Overview
Portal 360 – AI‑Powered Practice Management & Client Portal
Portal 360 is an AI‑powered practice management and client portal app built to help accounting firms and bookkeepers run their practices with clarity, not constant catch‑up.
Designed as a single, connected platform, Portal 360 brings together client experience, communication, workflow management, accounting integrations, and AI‑driven capability enhancement—so your firm can spend less time chasing information and more time delivering value.
Built for Modern Client Experience
Engage clients through a client portal, web portal, and mobile apps (iOS & Android). Manage entities, tasks, billing, reminders, and approvals in one place, creating a smoother and more professional experience for every client.
Communication Without the Chaos
Portal 360 includes a centralised communication centre with email, tagging, chat, and file management—keeping conversations connected to the work they relate to, not buried in inboxes.
Connected Accounting & Compliance
Work seamlessly with your existing ecosystem through integrations including Xero (accountant and client files), QuickBooks, Sage, Reckon, FreshBooks, ATO, and ASIC, with more integrations planned.
Workflow That Keeps You Ahead
Stay on top of deadlines using task management, approvals, workload management, workspaces, and worksheets, all designed around the realities of running a busy practice.
Powered by AI
Portal 360 enhances productivity with query management, contextual awareness, and communication management, helping teams work smarter and faster.
Portal 360 + Xero
Connect your Xero file, import your clients, connect your emails and map all client financials to each entity on that platform. Making Xero a seamless integration with the platform. If you bill your clients using Value based billing, import your items from Xero and make billing easy with each task.
The tool also brings in all your financial reports, and client reports allowing for consolidated reporting across all their entities.
Call us for a Demo!
Pricing plans
This app includes a free 30 day trial
Professional Plan
- + $49.00 /per user/month
- 1-25 Team Members
- Unlimited Clients
- 100 Clients with Portal Access (per user)
- 2 Mailbox (per user)
- CRM
- Task Workflow
- Consolidated Reporting
- Entity Manager
- Mobile App
- File Centre
- Integrations
Starter Plan
- + $29.00 /per user/month
- 1-5 Team Members
- Unlimited Clients
- 25 Clients with Portal Access (per user)
- 1 Mailbox (per user)
- CRM
- Task Workflow
- Consolidated Reporting
- Entity Manager
- Mobile App
- File Centre
- Integrations
Discovery Plan
- + $1.00 /per user/month
- 1 Team Member
- 50 Clients
- 5 Clients with Portal Access (per user)
- CRM
- Task Workflow
- Entity Manager
- Mobile App
- File Centre
Getting started
Click the Link, sign in using your Xero account, follow the steps.
Firstly tell us about your practice, what you do. Tell us about yourself, so we can create an account for you.
Then you will connect your Xero to our platform, we will import all the critical information, then you will connect your emails and we will map all communications with your clients all in one place. Then you can map all your client Xero files to their records and you are ready to go!
