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Description
Make transactions, gain insights into your cash flow, estimate taxes, and much more. Simply provide your information to obtain a link to the application. The Countingup business current account features integrated accounting software that streamlines tedious bookkeeping and tax-related tasks. With the Countingup app, you can easily generate and send an unlimited number of professional invoices at no cost, along with notifications when payments are received. By consolidating all your financial information in one platform, you'll access real-time insights into your business’s finances, including profit and loss statements, tax predictions, and outstanding invoices. You can also share your bookkeeping information with your accountant instantly, eliminating the risk of duplication errors, delays, or inaccuracies. Whether you're a sole trader or managing a limited company independently, our business current account is tailored to meet your needs. This ensures you stay organized and informed about your financial health.
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
API Access
Has API
Integrations
Gmail
MYOB
Microsoft 365
Xero
Pricing Details
$4.95 per month
Free Trial
Free Version
Pricing Details
$1/per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Countingup
Founded
2017
Country
United Kingdom
Website
countingup.com
Vendor Details
Company Name
Portal 360
Country
Australia
Website
portal360.app/
Product 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
Business Bank Accounts
Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management
Product 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