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.
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.
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
Perfect for independent professionals exploring a modern practice management software solution with essential tools to get started.
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 CentreXero-only Marketplace, No AI, Perfect to TRY Portal 360
Ideal for growing firms looking to automate workflows, improve collaboration, and simplify everyday operations.
Up to 5 users · $145/mo total
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 IncludedBuilt for expanding firms that need advanced workflow automation, AI automation, greater collaboration, and enhanced productivity.
Up to 25 users · $245/mo total
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!Designed for larger firms requiring enterprise-level accounting practice management software, unlimited scalability, advanced automation, and powerful integrations.
Unlimited users · $495/mo total
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. 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
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.