Firm360 Reviews for 2025
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What is Firm360?
Firm360, established in 2019, offers a comprehensive accounting practice management platform designed to address the operational challenges faced by accounting firms. Born out of the founder Brandon’s own experiences with the complexities of managing a growing firm, Firm360 aims to streamline processes and enhance efficiency. The platform is securely hosted on Amazon AWS infrastructure in the eastern US, ensuring reliable access and data security.
Firm360 is committed to providing exceptional support, offering unlimited, white-glove assistance to its users. Customers can reach out via email or phone for prompt and helpful service, reflecting the company’s dedication to aiding accountants in their work.
Recognizing the busy nature of accounting professionals, Firm360 emphasizes ease of transition to its platform. The onboarding process is designed to be smooth and swift, with firms typically up and running within the first three days and fully transitioned within 30 days. This quick setup process, combined with the platform’s ability to import clients and start working immediately, makes Firm360 an attractive solution for accountants looking to regain control of their time and improve their operational efficiency.
Found in these Categories
Best For
- Small Business
- Medium Business
- Large Enterprise
Firm360 Pricing
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Firm360 Features
- Approval Process Control
- Audit Trail
- Billing & Invoicing
- Client Management
- Invoice Management
- Project Management
- Reporting & Statistics
- Workflow Management
- Access Controls/Permissions
- Accounting
- Customizable Reports
- Data Import/Export
- Document Management
- Document Storage
- Due Date Tracking
- For Accountants
- For CPA Firms
- Reporting/Analytics
- Secure Data Storage
- Staff Management
- Task Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Customizable Branding
- Business Process Automation
- Project Planning/Scheduling
- Task Planning
- Configurable Workflow
- Credit Card Processing
- Invoice History
- Productivity Analysis
- Project Templates
- Recurring Tasks
- Tagging
- Prioritization
- Payment Processing
- Audit Management
- Planning Tools
- Mobile Access
- Resource Management
- Customizable Dashboard
- Collaboration Tools
- Contact Database
- Project Billing
- Reporting/Project Tracking
- Real-Time Reporting
- Invoice Creation
- Rules-Based Workflow
- Customizable Templates
- Activity Dashboard
- File Sharing
- Commenting/Notes
- Reminders
- Billing Portal
- Multiple Billing Rates
- Calendar Management
- File Management
- Client Portal
- File Transfer
- Bank Reconciliation
- SSL Security
- Timesheet Management
- Project Planning
- Recurring/Subscription Billing
- Deadline Management
- Clock In/Out
- Task Editing
- Drag & Drop
- Billable & Non-Billable Hours
- Progress Tracking
- Task Scheduling
- Approval Workflow
- Workflow Configuration
- Mobile Payments
- Payroll Management
- Assignment Management
- Task Board View
- Online Payments
- QuickBooks Integration
- Financial Analysis
- Invoice Processing
- Employee Management
- Task Tagging
- Project Tracking
- Electronic Payments
- Charting
- Employee Database
- Task Progress Tracking
- Customizable Invoices
- ACH Payment Processing
- Customizable Fields
- Search/Filter
- Online Time Tracking
- Project Time Tracking
- Accounting Integration
- @mentions
- Project Workflow
- Status Tracking
- Hourly Billing
- Online Invoicing
- To-Do List
- Spreadsheet View
- Timer
- Activity Tracking
- Multiple Projects
- Alerts/Notifications
User Sentiment - Firm360 Reviews
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Intuitive Interface
Users find Firm360 easy to navigate, which simplifies managing daily, monthly, and quarterly tasks across different departments and locations.
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Comprehensive Feature Set
It’s appreciated for its all-in-one solution that integrates time tracking, document management, client task management, and more.
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Responsive Customer Support
The support team is highly responsive and attentive to user concerns and suggestions, enhancing the overall user experience.
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Effective Task Management
The platform is praised for its capability to act as a “home base” for remote work, ensuring tasks are completed on time.
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Seamless Transition
The transition to Firm360 from other platforms is described as seamless, with its easy-to-use nature and reasonable pricing being significant factors.
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Mobile Functionality
While its mobile use is deemed good, there’s a desire for a standalone mobile app to access the platform.
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Feature Repetition
Some users pointed out that certain features, such as activities, projects, and tasks, appear repetitive and could be streamlined.
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Report and Billing Analysis
Enhancements in report options and billing analysis are needed for a more robust experience.
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QuickBooks Integration
Users would appreciate a continuous client sync with QuickBooks Online for smoother operations.
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Demo Availability
Potential users expressed a need for a demo version to explore the software’s functionalities before making a full transition.
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Firm360 Company Details
Company Name
Firm360
Headquarters
United States
Website
myfirm360.com
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