--- description: Detailed reviews on Firm360 based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Firm360 with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Firm360 Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Tax Management Software](/directory/248/tax-management/software) > [Firm360](/software/2035363/firm360) # Firm360 Canonical: https://www.getapp.ca/software/2035363/firm360 Page: 1 / 8\ Next: [Next page](https://www.getapp.ca/software/2035363/firm360?page=2) > Firm360 is the all-in-one platform built for accountants by accountants to simplify the work behind the workflow. From project management to client communication and billing, we help accounting firms operate with clarity, supported by expert training and responsive support. > > Verdict: Rated **4.7/5** by 159 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Firm360 Simplify Time Tracking \& Billing – Log billable hours in seconds, automatically generate professional invoices, and accept online payments directly through Firm360. Reduce admin work and get paid faster while keeping your books accurate and up-to-date. Never Lose a Document Again – Securely store, organize, and search for client files in seconds. With robust document management tools, you’ll always find exactly what you need — no more digging through email chains or shared drives. Streamline Client Communication – Our secure client portal keeps all messages, document requests, and e-signature approvals in one place. Give clients a seamless, professional experience while keeping sensitive information protected. Gain Insight with Advanced Reporting – Track firm performance, project status, and key metrics with powerful, customizable reports. Make data-driven decisions to improve efficiency, profitability, and client satisfaction. Manage Projects with Ease – Plan, assign, and monitor tasks from one central dashboard. Stay on top of deadlines, improve team collaboration, and ensure nothing falls through the cracks. Automate Your Workflow – From onboarding new clients to recurring monthly work, automate repetitive steps so your team can focus on delivering value instead of chasing paperwork. All-in-One Platform Built for Accountants by Accountants – Designed by professionals who understand your challenges, Firm360 brings together project management, client communication, billing, reporting, and document sharing into one intuitive platform. Personalized Onboarding \& Support – Get up and running quickly with tailored training, ongoing resources, and a responsive support team ready to help whenever you need it. Trusted by Over 3,000 Accounting Professionals – Firms of all sizes use Firm360 to save hours each week, increase billable work, and deliver a better client experience—without adding complexity. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 159 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support Software | 4.8/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Firm Software - **Founded**: 2019 ## Commercial Context - **Starting Price**: US$49.00 - **Pricing model**: Per User - **Target Audience**: 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - @mentions - ACH Payment Processing - Access Controls/Permissions - Accounting Integration - Accounting Software - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Approval Workflow - Assignment Management - Audit Management - Audit Trail - Bank Reconciliation - Billable & Non-Billable Hours - Billing & Invoicing - Billing Portal - Budget Management - Business Process Automation - Calendar Management ## Integrations (11 total) - Adobe Acrobat - Drake Tax - Gmail - Lacerte Tax - Microsoft 365 - Microsoft Outlook - QuickBooks Online - RightSignature - Stripe - UltraTax CS - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support ## Category - [Tax Management Software](https://www.getapp.ca/directory/248/tax-management/software) ## Related Categories - [Tax Management Software](https://www.getapp.ca/directory/248/tax-management/software) - [Accounting Practice Management Software](https://www.getapp.ca/directory/549/accountant/software) - [Tax Practice Management Software](https://www.getapp.ca/directory/1453/tax-practice-management/software) - [Project Management Software](https://www.getapp.ca/directory/332/project-management/software) - [Time Tracking Software](https://www.getapp.ca/directory/571/time-tracking/software) ## Alternatives 1. [Connecteam](https://www.getapp.ca/software/105401/connecteam) — 4.6/5 (5318 reviews) 2. [monday AI Work Platform](https://www.getapp.ca/software/91734/monday-com) — 4.6/5 (6122 reviews) 3. [Clockify](https://www.getapp.ca/software/111353/clockify) — 4.8/5 (9270 reviews) 4. [Jibble](https://www.getapp.ca/software/107609/jibble) — 4.8/5 (2827 reviews) 5. [Jira](https://www.getapp.ca/software/9953/jira) — 4.4/5 (15498 reviews) ## Reviews ### "Great software" — 5.0/5 > **Reid** | *July 19, 2024* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: Made by an accountant for an accountant; great features, consistency of support and ease of use. > > **Cons**: Not that many; had a couple difficult times with navigation but really limited > > Very pleased with it, highly recommend over what was used at my previous firm. ----- ### "Best Accounting/Tax Firm Management Software" — 5.0/5 > **Kevin** | *September 8, 2022* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: Firm360 is by far the best solution for accounting and tax practice management. The application is outstanding. It includes everything we could want in project management, document management, and even CRM. The staff is friendly and highly knowledgeable. Improvements are being made all the time. Good ideas from customers get the attention and action they deserve. > > **Cons**: There is nothing I like least about this software. > > If you are looking for a practice management solution for your bookkeeping, payroll, tax, and consulting practice, look no further\! Firm360 is the answer. ----- ### "Bad User Experience" — 1.0/5 > **Julius** | *September 23, 2024* | Accounting Software | Recommendation rating: 2.0/10 > > **Pros**: The Project Management feature is great. > > **Cons**: Unresolved Time Tracking issue which we have been dealing for months. > > Support is not very helpful. Very disappointing. ----- ### "A Great Task Management Software" — 5.0/5 > **Ben** | *May 13, 2022* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: I love having a centralized location for all my daily, monthly, and qtrly tasks. We can then break them down even further by different locations/departments. > > **Cons**: I think there are some repetitive features within the software. Like activities, projects, and tasks. I feel like there could be only one or two of those options. Overall I think the software is user-friendly and very helpful for work-life organization. > > I love the easy to use software and tabs. Since the majority of us work remote it's a good "home base" to have to make sure all your tasks are being completed and on time. ----- ### "Great Software for Accountants\!\!\!" — 5.0/5 > **Kendall** | *August 6, 2024* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: My favorite feature on Firm 360 is that you can virtually track a project. You can update the project status to show who is working on it, and what step they are on. This saves a lot of confusion and running around when a client calls to ask our Admin team what the timeline of their return, bookkeeping, etc. > > **Cons**: There is not really anything that comes to mind when thinking about my least favorite feature. Firm 360 is constantly doing updates and informing us on "what's new." The team at Firm 360 are also open to suggestions which is great\! > > My overall experience has been great. The team at Firm 360 have always been quick and eager to help with any issues, questions, or concerns we have had. I would definitely recommend this to any accounting firm wanting to be primary digital. ----- Page: 1 / 8\ Next: [Next page](https://www.getapp.ca/software/2035363/firm360?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/2035363/firm360) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | ----- ## Structured Data