Firm360
Review of Firm360 Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Firm360
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Firm360 Features
Firm360 Integrations
Customer Reviews
See why people love Firm360
Ashleigh L.
Verified UserAccounting · 11-50 employees
Love this software
Firm360 has been a game-changer for our accounting firm! The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind. From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and improved efficiency. I highly recommend Firm360 to any accounting firm looking to modernize their operations and stay ahead of the curve.
The customer support team is exceptional—they’re always responsive, knowledgeable, and willing to go the extra mile to ensure we get the most out of the platform
not really a con - but I wish that while searching through tasks you could drill down to the client custom fields like you can in projects
Jennifer R.
Verified UserAccounting · 2-10 employees
Love Firm360
It's been great. Their support is fantastic and they are quick to respond. Also, they are incredibly patient when training. Our firm had to find a new CRM platform when our old one was no longer being supported and we tried another cloud based platform prior to Firm360 and it was riddled with issues. We kept with it for 2 years and just couldn't deal with it any longer. The team at Firm360 made the transition easy and even though we had just learned and gotten used to the former one, switching again to a new one was a lot easier than expected.
Their project management is great, it meets most of our firms needs and once we were fully set up, it has really increased our efficency
- Their billing portion could use some work
- It would be great if their invoicing and statements were a little more personalizable
Switched From
Too many issues with the platform. Very "buggy"
Why they chose it
"It met our firms needs the best. Also their support is very present."
Christine A.
Verified UserAccounting · 11-50 employees
Firm360-Amazing Software
Overall it is a great product that is continually improving. I love how it's made for accounting firms. The features really make that obvious.
- Firm360 is a great way to make information accessible firm wide
- Emails can be linked which allows other so see information if needed
- You can create letter templates which allows you to mass send engagement letters
- Can also manage workflow using projects and tasks
- Many great features of this software
- There are occasionally some glitches on the website, but the support staff is very quick to respond and fix issues
- It doesn't handle email sync well when there are multiple emails tied to a client
Benjamin B.
Verified UserAccounting · 2-10 employees
Firm360 Review
Our overall experience with Firm360 has been excellent. The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for managing clients, documents, and workflows. While there was a bit of a learning curve in the beginning, once our team became familiar with the system, it has been nothing but smooth sailing. We’ve seen noticeable improvements in efficiency, organization, and communication across our firm. The support team is always responsive and helpful, which makes the transition and ongoing use even better. Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients.
- Our tax and accounting firm has been using Firm360, and we absolutely love it
- The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document organization, and team collaboration all in one place
- It’s intuitive, efficient, and truly designed with accountants in mind
- What we appreciate most is how much time it saves us
- Tasks that used to require multiple programs and manual check-ins are now centralized, which has boosted both our productivity and client service
- The support team is also fantastic—responsive, knowledgeable, and always willing to help
- Firm360 has become an essential part of how we run our firm
- If you’re looking for an all-in-one solution to manage your accounting or tax practice, I couldn’t recommend it more highly
- Like any robust all-in-one platform, Firm360 does have a bit of a learning curve in the beginning
- It takes some time for new users to get fully comfortable navigating all the features, but once you’re familiar with the system, it quickly becomes second nature and the efficiency gains are well worth it
Switched From
We switched from our old software because it felt disjointed and limited. We were constantly jumping between multiple programs to handle client communication, document storage, and workflow tracking, which created inefficiencies and wasted valuable time. Firm360 offered us an all-in-one solution that centralized everything in a single platform. The ability to manage clients, track projects, and securely store documents in one place has been a game-changer. We wanted software that could grow with our firm and make our processes more efficient, and Firm360 has delivered exactly that.
Al F.
Verified UserAccounting · 2-10 employees
Once you try it, you'll never go back to what you were using
Overall experience has been great. I cannot say enough good things about their staff. It is refreshing to talk with folks that actually care and are able to help rather than read from a chatbot script!
- It is logically designed for accountants
- Much easier to use than Onvio
- Support is awesome
- They actually care that you get the most out of Firm360
- Not all projects show in the print driver
- You have to go to the document once printed to Firm360 and assign the desired project
Switched From
Onvio is complex and not very logical. Support was TERRIBLE. It seems that it was designed where support is a major profit center. The more you call, the more they make.
Why they chose it
"Firm360 is a better fit for our firm and represents great value."
Melissa J.
Verified UserAccounting · 51-200 employees
Easy to use
I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce.
Its simple to use, [sensitive content hidden] has been very responsive to messages and anytime anyone needed help, it is nice to track projects with
I think the only thing I have disliked so far is if I am on page 7, and click an client, if I hit the back space, it will take me back to page 1
Switched From
Slow, couldn't customize once, had to use multiple interfaces to do what 360 does in once.
Matt P.
Verified UserAccounting · 2-10 employees
An excellent fit for our new firm
Firm360 has been an excellent fit for our new firm. It checked off boxes that others in the market couldn't, including the most reputable software companies. We're extremely happy with the decision we made to go with them!
- Project templates, task management, client portal, document management
- AI tools are currently lacking
- Hoping they add this in the future
Switched From
Outgrew our previous solution and needed something more robust
Why they chose it
"Document management was better. Liked the UI better."
Shauna M.
Verified UserAccounting · 11-50 employees
Very happy we made the change
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.
- 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
- 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
- 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
- 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
Switched From
Mostly because we could no longer tolerate our old system. Client portals in NetClientCS were unreliable and hard for clients to use. PracticeCS was robust in features, but hard to use and difficult to learn because TR likes to paywall all their training. Support was spotty and often had long wait times and they charged us. Firm360 doesn't send us bills for support. I had the feeling that Firm360 would treat us right, and that has been the case without fail.
Why they chose it
"Billing features, support, and overall value for the amount paid. Allowed us to consolidate applications"
Kendall F.
Verified UserAccounting · 11-50 employees
Great Software for Accountants!!!
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. I would definitely recommend this to any accounting firm wanting to be primary digital.
- 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
- 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
Switched From
The vault did not have a great capacity for our workflow. It also did not provide us with project workflow management.
Stephanie R.
Verified UserAccounting · 2-10 employees
Business Owner
I have found productivity increasing and billing to be easier once I got started with it.
- Project and client management in one platform
- Not being able to change the hours to reflect on the client invoice differently that what the actual amount of time was for the project that was charged
- Having a better way to note projects in order of priority
- Being able to tag a person whenever you can comment
Why they chose it
"Because it is set up and based more toward accountants"
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