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Portal 360

Practice management platform for accounting firms

Table of Contents

Is this product right for your business?

Find out with a

Portal 360 - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: October 2026

Portal 360 overview

What is Portal 360?

Portal 360 is an AI-powered, all-in-one practice management platform for Australian accountants, bookkeepers, fractional CFOs and advisory firms. Key features: Lead pipeline and client onboarding in one place; Client records that link every entity (companies, trusts, funds, individuals) and contact; Lead forms for your website that feed the CRM; Tasks, worksheets and workflows with Kanban, table and card views; Reusable workflow and task templates for recurring work; Deadline and workload tracking so nothing slips; Secure client login for signing, approvals, files, messages and tasks; Clients sign and approve from any device; E-signatures and client approvals with a status view of every document and signer; Reusable signature field placement and an internal review step; Consistent folder structure for every client, with instant file previews; Two-way SharePoint sync, plus imports from Google Drive and OneDrive. Integrates with Xero, Xero Practice Manager, QuickBooks, MYOB, Microsoft 365, SharePoint, Google Workspace, ATO, VerifiMe. Sage and ASIC are coming soon. ISO 27001 certified, with data hosted onshore in Australia on Microsoft Azure. Discovery A$1, Starter A$29, Professional A$49, Advanced A$99 per user per month (ex GST). 7-day free trial on Starter, Professional and Advanced; Discovery is A$1 to start. Data migration: A$2,999 per practice (ex GST), data transfer and full set-up done for you. Available in Australia now, with New Zealand launching soon.

Starting price

1flat rate /
per month

Alternatives

with better value for money

Do you work for Portal 360? Manage this product listing

Portal 360’s user interface

Ease of use rating:

5.0

(1)

Portal 360 reviews

Overall rating

5.0

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend10/10

Rating distribution

Portal 360's key features

Most critical features, based on insights from Portal 360 users:

Collaboration tools

5.0

(1)

All Portal 360 features

Features rating:

5.0

(1)

Access controls/permissions

(0)

Accounting

(0)

Accounting integration

(0)

Activity dashboard

5.0

(1)

Activity tracking

5.0

(1)

AI copilot

(0)

AI text generation

(0)

AI text summarization

(0)

Alerts/Notifications

(0)

API

(0)

Appointment management

(0)

Approval process control

(0)

Approval workflow

(0)

Assignment management

(0)

Automation

(0)

Billing & invoicing

(0)

Budget management

(0)

Calendar management

(0)

Calendar view

(0)

Capacity

(0)

Charting

(0)

Chat/Messaging

(0)

Checklists

(0)

Client management

(0)

Client portal

(0)

Collaboration

(0)

Collaboration tools

5.0

(1)

Commenting/Notes

(0)

Communication management

5.0

(1)

Configurable workflow

(0)

Contact management

(0)

Content management

(0)

Creation & assignment

(0)

Cross-system integration

(0)

Customizable branding

(0)

Customizable fields

(0)

Customizable reports

(0)

Customizable templates

(0)

Daily reports

(0)

Dashboard

(0)

Data import/export

(0)

Deadline management

(0)

Dependency tracking

(0)

Discussions/Forums

(0)

Document management

(0)

Document storage

(0)

Document templates

(0)

Drag & drop

(0)

Due dates

(0)

Due date tracking

(0)

Electronic payments

(0)

Email management

(0)

Email-to-Task conversion

(0)

Feedback management

(0)

File management

(0)

File organization

(0)

File sharing

(0)

File transfer

(0)

Financial analysis

(0)

For accountants

(0)

For small businesses

(0)

GANTT

(0)

Gantt/Timeline view

(0)

Generative ai

(0)

Invoice management

(0)

Invoice processing

(0)

Invoices

(0)

Kanban board

(0)

KPI monitoring

(0)

Mass updates

(0)

@mentions

(0)

Messaging

(0)

Milestone tracking

(0)

Mobile access

(0)

Mobile app

(0)

Multi-Channel communication

(0)

Multiple projects

(0)

Natural language interaction

(0)

