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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Trevio is a cloud-based practice management platform for accounting firms in Brazil. It helps firms organize client records, team activities, deadlines, billing, documents and recurring accounting-office workflows alongside their existing bookkeeping software. Client data can be populated using a company’s CNPJ, while electronic invoice XML files—including NF-e, CT-e and NFS-e—can be collected using the client’s A1 digital certificate and organized by period. Firms can issue accounting-fee bank slips with Pix payment options and track payment status. A client portal provides access to tax guides, invoices and documents, with files arranged by period. Trevio also supports task tracking, collective labor agreement management, Simples Nacional calculations, and report and document generation from client records. It is designed for accounting professionals managing multiple business clients and monthly compliance tasks in Brazil.
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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
Corvee Tax Planning
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
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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/
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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
Supported
Billing & Invoicing
Supported
Client Management
Supported
Client Portal
Supported
Document Management
Supported
Due Date Tracking
Supported
Project Management
Supported
Staff Management
Supported
Time Tracking
Supported
For CPA Firms
Not Supported
