---
description: Learn how Firm360 can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features.
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title: Firm360 Reviews, Prices & Ratings | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [Corporate Tax Software](/directory/248/tax-management/software) > [Firm360](/software/2035363/firm360)

# Firm360

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> Firm360 is the all-in-one platform built for accountants by accountants to simplify the work behind the workflow. From project management to client communication and billing, we help accounting firms operate with clarity, supported by expert training and responsive support.
> 
> Verdict: Rated **4.7/5** by 159 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Firm360

 Simplify Time Tracking \&amp; Billing – Log billable hours in seconds, automatically generate professional invoices, and accept online payments directly through Firm360. Reduce admin work and get paid faster while keeping your books accurate and up-to-date.&#10;&#10; Never Lose a Document Again – Securely store, organize, and search for client files in seconds. With robust document management tools, you’ll always find exactly what you need — no more digging through email chains or shared drives.&#10;&#10; Streamline Client Communication – Our secure client portal keeps all messages, document requests, and e-signature approvals in one place. Give clients a seamless, professional experience while keeping sensitive information protected.&#10;&#10; Gain Insight with Advanced Reporting – Track firm performance, project status, and key metrics with powerful, customizable reports. Make data-driven decisions to improve efficiency, profitability, and client satisfaction.&#10;&#10; Manage Projects with Ease – Plan, assign, and monitor tasks from one central dashboard. Stay on top of deadlines, improve team collaboration, and ensure nothing falls through the cracks.&#10;&#10; Automate Your Workflow – From onboarding new clients to recurring monthly work, automate repetitive steps so your team can focus on delivering value instead of chasing paperwork.&#10;&#10; All-in-One Platform Built for Accountants by Accountants – Designed by professionals who understand your challenges, Firm360 brings together project management, client communication, billing, reporting, and document sharing into one intuitive platform.&#10;&#10; Personalized Onboarding \&amp; Support – Get up and running quickly with tailored training, ongoing resources, and a responsive support team ready to help whenever you need it.&#10;&#10; Trusted by Over 3,000 Accounting Professionals – Firms of all sizes use Firm360 to save hours each week, increase billable work, and deliver a better client experience—without adding complexity.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 159 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.8/5 | Based on overall reviews |
| Value for Money | 4.6/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Firm Software
- **Founded**: 2019

## Commercial Context

- **Starting Price**: US$49,00
- **Pricing model**: Per User
- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- @mentions
- ACH Payment Processing
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assignment Management
- Audit Management
- Audit Trail
- Bank Reconciliation
- Billable & Non-Billable Hours
- Billing & Invoicing
- Billing Portal
- Budget Management
- Business Process Automation
- Calendar Management

## Integrations (11 total)

- Adobe Acrobat
- Drake Tax
- Gmail
- Lacerte Tax
- Microsoft 365
- Microsoft Outlook
- QuickBooks Online
- RightSignature
- Stripe
- UltraTax CS
- Zapier

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Corporate Tax Software](https://www.getapp.za.com/directory/248/tax-management/software)

## Related Categories

- [Corporate Tax Software](https://www.getapp.za.com/directory/248/tax-management/software)
- [Actuarial Software](https://www.getapp.za.com/directory/549/accountant/software)
- [Tax Practice Management Software](https://www.getapp.za.com/directory/1453/tax-practice-management/software)
- [Project Management Software](https://www.getapp.za.com/directory/332/project-management/software)
- [Time Tracking Software](https://www.getapp.za.com/directory/571/time-tracking/software)

## Alternatives

1. [monday.com](https://www.getapp.za.com/software/91734/monday-com) — 4.6/5 (6024 reviews)
2. [Jira](https://www.getapp.za.com/software/9953/jira) — 4.4/5 (15358 reviews)
3. [Clockify](https://www.getapp.za.com/software/111353/clockify) — 4.8/5 (9241 reviews)
4. [Connecteam](https://www.getapp.za.com/software/105401/connecteam) — 4.6/5 (5169 reviews)
5. [BigTime](https://www.getapp.za.com/software/102181/bigtime) — 4.6/5 (658 reviews)

## Reviews

### "Great software" — 5.0/5

> **Reid** | *19 July 2024* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: Made by an accountant for an accountant; great features, consistency of support and ease of use.
> 
> **Cons**: Not that many; had a couple difficult times with navigation but really limited
> 
> Very pleased with it, highly recommend over what was used at my previous firm.

