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# Portal 360

Portal 360 - Practice Management & Client Portals for Accountants & Bookkeepers

## Sitemaps

- [XML Sitemap](https://portal360.app/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Connecting your Xero accounting software](https://portal360.app/connecting-your-xero-accounting-software/)
- [How to set up your account for the first time](https://portal360.app/how-to-set-up-your-account-for-the-first-time/) - How to set up your account for the first time June 4, 2026 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

## Pages

- [Home](https://portal360.app/) - Manage clients, tasks, documents and workflows in one AI-powered practice management software built for Australian firms.
- [QuickBooks](https://portal360.app/marketplace/quickbooks/) - QuickBooks Integration synchronises accounting data and improves operational efficiency across your firm.
- [Xero](https://portal360.app/marketplace/xero/) - Xero Integration connects your accounting data with Portal 360 to streamline workflows and client management.
- [Pricing](https://portal360.app/pricing/) - Compare accounting software pricing plans designed for accountants, bookkeepers and advisory firms.
- [Features](https://portal360.app/features/) - Explore practice management features including CRM, document management, workflow automation and client collaboration.
- [Solutions](https://portal360.app/solutions/) - Discover practice management solutions designed for accountants, advisors and bookkeepers.
- [Marketplace](https://portal360.app/marketplace/) - Explore accounting integrations that connect your firm's favourite tools and applications.
- [Proposal Studio](https://portal360.app/marketplace/proposal-studio/) - 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 Talk to our team Overview Proposal Studio helps accounting and advisory firms create, manage, send, and track professional client proposals
- [Letter Studio](https://portal360.app/marketplace/letter-studio/) - 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 Talk to our team Overview Letter Studio is Portal360's dedicated document management
- [AI Automation](https://portal360.app/ai-automation/) - 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 Built to Improve Business Automation
- [CRM](https://portal360.app/marketplace/crm/) - 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 Talk to our team Overview Portal360 CRM is designed to help accounting firms and
- [Entity & File Management](https://portal360.app/entity-file-management/) - Securely organise, store and manage business entities and documents with an AI-powered entity and document management platform.
- [Bookkeepers](https://portal360.app/bookkeepers/) - Streamline bookkeeping workflows with practice management software for bookkeepers featuring CRM, tasks and automation.
- [Client Approvals & eSignatures](https://portal360.app/client-approvals-esignatures/) - Send, sign and manage documents securely with e signature software that simplifies client approvals and digital workflows.
- [Advisory Firm](https://portal360.app/advisory-firm/) - Manage clients, automate workflows and grow your advisory firm with CRM for financial advisors built for modern practices.
- [Accountant](https://portal360.app/accountant/) - AI-powered accounting practice management software with CRM, workflow automation, document management and client portal.
- [Help](https://portal360.app/help/) - Access customer support resources, documentation, guides and troubleshooting assistance.
- [Contact Us](https://portal360.app/contact-us/) - Contact Portal 360 to book a demo, discuss pricing or speak with our team.
- [Microsoft 365](https://portal360.app/marketplace/microsoft-365/) - 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 Talk to our team Overview Portal360 integrates with Microsoft
