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Description

Our natural time entry makes it easy to track your time. You can set budgets and targets for users, teams and clients, and track your progress in real time. In a matter of seconds, you can invoice your clients or send time to accounting software. We integrate with Xero Quickbooks, Wave MYOB, Freshbooks, Wave, Wave, MYOB, and Wave.

Description

Portal 360 serves as a comprehensive practice management solution tailored specifically for accounting firms in Australia. This platform integrates various functions such as client communication, document organization, task management, billing, and reporting within a single secure environment. Clients benefit from the ability to upload their documents, monitor job status, access invoices, and engage in communication through a unified branded portal. Furthermore, all communications, messages, files, and activities are systematically categorized by client, enhancing both visibility and operational efficiency. The system is designed to accommodate intricate client structures, diverse billing options, and value-based pricing strategies. Additionally, with its dedicated mobile application, robust security measures, and adaptable workflows, Portal 360 empowers accounting firms to optimize their processes and provide a contemporary experience for their clients. This modern approach not only improves productivity but also fosters stronger client relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MYOB Yes 
Xero Yes 
Gmail No 
Microsoft 365 No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Wave Accounting Yes 

Integrations

MYOB Yes 
Xero Yes 
Gmail Yes 
Microsoft 365 Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Wave Accounting No 

Pricing Details

$19.00 per monthr
Starts at $19 per month. Additional users from $9/month/user.
Free Trial Yes 
Free Version No 

Pricing Details

$1/per month
Portal 360 offers four flexible pricing plans to suit practices of all sizes, with the most popular option being the Starter Plan. Plans start from just $1/user/month for the Discovery Plan, while the Starter Plan is $29/user/month, Professional Plan $49/user/month, and Advanced Plan $99/user/month, all billed monthly. Each plan is designed to help streamline workflows, improve client experience, and scale your practice efficiently.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

MinuteDock

Founded

2009

Country

New Zealand

Website

minutedock.com

Vendor Details

Company Name

Portal 360

Country

Australia

Website

portal360.app/

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management No 
Due Date Tracking No 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders No 
Cost-to-Completion Tracking No 
Invoice Management Yes 
Overrun Reporting No 
Percent-Complete Tracking No 
Production Cost Tracking No 
Purchase Order Management No 
Quotes / Estimates No 
Time Tracking Yes 
Work Order Management No 

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking Yes 
Time Tracking Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Clock

Biometric Recognition No 
Hourly Employee Tracking Yes 
Messaging No 
Mobile Access Yes 
Online Punch Card No 
Payroll Management No 
Punch card No 
Reporting/Analytics Yes 
Salaried Employee Tracking No 
Sick Leave Tracking No 
Vacation / Leave Tracking No 
Workstation Tracking No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database No 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

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