---
description: Learn how Portal 360 can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Portal 360.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Portal 360 Reviews, Prices & Ratings | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Collaboration Software](/directory/335/web-collaboration/software) > [Portal 360](/software/2085005/portal360)

# Portal 360

Canonical: https://www.getapp.co.uk/software/2085005/portal360

> Portal 360 is a practice management and client portal platform designed for accountants, bookkeepers, and fractional CFOs. The software features a unified inbox for client communication, task automation, workflow management, and integrations with accounting systems including Xero, MYOB, and QuickBooks. Portal 360 includes context-aware AI capabilities, centralized file management, CRM functionality, and role-based access controls with ISO27001 compliance.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Key benefits of Portal 360

Unifies practice management, client communication, and workflow automation in one secure platform, reducing manual effort and streamlining operations for accountants and bookkeepers.
Integrates with essential accounting, compliance, and AML systems such as Xero, MYOB, and QuickBooks, ensuring financial data and timelines remain connected and accurate.
Centralises client communications—including email, chat, files, and CRM notes—so teams can respond with full context while improving collaboration and client experience.
Employs context-aware artificial intelligence to manage queries and streamline communication, enabling faster responses and more efficient workflow alignment.
Delivers practice-wide insights and real-time visibility into workloads, deadlines, and performance, supporting confident decision-making and proactive management.

## 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, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Angola, Argentina, Australia, Bahrain, Botswana, Brazil, Canada, Chile, China, Colombia, France, Germany, Ghana, Guam, Hong Kong SAR China, India, Indonesia, Israel, Japan, Jordan and 23 more

## Features

- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Collaboration Tools
- Communication Management
- File Sharing
- Task Management
- Third-Party Integrations
- Workflow Management

## Integrations (4 total)

- 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

- [Collaboration Software](https://www.getapp.co.uk/directory/335/web-collaboration/software)

## 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.co.uk/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> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Review, Compare, and Evaluate small business software. GetApp UK has software offers, SaaS and Cloud Apps, independent evaluations, and reviews.","email":"info@getapp.co.uk","url":"https://www.getapp.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/GetApp"]},{"name":"Portal 360","description":"Portal360 is an AI-powered practice management and client portal platform designed specifically for accounting professionals and fractional CFOs. The platform consolidates client management, task coordination, and communication workflows into a unified secure environment. The solution accommodates firms of varying scale, from small partnerships to large enterprises, with features to manage client relationships, automate administrative processes, and enhance operational efficiency. The software operates from Australian data centres that comply with ISO two seven zero zero one and SOC security standards and include on-shore support infrastructure.\n\nPortal360 delivers a comprehensive suite of capabilities centered on intelligent workflow automation and unified communication management. A centralized inbox aggregates emails, chat messages, documents, CRM notes, and client history into a single interface to maintain full context across client interactions. The system includes context aware artificial intelligence that manages queries, interprets conversations, and surfaces relevant information automatically to minimize manual follow up and accelerate response times. End to end workflow management enables configurable approval flows, automated task assignments, and real time visibility into workload distribution and deadlines. The platform supports worksheet creation to organize projects, task billing configuration with hourly or fixed pricing options, and practice wide analytics for productivity metrics, bottleneck identification, and team capacity tracking. Role based access controls and permission management maintain data security while ensuring appropriate information accessibility. A document management system offers centralized storage with ownership tracking and version history. Entity management capabilities allow firms to create and maintain client and entity records with linked documentation and compliance context. A mobile application for iOS and Android devices enables remote access for teams and clients.\n\nPortal360 integrates directly with accounting, compliance, and business management systems to synchronize data across the practice ecosystem. The platform connects to Xero for both practice and client file management, MYOB for accounting data synchronization, and supports planned integrations with QuickBooks, Sage, Reckon, and FreshBooks. Compliance integrations include connections to the Australian Taxation Office, the Australian Securities and Investments Commission, and Verfime AML for anti money laundering verification. Mailbox synchronization with Microsoft three sixty five and Google Workspace brings emails, contacts, and calendars into the unified environment. Subscription tiers offer varying integration capabilities, with entry level plans limited to Xero connections and higher tiers providing access to all available integrations.\n\nAPI connectivity underpins continuous data flow between connected systems to eliminate manual data entry and reduce synchronization errors. Practice analytics modules deliver insights into operational performance to support informed decision making. Security and access control features maintain regulatory compliance and protect sensitive information without impeding collaboration or accessibility. The consolidated practice management platform enables accounting firms to streamline workflows, maintain consistent client engagement, and scale operations efficiently.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/0cbf60e6-91f5-4d9d-bd50-14523bfc0fcb.png","url":"https://www.getapp.co.uk/software/2085005/portal360","@id":"https://www.getapp.co.uk/software/2085005/portal360#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":1},"offers":{"price":"99","@type":"Offer","priceCurrency":"AUD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@id":"https://www.getapp.co.uk/software/2085005/portal360#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Collaboration Software","position":2,"item":"/directory/335/web-collaboration/software","@type":"ListItem"},{"name":"Portal 360","position":3,"item":"/software/2085005/portal360","@type":"ListItem"}]}]}
</script>