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How to set up your account for the first time
Create your Portal 360 workspace, verify your email, complete guided onboarding, and land on a dashboard ready for clients and integrations.
Connecting your Xero accounting software
Authorise Xero Accounting and Xero Practice Manager so contacts, invoices, jobs, and practice data sync into Portal 360.
Understanding billing and subscriptions
How Discovery, Starter, Professional, and Advanced plans work, when trials end, and how to update payment details or change tier.
Managing client files and documents securely
Upload, tag, share, and store client documents in File Centre with encryption, access controls, and Australian hosting.
Setting up two-factor authentication
Protect your practice with 2FA using an authenticator app, backup codes, and recovery steps if you lose your device.
How to invite team members to your workspace
Add colleagues with role-based access so everyone collaborates without sharing a single login.
ATO integration roadmap for accounting practices
Understand the multi-phase ATO experience — client communication, activity statements, and direct lodgements — launching through 2026.
Timesheets and invoicing for bookkeepers
Capture billable hours, raise invoices, and keep profitability visible in the Productivity Centre alongside your ledger integrations.
Entity Manager for fractional CFOs
Consolidated entity management, shareholding and directors, lodgment tracking, reporting, and one-click export.
CRM and AML onboarding for advisory firms
Purpose-built CRM, automated onboarding, complete client history, and integrated AML for compliant advisory and consulting practices.
Using the Communication Centre consolidated mailbox
Centralise email, live chat, and the client portal with every conversation linked to client records.
Custom workflows in the Productivity Centre
Build task management, timesheets, invoicing, and per-client workflows that match how your practice actually operates.
eSignatures and client approvals
Send documents for review and signature via web or mobile, with secure stored records and fewer follow-ups.
Australian data hosting and encryption
On-shore Azure hosting, encryption at rest and in transit, triple redundancy, and ISO27001-aligned security controls.
Microsoft 365 and Google Workspace integrations
Live sync with Microsoft 365 and Google Workspace for mail, calendar, and productivity tools your team already uses.
Mobile app access for teams and clients
Work on Android and iOS with clients, messaging, tasks, approvals, and eSignatures from anywhere.
Which accounting software integrates with Portal 360
Open integrations with Xero, QuickBooks, MYOB, and practice tools — plus compliance connections for ATO, AML, and ASIC.
Changing your password and starting a free trial
Update your sign-in password, recover a forgotten password, and understand how the no-credit-card free trial works.
Frequently asked questions
Quick answers to common support questions.
Go to Settings → Security → Password. Enter your current password, then your new password twice. If you forgot your password, use Forgot password on the sign-in page.
Still need help?
Our support team is here for you. Reach out by email or use the form — we typically respond within one business day.
Email: hello@portal360.app
Live chat: Available inside the platform
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