About Firm360

Streamline your practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. This will free up your time to focus on growing your practice and delivering awesome service to your clients.

Save your firm time and money by replacing 5+ legacy software solutions with one seamless experience.

One platform. Everything you need to get the job done!

Pricing starting from:

US$79.00/year

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Firm360

* Increase your firm's productivity with our project management solution
* Easily track time, generate invoices and collect client payments online
* Always find the documents you need when you need them
* Client portal for secure client communications
* Advanced Reporting for increased visibility

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Antigua and Barbuda, Anguilla, Curaçao, Aruba, Barbados, Bermuda, Bahamas, Belize, Canada, Costa Rica, Cuba, Dominica, Dominican Republic, Grenada, Guadeloupe, Guatemala, Honduras, Haiti, Jamaica, Saint Kitts and Nevis, Cayman Islands, Saint Lucia, Saint Martin, Martinique, Montserrat, Mexico, Nicaragua, Panama, Saint-Pierre-et-Miquelon, Puerto Rico, El Salvador, Turks and Caicos Islands, Trinidad and Tobago, United States, Saint Vincent and the Grenadines, British Virgin Islands, U.S. Virgin Islands

Supported Languages

English

Pricing starting from:

US$79.00/year

  • Free Version
  • Free Trial
  • Subscription

Images

Firm360 Software - Project Management
Firm360 Software - Document Management
Firm360 Software - Time & Billing
Firm360 Software - Client Management
Firm360 Software - Advanced Reporting
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Firm360 Software - Project Management
Firm360 Software - Document Management
Firm360 Software - Time & Billing
Firm360 Software - Client Management
Firm360 Software - Advanced Reporting

Features

Total features of Firm360: 112

  • @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
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • Calendar Management
  • Charting
  • Client Management
  • Client Portal
  • Clock In / Out
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Contact Database
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Due Date Tracking
  • Electronic Payments
  • Employee Database
  • Employee Management
  • Employee Time Tracking
  • File Management
  • File Sharing Software
  • File Transfer
  • Financial Analysis
  • For Accountants
  • For CPA Firms
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Mobile Payments
  • Multiple Billing Rates
  • Multiple Projects
  • Online Invoicing
  • Online Payments
  • Online Time Tracking Software
  • Parent Task
  • Payment Processing Software
  • Payroll Management
  • Percent-Complete Tracking
  • Planning Tools
  • Prioritization
  • Productivity Analysis
  • Progress Tracking
  • Project Billing
  • Project Management Software
  • Project Planning Software
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking Software
  • Project Workflow
  • QuickBooks Integration
  • Real Time Reporting
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management Software
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Spreadsheet View
  • Staff Management
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Board View
  • Task Editing/Updating
  • Task Management Software
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Timer
  • Timesheet Management
  • To-Do List
  • Workflow Configuration
  • Workflow Management Software

Alternatives

Karbon

4.7
#1 Alternative to Firm360
Karbon is the collaborative practice management platform for accounting firms.

Jetpack Workflow

4.8
#2 Alternative to Firm360
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management,...

QuickBooks Time

4.7
#3 Alternative to Firm360
QuickBooks Time is an online time & labor management service which allows users to track time from their desk or on the...

Ignition

4.7
#4 Alternative to Firm360
Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online...

Reviews

Overall rating

4.7 /5
(52)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.5/5
Customer Support Software
4.8/5

Already have Firm360?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 52
Crystal
Overall rating
  • Industry: Accounting Software
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

It's as close to one size fits all as you can get

Reviewed on 2022-05-23

Overall, I am very happy in Firm360. I was able to ditch what I felt was antiquated software...

Overall, I am very happy in Firm360. I was able to ditch what I felt was antiquated software (Thomson CS) and streamline processes. It is rich with functionality and can handle a firm that doesn't do JUST tax returns. I think a lot of firm management software focuses too much on just the tax work. Firm360 is much more than that and continues to improve constantly. I will be able to easily scale my business thanks to them.

Pros

Easy to implement, easy to use. It has many features, and they are making consistent improvements every month. The clients like it and have had no trouble accessing the client portal and using the document upload. I also like that you can merge documents into one PDF.

Cons

I wish there were a mobile app for clients and my firm. Sometimes I'm on the go and would like to take a quick note on a client with my phone. I also wish that you could structure things by folder, and send automated tasks for clients. Organizers (customizable) would be nice too.

