About Firm360

Firm360 is a cloud-based practice management software designed to help certified public accountants (CPA) handle various administrative operations, such as time tracking, invoicing, client relationships, and more. Supervisors can upload documents on the platform, store files in a built-in database, and share them with colleagues to facilitate collaboration across the organization.

Firm360 allows enterprises to track the status of ongoing projects and remind employees about pending tasks via automated notifications. Administrators can maintain a record of client interactions and schedule follow-ups with leads. Managers can also track the time spent across projects, create customizable invoices, and set their recurring frequency to weekly, monthly, or yearly basis.

Firm360 enables businesses to integrate the platform with various third-party accounting applications, such as Office 365, Stripe, and QuickBooks Online. Supervisors can generate reports related to staff performance, accounts receivable, and client production analysis. The software also helps users accept online payments via credit or debit cards and secure confidential data through 256-bit encryption.

Pricing starting from:

N/A

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States, Canada

Supported Languages

English

Pricing starting from:

N/A

  • Free Trial
  • Subscription

Images

Firm360 dashboard
Firm360 customer management
View 3 more
Firm360 screenshot: Firm360 dashboard Firm360 screenshot: Firm360 customer management

Features

Total features of Firm360: 30

  • Accounting Integration
  • Accounting Management
  • Ad hoc Reporting
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Credit Card Processing
  • Customer Activity Reporting
  • Customizable Templates
  • Data Import
  • Document Management
  • Document Storage
  • Electronic Payments
  • Invoice Management
  • Invoice Processing
  • Performance Reports
  • Project Management
  • Project Time Tracking
  • Project Workflow
  • Reporting & Statistics
  • Resource Management
  • Secure Data Storage
  • Status Tracking
  • Task Management
  • Task Tracking
  • Third Party Integration
  • Time & Expense Tracking
  • Version Control
  • Workflow Management

Alternatives

Biller Genie

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QuickBooks Online

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#2 Alternative to Firm360
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BigTime

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#3 Alternative to Firm360
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Tipalti AP Automation

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Reviews

Overall rating

5 /5
(8)
Value for Money
5/5
Features
4,8/5
Ease of Use
4,9/5
Customer Support
5/5

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Showing 5 reviews of 8
Janet L.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love Firm 360!

Reviewed on 2020/10/24

Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this...

Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone.

Pros

This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution!

And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following.

Can't speak highly enough of [SENSITIVE CONTENT HIDDEN] and their Firm 360 product!

Cons

Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point.

Clay L.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Firm360 time and billing is great

Reviewed on 2020/10/21

We mostly use it for tracking our time and generating invoices. Previously were using spreadsheets...

We mostly use it for tracking our time and generating invoices. Previously were using spreadsheets and QBO. This saves a lot of time and gives increased visibility into past billing. It still integrates with QBO and the invoices go in there.

Pros

We mostly use it for tracking our time and generating invoices, which is great.

Cons

For security reasons, they wont let users stay logged in, so we have to log in each day in the morning.

Ken B.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

BGC Firm360 Review

Reviewed on 2020/10/24

Great experience!!!

Great experience!!!

Pros

It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.

Cons

I don't have anything I dislike about Firm360

Cyndi H.
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Firm 360 Goes Above & Beyond

Reviewed on 2020/10/26

So far our experience with Firm 360 has been great. This software is helping our employees know...

So far our experience with Firm 360 has been great. This software is helping our employees know what they need to do and to stay on track and meet deadlines. It is helping our client data stay up to date and easily accessible to the whole firm. Also, which is a huge bonus, the [SENSITIVE CONTENT HIDDEN] are wonderful to work with and strive to incorporate new ideas all the time. If you even think something would be nice to have, even if it's just a time saving feature, you let them know and they put it into action as quickly as possible. I see the software getting better all the time.

Pros

The sync to QBO feature makes Firm 360 very easy to use for updating client data, adding new clients, and most especially billing. Once you get used to having Firm 360 be the "driver" for client data having the sync to QBO automatic, you find that your firm's QBO file gets cleaned up pretty quickly and stays that way. The sync feature also makes billing out of Firm 360 so easy. You can create the invoice in Firm 360 and it flows right into QBO so that your A/R stays up to date.

Cons

The one feature I don't especially like about Firm 360 is that all clients must have a client number and that is how your client list is displayed. We have never used client numbers and having used QBO since our inception, we are used to having our clients listed in alphabetical order. Having the list displayed in alpha order helps when adding a new client to be slotted in automatically in it's correct placement. With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list.

Natalie C.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome product

Reviewed on 2020/10/21

Pros

The workflow management is my favorite thing about this software. I can track so many different projects and also keep an eye on my other team members work load.

Cons

I haven't found anything that I don't like about this software.

Showing 5 reviews of 8 Read all reviews

Firm360 FAQs

Below are some frequently asked questions for Firm360.

Firm360 offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Firm360 is available on monthly subscriptions. Contact Firm Software for detailed pricing information.

Firm360 offers the following features:

  • Accounting Integration
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Customizable Templates
  • Document Management
  • Document Storage
  • Project Management
  • Resource Management
  • Task Management
  • Time & Expense Tracking
  • Version Control
  • Workflow Management

Firm360 has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Firm360 supports the following languages:

English

We do not have any information about what devices Firm360 supports

Firm360 integrates with the following applications:

Microsoft 365, QuickBooks Online, Stripe

Firm360 offers the following support options:

Online Support, Knowledge Base

Related categories

See all software categories found for Firm360.