Firm360
Firm360 Reviews
& Product DetailsWhat 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
- 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
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Company Name
Firm360
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Located In
United States
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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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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.
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.
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