Firm360
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SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Firm360
"Accounting firms that want to keep client work, time tracking, and billing organized in one place tend to find Firm360 a practical fit. It helps teams stay on top of project deadlines and reduces the back-and-forth that comes with managing multiple clients at once. Practice management for accountants is clearly the focus here, which makes it feel purpose-built rather than generic. Smaller firms may benefit the most, as larger operations with complex workflows might find the tool limiting over time."
Decision Snapshot
Firm360 Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
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Trust & Transparency
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Structured Product Information
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Clear Sponsored Disclosure
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Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Firm360 Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Firm360
Problem it Solves
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Streamlines Accounting Firm Operations And Client Management
Target Users
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Accountants
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Bookkeepers
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CPA Firms
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Tax Professionals
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Accounting Firm Managers
Core Use Case
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Manage Client Relationships
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Streamline Billing Processes
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Track Time And Expenses
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Generate Financial Reports
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Enhance Team Collaboration
USP
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Streamline Your Practice With All-in-one Accounting Software
Pros
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All-in-one practice management built specifically for accounting firms
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Client portal keeps communication and document sharing centralized
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Time tracking ties directly into billing without manual re-entry
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Project management tools help teams stay on top of deadlines
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Built-in CRM means fewer separate tools to juggle daily
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Reporting gives firm owners clear visibility into profitability and performance
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Onboarding is straightforward without needing heavy IT involvement
Cons
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Reporting depth falls short for data-driven accounting firms
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Client portal experience feels basic compared to modern alternatives
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Pricing tier jumps catch smaller growing practices off guard
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Onboarding new staff takes more structured effort than expected
Editorial Buyer Guidance
Who Is Firm360 Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlines Accounting Firm Operations And Client ManagementTarget Users
- Accountants
- Bookkeepers
- CPA Firms
- Tax Professionals
- Accounting Firm Managers
Core Use Cases
- Manage Client Relationships
- Streamline Billing Processes
- Track Time And Expenses
- Generate Financial Reports
- Enhance Team Collaboration
Unique Selling Point
Streamline Your Practice With All-in-one Accounting Software
Strengths and Limitations
Firm360 Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- All-in-one practice management built specifically for accounting firms
- Client portal keeps communication and document sharing centralized
- Time tracking ties directly into billing without manual re-entry
- Project management tools help teams stay on top of deadlines
- Built-in CRM means fewer separate tools to juggle daily
- Reporting gives firm owners clear visibility into profitability and performance
- Onboarding is straightforward without needing heavy IT involvement
!
Cons
- Reporting depth falls short for data-driven accounting firms
- Client portal experience feels basic compared to modern alternatives
- Pricing tier jumps catch smaller growing practices off guard
- Onboarding new staff takes more structured effort than expected
Sponsored Products
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Category-Based Capabilities
Firm360 Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Time Tracking Software 31 selected features Open category ↗ ⌄
Billable & Non-Billable Hours
Reporting/Analytics
Approval Process Control
Payroll Management
Vacation/Leave Tracking
Employee Scheduling
Attendance Tracking
Calendar Management
Employee Time Tracking
Online Time Tracking
Mobile Time Tracking
Time & Expense Tracking
Task Management
Clock In/Out
Timesheet Management
Offline Time Tracking
Alerts/Notifications
Leave Tracking
Project Tracking
Employee Database
Reminders
Sick Leave Tracking
Overtime Calculation
Project Management
Real Time Updates
Automatic Time Capture
Employee Management
Billing & Invoicing
Time Off Requests
Accounting Integration
Online Time Clock
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking
Testing/QA Management
Time & Expense Tracking
Projections
Alerts/Notifications
Calendar Management
Project Planning
Project Scheduling
Issue Management
Billing & Invoicing
Gantt/Timeline View
Client Portal
Kanban Board
Collaboration Tools
File Sharing
Prioritization
Risk Management
Traditional Methodologies
Task Management
Status Tracking
Resource Management
Budget Management
Task Progress Tracking
Commenting/Notes
Document Management
Portfolio Management
Agile Methodologies
Activity Dashboard
Idea Management
Project Tracking
Multiple Projects
Real Time Updates
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control
Reporting/Analytics
Activity Dashboard
