Firm360
The All-In-One Practice Management Software for Accountants.
Overview
Firm360 is a comprehensive, cloud-based practice management platform designed to unify an accounting firm's operations. It integrates project management, client communication, billing, document management, and reporting into a single system. The platform aims to provide a one-stop solution for managing all aspects of a firm's workflow and client relationships.
✨ Key Features
- Project Management
- Client Management & CRM
- Document Management & Client Portal
- Time & Billing
- Workflow Automation
- E-signatures
🎯 Key Differentiators
- All-in-one platform approach with unlimited clients and storage.
- Designed by accountants, focusing on real-world accounting workflows.
- Includes IRS transcript integration.
Unique Value: Provides a single, unified platform that covers all aspects of practice management, designed with the specific workflows of accountants in mind.
🎯 Use Cases (4)
✅ Best For
- Consolidating multiple applications into a single platform for practice management.
- Automating recurring tasks and workflows for compliance services.
- Improving visibility into project statuses and staff workload.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Sole practitioners who may not need the full suite of features.
- Firms looking for a simple, low-cost task management tool.
🏆 Alternatives
Offers a more integrated, all-in-one experience than using multiple point solutions, with features specifically tailored to accounting firms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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