New client

(0)

Online payments

(0)

Prioritization

(0)

Productivity analysis

(0)

Progress reports

(0)

Progress tracking

(0)

Project budgeting

(0)

Project management

(0)

Project planning

(0)

Project planning/scheduling

(0)

Project templates

(0)

Project time tracking

(0)

Project tracking

(0)

Project workflow

(0)

Real time editing

(0)

Real-Time notifications

(0)

Real-Time reporting

(0)

Real-Time updates

(0)

Recurring tasks

(0)

Reminders

(0)

Remote support

(0)

Reporting

(0)

Reporting/Analytics

(0)

Reporting/Project tracking

(0)

Reporting & statistics

(0)

Resource management

(0)

Roadmapping

(0)

Role-Based permissions

(0)

Scheduling

(0)

Screen sharing

(0)

Search/Filter

(0)

Secure data storage

(0)

Spreadsheet view

(0)

Staff management

(0)

Status tracking

5.0

(1)

Sub-Task management

(0)

Tagging

(0)

Task board view

(0)

Task editing

(0)

Task import

(0)

Task management

5.0

(1)

Task Planning

(0)

Task progress tracking

(0)

Tasks

(0)

Task scheduling

(0)

Task tagging

(0)

Team management

(0)

Template management

(0)

Third-Party integrations

4.0

(1)

Time

(0)

Time Clock

(0)

Time & expense tracking

(0)

Timeline management

(0)

Timer

(0)

Time tracking

(0)

To-Do list

(0)

To-Do lists

(0)

User management

(0)

Video conferencing

(0)

Views

(0)

Web-based deployment

(0)

Workflow management

(0)

Portal 360 alternatives

Portal 360

5.0

(1)

Starting from

Per month

Free trial

Free version

Ease of Use

5.0

Features

5.0

Value for Money

5.0

Customer Support

5.0

Slack

4.7

(24.2K)

learn more

Starting from

8.75

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.6

Customer Support

4.4

Trello

4.5

(23.6K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.3

Value for Money

4.6

Customer Support

4.3

Google Workspace

4.7

(17.7K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.6

Customer Support

4.3

Portal 360 pricing

Value for money rating:

5.0

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Discover Plan

Per month

Features included:

Team Members: 1
Total Clients: 50
Portal Access: 5
Contacts Storage: 250
Workspaces: 1
Active Worksheets: 5
Cloud Storage: 1 GB
Xero Files: 1
Features: CRM, Task Workflow, Consolidated Reporting, Entity Manager, Mobile App, File Centre, Digital Signatures (coming soon), Integrations (Xero Only)

Starter Plan

Per month

Features included:

Team Members: 5
Total Clients: Unlimited
Portal Access: 25
Contacts Storage: 1000
Mailboxes: 1
Workspaces: 5
Active Worksheets: 5
Cloud Storage: 5 GB
AI Credits: 5,000
Xero Files: 5
Features: CRM, Task Workflow, Consolidated Reporting, Entity Manager, Mobile App, File Centre, Digital Signatures (coming soon), Integrations (All)

Professional Plan

Per month

Features included:

Team Members: 25
Total Clients: Unlimited
Portal Access: 100
Contacts Storage: 2000
Mailboxes: 2
Workspaces: Unlimited
Active Worksheets: 5
Cloud Storage: 15 GB
AI Credits: 15,000
Xero Files: 25
Features: CRM, Task Workflow, Consolidated Reporting, Entity Manager, Mobile App, File Centre, Digital Signatures (coming soon), Integrations (All)

Advanced Plan

Per month

Features included:

Team Members: Unlimited
Total Clients: Unlimited
Portal Access: 500
Contacts Storage: 3000
Mailboxes: Unlimited
Workspaces: Unlimited
Active Worksheets: Unlimited
Cloud Storage: 20 GB
AI Credits: 30,000
Xero Files: 50
Features: CRM, Task Workflow, Consolidated Reporting, Entity Manager, Mobile App, File Centre, Digital Signatures (coming soon), Integrations (All)