Portal 360
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Software for Accountants
Take the stress out of compliance and complex tax workflows.
Accountants require absolute precision, comprehensive visibility, and secure connections to regulatory bodies. Portal 360 is an AI-powered platform designed specifically to help accountants work smarter, drastically reduce manual administrative work, and deliver an amazing client experience.
We are rolling out a deeply integrated ATO experience to manage your tax obligations directly from the platform. Phase 1 (1 May 2026): Streamlined client communication directly linked to ATO requirements. Phase 2 (7 May 2026): Full support for activity statements & reporting. Phase 3 (1 Jul 2026): Direct lodgements from within the Portal 360 dashboard.
Stop forcing your practice into rigid software. Portal 360 allows you to build custom workflows for each individual client. You can easily map out task management and workflow management to match how your practice actually works.
Chasing clients for signatures wastes billable hours. Portal 360 includes built-in eSignatures to make approvals fast and simple. Clients can review, approve, and sign documents securely via the web or mobile app, resulting in significantly reduced follow-ups.
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Portal 360 features a multi-phase ATO integration. Phase 1 covers client communication launching on 1 May 2026. Phase 2 includes activity statements and reporting launching on 7 May 2026. Phase 3 enables direct lodgements launching on 1 Jul 2026.
