Portal 360

360 SaaS

About this app

Streamline Your Practice. Elevate Client Service.
Portal 360 is the next-generation practice management tool designed specifically for professional services organisations — including accountants, bookkeepers, fractional CFOs, and business advisory firms.
Built for Australian firms, Portal 360 brings everything you need into one secure, intuitive platform so you can spend less time on admin and more time delivering value to your clients.
Four powerful modules work seamlessly together:
Productivity Centre — Manage tasks, workflows, projects, and deadlines with complete visibility and automation.
Communication Centre — Centralise all client messaging, notifications, and interactions in one secure place.
CRM — Build stronger client relationships with powerful contact management, tracking, and insights.
File Centre — Secure document storage, sharing, version control, and easy client access via a professional client portal.
Whether you’re a growing bookkeeping practice or an established accounting firm, Portal 360 helps you automate repetitive work, improve collaboration, and deliver an exceptional client experience.
Key benefits include:
Centralised client communication and document management
Automated workflows and task tracking
Secure client portal with mobile access
Everything in one AI-powered platform built for accountants by accountants
Join the future of professional services. Manage clients, automate operations, and scale your firm with confidence.
Download Portal 360 today and transform how your practice operates.

What’s new

Added Multi-Factor Authentication (MFA) support for a more secure login experience. When MFA is enabled on your account, you'll now be prompted to verify your identity after signing in — choose from Email Code, SMS Code, or a Backup Code. Each method guides you step-by-step with a clean, easy-to-use interface.