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Ratings and Reviews 952 Ratings
What is Portal 360?
Portal 360 is an all-encompassing practice management platform specifically crafted for accounting firms in Australia. It seamlessly combines various functionalities such as client interaction, document management, task tracking, invoicing, and reporting into one secure environment. Clients enjoy the convenience of uploading documents, tracking job progress, viewing invoices, and communicating through a single branded portal. Moreover, all communications, messages, files, and activities are organized by client, which significantly boosts visibility and operational effectiveness. The system is built to support complex client structures, a variety of billing methods, and pricing strategies focused on value. In addition, the dedicated mobile application, strong security features, and customizable workflows enable accounting firms to enhance their operations while delivering a modern experience for clients. This innovative approach not only increases productivity but also strengthens the relationships between firms and their clients, leading to long-term satisfaction and engagement. Overall, Portal 360 stands out as a vital tool that redefines practice management for the accounting sector.
What is Canopy?
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
Integrations Supported
Gmail
Xero
Axis LMS
Calendly
Google Contacts
Google Forms
Google Sheets
Knolli
MYOB
Mailchimp
Integrations Supported
Gmail
Xero
Axis LMS
Calendly
Google Contacts
Google Forms
Google Sheets
Knolli
MYOB
Mailchimp
API Availability
Has API
API Availability
Has API
Pricing Information
$1/per month
Free Trial Offered?
Free Version
Pricing Information
$50.00/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Portal 360
Company Location
Australia
Company Website
portal360.app/
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.com
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management