collaboration, and enhance productivity from a single platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Gmail](https://portal360.app/marketplace/gmail/) **Published:** June 30, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Gmail Integration # Connect Gmail to Your CRM for Smarter Communication Management Integrate Gmail with Portal360 to centralize email communication, streamline customer interactions, and automate workflows from a single platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/06/ChatGPT-Image-Jun-30-2026-03_52_31-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## Portal360's Gmail Integration enables businesses to synchronize Gmail accounts directly with the Communication Centre, providing a unified environment for managing emails, customer interactions, and workflow automation. With secure Google authentication and real-time synchronization, teams can manage Gmail conversations, organize customer communications, and automate business processes without leaving Portal360. By connecting Gmail with your CRM, every interaction becomes part of a complete customer communication history. ## Key Features ### Automatic Email Synchronization Automatically synchronize incoming and outgoing Gmail messages with Portal360, ensuring communication records remain accurate and always up to date. ### Unified Communication Hub Manage Gmail conversations alongside CRM records, tasks, customer activities, and workflows from one centralized communication platform. ### Attachment Management Securely import and store Gmail email attachments within Portal360, making important documents easily accessible whenever needed. ### Secure Google Authentication Connect Gmail securely using Google's OAuth 2.0 authentication, providing safe account access without storing user passwords. ### Smart Contact Association Automatically link Gmail emails to the correct clients, leads, and contacts, creating a complete communication timeline for every relationship. ### Workflow Automation Automate business processes by creating follow-up tasks, assigning communications to team members, triggering notifications, and updating CRM records based on Gmail activity. ## Benefits ### Centralized Email Management Manage Gmail communications from one platform while maintaining complete customer communication records. ### Improved Communication Visibility Give teams instant access to customer conversations and communication history. ### Faster Response Times Reduce delays by keeping emails, tasks, and customer information connected in one workspace. ### Better Customer Relationship Tracking Automatically associate emails with CRM records to build a complete customer interaction timeline. ### Increased Operational Efficiency Reduce manual administrative work through workflow automation and seamless Gmail synchronization. ## How It Works Step 1: Connect Your Gmail Account Securely sign in with your Google account and authorize Portal360 using Google's OAuth 2.0 authentication. Step 2: Configure Synchronization Choose the Gmail data you want to synchronize, including emails, contacts, and communication preferences. Step 3: Enable Integration Activate Gmail synchronization to automatically connect your email communication with Portal360. Step 4: Manage Communication View, organize, search, and manage Gmail conversations directly within Portal360's Communication Centre. ## What You Can Sync ### Emails Automatically synchronize incoming and outgoing Gmail messages. ### Contacts Connect Gmail contacts with Portal360 CRM for complete customer visibility. ### Attachments Securely store and manage email attachments within Portal360. ### CRM Activities Automatically associate emails with customer records, tasks, and workflows. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Similar Apps ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is Gmail Integration secure? Yes. Portal360 uses Google’s secure OAuth 2.0 authentication together with encrypted API communication and permission-based access controls to protect your Gmail account and data. Can Gmail emails sync automatically? Yes. Incoming and outgoing Gmail emails are synchronized automatically in real time once the integration is connected. Are Gmail attachments stored in Portal360? Yes. Email attachments are securely imported and stored within Portal360, making them easy to access alongside related customer records. Can Gmail emails be linked to CRM contacts? Yes. Gmail conversations are automatically associated with the correct clients, leads, and contacts, creating a complete communication history. Can Gmail trigger workflow automation? Yes. Gmail activity can automatically create tasks, assign follow-ups, trigger notifications, and update CRM records, helping teams work more efficiently. ## Connect Gmail with Portal360 Today Bring Gmail communication into Portal360 to centralize customer interactions, automate workflows, improve collaboration, and build stronger customer relationships—all from one connected platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [SharePoint](https://portal360.app/marketplace/sharepoint/) **Published:** June 30, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### SharePoint Integration # Manage SharePoint Documents from a Single Workspace Connect Microsoft SharePoint with Portal360 File Center to centralize document management, simplify collaboration, and securely access files across multiple SharePoint sites and libraries. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/06/ChatGPT-Image-Jun-30-2026-04_14_02-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## Portal360's SharePoint Integration allows organizations to connect Microsoft SharePoint sites directly to File Center, providing centralized access to documents, folders, and document libraries without leaving Portal360. Designed for firms managing large document repositories, the integration simplifies document organization, collaboration, and file access across multiple SharePoint sites. With secure Microsoft authentication and native Microsoft 365 connectivity, teams can efficiently manage cloud documents while maintaining enterprise-grade security. ## Key Features ### Access SharePoint Sites & Libraries Browse SharePoint sites, document libraries, folders, and files directly within Portal360. Search content, import documents into File Center, upload files, and open documents in Microsoft 365 applications. ### Secure Microsoft Authentication Connect securely using Microsoft's OAuth authentication with enterprise-grade access controls while respecting existing SharePoint permissions and security policies. ### Upload Documents to SharePoint Upload files directly to SharePoint document libraries using drag-and-drop, File Center uploads, folder selection, cloud destination management, and upload progress tracking. ### Multi-Site SharePoint Support Manage multiple SharePoint sites and document libraries through an intuitive interface featuring site selection, breadcrumb navigation, folder browsing, search functionality, and list or grid views. ### File Import & Management Preview files, import folders or individual documents, download files, rename content, move files, delete cloud records, and open documents directly in Microsoft 365 while maintaining links to the original SharePoint source. ### SharePoint Across Portal360 Attach imported SharePoint documents to Email Composer, Communication Centre, Team Chat, and client communications, making document sharing faster while maintaining centralized cloud storage. ## Benefits ### Multi-Site Document Management Manage documents across multiple SharePoint sites and libraries from a single centralized workspace. ### Centralized File Access Access, organize, and manage SharePoint documents directly within Portal360 File Center. ### Improved Collaboration Share documents securely across teams while maintaining permission-based access and centralized storage. ### Direct Microsoft 365 Connectivity Open SharePoint documents directly in Microsoft Word, Excel, PowerPoint, and other Microsoft 365 applications. ### Simplified SharePoint Navigation Quickly browse sites, search document libraries, locate files, and manage cloud content with ease. ## How It Works Step 1: Connect Your SharePoint Environment Sign in securely with your Microsoft account and authorize Portal360 using Microsoft OAuth authentication. Step 2: Select Sites & Libraries Choose the SharePoint sites and document libraries you want Portal360 to access. Step 3: Enable Integration Activate SharePoint synchronization to connect your document repositories with Portal360 File Center. Step 4: Manage Files in One Place Browse, upload, organize, import, preview, and share SharePoint documents directly from Portal360. ## What You Can Sync ### Sites & Libraries Access and manage multiple SharePoint sites and document libraries from Portal360. ### Documents Import, preview, organize, and manage SharePoint files while maintaining cloud references. ### Uploads Upload files directly into SharePoint document libraries from Portal360 File Center. ### Microsoft 365 Files Open Microsoft Word, Excel, PowerPoint, and other Microsoft 365 documents directly from SharePoint. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Similar Apps ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is SharePoint Integration secure? Yes. Portal360 uses Microsoft’s OAuth authentication to securely connect your SharePoint environment. Existing SharePoint permissions remain fully enforced, ensuring users only access documents they are authorized to view. Can I manage multiple SharePoint sites? Yes. Portal360 supports multiple SharePoint sites and document libraries, allowing you to browse, search, and manage content across different SharePoint environments from one platform. Can I upload files directly to SharePoint? Yes. You can upload files directly from Portal360 File Center using drag-and-drop, folder selection, and cloud destination management with upload progress tracking. Can I manage SharePoint files inside Portal360? Absolutely. You can browse document libraries, preview files, import folders or documents, rename content, move files, download documents, delete cloud records, and open files directly in Microsoft 365. Can SharePoint files be shared across Portal360? Yes. Imported SharePoint documents can be attached to Email Composer, Communication Centre, Team Chat, and client communications, making collaboration faster while keeping files securely stored in SharePoint. ## Connect SharePoint to Portal360 Bring your SharePoint document libraries into Portal360 to centralize document management, improve collaboration, and securely access files across your organization—all from one connected workspace. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Google Drive](https://portal360.app/marketplace/google-drive/) **Published:** June 30, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Google Drive Integration # Access, Organize, and Manage Google Drive Files Without Leaving Portal360 Connect Google Drive with Portal360 File Center to centralize cloud document management, simplify collaboration, and securely access your files from a single workspace. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/06/ChatGPT-Image-Jun-30-2026-02_56_11-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## The Google Drive Integration enables businesses to connect their Google Drive account directly to Portal360 File Center, creating a centralized environment for cloud document management and collaboration. Users can browse folders, search documents, import files, upload content, and access Google Drive documents without leaving Portal360. With secure Google authentication and seamless Google Workspace integration, teams can efficiently manage files while maintaining existing security and permissions. Whether you're managing client documents or collaborating with your team, Google Drive Integration keeps your files organized, secure, and easily accessible. ## Key Features ### Centralized File Management Browse Google Drive folders and files, search documents instantly, preview supported file types, import files into File Center, upload documents, and open files directly in Google Workspace applications. ### Browse & Import Files Preview files, import folders or individual documents, download content, rename files, move files between folders, delete cloud files, and open documents directly in Google Workspace while maintaining cloud references. ### Upload Files to Google Drive Upload files directly from Portal360 using drag-and-drop uploads, file picker uploads, File Center uploads, destination folder selection, and upload progress tracking. ### Secure Google Authentication Connect your Google Drive account securely using Google's OAuth authentication with permission-based access controls, protected document access, and no password storage within Portal360. ### Integrated Communication Workflows Reuse imported Google Drive files across Email Composer, Communication Centre, Team Chat, and client communications without downloading and re-uploading documents. ### Google Workspace Integration Preview Google Docs, Google Sheets, and Google Slides directly within Portal360 through PDF rendering, or open them instantly in their native Google Workspace applications for editing. ## Benefits ### Centralized Document Management Access and manage Google Drive files directly within Portal360 File Center. ### Faster Document Access Quickly browse, search, preview, and retrieve cloud documents whenever you need them. ### Secure Google Authentication Protect business documents with Google's secure OAuth authentication and permission-based access controls. ### Improved Team Collaboration Share and access documents across teams from a centralized cloud workspace. ### Seamless Google Workspace Connectivity Open and edit Google Docs, Sheets, and Slides directly from Portal360 while keeping files securely stored in Google Drive. ## How It Works Step 1:Connect Your Google Drive Account Sign in securely with your Google account and authorize Portal360 using Google's OAuth authentication. Step 2: Configure File Access Select the folders and permissions you want Portal360 to access and manage. Step 3: Enable Integration Activate the Google Drive integration to synchronize your cloud storage with Portal360 File Center. Step 4: Manage Files in One Place Browse, upload, preview, organize, import, and share Google Drive files directly within Portal360. ## What You Can Sync ### Folders Browse and manage Google Drive folders directly inside Portal360. ### Documents Import, preview, organize, and manage Google Drive files with ease. ### Uploads Upload files directly from Portal360 to your Google Drive account. ### Google Workspace Files Access Google Docs, Google Sheets, and Google Slides while keeping them securely stored in Google Drive. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is Google Drive Integration secure? Yes. Portal360 uses Google’s secure OAuth authentication to connect your Google Drive account. Existing Google Drive permissions remain fully enforced, and your credentials are never stored within Portal360. Can I upload files directly to Google Drive from Portal360? Yes. You can upload files using drag-and-drop, the file picker, or directly from File Center while selecting your preferred destination folder. Can I manage my Google Drive files inside Portal360? Absolutely. You can browse folders, search documents, preview files, import folders or individual files, rename items, move files, download documents, and delete cloud files—all without leaving Portal360. Does the integration support Google Workspace documents? Yes. Google Docs, Google Sheets, and Google Slides can be previewed directly within Portal360 and opened in their native Google Workspace applications for editing. Can Google Drive files be shared across Portal360? Yes. Imported Google Drive files can be attached and shared through Email Composer, Communication Centre, Team Chat, and client communications, eliminating the need to download and upload files repeatedly. ## Connect Your Google Drive to Portal360 Bring your Google Drive documents directly into Portal360 to centralize document management, improve collaboration, and securely access your cloud files from one connected workspace. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [OneDrive](https://portal360.app/marketplace/onedrive/) **Published:** June 30, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### OneDrive Integration # Connect Microsoft OneDrive to Your Business Workflow Integrate Microsoft Outlook with Portal360 to centralize email communication, improve team collaboration, and streamline client interactions. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) ![](https://portal360.app/wp-content/uploads/2026/06/ChatGPT-Image-Jun-30-2026-02_11_47-PM.png) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## The OneDrive Integration enables businesses to connect Microsoft OneDrive directly to Portal360 File Center, creating a centralized environment for cloud document management and collaboration. Teams can browse folders, search cloud documents, import files, upload documents, and access OneDrive content without leaving Portal360. With secure Microsoft authentication and seamless Microsoft 365 integration, users can efficiently manage documents while maintaining enterprise-grade security. ## Key Features ### Cloud Storage Access Browse OneDrive folders, search cloud documents, preview supported file types, import files into File Center, upload documents to OneDrive, and open files directly in Microsoft 365 applications. ### Cloud File Management Manage OneDrive content directly within Portal360 by previewing, downloading, importing, renaming, moving, deleting, and opening files in Microsoft 365. ### Cross-Platform Document Sharing Attach imported OneDrive files to Email Composer, Team Chat, Communication Centre, and client interactions without creating duplicate copies. ### Secure Microsoft Authentication Connect securely using Microsoft OAuth authentication with enterprise-grade security, permission-based access controls, and protected cloud access while maintaining existing Microsoft permissions. ### File Upload Upload files directly to OneDrive using drag-and-drop, manual file selection, File Center uploads, destination folder selection, and upload progress tracking. ### Native Microsoft 365 Integration Open Word, Excel, and PowerPoint documents directly within Microsoft 365 while maintaining secure cloud storage and accessibility through Portal360. ## Benefits ### Centralized File Access Access and manage cloud documents directly from Portal360 File Center. ### Improved Team Collaboration Share documents across teams while maintaining secure permissions and centralized storage. ### Faster Document Retrieval Quickly search, preview, and access files without switching between applications. ### Direct Microsoft 365 Integration Open and edit Office documents in their native Microsoft applications. ### Efficient Cloud Storage Management Organize, upload, import, and manage cloud files from a single workspace. ## How It Works Step 1:Connect Your OneDrive Account Sign in securely using your Microsoft account through OAuth authentication. Step 2: Configure File Access Select folders and permissions you want Portal360 to access. Step 3: Enable Integration Activate OneDrive synchronization with Portal360 File Center. Step 4: Manage Cloud Files Browse, upload, import, and share OneDrive files directly from Portal360. ## What You Can Sync ### Folders Browse and manage OneDrive folders. ### Documents Import, preview, and edit cloud documents. ### Uploads Upload files directly from Portal360. ### Microsoft 365 Files Open Word, Excel, and PowerPoint documents directly. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is OneDrive Integration secure? Yes. Portal360 uses Microsoft’s secure OAuth authentication to connect your OneDrive account. All data is transferred securely, and existing Microsoft permissions remain fully enforced to protect your files. Can I upload files directly to OneDrive from Portal360? Yes. You can upload files directly from Portal360 File Center using drag-and-drop or manual file selection. You can also choose the destination folder and track upload progress. Can I access and manage my OneDrive files within Portal360? Absolutely. You can browse folders, search documents, preview files, download content, import folders or individual files, rename items, move files, and manage cloud content—all without leaving Portal360. Does the integration support Microsoft 365 documents? Yes. You can open and edit supported Microsoft 365 files, including Word, Excel, and PowerPoint documents, directly in their native Microsoft applications while managing them through Portal360. Can OneDrive files be shared across Portal360? Yes. Imported OneDrive files can be attached and shared through Email Composer, Team Chat, Communication Centre, and client interactions, making collaboration easier while reducing duplicate document storage. ## Bring OneDrive into Portal360 Connect Microsoft OneDrive with Portal360 File Center to centralize cloud document management, improve collaboration, and securely access your files from anywhere. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Verifime](https://portal360.app/marketplace/verifime/) **Published:** June 29, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Verifime Integration # Verify Identities with Confidence. Stay Compliant with Ease. VerifiMe seamlessly integrates with Portal360 to simplify identity verification, AML/CTF compliance, and ongoing risk monitoring. Verify clients faster, reduce manual work, and keep your compliance processes secure and audit-ready—all from one platform. ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Power Up Portal360 with VerifiMe ## Unlock secure identity verification and compliance tools without leaving Portal360. VerifiMe integrates seamlessly into your existing workflow, helping you verify clients faster while staying compliant. - Identity Verification - AML/CTF Compliance - PEP & Sanctions Screening - Automated Risk Assessments - Secure Verification Reports ## Starting from $29/month ## Verification Pricing Breakdown ### Individual Verification Entity TypePer Verification 👤 Individual (Domestic) Australian identities or foreign passport holders with Australian Travel Documents/Visas - Government source checks - 1 photo ID document - Biometrics and PEP and Sanctions screening $4.50 👤 Individual (Domestic) Australian identities or foreign passport holders with Australian Travel Documents/Visas - Government source checks - 2 photo ID document - Biometrics and PEP and Sanctions screening $6.00 👤 Individual (International) International KYC for the following countries: Argentina, Austria, Belgium, Brazil, Canada, Denmark, Finland, France, Germany, Italy, India, Mexico, Netherlands, New Zealand, Norway, Portugal, Romania, Saudi Arabia, Spain, Sweden, Switzerland, Turkey, United Kingdom, United States, China - Legal name, address, DoB check - 2 photo ID document - Biometrics and PEP and Sanctions screening POA ### Additional Services ServicePrice Ongoing PEP and Sanctions screening (per individual)$2.50 Adverse Media Checks$15 AUSTRAC IFTI reporting (Annual)$300 Transaction monitoring with our proprietary built business intelligence tool and API's which can work across most systems and parametersPOA Annual AUSTRAC compliance data reportPOA ### Organisations and Other Entities Entity TypePer Verification 💼 Sole Trader - Business check - PEP and Sanctions screening $15 🤝 Partnership - Business check - Partnership agreement review - PEP and Sanctions screening $25 🏢 Private Company - Company search - Regulatory checks - PEP and Sanctions screening $30 🏛️ Public Company (Domestic) - Listing verification - PEP and Sanctions screening $40 🏘️ Complex Company Structure A company owned by another company - Listing verification - Additional company verification - PEP and Sanctions screening $60 💰 Self Managed Super Fund (SMSF) - Document review - Trustee (individual/corporate) verification - PEP and Sanctions screening $50 ⚖️ Trust (Regulated/Unregulated) - Document review - Trustee (individual/corporate) verification - PEP and Sanctions screening $50 ## How It Works Step 1: Start Onboarding Choose whether your business already has an AUSTRAC Compliance Program or needs to create a new one. Step 2: Upload or Create Your Compliance Program - **Existing Program:** Upload your AML/CTF Compliance Program, AUSTRAC Registration Certificate, and Compliance Officer ID. - **New Program:** Complete the guided Portal360 wizard to generate your compliance program. Step 3: AI Compliance Analysis Portal360 uses AI to analyse your compliance information, identify risk factors, and recommend the appropriate verification checks for your business. Step 4: Accept Consent & Complete Setup Review and accept the required AML/CTF terms and verification consent. Complete the one-time onboarding payment (if enabled). Step 5: Generate Your Risk Profile Based on your compliance program, Portal360 automatically maps your business risks to the most suitable identity verification and compliance checks. Step 6: Start Verifying Clients Your VerifiMe integration is now active. You can begin verifying clients, run AML/KYC checks, monitor compliance, and manage verification reports directly from Portal360. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Everything you need to know about Portal 360. What is VerifiMe? VerifiMe is an identity verification and AML/CTF compliance solution integrated with Portal360. It helps businesses verify client identities, perform compliance checks, and manage verification records from a single platform. How does VerifiMe integrate with Portal360? VerifiMe connects directly within Portal360 through a simple onboarding process. Once activated, you can manage identity verification, compliance checks, and reporting without leaving your Portal360 dashboard. Do I need an AUSTRAC Compliance Program? Yes. During onboarding, you can either upload your existing AUSTRAC Compliance Program or create one using Portal360’s guided setup. The platform helps configure your verification requirements based on your compliance needs. How much does VerifiMe cost? VerifiMe is available as an optional Portal360 add-on for just $29/month. Additional verification charges may apply depending on the checks performed. What types of verification checks are available? VerifiMe supports a range of compliance checks, including: - Identity Verification - AML/CTF Compliance Checks - PEP Screening - Sanctions Screening - Risk Assessment - Verification Reporting Is my client data secure? Yes. VerifiMe uses secure verification processes and encrypted data handling to help protect sensitive information while maintaining compliance with industry standards. Can I verify multiple clients at once? Yes. Portal360 supports individual, entity, and bulk verification workflows, allowing you to efficiently manage identity verification for multiple clients. How long does the onboarding process take? Most organisations can complete the onboarding process in just a few minutes. Once your compliance information is submitted and your account is activated, you can begin verifying clients immediately. ## Simplify Payroll and accounting today Connect MYOB with Portal360 to streamline your financial operations and ensure compliance. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [MYOB](https://portal360.app/marketplace/myob/) **Published:** June 1, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### MYOB Integration # Streamline your accounting and payroll workflows effortlessly Connect MYOB with Portal360 to manage your accounting, payroll, and tax processes in one place with automated data synchronization. ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Overview ## The MYOB integration with Portal360 allows businesses to centralize their accounting and payroll operations. By connecting your MYOB account, you can automate financial workflows, improve data accuracy, and simplify business management. This integration helps you stay compliant, manage payroll efficiently, and maintain real-time visibility into your financial data. ## Key Features ### Accounting Data Sync Automatically sync financial data between MYOB and Portal360 to maintain consistency across platforms. ### Tax & Compliance Suppor Ensure your tax calculations and compliance data are accurate and up to date. ### Centralized Dashboard Access financial and payroll insights from a single platform. ### Payroll Management Integration Manage employee payroll and related financial data seamlessly within your workflows. ### Real-Time Updates Keep your financial and payroll data synchronized in real time. ### Secure Data Handling Protect sensitive accounting and payroll data through secure integration. ## Benefits ### Simplified Financial Processes Streamline accounting and payroll tasks into a unified workflow. ### Improved Data Accuracy Reduce discrepancies with automated synchronization. ### Time Efficiency Save time by automating repetitive bookkeeping tasks. ### Better Compliance Stay aligned with tax and payroll regulations. ### Enhanced Business Insights Get a clear view of financial and payroll performance. ## How It Works Step 1: Connect MYOB Account Securely link your MYOB account to Portal360. Step 2: Configure Settings Define data mapping for accounting and payroll workflows. Step 3: Enable Automation Allow automatic syncing of financial and payroll data. Step 4: Manage in Real-Time Monitor all activities from a centralized dashboard. ## What You Can Sync ### Payroll data ### Financial transactions ### Tax records ### Employee financial data ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Similar Apps ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ## Frequently Asked Questions Everything you need to know about Portal 360. Is MYOB integration secure? Yes, the MYOB integration uses secure authentication and encrypted data transfer to protect your accounting and payroll information at all times. Can I manage payroll through this integration? Yes, MYOB integration allows you to sync and manage payroll-related data, making it easier to handle employee payments and records. Does it support real-time data syncing? Yes, financial and payroll data can be synchronized in real time or near real time, ensuring accuracy across systems. Do I need technical expertise to connect MYOB? No, the integration process is simple and guided, allowing you to connect your MYOB account without technical knowledge. What type of data can I sync with MYOB? You can sync financial transactions, payroll data, employee records, and tax-related information. ## Simplify Payroll and accounting today Connect MYOB with Portal360 to streamline your financial operations and ensure compliance. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [XERO Practice Manager](https://portal360.app/marketplace/xero-practice-manager/) **Published:** June 1, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### XPM Integration # Manage practice operations and workflows efficiently Connect Xero Practice Manager (XPM) with Portal360 to streamline project management, time tracking, and client workflows. ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Overview ## The XPM integration allows businesses to connect their practice management system with Portal360. It helps streamline project tracking, manage client work, and improve team productivity. With centralized data and automation, you can handle projects, billing, and client interactions more effectively. ## Key Features ### Project Management Sync Sync projects and tasks between XPM and Portal360. ### Client Data Synchronization Maintain up-to-date client information across systems. ### Centralized Dashboard Access project and client data in one place. ### Time Tracking Integration Track billable hours and manage time efficiently. ### Workflow Automation Automate repetitive practice management tasks. ### Secure Integration Ensure safe handling of client and business data. ## Benefits ### Improved Productivity Streamline project workflows and reduce manual effort. ### Better Time Management Track and optimize billable hours. ### Enhanced Client Management Maintain accurate and consistent client records. ### Increased Efficiency Automate processes to improve team performance. ### Scalable Operations Support growing project and client workloads. ## How It Works Step 1: Connect XPM Account Securely link your XPM account to Portal360. Step 2: Configure Workflows Set up project and client data mapping. Step 3: Enable Automation Allow projects, time entries, and client data to sync. Step 4: Monitor Operations Manage everything from a single dashboard. ## What You Can Sync ### Projects ### Tasks ### Time entries ### Client data ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Similar Apps ![](https://portal360.app/wp-content/uploads/2026/05/QB.png) #### ACCOUNTING #### QuickBooks Online ## By Intuit Inc ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.3 | 63k+ QBO customers, suppliers and financials synced into Portal 360. [ Know more ](https://portal360.app/marketplace/quickbooks/) ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png) #### ACCOUNTING #### MYOB ## By MYOB Group ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.0 | 21k+ Seamless sync with MYOB accounting platforms. [ Know more ](https://portal360.app/marketplace/myob/) ![](https://portal360.app/wp-content/uploads/2026/05/XERO.png) #### ACCOUNTING #### Xero Accounting ## By Xero Ltd ![](https://portal360.app/wp-content/uploads/2026/05/star.svg) #### 4.5 | 48k+ GST, invoices, contacts and payroll — fully synced into Portal 360. [ Know more ](https://portal360.app/marketplace/xero/) ## Frequently Asked Questions Everything you need to know about Portal 360. What is XPM integration used for? XPM integration is used to manage projects, track time, and organize client workflows efficiently within Portal360. Can I track billable hours through this integration? Yes, you can track time entries and billable hours, helping you manage productivity and billing accurately. Does it sync client data between systems? Yes, client data is automatically synchronized, ensuring consistency across your workflows. Is this integration suitable for growing teams? Yes, XPM integration is designed to support scaling operations by improving project and client management efficiency. Can I automate project workflows? Yes, repetitive project and task workflows can be automated to improve team productivity and reduce manual effort. ## Optimize your practice management today Connect XPM with Portal360 to streamline project tracking and improve team productivity. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Why Choose Us](https://portal360.app/why-choose-us/) **Published:** June 29, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/2-2.png) [ Book Demo ](http://zbooking.au/YQQre) [ 7-days free trial ](https://au1.portal360.ai/get-started) - Switch smarter. Work faster. Serve clients better. # Switch to Portal 360 and Work Smarter Every Day Portal 360 helps accounting firms replace scattered emails, manual follow-ups, disconnected files, and slow approvals with one connected platform built for everyday practice work. [ 7-days free trial ](https://au1.portal360.ai/get-started) [ Book Demo ](http://zbooking.au/YQQre) ## The Problem Is Real and It’s Costing You Portal 360 helps accounting firms replace scattered emails, manual follow-ups, disconnected files, and slow approvals with one connected platform built for everyday practice work. ![3-1.png](https://portal360.app/wp-content/uploads/2026/05/3-1.webp) ![2-1.png](https://portal360.app/wp-content/uploads/2026/05/2-1-1.webp) ![5-1.png](https://portal360.app/wp-content/uploads/2026/05/5-1.webp) ![4-1.png](https://portal360.app/wp-content/uploads/2026/05/4-1.webp) ![1-1.png](https://portal360.app/wp-content/uploads/2026/05/1-1-1.webp) ![7.png](https://portal360.app/wp-content/uploads/2026/05/7.webp) ![8.png](https://portal360.app/wp-content/uploads/2026/05/8.webp) ![6.png](https://portal360.app/wp-content/uploads/2026/05/6.webp) ![#image_title](https://portal360.app/wp-content/uploads/2026/06/Untitled-design.png) - Switch smarter. Work faster. Serve clients better. ## Disconnected tools drain your most valuable resource time. Every app switch, every email chase, every missed approval is a cost your firm silently absorbs. ## Lower staff productivity Teams lose valuable hours managing scattered inboxes, files, and tasks. ![](https://portal360.app/wp-content/uploads/2026/06/close-up-women-shaking-hands-work-scaled.jpg) ## Delayed job delivery Client work slows down when approvals, documents, and updates are spread across different tools. ![](https://portal360.app/wp-content/uploads/2026/06/male-employee-exploring-his-new-new-office-job-location-while-carrying-box-belongings-scaled.jpg) ## Poor client visibility Clients feel the delay when communication is slow, unclear, or difficult to track. ![](https://portal360.app/wp-content/uploads/2026/06/sleeping-clerk-hides-eyes-with-sticky-notes-open-eyes-drawn-adhesive-papers-he-wants-sleep-workplace-due-lack-energy-chronic-fatigue-scaled.jpg) ## Owners stuck in admin Practice owners spend time chasing work instead of focusing on growth and