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### "Great Software for Accountants\!\!\!" — 5.0/5

> **Kendall** | *06 August 2024* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: My favorite feature on Firm 360 is that you can virtually track a project. You can update the project status to show who is working on it, and what step they are on. This saves a lot of confusion and running around when a client calls to ask our Admin team what the timeline of their return, bookkeeping, etc.
> 
> **Cons**: There is not really anything that comes to mind when thinking about my least favorite feature. Firm 360 is constantly doing updates and informing us on "what's new." The team at Firm 360 are also open to suggestions which is great\!
> 
> My overall experience has been great. The team at Firm 360 have always been quick and eager to help with any issues, questions, or concerns we have had. &#10;I would definitely recommend this to any accounting firm wanting to be primary digital.

-----

### "Firm360 is broadly excellent for firm management, quirks aside" — 3.0/5

> **John** | *18 November 2022* | Accounting | Recommendation rating: 5.0/10
> 
> **Pros**: Project tracking is straight-forward and easy. File versioning is helpful when dealing with documents that get frequent edits. The recent addition of folders for files is very helpful for organizing client data.
> 
> **Cons**: I find that time tracking is extremely fiddly, especially when it comes to editing entries once they've been started. It isn't at all uncommon that I'll be rapidly juggling tasks and clients, so being able to edit individual punches in both time and date would be useful. Even the cheapest timeclock systems like do this \*much\* better than Firm360.
> 
> Generally speaking, using firm360 is largely painless. It is only when occasional issues with time tracking crop up or you need to do deep document searches that some friction can be encountered.2FA challenge frequency is almost certainly too high. If I step away from the desk for an hour, it shouldn't be necessary to get sent an authentication code while in the same browser session.

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### "Firm360 was a great change\!" — 5.0/5

> **kerri** | *06 August 2024* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: The communication of the company and the ease of use of the program
> 
> **Cons**: The dashes and forward slashes in phone and Social should automatically insert
> 
> It is a very intuitive program makes sense to the user as you use it

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### "Very happy we made the change" — 5.0/5

> **Shauna** | *20 June 2024* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: The impetus for change was portal functionality. Clients have responded positively.  We got document management in the bargain, much easier billing processes that result in getting paid sooner, better task management.  Customer support is top notch\!  They care, are responsive and are continually improving their product based on feedback.  The comparison leaves Thomson Reuters far behind in the dust.
> 
> **Cons**: The setup of a new system is never fun, but they did offer us a lot of support in getting everything up and running.  The cost for set up I listed is what we paid a third party to get our old data moved into the new system.  &#10;&#10;We don't have all of the reports we were used to and have missed some of those, but we can easily export to Excel and manipulate the data to our heart's content.  That was inexplicably difficult in Practice CS because it required a lot of data cleanup first.&#10;&#10;Would also be nice to be able to add "upload only" access for some users who need to upload bookkeeping or payroll info to us, but be restricted from other access.
> 
> Fantastic.  I'm biased because I chose it, but we have been very happy overall.  The UX is leaps and bounds above PracticeCS. We also previously used GoFileRoom, and the ability to search for docs by typing in a word actually works in Firm360, and we replaced NetClientCS.  With Firm360, the documents are immediately and reliably delivered to a client when we want. Our tax return delivery process is also much more streamlined.

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## Links

- [View on GetApp](https://www.getapp.za.com/software/2035363/firm360)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/firm360/> |
| en-AE | <https://www.getapp.ae/software/2035363/firm360> |
| en-AU | <https://www.getapp.com.au/software/2035363/firm360> |
| en-CA | <https://www.getapp.ca/software/2035363/firm360> |
| en-GB | <https://www.getapp.co.uk/software/2035363/firm360> |
| en-IE | <https://www.getapp.ie/software/2035363/firm360> |
| en-NZ | <https://www.getapp.co.nz/software/2035363/firm360> |
| en-SG | <https://www.getapp.sg/software/2035363/firm360> |
| en-ZA | <https://www.getapp.za.com/software/2035363/firm360> |
| es | <https://www.getapp.es/software/2035363/firm360> |
| es-CL | <https://www.getapp.cl/software/2035363/firm360> |
| es-CO | <https://www.getapp.com.co/software/2035363/firm360> |
| es-MX | <https://www.getapp.com.mx/software/2035363/firm360> |
| fr | <https://www.getapp.fr/software/2035363/firm360> |
| fr-BE | <https://fr.getapp.be/software/2035363/firm360> |
| fr-CA | <https://fr.getapp.ca/software/2035363/firm360> |

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