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Marketplace

Discover Integrations

Connect Portal360 with your favorite tools to streamline workflows, automate processes, and unify your business operations in one place
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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

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Practice Management

Xero Practice Manager

By Xero Ltd

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4.4 | 31k+

Sync your XPM clients, jobs, staff, tasks, and time entries automatically.
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ACCOUNTING

QuickBooks Online

By Intuit Inc

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4.3 | 63k+

QBO customers, suppliers and financials synced into Portal 360.
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ACCOUNTING

MYOB

By MYOB Group

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4.0 | 21k+

Seamless sync with MYOB accounting platforms.
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ACCOUNTING

Xero Accounting

By Xero Ltd

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4.5 | 48k+

GST, invoices, contacts and payroll — fully synced into Portal 360.

Communication

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Communication

Gmail Workspace

Communication

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4.7 | 104K+

Send and receive email using your Google Workspace inbox directly from Portal 360.
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Communication

Microsoft 365

Communication

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4.5 | 88k+

Sync Outlook emails, shared mailboxes, attachments, and Microsoft 365 services with Portal360 for centralized communication and workflow automation.
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Communication

CRM Sync

Communication

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4.5 | 88k+

Sync clients, contacts, leads, and CRM records across connected applications.
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Communication & Email

Microsoft Outlook

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4.2 | 71k+

Sync Outlook emails, calendars, contacts, and client communications with Portal 360.
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Communication

Google Workspace

Communication

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4.5 | 88k+

Sync Gmail, Google Calendar, Contacts, and Google Workspace services with Portal360 for centralized communication and collaboration.

Compliances

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Compliance

VerifiMe (AML/KYC)

Compliance

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4.7 | 10K+

Verify client identity, perform AML/KYC checks, and streamline compliant client onboarding.

Cloud Storage

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Document Management

SharePoint

Document Management

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4.7 | 10K+

Manage and collaborate on documents stored in Microsoft SharePoint.
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Cloud Storage

Google Drive

Cloud Storage

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4.8 | 11k+

Store, access, and synchronize client documents securely.
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Cloud Storage

OneDrive

Cloud Storage

4.2 | 71k+

Sync Microsoft OneDrive files and folders with Portal 360.

Document Management

Document Management

Proposal Studio

Document Management

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4.2 | 28k+

Build, send, track, and manage professional client proposals.

Document Management

Letter Studio

Document Management

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4.0 | 11k+

Create, send, sign, and manage engagement letters efficiently.

Most Popular

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Practice Management

Xero Practice Manager

By Xero Ltd

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4.4 | 31k+

Sync your XPM clients, jobs, staff, tasks, and time entries automatically.
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ACCOUNTING

QuickBooks Online

By Intuit Inc

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4.3 | 63k+

QBO customers, suppliers and financials synced into Portal 360.
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ACCOUNTING

MYOB

By MYOB Group

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4.0 | 21k+

Seamless sync with MYOB accounting platforms.
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Communication

Microsoft 365

Communication

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4.5 | 88k+

Sync Outlook emails, shared mailboxes, attachments, and Microsoft 365 services with Portal360 for centralized communication and workflow automation.
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ACCOUNTING

Xero Accounting

By Xero Ltd

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4.5 | 48k+

GST, invoices, contacts and payroll — fully synced into Portal 360.
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Communication

Gmail Workspace

Communication

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4.7 | 104K+

Send and receive email using your Google Workspace inbox directly from Portal 360.
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Mobile access

Work anytime, anywhere

Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.

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Simplify practice management with portal 360

Bring together productivity, communication, onboarding, approvals, and document management into one connected platform designed for modern firms.

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