Activity Tracking
Role-Based Permissions
Calendar Management
Compliance Tracking
Alerts/Notifications
No-Code
Email Management
Real Time Notifications
Collaboration Tools
Document Storage
Real Time Reporting
Rules-Based Workflow
Graphical Workflow Editor
Task Management
Search/Filter
Monitoring
Progress Tracking
Document Management
Drag & Drop
Template Management
Workflow Configuration
Business Process Automation
Commenting/Notes
Access Controls/Permissions
Forms Management
Project Workflow
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling
Task Editing/Updating
Task Progress Tracking
Commenting/Notes
Calendar Management
Real Time Notifications
Gantt/Timeline View
Create Subtasks
Gamification
Activity Tracking
Prioritization
Collaboration Tools
To-Do List
Project Planning
Reporting/Analytics
Document Management
Task Board View
Alerts/Notifications
Assignment Management
Status Tracking
Email Management
Recurring Tasks
Project Tracking
Time Tracking
Task Tagging
Deadline Management
File Management
Spreadsheet View
Parent Task
Search/Filter
Accounting Practice Management Software 12 selected features Open category ↗ ⌄
Staff Management
Client Portal
Client Management
Workflow Management
Document Management
Due Date Tracking
Billing & Invoicing
Task Management
Time Tracking
Project Management
For CPA Firms
Approval Workflow
Billing and Invoicing Software 18 selected features Open category ↗ ⌄
Mobile Payments
Billing Portal
Project Billing
Tax Calculation
Multi-Currency
Reporting & Statistics
Contact Database
Third-Party Integrations
Credit Card Processing
Customizable Invoices
Time & Expense Tracking
Invoice Processing
Reminders
Payment Processing
Document Management
Hourly Billing
Contingency Billing
Quotes/Estimates
Bookkeeper Software 14 selected features Open category ↗ ⌄
Tax Management
Billing & Invoicing
Fixed Asset Management
Accounts Receivable
Revenue Recognition
Cash Management
Payment Collection
General Ledger
Expense Tracking
Accounts Payable
Bookkeeping Services Integration
Payroll Management
Bank Reconciliation
Spend Management
Tax Practice Management Software 15 selected features Open category ↗ ⌄
Client Management
Tax Forms
Document Management
Tax Filing
Reporting & Statistics
Billing & Invoicing
Status Tracking
Approval Process Control
Workflow Management
ACH Payment Processing
Client Portal
Task Management
Communication Management
Time Tracking
For Tax Practices
Team Management Software 11 selected features Open category ↗ ⌄
Assignment Management
Messaging
Productivity Analysis
Time Tracking
Commenting/Notes
Progress Tracking
Goal Setting/Tracking
Project Planning/Scheduling
Third-Party Integrations
Task Management
Resource Management
Connected Applications
Firm360 Integrations
Integration information is displayed only when approved integration products are available on the profile.
Google Workspace
QuickBooks Online
FreshBooks
Xero
Pricing Information
Firm360 Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$49
Per User
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Firm360 Review ↗
Firm360 Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Chelsea M.
Tax Preparer Assistant
A Refreshing Change
I joined after a free trial and am still learning the system. So far, it looks promising and easy to navigate.
Reviewed on July, 2024
Alan N.
Owner
Firm Three Sixty Review
Firm360 offers strong customer support and evolves based on user feedback. Setup takes time, but it encourages better workflow planning. Overall, it delivers long-term value.
Reviewed on February, 2024
Alternative Products
View All Firm360 Alternatives ↗
Top Firm360 Alternatives
Explore leading products commonly evaluated alongside Firm360.
Frequently Asked Questions
Firm360 FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Firm360 is an accounting practice management software tailored for accounting firms to streamline their daily operations, client communications, and project workflows. This software provides features like time tracking, invoicing, document management, and client portals, allowing accountants to efficiently manage multiple client accounts from a centralized system. With Firm360, accounting teams can monitor project progress, assign tasks, and track deadlines, ensuring timely service delivery. The software’s robust reporting tools enable firms to analyze performance, identify growth areas, and improve client engagement through transparent communications. Integrating with popular accounting tools, Firm360 simplifies data transfer and enhances collaboration among team members. Ideal for accounting professionals seeking to improve productivity, Firm360 supports organized workflows, boosts client satisfaction, and helps firms meet regulatory compliance, fostering a more efficient and effective practice.
- No, Firm360 does not offer a free version.
- Yes, Firm360 offers a free trial.
- No, Credit Card details are not required for the Firm360 trial.
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Firm360 offers the following pricing plans & packages:
Basic
$49 Per User
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Firm360 supports the following payment frequencies:
- Monthly Subscription
- No, Firm360 does not offer an API.
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Firm360 can be integrated with the following applications:
- FreshBooks , Zoho Books , QuickBooks Online , Xero , Google Workspace
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Firm360 offers support with the following options:
- Email , Phone , Chat , Knowledge Base , FAQs/Forum
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Firm360 offers training with the following options:
- Live Online , Webinar , Documentation , Videos
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Firm360 supports the following languages:
- English
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Following are the typical users of the Firm360:
- Self-Employed , Small-Business , Midsize-Business
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Firm360 supports the following deployment:
- Cloud Hosted
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Firm360 supports the following devices and operating systems:
- Web-Based
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Product Comparisons
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