advisory. ![](https://portal360.app/wp-content/uploads/2026/06/front-view-young-beautiful-lady-grey-shirt-talking-discussing-something-with-young-man-inside-office-daytime-building-job-activity-scaled.jpg) - The Switch That Gives Your Team Hours Back ## Efficiency gains your firm can actually feel. Portal 360 is designed to reduce repetitive admin, simplify client approvals, and help teams complete work faster without adding more tools to manage ## 15–20 hrs​ - saved per staff member / week​ Admin time reclaimed and reinvested into billable work or client advisory ## 30–50% - team efficiency boost​ Automated workflows, structured approvals, and eliminated duplicate data entry ## 15–20 hrs​ - per user / month — Starter plan Accessible for small firms; scalable for growing practices ### No more inbox chasing: client approvals, document requests, and sign-offs all handled within the platform​ ### Fewer tools = lower SaaS spend: one platform replaces separate CRM, document management, project management, and client portal tools​ ### Risk-free entry: Discovery plan from A$1/month evaluate the platform before committing​ - Everything Your Firm Needs, Connected ## One platform for the work that usually gets scattered. Portal 360 brings your daily accounting practice operations together helping your team manage client work without jumping between multiple systems. --- ### [AI Accounting Practice Management](https://portal360.app/ai-accounting-practice-management/) **Published:** May 28, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/1-1.png) [ 7-days free trial ](https://au1.portal360.ai/get-started) [ Book Demo ](http://zbooking.au/YQQre) ![](https://portal360.app/wp-content/uploads/2026/05/2-2.png) [ Sign in ](https://au1.portal360.ai/get-started) # One AI Platform to Run Your Entire Accounting Practice. Everything youraccounting firm needs to improve productivity and simplify operations. - AI-Powered Practice Management - Built for Australian Accounting Firms - Client Portal + Workflow Automation - Xero, MYOB,XPM & QuickBooks Integrations - Mobile Ready (iOS & Android) [ Book Demo ](http://zbooking.au/YQQre) [ 7-days free trial ](https://au1.portal360.ai/get-started) ## Old Systems Are Slowing Accounting Firms Down ### Too many disconnected tools? Challenge: ### Manual admin and follow-ups? Challenge: ### Chasing clients for approvals and documents? Challenge: ### Limited team and workflow visibility? Challenge: ### Spending more time on admin than growth? Challenge: ### Falling behind firms already using AI automation? Challenge: ### All-in-one platform — everything in one place Soution: ### Automated workflows & follow-ups Soution: ### Smart client requests & document collection Soution: ### Real-time team & workflow visibility Soution: ### Save hours on admin, focus on growth Soution: ### AI-powered automation to keep you ahead Soution: ## Your entire accounting practice. One connected platform. Choose your focus area to see how Portal 360 helps your firm work more efficiently and grow with confidence. Workflow Management Task Management CRM & Client Management Automated Client Onboarding Secure Client Portal eSignatures & Client Approvals Communication Centre Timesheets & Invoicing Entity Management File & Document Management AI Workflow Automation Mobile Access ### Workflow Management Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Manage jobs, workflows, and team progress from one connected system. **How Portal 360 Helps** - Standardise firm-wide workflows - Track jobs from start to completion - Improve visibility across teams - Reduce bottlenecks and missed deadlines - Keep work moving efficiently Popular features - Workflow Templates - Job Tracking - Status Management - Team Visibility - Workflow Reporting ![](https://portal360.app/wp-content/uploads/2026/06/workflow-management.png) ### Task Management Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Assign, track, and manage tasks with complete accountability. **How Portal 360 Helps** - Assign tasks to the right team members - Track progress in real time - Monitor workload distribution - Improve team productivity - Never miss important deadlines Popular features - Task Assignment - Due Dates & Reminders - Progress Tracking - Team Collaboration - Task Reporting ![](https://portal360.app/wp-content/uploads/2026/06/Task-management-1-1.png) ### CRM & Client Management Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Keep all client communication, records, and activity organised in one place. **How Portal 360 Helps** - Maintain a complete client history - Centralise client information - Improve communication tracking - Strengthen client relationships - Deliver a better client experience Popular features - Client Records - Activity Tracking - Contact Management - Communication History - Relationship Management ![](https://portal360.app/wp-content/uploads/2026/06/CRM-1.png) ### Automated Client Onboarding Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Create a seamless onboarding experience with automated forms, workflows, and approvals. **How Portal 360 Helps** - Reduce onboarding administration - Collect client information faster - Automate document requests - Standardise onboarding processes - Improve first impressions Popular features - Automated Forms - Document Collection - Workflow Automation - Client Information Capture - Onboarding Templates ![](https://portal360.app/wp-content/uploads/2026/06/Automated-client-onboarding.png) ### Secure Client Portal Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Provide clients with a secure space to share documents and collaborate with your team. **How Portal 360 Helps** - Eliminate email-based document sharing - Improve security and compliance - Give clients 24/7 access - Simplify collaboration - Enhance the client experience Popular features - Secure Document Sharing - Client Access Portal - File Requests - Activity Tracking - Client Collaboration ![](https://portal360.app/wp-content/uploads/2026/06/secure-client-portal.png) ### eSignatures & Client Approvals Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Collect approvals and signatures faster without manual follow-ups. **How Portal 360 Helps** - Speed up approval processes - Reduce paperwork - Eliminate manual chasing - Improve turnaround times - Keep records securely stored Popular features - Electronic Signatures - Approval Workflows - Automated Notifications - Audit Trail - Secure Records ![](https://portal360.app/wp-content/uploads/2026/06/e-signature-2.png) ### Communication Centre Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Centralise emails, messages, notes, and client conversations in one platform. **How Portal 360 Helps** - Keep all communication organised - Improve team collaboration - Eliminate communication silos - Access conversation history instantly - Deliver better client service Popular features - Email Management - Internal Notes - Client Communications - Activity Logs - Conversation History ![](https://portal360.app/wp-content/uploads/2026/06/communication-centre.png) ### Timesheets & Invoicing Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Track time, manage billing, and streamline invoicing workflows. **How Portal 360 Helps** - Record billable hours accurately - Simplify invoice creation - Improve revenue visibility - Reduce billing administration - Get paid faster Popular features - Time Tracking - Invoice Management - Billing Workflows - Revenue Reporting - Payment Tracking ![](https://portal360.app/wp-content/uploads/2026/06/invoice.png) ### Entity Management Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Manage jobs, workflows, and team progress from one connected system. **How Portal 360 Helps** - Keep entity records up to date - Monitor compliance deadlines - Manage directors and shareholders - Reduce compliance risks - Simplify reporting processes Popular features - Entity Registers - Director Management - Compliance Tracking - Due Date Monitoring - Reporting Tools ![](https://portal360.app/wp-content/uploads/2026/06/entity-manager.png) ### File & Document Management Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Store, organise, and access documents securely from one central location. **How Portal 360 Helps** - Keep files organised and accessible - Improve document security - Reduce time spent searching for files - Enable better collaboration - Maintain a single source of truth Popular features - Secure Storage - Folder Management - Document Search - Version Control - Access Permissions ![](https://portal360.app/wp-content/uploads/2026/06/file-management.png) ### AI Workflow Automation Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Reduce repetitive admin work with smart AI-powered automation. **How Portal 360 Helps** - Automate repetitive tasks - Reduce manual data entry - Improve operational efficiency - Increase team productivity - Scale without increasing overheads Popular features - Workflow Automation - Smart Triggers - Automated Reminders - Process Optimisation - AI-Powered Efficiency ![](https://portal360.app/wp-content/uploads/2026/06/AI-work-flow.png) ### Mobile Access (iOS & Android) Recommended Solution [ Book Demo ](http://zbooking.au/YQQre) Access workflows, communication, and client data from anywhere. **How Portal 360 Helps** - Stay connected on the go - Access important information instantly - Respond to clients faster - Keep work moving outside the office - Support flexible work environments Popular features - Mobile App Access - Real-Time Updates - Client Information Access - Workflow Visibility - Team Connectivity ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) WHY PORTAL 360? ## Built for Modern Australian Accounting Firms ### AI + Automation Focused Reduce repetitive work and improve operational efficiency. ### All-in-One Practice Manage workflows, communication, clients, and compliance ### Australian Infrastructure Secure Australian-hosted platform built for local firms. ### Simple to Start Get started from just $1 and explore the platform risk-free. [ 7-days free trial ](https://au1.portal360.ai/get-started) [ Book Demo ](http://zbooking.au/YQQre) ## Built to Work With the Tools You Already Use ![](https://portal360.app/wp-content/uploads/2026/05/QB.png)### QuickBooks ![](https://portal360.app/wp-content/uploads/2026/05/XERO.png)### Xero ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png)### MYOB ![](https://portal360.app/wp-content/uploads/2026/06/xero-practice-manager-150x150-2.webp)### XPM ![](https://portal360.app/wp-content/uploads/2026/05/Google-icon.png)### Google Workspace ![](https://portal360.app/wp-content/uploads/2026/05/ASIC-1.png)### ASIC : Compliance ![](https://portal360.app/wp-content/uploads/2026/06/microsoft-3652260logowikcom_.webp)### Microsoft 365 ![](https://portal360.app/wp-content/uploads/2026/06/OIP-3.webp)### AML System BENEFITS ## Spend Less Time Managing Systems. More Time Growing Your Firm. - Reduce admin workload - Improve workflow visibility - Streamline client communication - Automate repetitive tasks - Boost team productivity - Deliver a modern client experience ## Start Using Portal 360 7-Day Trial for Just $1 Experience AI-powered accounting practice management without large upfront costs. Start exploring workflows, automation, client management, and collaboration tools designed for modern Australian firms. [ Book Demo ](http://zbooking.au/YQQre) [ 7-days free trial ](https://au1.portal360.ai/get-started) [ ](javascript:void(0);) [ ](javascript:void(0);) ## Modern Accounting Firms Are Already Using AI. Don’t Get Left Behind. Start using Portal 360 to automate workflows, improve client management, and simplify practice operations from one connected platform. [ Book Demo ](http://zbooking.au/YQQre) [ 7-days free trial ](https://au1.portal360.ai/get-started) ## Frequently Asked Questions What is Portal 360? Portal 360 is an AI-powered accounting practice management platform designed for Australian accountants, bookkeepers, and advisory firms. Who is Portal 360 built for? Accounting firms, bookkeepers, advisory firms, and fractional CFOs looking to improve efficiency and automate operations. Does Portal 360 integrate with Xero and MYOB? Yes. Portal 360 integrates with Xero, Xero Practice Manager, MYOB, QuickBooks, Microsoft 365, Google Workspace, and compliance systems. Is Portal 360 secure? Yes. Portal 360 uses encrypted infrastructure, Australian data hosting, redundant backups, and ISO27001-compliant architecture. Can clients securely approve and sign documents? Yes. Clients can approve and sign documents through the secure client portal and mobile access system. Can Portal 360 