- [Google Workspace](https://portal360.app/marketplace/google-workspace/) - 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 Talk to our team Overview Connect your Gmail or Google Workspace account directly to Portal360 and bring all client communications into a single,
- [Microsoft Outlook](https://portal360.app/marketplace/microsoft-outlook/) - The Outlook Integration connects Microsoft Outlook with Portal 360 to centralise communication, improve client management and streamline workflows.
- [Gmail](https://portal360.app/marketplace/gmail/) - 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 Talk to our team Overview Portal360's Gmail Integration enables businesses to synchronize Gmail accounts directly with the Communication Centre, providing a unified environment for
- [SharePoint](https://portal360.app/marketplace/sharepoint/) - 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 Talk to our team Overview Portal360's SharePoint Integration allows organizations to connect Microsoft SharePoint sites directly to File Center, providing centralized
- [Google Drive](https://portal360.app/marketplace/google-drive/) - 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 Talk to our team Overview The Google Drive Integration enables businesses to connect their Google Drive account
- [OneDrive](https://portal360.app/marketplace/onedrive/) - 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 Talk to our team Overview The OneDrive Integration enables businesses to connect Microsoft OneDrive directly to Portal360 File Center, creating a centralized environment for cloud document management and
- [Verifime](https://portal360.app/marketplace/verifime/) - 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. Power Up Portal360 with VerifiMe Unlock secure identity verification and compliance tools without
- [MYOB](https://portal360.app/marketplace/myob/) - MYOB Integration helps accounting practices centralise workflows, communications and client information.
- [XERO Practice Manager](https://portal360.app/marketplace/xero-practice-manager/) - The Xero Practice Manager Integration connects XPM with Portal 360 to improve workflow automation, client management and practice efficiency.
- [Why Choose Us](https://portal360.app/why-choose-us/) - Book Demo 7-days free trial 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 Book Demo The Problem Is Real and
- [AI Accounting Practice Management](https://portal360.app/ai-accounting-practice-management/) - The AI Accounting Platform automates workflows, communication, compliance and client management for accounting firms.
- [Insights](https://portal360.app/insights/) - 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
- [demo booking success](https://portal360.app/demo-booking-success/) - 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
- [Fractional CFOs](https://portal360.app/fractional-cfos/) - Practice Management for Fractional CFOs provides entity management, reporting visibility and streamlined client collaboration.
- [Productivity Centre](https://portal360.app/productivity-centre/) - Improve efficiency with a Workflow Automation Platform that includes task management, timesheets, invoicing and custom workflows.
- [CRM & Client Onboarding](https://portal360.app/crm-client-onboarding/) - Our Client Onboarding Platform streamlines onboarding, AML compliance, client records and workflow automation.
- [privacy policy](https://portal360.app/privacy-policy/) - Read the Portal 360 privacy policy and learn how we handle personal information.
- [Security](https://portal360.app/security/) - The Information Security Platform protects client data through encryption, redundancy and Australian-hosted infrastructure.
- [Communication Centre](https://portal360.app/communication-centre/) - The Client Communication Platform centralises emails, live chat, secure messaging and client interactions in one place.
- [FAQ](https://portal360.app/faq/)

