Features

Mobile app access for teams and clients

13 May 20265 min read

Portal 360 offers Mobile Access for Android and iOS so you and your clients can work anytime, anywhere. The mobile experience mirrors key web capabilities without carrying a laptop to every meeting.

What you can do on mobile

Access client records, contacts, and recent activity
Communicate instantly via chat and notifications
Manage tasks, approvals, and workflow steps on the go
eSign documents and collect client approvals in the field

Getting the app

Download Portal 360 for iOS or Android from the links on our website Mobile section or your firm's welcome email. Sign in with the same credentials as the web app; enable 2FA on mobile for parity with desktop security.

Clients on mobile

Clients use the mobile app to upload documents, respond to messages, and sign engagements — reducing email chase for bookkeepers and accountants. Push notifications alert them when you need input, so jobs keep moving between desk and mobile.

Getting Started

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.

12 May 20266 min read

Read article Integrations

Connecting your Xero accounting software

Authorise Xero Accounting and Xero Practice Manager so contacts, invoices, jobs, and practice data sync into Portal 360.

15 Apr 20267 min read

Read article Billing

Understanding billing and subscriptions

How Discovery, Starter, Professional, and Advanced plans work, when trials end, and how to update payment details or change tier.

10 May 20265 min read

Read article

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Features

Mobile app access for teams and clients

13 May 20265 min read

Portal 360 offers Mobile Access for Android and iOS so you and your clients can work anytime, anywhere. The mobile experience mirrors key web capabilities without carrying a laptop to every meeting.