automate client onboarding? Absolutely. Portal 360 allows you to create automated onboarding workflows that collect client information, documents and approvals without manual follow-up. Is Portal 360 built specifically for accounting firms? Yes. Portal 360 is designed specifically for accounting, bookkeeping and advisory firms, helping manage clients, workflows, documents, communication and compliance in one platform. Can Portal 360 replace multiple software tools? Yes. Portal 360 combines workflow management, CRM, client portal, document management, eSignatures, communication tools and automation into a single platform, reducing the need for multiple subscriptions. How does Portal 360 help reduce admin work? Portal 360 automates repetitive tasks such as client onboarding, document collection, approval requests, reminders and workflow management, helping your team spend less time on administration. Is there a secure client portal? Yes. Clients can securely upload documents, review requests, sign documents electronically and communicate with your team through the secure client portal. Will Portal 360 improve team visibility? Yes. Managers and team members have real-time visibility into tasks, deadlines, workloads and workflow progress across the entire firm. Can I customise workflows for my firm? Yes. Portal 360 allows you to tailor workflows, client journeys and automation processes to match the way your firm operates. © 2026 Portal 360 – All rights reserved. DESIGNED BY [TUSSLE DIGITAL](https://www.tussledigital.com/) --- ### [Insights](https://portal360.app/insights/) **Published:** June 19, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Insights # Portal360 Insights: Guides, Tutorials & Knowledge Hub **Everything You Need to Know About Portal360** ## Explore comprehensive guides, how-to articles, and expert insights on Portal360 features, tools, and workflows. Find step-by-step instructions, best practices, and answers to common questions—designed to help you maximise your portal experience and stay ahead with smarter automation and compliance. Search ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) # Insights 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Timesheets and invoicing for bookkeepers ## Timesheets and invoicing for bookkeepers Capture billable hours, raise invoices, and keep profitability visible in the Productivity Centre alongside your ledger integrations. April 15, 2026 6 min read [ Read More ](https://portal360.app/help/timesheets-and-invoicing-for-bookkeepers/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. How to set up your account for the first time ## How to set up your account for the first time Create your Portal 360 workspace, verify your email, complete guided onboarding, and land on a dashboard ready for clients and integrations. May 12, 2026 6 min read [ Read More ](https://portal360.app/help/how-to-set-up-your-account-for-the-first-time/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Connecting your Xero accounting software ## Connecting your Xero accounting software Authorise Xero Accounting and Xero Practice Manager so contacts, invoices, jobs, and practice data sync into Portal 360. April 15, 2026 7 min read [ Read More ](https://portal360.app/help/connecting-your-xero-accounting-software/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Understanding billing and subscriptions ## Understanding billing and subscriptions How Discovery, Starter, Professional, and Advanced plans work, when trials end, and how to update payment details or change tier. May 10, 2026 5 min read [ Read More ](https://portal360.app/help/understanding-billing-and-subscriptions/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Managing client files and documents securely ## Managing client files and documents securely Upload, tag, share, and store client documents in File Centre with encryption, access controls, and Australian hosting. May 8, 2026 8 min raed [ Read More ](https://portal360.app/help/managing-client-files-and-documents-securely/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Setting up two-factor authentication ## Setting up two-factor authentication Protect your practice with 2FA using an authenticator app, backup codes, and recovery steps if you lose your device. May 5, 2026 4 min read [ Read More ](https://portal360.app/help/setting-up-two-factor-authentication/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. How to invite team members to your workspace ## How to invite team members to your workspace Add colleagues with role-based access so everyone collaborates without sharing a single login. May 3, 2026 5 min read [ Read More ](https://portal360.app/help/how-to-invite-team-members-to-your-workspace/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. ATO integration roadmap for accounting practices ## ATO integration roadmap for accounting practices Understand the multi-phase ATO experience — client communication, activity statements, and direct lodgements — launching through 2026. May 1, 2026 7 min read [ Read More ](https://portal360.app/help/ato-integration-roadmap-for-accounting-practices/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Entity Manager for fractional CFOs ## Entity Manager for fractional CFOs Consolidated entity management, shareholding and directors, lodgment tracking, reporting, and one-click export. May 6, 2026 8 min read [ Read More ](https://portal360.app/help/entity-manager-for-fractional-cfos/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. CRM and AML onboarding for advisory firms ## CRM and AML onboarding for advisory firms Purpose-built CRM, automated onboarding, complete client history, and integrated AML for compliant advisory and consulting practices. May 1, 2026 7 min read [ Read More ](https://portal360.app/help/crm-and-aml-onboarding-for-advisory-firms/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 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 7 min read [ Read More ](https://portal360.app/help/using-the-communication-centre-consolidated-mailbox/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Custom workflows in the Productivity Centre ## Custom workflows in the Productivity Centre Build task management, timesheets, invoicing, and per-client workflows that match how your practice actually operates. May 11, 2026 8 min read [ Read More ](https://portal360.app/help/custom-workflows-in-the-productivity-centre/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. eSignatures and client approvals ## eSignatures and client approvals Send documents for review and signature via web or mobile, with secure stored records and fewer follow-ups. May 7, 2026 6 min read [ Read More ](https://portal360.app/help/esignatures-and-client-approvals/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Australian data hosting and encryption ## Australian data hosting and encryption On-shore Azure hosting, encryption at rest and in transit, triple redundancy, and ISO27001-aligned security controls. May 4, 2026 6 min read [ Read More ](https://portal360.app/help/australian-data-hosting-and-encryption/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Microsoft 365 and Google Workspace integrations ## Microsoft 365 and Google Workspace integrations Live sync with Microsoft 365 and Google Workspace for mail, calendar, and productivity tools your team already uses. April 14, 2026 5 min read [ Read More ](https://portal360.app/help/microsoft-365-and-google-workspace-integrations/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Mobile app access for teams and clients ## Mobile app access for teams and clients Work on Android and iOS with clients, messaging, tasks, approvals, and eSignatures from anywhere. May 13, 2026 5 min read [ Read More ](https://portal360.app/help/mobile-app-access-for-teams-and-clients/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 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 6 min read [ Read More ](https://portal360.app/help/which-accounting-software-integrates-with-portal-360/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 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. May 16, 2026 4 min read [ Read More ](https://portal360.app/help/changing-your-password-and-starting-a-free-trial/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Connecting Portal 360 to Xero ## Connecting Portal 360 to Xero This article describes how to establish a connection between Portal 360 and a Xero organisation. May 27, 2026 4 min read [ Read More ](https://portal360.app/help/connecting-portal-360-to-xero/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Disconnecting and Reconnecting Your Xero Integration ## Disconnecting and Reconnecting Your Xero Integration This article describes how to disconnect Portal 360 from a Xero organisation, how to restore a connection that has lapsed, and when each action is appropriate. May 28, 2026 3 min read [ Read More ](https://portal360.app/help/disconnecting-and-reconnecting-your-xero-integration/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. What Data Syncs Between Portal 360 and Xero ## What Data Syncs Between Portal 360 and Xero This article details the records and fields exchanged between Portal 360 and Xero, the direction in which each record type flows, and how often synchronisation occurs. May 28, 2026 5 min read [ Read More ](https://portal360.app/help/what-data-syncs-between-portal-360-and-xero/) 1. [Home](https://portal360.app) 2. » 3. CPT 4. » 5. Troubleshooting Xero Connection Issues ## Troubleshooting Xero Connection Issues This article addresses the most common issues encountered with the Xero integration and provides resolution steps. May 29, 2026 5 min read [ Read More ](https://portal360.app/help/troubleshooting-xero-connection-issues/) --- ### [demo booking success](https://portal360.app/demo-booking-success/) **Published:** June 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/1-1.png) ## Appointment confirmed with Parth Gandhi! Thank you for booking your Portal 360 demo. We've sent a confirmation email with your meeting details. We're looking forward to showing you how Portal 360 can help streamline workflows, automate admin, and improve client management across your firm. ## What Happens Next? - Check your email for your calendar invite - Join the demo at your scheduled time - Discover how Portal 360 can transform your practice [ Visit Website ](https://portal360.app/) ## Have Questions Before Your Demo? If you need assistance before your scheduled session, our team is here to help. - [ Email Us: support@portal360.ai ](mailto:support@portal360.ai) - [ Call Us: 02 9037 7423 ](tel:02%209037%207423) © 2026 Portal 360 – All rights reserved. DESIGNED BY [TUSSLE DIGITAL](https://www.tussledigital.com/) --- ### [Fractional CFOs](https://portal360.app/fractional-cfos/) **Published:** May 22, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Tools for Fractional CFOs # Entity Management & Reporting Tools for Fractional CFOs **Gain complete visibility across complex corporate structures.** ## Portal 360 helps Fractional CFOs manage entities, financial oversight, reporting, compliance, and client communication from one connected platform designed for modern advisory and finance teams. [ Browse Plan ](https://portal360.app/pricing) ## Built for Multi entity financial Management Fractional CFOs manage complex businesses that require accurate reporting, entity visibility, and organised financial oversight. Portal 360 replaces disconnected spreadsheets and scattered systems with one secure workspace built to simplify multi-entity management and improve operational clarity. ![](https://portal360.app/wp-content/uploads/2026/05/medium-shot-smiley-colleagues-going-work-scaled.jpg) ## Everything Your Fractional CFOs Team Needs in One Platform ### Centralised Entity Management Manage all client entities from one connected platform with complete visibility across complex corporate structures. Portal 360 helps CFOs organise **shareholding, director management**, and entity records without relying on disconnected spreadsheets. ### Consolidated Financial Reporting & Oversight Maintain visibility across every entity with built-in **lodgement tracking, consolidated financial reporting**, and compliance oversight tools. Portal 360 helps CFOs stay informed while improving reporting accuracy across multiple businesses. ### Secure File & Document Management Store and manage important financial records from one secure location. Portal 360 includes **centralised document storage, folder management, file tagging, and advanced search** functionality to keep files organised and accessible. ### One-Click Entity Data Export Export entity data instantly for financial analysis, forecasting, and external reporting workflows. Portal 360 makes it easy to access and use data across different advisory and reporting requirements. ### Communication & Collaboration Centre Keep client communication connected and organised through a **centralised mailbox, secure client portal, and live chat** functionality. All conversations remain linked directly to client records for complete context and visibility. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. Does Portal 360 support 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. Does Portal 360 include consolidated financial reporting? Yes. The Entity Manager feature includes tools for lodgment tracking & consolidated financial reporting to give Fractional CFOs comprehensive oversight of their clients’ financial standing. Can I export entity data from Portal 360? Yes. Portal 360 allows users to export Entity data with just one click, making it easy to use the data in external financial modeling tools. ## Simplify multi entity with portal 360 Bring together entity management, reporting, compliance, communication, and financial oversight into one connected platform. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [Productivity Centre](https://portal360.app/productivity-centre/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Productivity Centre # Productivity Centre for Modern Accounting & Advisory Teams **Bring together workflows, task management, timesheets, invoicing, and collaboration tools into one connected productivity platform.** ## Portal 360 helps firms improve operational efficiency, reduce repetitive administration, and maintain complete visibility across every client engagement, task, and deadline from one secure workspace. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Built to Improve Team Productivity Managing multiple disconnected systems creates inefficiencies, communication gaps, and lost productivity across your business. Portal 360 centralises operational workflows into one connected platform where teams can manage tasks, billing, communication, and workflows more efficiently. Reduce manual processes, improve accountability, and give your team the tools they need to work faster and stay organised. ![](https://portal360.app/wp-content/uploads/2026/06/Productivity-center-1.webp) ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### Features ## Streamline Productivity, Workflows & Team Collaboration Portal 360 helps businesses centralise workflows, task management, billing, productivity tracking, and team collaboration into one connected platform. Improve operational visibility, reduce manual administration, and keep your entire team aligned across every project, deadline, and client engagement. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 01 ### Workflow & Task Management Create workflows that match how your business actually operates. Portal 360 helps teams manage **tasks, deadlines, workflow visibility**, and recurring operational processes from one centralised workspace. Assign responsibilities clearly, automate repetitive tasks, and maintain full visibility across every client **engagement and internal workflow.** ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 02 ### Timesheets & Productivity Tracking Track billable and non-billable work with built-in **timesheets** and productivity tracking tools designed for accounting and advisory teams. Portal 360 helps businesses improve operational visibility, monitor staff productivity, and ensure every billable hour is captured accurately. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 03 ### Invoicing & Billing Management Simplify invoicing and billing processes through integrated financial workflow tools. Generate invoices, manage billing activity, and reduce manual administration by keeping operational and financial workflows connected within one platform. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 04 ### Team Collaboration & Visibility Improve collaboration across your organisation with connected workflows, task management, communication tools, and shared operational visibility. Portal 360 helps teams stay aligned while reducing confusion around responsibilities, deadlines, and project progress. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. How does Portal 360 integrate with the ATO for accounting practices? The Productivity Centre provides everything your team needs to get work done efficiently. It includes core features like task management , timesheets , workflow management, and invoicing. Does Portal 360 allow for custom workflows? Yes. Portal 360 empowers users to build workflows that match how your practice actually works. Users can create custom workflows for each individual client. ## Improve productivity with portal 360 Manage workflows, billing, communication, and team productivity from one connected platform designed for modern firms. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [CRM & Client Onboarding](https://portal360.app/crm-client-onboarding/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### CRM & Client Onboarding # CRM & Client Onboarding for Professional Service Firms **Manage leads, onboard clients faster, and maintain complete visibility across every client interaction.** ## Portal 360 helps firms streamline onboarding, improve communication, centralise client information, and reduce manual administrative work through one connected CRM platform. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Built for Better Client Management Managing client relationships across disconnected systems creates inefficiencies and poor onboarding experiences. Portal 360 helps firms centralise client management, onboarding, compliance, and communication into one secure workspace. Maintain stronger client relationships while improving operational efficiency across your team. ![](https://portal360.app/wp-content/uploads/2026/05/3.png) ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### Features ## Centralise Client Management & Streamline Onboarding Portal 360 helps firms manage client relationships, onboarding workflows, compliance processes, and communication from one connected CRM platform. Improve visibility across every stage of the client lifecycle while reducing manual administration and delivering a more professional client experience. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 01 ### Professional CRM **Manage leads, contacts, clients**, and relationship activity from one CRM designed specifically for accounting, advisory, and professional service firms. Portal 360 helps teams maintain organised client records while improving visibility across every stage of the client lifecycle. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 02 ### Automated Client Onboarding Create structured onboarding experiences with automated workflows that improve consistency and reduce repetitive admin work. Portal 360 helps firms streamline approvals, document collection, onboarding communication, and internal processes while delivering a more professional client experience. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 03 ### Integrated AML Compliance Maintain compliant onboarding procedures with integrated AML capabilities built directly into the platform. Portal 360 helps firms reduce compliance risk while simplifying client verification and onboarding workflows. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 04 ### Complete Client Visibility **Access emails, files, notes, tasks, and communication** history from one connected client workspace. Keep your team aligned with complete visibility across every interaction, request, and client engagement. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. What features are included in the Portal 360 CRM? The platform includes a CRM designed for professional practices. It features automated onboarding , contact management, lead management, and client management. How does Portal 360 improve the onboarding process? It provides smooth client onboarding through automated onboarding and integrated AML , ensuring a faster, compliant setup. Where is client history stored in Portal 360? The CRM ensures you have a complete client history in one place. ## Simplify Client Management & Onboarding Bring together CRM, onboarding, compliance, and communication into one connected platform designed for modern professional firms. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [privacy policy](https://portal360.app/privacy-policy/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Legal # Privacy Policy **How Portal 360 handles your personal information and keeps client data secure.** ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## 1. Introduction ## Portal 360 (we, us, our) respects your privacy and is committed to protecting personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy explains how we collect, use, disclose, and safeguard information when you visit our website, start a trial, or use the Portal 360 platform. ## 2. Information we collect ## We may collect identity and contact details, account and billing information, usage data, communications you send us, and client or practice data you upload to the platform (which you control as the data controller for your clients). ## 3. How we use information ## We use personal information to provide and improve the service, authenticate users, process subscriptions, respond to enquiries, send service-related notices, maintain security, comply with law, and share product updates where permitted. We do not sell your personal information. ## 4. Disclosure to third parties ## We may share information with trusted service providers (cloud hosting, payments, email, analytics) subject to confidentiality obligations. Data is hosted on-shore in Australia via Microsoft Azure. We may disclose information where required by law. ## 5. Data security and retention ## We apply administrative, technical, and physical safeguards including encryption in transit and at rest, access controls, and monitoring. We retain information as needed to provide the service and meet legal obligations. ## 6. Your rights ## You may request access to or correction of personal information we hold about you, withdraw marketing consent, or lodge a complaint with the Office of the Australian Information Commissioner (OAIC). ## 7. Cookies and analytics ## Our website may use cookies to remember preferences, measure performance, and improve user experience. You can manage cookies through your browser settings. ## 8. International users ## Portal 360 is designed for Australian practices. If you access the service from outside Australia, you acknowledge information may be processed in Australia and where our subprocessors operate. ## 9. Changes to this policy ## We may update this Privacy Policy from time to time. The last updated date below reflects the latest version. Material changes will be communicated via the website or email where appropriate. ## 10. Contact us ## For privacy enquiries, email hello@portal360.app or use our contact form. We aim to respond within a reasonable timeframe. --- ### [Security](https://portal360.app/security/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Trust # Information Security & Cyber Security **Enterprise-grade protection for practices that cannot compromise on client data.** ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Information Security is prioritized at every level. Portal 360 is designed for Australian accounting and advisory firms that require on-shore hosting, strong encryption, and compliance with local legislation. ## Australian Hosted ## All our Data is stored on shore in Australia in a Microsoft Azure Data Centre. ## Encryption ## All Data is Encrypted at Rest & In Transit. All Files are stored in an ENC encrypted format, so even our team cannot open and access the files. ## Triple Redundancy ## All your Data is backed up in 3 regions within Australia (Australia East, Australia South East, Australia South) - backups are encrypted and immutable. ## Data security and retention ## We apply administrative, technical, and physical safeguards including encryption in transit and at rest, access controls, and monitoring. We retain information as needed to provide the service and meet legal obligations. ## ISO27001 ## We comply with Australian Legislation and are ISO27001 Compliant awaiting certification. --- ### [Communication Centre](https://portal360.app/communication-centre/) **Published:** May 24, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/Untitled-design-10.png)### Communication Centre # Centralised Communication for Modern Firms **Keep every client conversation organised, connected, and accessible from one secure communication hub.