For bookkeepers, efficiency and connectivity are everything. Portal 360 acts as the central productivity hub that seamlessly connects your clients' data, communications, and the accounting ledgers you rely on every day. Get everything your team needs to get work done efficiently.
Seamless Open Integrations
Portal 360 is built to connect with your existing tech stack. We offer native integrations with top Accounting & Practice Tools. Xero Accounting and Xero Practice Manager integrations are available 15 Apr 26. Previews for QuickBooks and MYOB are also available starting 15 Apr 26.
Time, Billing & Productivity
Keep your bookkeeping practice profitable. The Productivity Centre includes native tools for timesheets and invoicing, ensuring you capture every billable minute.
Centralised Communication Centre
Stop losing track of client receipts and questions in scattered email threads. Our Communication Centre provides a consolidated mailbox, live chat, and a secure client portal. Best of all, all conversations are automatically linked to client records so you always have context.