Alternatives Considered

TaxDome, Karbon and Ignition

Reasons for Choosing Firm360

I had various software subscriptions because there wasn't one solution that could do mostly everything until I found Firm360.

Response from Firm Software

Crystal - thanks for the input! FYI we are currently working on most of the items you mentioned on your "wish list" below so keep that feedback coming!

Janet
Overall rating
  • Industry: Accounting Software
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Love Firm 360!

Reviewed on 2020-10-24

Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this...

Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone.

Pros

This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution!

And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following.

Can't speak highly enough of [SENSITIVE CONTENT HIDDEN] and their Firm 360 product!

Cons

Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point.

Reasons for Choosing Firm360

Excel wasn't enough. We were growing and couldn't keep all the data (uncorrupted) in Excel any longer.

Switched From

Microsoft Excel

Reasons for Switching to Firm360

The ease in implementation and on-going maintenance was a major factor in choosing Firm 360 over these other Company software. Excel was what we were using before, but we outgrew it. We tried to implement Aero last year and it was so complex, we weren't successful in getting the data loaded or the employees understanding how best to use the software. We made the right choice by far!
Cynthia
Overall rating
  • Industry: Accounting Software
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Our Firm Review

Reviewed on 2022-05-12

Sometimes when we e-mail with questions, we hate that it has to be assigned a work ticket and then...

Sometimes when we e-mail with questions, we hate that it has to be assigned a work ticket and then we get an e-mail back saying go to this link to get more information or try this when what we really want is for someone to pick the phone up and give us a call. We feel like there is not alot of customer service real time interaction.

Pros

We like that we can see at a glance on our dashboard what work we have assigned to us as it comes in and the appropriate staff check in the projects.

Cons

The staff who have to scan the docs to Firm360 under the clients' accounts would like to have the option of using Folders on the Documents Tab to help organize the docs better...similar to what we had with another software company. I don't like that I can't run a better time entered report to calculate payroll hours to be paid. The staff doesn't like that when we print a tax return from one software program it doesn't talk to Firm360 to scan the TR doc directly to the clients' folders...that we have to save to desktop then scan to Firm360.

Response from Firm Software

Cindy - Wow! I am really sorry to hear that you feel this way. We want to make things right by you.
1) We have a toll free support phone number you can call any time. We will email you that info so you have it. 2) Some of your concerns can be accomplished, lets line up a call to review your processes and see if we can help you out
3) We are also reviewing your feedback for any enhancements we can add to the product, and will let you know as they are released.

Thanks, Clay

Marian
Overall rating
  • Industry: Accounting Software
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Daily Dashboard

Reviewed on 2022-05-18

Its a great tool that is easy to learn and navigate, and houses everything i need to run the work...

Its a great tool that is easy to learn and navigate, and houses everything i need to run the work of my accounting practice.

Pros

I like that its a one stop shop to view and organize my to do. See where projects are, whats coming up due, and run reports on revenue coverage and client realization.

Cons

There are a couple small things i would do to beef up the planning and workflow. Mainly on how the information is viewed on my scrren. i wish i could see on my dashboard how many hours of work i have, so when I view my dashboard or my teams dashboard i can see who is overloaded and who isnt.
An App for my phone would be great too!

Alternatives Considered

QuickBooks Time

Reasons for Choosing Firm360

Started my own firm and needed something that was more all in one.

Reasons for Switching to Firm360

The team that was developing it really showcased the program well, and provided consistent and quick support.

Response from Firm Software

Marian Thank you for this feedback

Ben
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A Great Task Management Software

Reviewed on 2022-05-13

I love the easy to use software and tabs. Since the majority of us work remote it's a good "home...

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.

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.

Response from Firm Software

Ben - Thank you for taking the time to provide us with this feedback!

Showing 5 reviews of 52 Read all reviews

Firm360 FAQs

Below are some frequently asked questions for Firm360.

Firm360 offers the following pricing plans:

  • Starting from: US$79.00/year
  • Pricing model: Subscription
  • Free Trial: Not Available

Pricing can vary based on your needs. Please contact us for detailed pricing information.

Firm360 has the following typical customers:

2-10, 11-50, 51-200

Firm360 supports the following languages:

English

Firm360 supports the following devices:

Firm360 integrates with the following applications:

Drake Tax, FileThis, Lacerte Tax, Microsoft 365, Quickbooks Online, RightSignature, Stripe, UltraTax CS, Zapier

Firm360 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for Firm360.