## My Templates

- [article](https://portal360.app/?elementor_library=article) - Home » Template » article Read More
- [Paid integrations section - Proposal Studio, Letter Studio, VerifiMe, XPM](https://portal360.app/?elementor_library=paid-integrations-section-proposal-studio-letter-studio-verifime-xpm) - Add-ons Power up with paid integrations Snap on extra tools as your practice needs them. Billed separately, available on every plan. Proposal Studio Branded proposals clients can review and accept in one click. $149 /mo Add to plan Letter Studio Compliant client letters, drafted and sent from one template library. $49 /mo Add to plan
- [Elementor Loop Item #1000](https://portal360.app/?elementor_library=elementor-loop-item-2) - Know more
- [Verification Pricing Breakdown](https://portal360.app/?elementor_library=verification-pricing-breakdown) - 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
- [CPT Template](https://portal360.app/?elementor_library=cpt-template) - Home » Template » CPT Template CPT Template Facebook X-twitter Linkedin Home » CPT » 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
- [menu](https://portal360.app/?elementor_library=menu) - Built for accounting firms Client & work CRM Pipeline, Contacts and firm-wide visibility. Communication Center Threads, templates, and audit-ready history. File Center Secure vaults, versioning, and client portals. Deliver faster Productivity Center Tasks, checklists, and team workflows. AI Automation Drafting, reconciliations, and smart routing. E-Signatures Complaint signing built into your jobs. Solutions Software for Accountants
- [Default Kit](https://portal360.app/?elementor_library=default-kit)
- [Article page template](https://portal360.app/?elementor_library=article-page-template) - Home » Template » Article page template Getting Started How to set up your account for the first time 12 May 2026 6 min read 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,
- [Elementor Loop Item #4060](https://portal360.app/?elementor_library=elementor-loop-item-6)
- [Elementor Loop Item #3997](https://portal360.app/?elementor_library=elementor-loop-item-5)
- [Elementor Loop Item #3984](https://portal360.app/?elementor_library=elementor-loop-item-4)
- [Elementor Loop Item #3978](https://portal360.app/?elementor_library=elementor-loop-item-3)
- [Integrations](https://portal360.app/?elementor_library=integrations) - Xero Integration Simplify your accounting workflows with seamless integration The Xero integration with Portal360 enables you to streamline your accounting processes by connecting your financial data directly to your workflow. Automate invoice management, synchronize financial records, and gain real-time visibility into your business performance. Overview The Xero integration with Portal360 enables businesses to connect their
- [Portal 360 — Homepage](https://portal360.app/?elementor_library=portal-360-homepage) - Now Live · Version 2 The accounting industry just shifted. Most practice management software was built for a world that no longer exists. Spreadsheets sticky-taped to portals. CRMs that don’t talk to the ledger. AI bolted on as a feature, not a foundation. Portal 360 is the foundation — AI-native, built for Australian practice from
- [Features Pages](https://portal360.app/?elementor_library=features-pages) - 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. Start Your Free Trial Built
- [Solution Inner Page](https://portal360.app/?elementor_library=solution-inner-page) - 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. Start Free Trial Built for the
- [Portal 360 — Pricing Section](https://portal360.app/?elementor_library=portal-360-pricing-section) - Portal 360 pricing — one platform, six pillars, per-user plans with annual savings. One platform. Six pillars. Every paid plan includes the full Portal 360 platform. Plans differ in allowances, not features. Productivity Centre Approvals · Signatures · Workflows · Automation CRM Entity Manager · Leads · Proposals · Invoicing · Payments Communication Centre Emails
- [Elementor Loop Item #203](https://portal360.app/?elementor_library=elementor-loop-item)

## ElementsKit items

- [dynamic-content-megamenu-menuitem4513](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem4513/) - Integrations that ship with you Ledger & practice Xero Sync clients, invoices, and contacts. Quickbooks Two way books and billing. MYOB AU/NZ ready workflows. XPM Practice Manager jobs and time. Comms & identity microsoft_outlook Microsoft Outlook Shared inboxes and calendaring. Gmail Google Workspace alignment. Microsoft 365 Teams, files, and directory sync. CRM Sync Sync CRM
- [dynamic-content-megamenu-menuitem4512](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem4512/) - Built for accounting firms Client & work CRM Pipeline, Contacts and firm-wide visibility. Communication Center Threads, templates, and audit-ready history. File Center Secure vaults, versioning, and client portals. Deliver faster Productivity Center Tasks, checklists, and team workflows. AI Automation Drafting, reconciliations, and smart routing. E-Signatures Complaint signing built into your jobs. Solutions Software for Accountants
- [dynamic-content-megamenu-menuitem1633](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem1633/) - Integrations that ship with you Integrates with MYOB Xero Quickbooks XPM Gmail Outlook Client & work Xero Sync clients, invoices, and contacts. Quickbooks Two way books and billing. MYOB AU/NZ ready workflows. XPM Practice Manager jobs and time. Comms & identity Gmail Google Workspace alignment. Microsoft 365 Teams, files, and directory sync. Spotlight Connect your
- [dynamic-content-megamenu-menuitem1632](https://portal360.app/elementskit-content/dynamic-content-megamenu-menuitem1632/) - Built for accounting firms Client & work CRM Pipeline, Contacts and firm-wide visibility. Communication Center Threads, templates, and audit-ready history. File Center Secure vaults, versioning, and client portals. Deliver faster Productivity Center Tasks, checklists, and team workflows. AI Automation Drafting, reconcillations, and smart routing. E-Signatures Complaint signing built into your jobs. Spotlight One thread from

