Audience
Accounting firms in Australia
About Portal 360
Portal 360 is an AI‑powered practice management and client portal platform built for accounting firms and bookkeepers looking for a simpler, more connected way to run their practice. It centralises client communication, tasks, workflows and file management into one intelligent system, giving teams full visibility and reducing daily admin. With a unified inbox and secure client portal, every email, document, task and approval stays linked to the right client.
Portal 360 integrates seamlessly with Xero (Practice and Client Files) and MYOB, keeping financial data aligned with workflows and eliminating double handling. Smart workflows simplify task assignment, approvals, deadlines and workload management. Available on web, iOS and Android, Portal 360 helps firms reclaim 15–20 hours per staff member and achieve 30–50% efficiency gains, improving client experience, lowering costs and supporting sustainable growth.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Learn more
Qount
Qount is an AI-native practice intelligence platform designed to consolidate all the core operations of a tax, accounting, bookkeeping, or audit firm into a single, unified system. It brings together time & billing, CRM, document management, client communication, task & project workflows, tax/1099/payroll services, invoicing and payment processing, and secure client portals, replacing disconnected spreadsheets and multiple third-party tools. Built-in AI (called QAI) powers three core “intelligence pillars”; Operational Intelligence, which dynamically prioritizes, assigns, and schedules work based on deadlines, staff capacity, data readiness and client sentiment; Client Intelligence, which analyzes client communications (tone, pacing, context) to surface risks or opportunities, assemble context-rich meeting briefs, and generate appropriately scoped quotes; and Performance Intelligence, which tracks metrics across profitability, utilization, realization, and staff effectiveness.
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Pricing
Starting Price:
$1/per month
Pricing Details:
Portal 360 offers four flexible pricing plans to suit practices of all sizes, with the most popular option being the Starter Plan. Plans start from just $1/user/month for the Discovery Plan, while the Starter Plan is $29/user/month, Professional Plan $49/user/month, and Advanced Plan $99/user/month, all billed monthly. Each plan is designed to help streamline workflows, improve client experience, and scale your practice efficiently.
Free Trial:
Free Trial available.
Integrations
Company Information
Portal 360
Australia
portal360.app/
Videos and Screen Captures
Dashboard
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online
Portal 360 Frequently Asked Questions
Portal 360 Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Project Management
Staff Management
Time Tracking
For CPA Firms