** ## Portal 360 centralises communication across email, live chat, secure client portals, and internal collaboration tools to improve responsiveness and client experience. [ Browse Plan ](https://portal360.app/pricing) ![](https://portal360.app/wp-content/uploads/2026/06/raster-dots-white-1.svg) ## Improve Communication Across Your Team & Clients Disconnected communication creates delays, lost information, and inconsistent client experiences. Portal 360 helps firms centralise conversations and maintain complete visibility across every client interaction from one connected workspace. Improve collaboration across your team while keeping communication secure, organised, and easy to manage. ![](https://portal360.app/wp-content/uploads/2026/05/Communication-center-2.webp) ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### Features ## Centralise Communication & Improve Client Collaboration Portal 360 brings together client communication, collaboration tools, and secure document sharing into one connected platform. Maintain complete visibility across every conversation, reduce communication gaps, and deliver a more organised and responsive client experience. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 01 ### Centralised Mailbox Manage all communication from one connected mailbox where conversations remain linked directly to client records and ongoing work. Portal 360 helps eliminate scattered emails and improves visibility across every client discussion. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 02 ### Secure Client Portal Provide clients with a secure portal to communicate, upload files, review documents, and collaborate with your team from one centralised location. Improve accessibility while maintaining secure document sharing and communication. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 03 ### Live Chat & Collaboration Improve responsiveness through integrated live chat and connected communication tools designed for accounting and advisory teams. Keep conversations organised while improving collaboration between staff and clients. ![](https://portal360.app/wp-content/uploads/2026/05/P360-website-elements-3.png)### 04 ### Connected Client Conversations Maintain complete communication history across every interaction so your team always has the full context behind conversations, requests, approvals, and shared files. Reduce communication gaps and improve overall client experience. ![](https://portal360.app/wp-content/uploads/2026/05/portal360-favicon.webp) ### Mobile access ## Work anytime, anywhere Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals. [ ![](https://portal360.app/wp-content/uploads/2026/06/appstore-1.png) ](https://au1.portal360.ai/mobile) [ ![](https://portal360.app/wp-content/uploads/2026/06/gplay-1.png) ](https://au1.portal360.ai/mobile) ![](https://portal360.app/wp-content/uploads/2026/06/Phone-mockup-scaled.png) ## Frequently Asked Questions Answers optimised for search and AI discovery. How does the Portal 360 Communication Centre manage client emails? It utilizes a consolidated mailbox and ensures that all conversations linked to client records. Does Portal 360 integrate with Microsoft 365 and Google Workspace? Yes. The platform offers workplace integrations featuring Microsoft 365 – Live and Google Workspace – Live. Does Portal 360 have a client portal? Yes. The Communication Centre includes a secure client portal and live chat. ## Centralise Communication With Portal 360 Improve collaboration, reduce communication gaps, and deliver a more connected client experience. [ Browse Plan ](https://portal360.app/pricing) [ Talk to our team ](https://portal360.app/contact-us/) --- ### [FAQ](https://portal360.app/faq/) **Published:** June 11, 2026 **Author:** admin --- ## ElementsKit items ### [dynamic-content-megamenu-menuitem4513](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem4513/) **Published:** June 18, 2026 **Author:** admin **Content:** ## Integrations that ship with you ## Ledger & practice [ ### Xero Sync clients, invoices, and contacts. ](https://portal360.app/marketplace/xero/) [ ### Quickbooks Two way books and billing. ](https://portal360.app/quickbooks/) [ ### MYOB AU/NZ ready workflows. ](https://portal360.app/myob/) [ ### XPM Practice Manager jobs and time. ](https://portal360.app/marketplace/xero-practice-manager/) ## Comms & identity [ microsoft\_outlook ### Microsoft Outlook Shared inboxes and calendaring. ](https://portal360.app/marketplace/microsoft-outlook/) [ ### Gmail Google Workspace alignment. ](https://portal360.app/marketplace/gmail/) [ ### Microsoft 365 Teams, files, and directory sync. ](#) [ ### CRM Sync Sync CRM data seamlessly. ](https://portal360.app/marketplace/crm/) ## Integrates With ### Spotlight ## Connect your ledger & inbox in minutes Native-style connectors for Xero, QuickBooks, MYOB, XPM, and Microsoft 365 — with webhooks when you need the long tail. [ View Integration Map ](https://portal360.app/marketplace/) --- ### [dynamic-content-megamenu-menuitem4512](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem4512/) **Published:** June 15, 2026 **Author:** admin **Content:** ## Built for accounting firms ## Client & work [ ### CRM Pipeline, Contacts and firm-wide visibility. ](https://portal360.app/crm-client-onboarding/) [ ### Communication Center Threads, templates, and audit-ready history. ](https://portal360.app/communication-centre/) [ ### File Center Secure vaults, versioning, and client portals. ](https://portal360.app/entity-file-management/) ## Deliver faster [ ### Productivity Center Tasks, checklists, and team workflows. ](https://portal360.app/productivity-centre/) [ ### AI Automation Drafting, reconciliations, and smart routing. ](https://portal360.app/ai-automation/) [ ### E-Signatures Complaint signing built into your jobs. ](https://portal360.app/client-approvals-esignatures/) ## Solutions - [ Software for Accountants ](https://portal360.app/accountant/) - [ Platform for Bookkeepers ](https://portal360.app/bookkeepers/) - [ Tools for Fractional CFOs ](https://portal360.app/fractional-cfos/) - [ Advisory Firm Management ](https://portal360.app/advisory-firm/) ### Spotlight ## One thread from lead to lodgment Stop tab-hopping between CRM, inbox, and practice tools. Portal360 keeps context attached to every client and job. [ Explore the stack ](https://portal360.app/solutions/) --- ### [dynamic-content-megamenu-menuitem1633](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem1633/) **Published:** May 25, 2026 **Author:** admin **Content:** ### Integrations that ship with you Integrates with ![](https://portal360.app/wp-content/uploads/2026/05/MYOB-1.png)### MYOB ![](https://portal360.app/wp-content/uploads/2026/05/XERO.png)### Xero ![](https://portal360.app/wp-content/uploads/2026/05/Quick-books.png)### Quickbooks ![](https://portal360.app/wp-content/uploads/2026/05/2202-website-lowfi-LearnMore-XPM-634x366px-1.svg)### XPM ![](https://portal360.app/wp-content/uploads/2026/05/gmail-mail-icon-for-web-design-free-png.webp)### Gmail ![](https://portal360.app/wp-content/uploads/2026/05/Microsoft-enforces-strict-rules-for-bulk-emails-on-Outlook.jpg)### Outlook Client & work [ ](https://portal360.app/integration/xero/) ### [ Xero ](https://portal360.app/integration/xero/) Sync clients, invoices, and contacts. [ ](https://portal360.app/integration/quickbooks/) ### [ Quickbooks ](https://portal360.app/integration/quickbooks/) Two way books and billing. [ ](https://portal360.app/integration/myob/) ### [ MYOB ](https://portal360.app/integration/myob/) AU/NZ ready workflows. [ ](https://portal360.app/marketplace/xero-practice-manager/) ### [ XPM ](https://portal360.app/marketplace/xero-practice-manager/) Practice Manager jobs and time. Comms & identity ### Gmail Google Workspace alignment. [ ](https://portal360.app/integration/microsoft-365/) ### [ Microsoft 365 ](https://portal360.app/integration/microsoft-365/) Teams, files, and directory sync. Spotlight Connect your ledger & inbox in minutes Native-style connectors for Xero, QuickBooks, MYOB, XPM, and Microsoft 365 with webhooks when you need the long tail. [ View Integration Map ](https://portal360.app/marketplace/) --- ### [dynamic-content-megamenu-menuitem1632](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem1632/) **Published:** May 25, 2026 **Author:** admin **Content:** ### Built for accounting firms Client & work [ ](https://portal360.app/crm-client-onboarding/) ### [ CRM ](https://portal360.app/crm-client-onboarding/) Pipeline, Contacts and firm-wide visibility. [ ](https://portal360.app/communication-centre/) ### [ Communication Center ](https://portal360.app/communication-centre/) Threads, templates, and audit-ready history. [ ](https://portal360.app/entity-file-management/) ### [ File Center ](https://portal360.app/entity-file-management/) Secure vaults, versioning, and client portals. Deliver faster [ ](https://portal360.app/productivity-centre/) ### [ Productivity Center ](https://portal360.app/productivity-centre/) Tasks, checklists, and team workflows. ### AI Automation Drafting, reconcillations, and smart routing. [ ](https://portal360.app/client-approvals-esignatures/) ### [ E-Signatures ](https://portal360.app/client-approvals-esignatures/) Complaint signing built into your jobs. Spotlight One thread from lead to lodgment Native-style connectors for Xero, QuickBooks, MYOB, XPM, and Microsoft 365 with webhooks when you need the long tail. [ Explore the stack ](https://portal360.app/features/) --- ## Templates ### [Header](https://portal360.app/?elementskit_template=header) **Published:** May 8, 2026 **Author:** admin **Content:** [ ![Portal360](https://portal360.app/wp-content/uploads/2026/05/2.webp) ](https://portal360.app/) - [Platform](#)## Built for accounting firms ## Client & work [ ### CRM Pipeline, Contacts and firm-wide visibility. ](https://portal360.app/crm-client-onboarding/) [ ### Communication Center Threads, templates, and audit-ready history. ](https://portal360.app/communication-centre/) [ ### File Center Secure vaults, versioning, and client portals. ](https://portal360.app/entity-file-management/) ## Deliver faster [ ### Productivity Center Tasks, checklists, and team workflows. ](https://portal360.app/productivity-centre/) [ ### AI Automation Drafting, reconciliations, and smart routing. ](https://portal360.app/ai-automation/) [ ### E-Signatures Complaint signing built into your jobs. ](https://portal360.app/client-approvals-esignatures/) ## Solutions - [ Software for Accountants ](https://portal360.app/accountant/) - [ Platform for Bookkeepers ](https://portal360.app/bookkeepers/) - [ Tools for Fractional CFOs ](https://portal360.app/fractional-cfos/) - [ Advisory Firm Management ](https://portal360.app/advisory-firm/) ### Spotlight ## One thread from lead to lodgment Stop tab-hopping between CRM, inbox, and practice tools. Portal360 keeps context attached to every client and job. [ Explore the stack ](https://portal360.app/solutions/) - [Marketplace](#)## Integrations that ship with you ## Ledger & practice [ ### Xero Sync clients, invoices, and contacts. ](https://portal360.app/marketplace/xero/) [ ### Quickbooks Two way books and billing. ](https://portal360.app/quickbooks/) [ ### MYOB AU/NZ ready workflows. ](https://portal360.app/myob/) [ ### XPM Practice Manager jobs and time. ](https://portal360.app/marketplace/xero-practice-manager/) ## Comms & identity [ microsoft\_outlook ### Microsoft Outlook Shared inboxes and calendaring. ](https://portal360.app/marketplace/microsoft-outlook/) [ ### Gmail Google Workspace alignment. ](https://portal360.app/marketplace/gmail/) [ ### Microsoft 365 Teams, files, and directory sync. ](#) [ ### CRM Sync Sync CRM data seamlessly. ](https://portal360.app/marketplace/crm/) ## Integrates With ### Spotlight ## Connect your ledger & inbox in minutes Native-style connectors for Xero, QuickBooks, MYOB, XPM, and Microsoft 365 — with webhooks when you need the long tail. [ View Integration Map ](https://portal360.app/marketplace/) - [Features](https://portal360.app/features/) - [Pricing](https://portal360.app/pricing/) - [Help](https://portal360.app/help/) - [Contact