## Templates

- [Header](https://portal360.app/?elementskit_template=header) - Platform Built for accounting firms Client & work CRM Pipeline, Contacts and firm-wide visibility. Communication Center Threads, templates, and audit-ready history. File Center Secure vaults, versioning, and client portals. Deliver faster Productivity Center Tasks, checklists, and team workflows. AI Automation Drafting, reconciliations, and smart routing. E-Signatures Complaint signing built into your jobs. Solutions Software for
- [Footer](https://portal360.app/?elementskit_template=footer) - Facebook X-twitter Linkedin Explore plans Solutions Software for Accountants Platform for Bookkeepers Tools for Fractional CFOs Advisory Firm Management Features CRM & Client Onboarding Productivity Centre Communication Centre Client Approvals & eSignatures Entity & File Management Integrations Xero QuickBooks MYOB Microsoft 365 Google Workspace XPM © 2026 Portal 360 — All rights reserved. Help &

## CPTs

- [Verifi-Me Integration — User Guide](https://portal360.app/help/verifi-me-integration-user-guide/)
- [How to set up your account for the first time](https://portal360.app/help/how-to-set-up-your-account-for-the-first-time/)
- [Connecting your Xero accounting software](https://portal360.app/help/connecting-your-xero-accounting-software/)
- [Understanding billing and subscriptions](https://portal360.app/help/understanding-billing-and-subscriptions/)
- [Managing client files and documents securely](https://portal360.app/help/managing-client-files-and-documents-securely/)
- [Setting up two-factor authentication](https://portal360.app/help/setting-up-two-factor-authentication/)
- [How to invite team members to your workspace](https://portal360.app/help/how-to-invite-team-members-to-your-workspace/)
- [ATO integration roadmap for accounting practices](https://portal360.app/help/ato-integration-roadmap-for-accounting-practices/)
- [Entity Manager for fractional CFOs](https://portal360.app/help/entity-manager-for-fractional-cfos/)
- [CRM and AML onboarding for advisory firms](https://portal360.app/help/crm-and-aml-onboarding-for-advisory-firms/)
- [Using the Communication Centre consolidated mailbox](https://portal360.app/help/using-the-communication-centre-consolidated-mailbox/)
- [Custom workflows in the Productivity Centre](https://portal360.app/help/custom-workflows-in-the-productivity-centre/)
- [eSignatures and client approvals](https://portal360.app/help/esignatures-and-client-approvals/)
- [Australian data hosting and encryption](https://portal360.app/help/australian-data-hosting-and-encryption/)
- [Microsoft 365 and Google Workspace integrations](https://portal360.app/help/microsoft-365-and-google-workspace-integrations/)
- [Mobile app access for teams and clients](https://portal360.app/help/mobile-app-access-for-teams-and-clients/)
- [Which accounting software integrates with Portal 360](https://portal360.app/help/which-accounting-software-integrates-with-portal-360/)
- [Changing your password and starting a free trial](https://portal360.app/help/changing-your-password-and-starting-a-free-trial/)
- [What Data Syncs Between Portal 360 and Xero](https://portal360.app/help/what-data-syncs-between-portal-360-and-xero/)
- [Disconnecting and Reconnecting Your Xero Integration](https://portal360.app/help/disconnecting-and-reconnecting-your-xero-integration/)
- [Connecting Portal 360 to Xero](https://portal360.app/help/connecting-portal-360-to-xero/)
- [Troubleshooting Xero Connection Issues](https://portal360.app/help/troubleshooting-xero-connection-issues/)
- [Timesheets and invoicing for bookkeepers](https://portal360.app/help/timesheets-and-invoicing-for-bookkeepers/)

## 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/)