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Firm360

Tekpon Score
9.1

Firm360 Reviews

& Product Details

What is Firm 360?

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

Get More Work Done With Firm360.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Firm360

  • Located In

    United States

  • Website

    myfirm360.com

Starting from:

$Custom

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool does not have a public pricing plan.

  • ACH Payment Processing
  • Activity Dashboard
  • Approval Process Control
  • Audit Trail
  • Billing & Invoicing
  • Client Management
  • Contact Database
  • Electronic Payments
  • Invoice Management
  • Mobile Access
  • Online Payments
  • Payroll Management
  • Project Management
  • Recurring/Subscription Billing
  • Reporting & Statistics
  • Workflow Management

Additional Features

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

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