Us](https://portal360.app/contact-us/) X [ Get Started ](https://au1.portal360.ai/get-started) [ Log in ](https://au1.portal360.ai/sign-in) [ ![Portal360](https://portal360.app/wp-content/uploads/2026/05/2.webp) ](https://portal360.app/) - [Platform](#)## Built for accounting firms ## Client & work [ ### CRM Pipeline, Contacts and firm-wide visibility. ](https://portal360.app/crm-client-onboarding/) [ ### Communication Center Threads, templates, and audit-ready history. ](https://portal360.app/communication-centre/) [ ### File Center Secure vaults, versioning, and client portals. ](https://portal360.app/entity-file-management/) ## Deliver faster [ ### Productivity Center Tasks, checklists, and team workflows. ](https://portal360.app/productivity-centre/) [ ### AI Automation Drafting, reconciliations, and smart routing. ](https://portal360.app/ai-automation/) [ ### E-Signatures Complaint signing built into your jobs. ](https://portal360.app/client-approvals-esignatures/) ## Solutions - [ Software for Accountants ](https://portal360.app/accountant/) - [ Platform for Bookkeepers ](https://portal360.app/bookkeepers/) - [ Tools for Fractional CFOs ](https://portal360.app/fractional-cfos/) - [ Advisory Firm Management ](https://portal360.app/advisory-firm/) ### Spotlight ## One thread from lead to lodgment Stop tab-hopping between CRM, inbox, and practice tools. Portal360 keeps context attached to every client and job. [ Explore the stack ](https://portal360.app/solutions/) - [Marketplace](#)## Integrations that ship with you ## Ledger & practice [ ### Xero Sync clients, invoices, and contacts. ](https://portal360.app/marketplace/xero/) [ ### Quickbooks Two way books and billing. ](https://portal360.app/quickbooks/) [ ### MYOB AU/NZ ready workflows. ](https://portal360.app/myob/) [ ### XPM Practice Manager jobs and time. ](https://portal360.app/marketplace/xero-practice-manager/) ## Comms & identity [ microsoft\_outlook ### Microsoft Outlook Shared inboxes and calendaring. ](https://portal360.app/marketplace/microsoft-outlook/) [ ### Gmail Google Workspace alignment. ](https://portal360.app/marketplace/gmail/) [ ### Microsoft 365 Teams, files, and directory sync. ](#) [ ### CRM Sync Sync CRM data seamlessly. ](https://portal360.app/marketplace/crm/) ## Integrates With ### Spotlight ## Connect your ledger & inbox in minutes Native-style connectors for Xero, QuickBooks, MYOB, XPM, and Microsoft 365 — with webhooks when you need the long tail. [ View Integration Map ](https://portal360.app/marketplace/) - [Features](https://portal360.app/features/) - [Pricing](https://portal360.app/pricing/) - [Help](https://portal360.app/help/) - [Contact Us](https://portal360.app/contact-us/) X [ Log in ](https://au1.portal360.ai/sign-in) --- ### [Footer](https://portal360.app/?elementskit_template=footer) **Published:** May 13, 2026 **Author:** admin **Content:** ![](https://portal360.app/wp-content/uploads/2026/05/1-1.png) [ Facebook ](https://www.facebook.com/portal360ai) [ X-twitter ](https://www.instagram.com/portal360ai/) [ Linkedin ](https://www.linkedin.com/company/portal360ai/) [ Explore plans ](https://portal360.app/pricing/) ##### [Solutions](https://portal360.app/solutions/) - [ Software for Accountants ](https://portal360.app/accountant/) - [ Platform for Bookkeepers ](https://portal360.app/bookkeepers/) - [ Tools for Fractional CFOs ](https://portal360.app/fractional-cfos/) - [ Advisory Firm Management ](https://portal360.app/advisory-firm/) ##### [Features](https://portal360.app/features/) - [ CRM & Client Onboarding ](https://portal360.app/crm-client-onboarding/) - [ Productivity Centre ](https://portal360.app/productivity-centre/) - [ Communication Centre ](https://portal360.app/communication-centre/) - [ Client Approvals & eSignatures ](https://portal360.app/client-approvals-esignatures/) - [ Entity & File Management ](https://portal360.app/entity-file-management/) ##### Integrations - [ Xero ](https://portal360.app/marketplace/xero/) - [ QuickBooks ](https://portal360.app/marketplace/quickbooks/) - [ MYOB ](https://portal360.app/marketplace/myob/) - [ Microsoft 365 ](https://portal360.app/marketplace/microsoft-365/) - [ Google Workspace ](https://portal360.app/marketplace/google-workspace/) - [ XPM ](https://portal360.app/marketplace/xero-practice-manager/) ##### © 2026 Portal 360 — All rights reserved. - [ Help & Support ](https://portal360.app/help/) - [ Privacy Policy ](https://portal360.app/privacy-policy/) - [ Security ](https://portal360.app/security/) ![Portal360](https://portal360.app/wp-content/uploads/2026/05/2.webp) [ Facebook ](https://www.facebook.com/portal360ai) [ X-twitter ](https://www.instagram.com/portal360ai/) [ Linkedin ](https://www.linkedin.com/company/portal360ai/) [ Explore Plans ](https://portal360.app/pricing) ##### [Solutions](https://portal360.app/solutions/) - [ Software for Accountants ](https://portal360.app/accountant/) - [ Platform for Bookkeepers ](https://portal360.app/bookkeepers/) - [ Tools for Fractional CFOs ](https://portal360.app/fractional-cfos/) - [ Advisory Firm Management ](https://portal360.app/advisory-firm/) ##### [Features](https://portal360.app/features/) - [ CRM & Client Onboarding ](https://portal360.app/crm-client-onboarding/) - [ Productivity Centre ](https://portal360.app/productivity-centre/) - [ Communication Centre ](https://portal360.app/communication-centre/) - [ Client Approvals & eSignatures ](https://portal360.app/client-approvals-esignatures/) - [ Entity & File Management ](https://portal360.app/entity-file-management/) ##### Integrations - [ Xero ](https://portal360.app/integration/xero/) - [ QuickBooks ](https://portal360.app/integration/quickbooks/) - [ MYOB ](https://portal360.app/integration/myob/) - [ Microsoft 365 ](https://portal360.app/integration/microsoft-365/) - Google Workspace - [ XPM ](https://portal360.app/integration/xero-practice-manager/) ##### © 2026 Portal 360 — All rights reserved. - [ Help & Support ](https://portal360.app/help/) - [ Privacy Policy ](https://portal360.app/privacy-policy/) - [ Security ](https://portal360.app/security/) --- ## CPTs ### [ATO Client Communication Integration — User Guide](https://portal360.app/help/ato-client-communication-integration-user-guide/) **Published:** September 8, 2026 **Author:** admin **CPT Category:** Getting Started, Integrations --- ### [Verifi-Me Integration — User Guide](https://portal360.app/help/verifi-me-integration-user-guide/) **Published:** June 30, 2026 **Author:** admin **CPT Category:** Getting Started, Integrations --- ### [How to set up your account for the first time](https://portal360.app/help/how-to-set-up-your-account-for-the-first-time/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Getting Started --- ### [Connecting your Xero accounting software](https://portal360.app/help/connecting-your-xero-accounting-software/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Integrations, Xero --- ### [Understanding billing and subscriptions](https://portal360.app/help/understanding-billing-and-subscriptions/) **Published:** June 4, 2026 **Author:** admin --- ### [Managing client files and documents securely](https://portal360.app/help/managing-client-files-and-documents-securely/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Entity & File Management, Features --- ### [Setting up two-factor authentication](https://portal360.app/help/setting-up-two-factor-authentication/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Security --- ### [How to invite team members to your workspace](https://portal360.app/help/how-to-invite-team-members-to-your-workspace/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Team --- ### [ATO integration roadmap for accounting practices](https://portal360.app/help/ato-integration-roadmap-for-accounting-practices/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Business --- ### [Entity Manager for fractional CFOs](https://portal360.app/help/entity-manager-for-fractional-cfos/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Fractional CFOs, Solutions --- ### [CRM and AML onboarding for advisory firms](https://portal360.app/help/crm-and-aml-onboarding-for-advisory-firms/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** CRM & Client Onboarding, Features --- ### [Using the Communication Centre consolidated mailbox](https://portal360.app/help/using-the-communication-centre-consolidated-mailbox/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Communication Centre, Features --- ### [Custom workflows in the Productivity Centre](https://portal360.app/help/custom-workflows-in-the-productivity-centre/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Features, Productivity Centre --- ### [eSignatures and client approvals](https://portal360.app/help/esignatures-and-client-approvals/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Client Approvals & eSignatures, Features --- ### [Australian data hosting and encryption](https://portal360.app/help/australian-data-hosting-and-encryption/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Security --- ### [Microsoft 365 and Google Workspace integrations](https://portal360.app/help/microsoft-365-and-google-workspace-integrations/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Integrations, Microsoft 365 --- ### [Mobile app access for teams and clients](https://portal360.app/help/mobile-app-access-for-teams-and-clients/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Features --- ### [Which accounting software integrates with Portal 360](https://portal360.app/help/which-accounting-software-integrates-with-portal-360/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Integrations --- ### [Changing your password and starting a free trial](https://portal360.app/help/changing-your-password-and-starting-a-free-trial/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Getting Started --- ### [What Data Syncs Between Portal 360 and Xero](https://portal360.app/help/what-data-syncs-between-portal-360-and-xero/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Integrations, Xero --- ### [Disconnecting and Reconnecting Your Xero Integration](https://portal360.app/help/disconnecting-and-reconnecting-your-xero-integration/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Integrations, Xero --- ### [Connecting Portal 360 to Xero](https://portal360.app/help/connecting-portal-360-to-xero/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Integrations, Xero --- ### [Troubleshooting Xero Connection Issues](https://portal360.app/help/troubleshooting-xero-connection-issues/) **Published:** June 4, 2026 **Author:** admin **CPT Category:** Integrations, Xero --- ### [Timesheets and invoicing for bookkeepers](https://portal360.app/help/timesheets-and-invoicing-for-bookkeepers/) **Published:** April 15, 2026 **Author:** admin --- ## Categories ### [Getting Started](https://portal360.app/category/getting-started/) --- ### [Intergrations](https://portal360.app/category/intergrations/) --- ## CPT Category ### [Features](https://portal360.app/cpt-category/features/) --- ### [Security](https://portal360.app/cpt-category/security/) --- ### [Team](https://portal360.app/cpt-category/team/) --- ### [Business](https://portal360.app/cpt-category/business/) --- ### [Integrations](https://portal360.app/cpt-category/integrations/) --- ### [Microsoft 365](https://portal360.app/cpt-category/microsoft-365/) --- ### [Xero](https://portal360.app/cpt-category/xero/) --- ### [Productivity Centre](https://portal360.app/cpt-category/productivity-centre/) --- ### [CRM & Client Onboarding](https://portal360.app/cpt-category/crm-client-onboarding/) --- ### [Communication Centre](https://portal360.app/cpt-category/communication-centre/) --- ### [Entity & File Management](https://portal360.app/cpt-category/entity-file-management/) --- ### [Client Approvals & eSignatures](https://portal360.app/cpt-category/client-approvals-esignatures/) --- ### [Solutions](https://portal360.app/cpt-category/solutions/) --- ### [Fractional CFOs](https://portal360.app/cpt-category/fractional-cfos/) --- ### [Getting Started](https://portal360.app/cpt-category/getting-started/) --- ## Integrations ### [Accounting & Practice Management](https://portal360.app/integration/accounting-practice-management/) --- ### [Communication](https://portal360.app/integration/communication/) --- ### [Compliance](https://portal360.app/integration/compliance/) --- ### [Document Management](https://portal360.app/integration/document-management/) --- ### [Cloud Storage](https://portal360.app/integration/cloud-storage/) ---