---
description: If you're in a hunt for the best solution for your business, learn what Portal 360 has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Portal 360 Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [Accounting Practice Management Software](/directory/549/accountant/software) > [Portal 360](/software/2085005/portal360)

# Portal 360

Canonical: https://www.getapp.sg/software/2085005/portal360

> Portal 360 is an AI-powered practice management platform for Australian accountants, bookkeepers, fractional CFOs and advisory firms. Manage clients, workflows, files, communication, approvals and e-signatures in one workspace, with ATO, Xero, MYOB, QuickBooks and Microsoft 365 integrations.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Portal 360

1\. Less switching, more connected work&#10; Bring CRM, communication, tasks, documents and automation into one platform, reducing manual handovers and keeping client work organised.&#10;&#10;2. A smoother journey from enquiry to engagement&#10; Manage leads and onboarding together. Website lead forms feed the CRM, helping capture enquiries without retyping details or maintaining separate lists.&#10;&#10;3. A clearer view of every client relationship&#10; Link companies, trusts, funds, individuals and contacts within client records, making relationships and relevant information easier to understand and access.&#10;&#10;4. Flexible ways to manage daily work&#10; Organise tasks, worksheets and workflows using Kanban, table and card views. Choose the view that suits the work rather than changing your process to fit the software.&#10;&#10;5. Less rebuilding of recurring processes&#10; Reuse task and workflow templates to standardise repeatable work, reduce setup effort and maintain consistency across clients and engagements.&#10;&#10;6. Better control of deadlines and workloads&#10; Track due dates, ownership and workloads to identify what needs attention, coordinate responsibilities and prioritise work before deadlines become urgent.&#10;&#10;7. Client conversations with context&#10; Keep emails, chat, calls, voice notes and CRM notes connected to client records. Access conversation history and supporting information when responding or coordinating follow-ups.&#10;&#10;8. AI assistance for repetitive administration&#10; Use π Intelligence and the Command Centre to support routine tasks, reporting, communication and follow-ups. Connect actions into workflows with review points where needed.&#10;&#10;9. Easier client participation&#10; Give clients a secure login for files, messages, tasks, approvals and signing. Clients can review work and respond from any device, reducing reliance on scattered email threads.&#10;&#10;10. Separate, trackable approvals and signatures&#10; Coordinate internal reviews and client approvals separately from e-signatures. Track document and signer status, reuse signature field placement and review documents before sending.&#10;&#10;11. More organised client documents&#10; Maintain consistent folder structures and preview files quickly. Two-way SharePoint sync and imports from Google Drive and OneDrive make supporting documents easier to access during client work.&#10;&#10;12. Business information that stays accessible&#10; Use Knowledge Studio to organise procedures, templates, checklists, deliverables and training resources, reducing repeated searches and helping people follow consistent processes.&#10;&#10;13. Accounting and workplace tools that work together&#10; Connect Xero, Xero Practice Manager, QuickBooks, MYOB, Microsoft 365 and Google Workspace to bring supported information into practice workflows and reduce repeated updates.&#10;&#10;14. ATO correspondence within the CRM&#10; View synced, authorised ATO letters and notices against matching client records. Download documents, notify responsible staff and configure forwarding rules without treating correspondence as a separate process.&#10;&#10;15. Verification connected to onboarding&#10; Use VerifiMe to support client identity verification and available screening checks, keeping relevant verification activity connected to onboarding. Firms remain responsible for applicable obligations.&#10;&#10;16. Optional tools and services as your firm grows&#10; Add Proposal Studio for tailored, AI-assisted proposals and service packages, or Letter Studio for consistent client letters. Access partner services, starting with managed IT from Fast Response IT, through the Service Marketplace.&#10;&#10;17. Onshore hosting and flexible access&#10; Australian Microsoft Azure hosting supports local data storage. Mobile access keeps client work within reach, while eligible plans offer a seven-day trial and paid migration services provide transfer and setup support.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Portal 360

## Commercial Context

- **Starting Price**: A$99.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia

## Features

- @mentions
- AI Copilot
- AI Text Generation
- AI Text Summarization
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Approval Workflow
- Assignment Management
- Automation
- Billing & Invoicing
- Budget Management
- Calendar Management
- Calendar View

## Integrations (5 total)

- Google Workspace
- MYOB Business
- Microsoft 365
- QuickBooks Online Accountant
- Xero

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Accounting Practice Management Software](https://www.getapp.sg/directory/549/accountant/software)

## Related Categories

- [Accounting Practice Management Software](https://www.getapp.sg/directory/549/accountant/software)
- [Collaboration Software](https://www.getapp.sg/directory/335/web-collaboration/software)
- [Project Management Software](https://www.getapp.sg/directory/332/project-management/software)
- [Task Management Software](https://www.getapp.sg/directory/570/task-management/software)

## Alternatives

1. [Microsoft Teams](https://www.getapp.sg/software/105615/microsoft-teams) — 4.5/5 (11174 reviews)
2. [Slack](https://www.getapp.sg/software/91563/slack) — 4.7/5 (24232 reviews)
3. [Google Workspace](https://www.getapp.sg/software/90761/google-workspace) — 4.7/5 (17756 reviews)
4. [Zoom Workplace](https://www.getapp.sg/software/111633/zoom-video-conferencing) — 4.6/5 (14695 reviews)
5. [Asana](https://www.getapp.sg/software/90584/asana-pm) — 4.5/5 (13775 reviews)

## Reviews

### "Simple and effective tool for project and team management" — 5.0/5

> **Thakur Neeraj** | *7 April 2026* | Design | Recommendation rating: 10.0/10
> 
> **Pros**: Portal360 has a clean and user‑friendly interface, which makes it easy for the team to start using it without much training. The project and task management features are well organized and help keep everyone aligned. Team collaboration works smoothly, and the customization options allow us to set up workflows and templates according to our business needs. Customer support has also been responsive and helpful whenever we needed assistance.
> 
> **Cons**: No major issues so far; however, onboarding could be improved slightly to make it easier for first‑time users.
> 
> Overall, my experience with Portal360 has been positive. It is a reliable platform for managing projects and improving team collaboration on a daily basis. The pricing feels reasonable for the features it offers, making it good value for money. Regular updates show that the product is actively being improved. With a few enhancements, Portal360 can become an even stronger solution for growing teams.

## Links

- [View on GetApp](https://www.getapp.sg/software/2085005/portal360)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/collaboration-software/a/portal360/> |
| en-AE | <https://www.getapp.ae/software/2085005/portal360> |
| en-AU | <https://www.getapp.com.au/software/2085005/portal360> |
| en-CA | <https://www.getapp.ca/software/2085005/portal360> |
| en-GB | <https://www.getapp.co.uk/software/2085005/portal360> |
| en-IE | <https://www.getapp.ie/software/2085005/portal360> |
| en-NZ | <https://www.getapp.co.nz/software/2085005/portal360> |
| en-SG | <https://www.getapp.sg/software/2085005/portal360> |
| en-ZA | <https://www.getapp.za.com/software/2085005/portal360> |

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