Firm360 Reviews

& Product Details

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.

Best For

Get More Work Done With Firm360.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Firm360
Located In
United States
Website
myfirm360.com

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Firm360 Pricing

Starting from:

Custom

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

This tool does not have a public pricing plan.

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

Additional Features

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

Additional Features Show Less Features

Global Buzz: Firm360 at a glance

4.7

Global Average Score

Score4.65/5

Reviews530

Intuitive Interface

Users find Firm360 easy to navigate, which simplifies managing daily, monthly, and quarterly tasks across different departments and locations.
Comprehensive Feature Set

It’s appreciated for its all-in-one solution that integrates time tracking, document management, client task management, and more.
Responsive Customer Support

The support team is highly responsive and attentive to user concerns and suggestions, enhancing the overall user experience.
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.
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.

Mobile Functionality

While its mobile use is deemed good, there’s a desire for a standalone mobile app to access the platform.
Feature Repetition

Some users pointed out that certain features, such as activities, projects, and tasks, appear repetitive and could be streamlined.
Report and Billing Analysis

Enhancements in report options and billing analysis are needed for a more robust experience.
QuickBooks Integration

Users would appreciate a continuous client sync with QuickBooks Online for smoother operations.
Demo Availability

Potential users expressed a need for a demo version to explore the software’s functionalities before making a full transition.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.