Firm360

TL;DR

• Firm360 is an all-in-one practice management platform built specifically for accounting firms.
• It centralizes project management, client communication, document sharing, and time and billing into a single system.
• Ideal for small to mid-sized accounting firms looking to automate repetitive tasks and improve operational efficiency.
• Offers tiered pricing plans to scale with your firm's growth, from solo practitioners to larger teams.

What is Firm360?

Firm360 is a comprehensive, cloud-based accounting practice management software designed to unify the disparate systems used by modern accounting firms. It solves the core problem of operational inefficiency by providing a single platform for managing projects, clients, documents, billing, and internal communication. By replacing multiple disconnected tools, Firm360 streamlines workflows, enhances collaboration, and provides firm owners with clear, data-driven insights to manage their practice more effectively and scale with confidence.

Key Features

Who is Firm360 for?

• Small to Mid-Sized Accounting Firms: Practices looking to move away from spreadsheets and multiple software solutions to a single, integrated platform.
• CPAs and Bookkeepers: Professionals who need to manage a diverse client base and a variety of compliance and advisory projects.
• Firm Administrators: Staff responsible for overseeing daily operations, staff productivity, and client billing.
• Tax Preparation Professionals: Individuals and firms that need to efficiently manage high volumes of client work during tax season.

Key Use Cases

• Streamlining Tax Season Workflow: Manage thousands of tax returns by tracking status, assigning tasks, and communicating with clients through the portal.
• Automating Billing and Collections: Set up recurring invoices, track time against projects, and use automated reminders to reduce outstanding accounts receivable.
• Improving Client Collaboration: Use the client portal to securely request and receive documents, send documents for e-signature, and answer client questions.
• Data-Driven Firm Management: Utilize advanced reporting to analyze firm profitability, assess staff utilization, and make informed business decisions.

Pros

• Designed by accountants, ensuring the platform's workflow and features are logically structured for accounting professionals.
• Effectively consolidates multiple business functions (CRM, projects, billing, documents) into a single subscription, reducing software costs and complexity.
• Praised for its comprehensive onboarding and responsive customer support, which helps firms transition smoothly.
• Provides robust, data-driven reporting that gives firm leaders clear visibility into operational performance.

Cons

• Essential features like e-signatures are not included in the base plan and require an additional fee.
• Full integration capabilities via Zapier are locked behind the most expensive premium plan.

Pricing Information

• Basic Plan - $49/month: Described as 'Best for Small Firms'. Includes Client Management, Document Management, Secure Client Portal, Time Tracking and Billing, Basic Reporting, and Payment Collection. E-Signature integration is an extra fee.
• Standard Plan - $79/month: Billed as 'MOST POPULAR'. Includes everything in Basic, plus 1 E-Signature License, Project Management, Automated A/R Collections, Advanced Reporting, Custom Fields, and Standard Integrations.
• Premium Plan - $99/month: Described as 'Best Value'. Includes everything in Standard, plus Unlimited E-Signature Licenses, Zapier integration, Premium Training and Onboarding, and a Dedicated Customer Success Manager.