Firm360
Software Development
Why pick this one
Firm360 provides accounting practice management software with project, billing, client portal, and reporting tools, backed by full-time US-based support.
Best for
- Accounting firms replacing fragmented project, billing, and client communication systems
- Firms needing dashboard visibility across projects, deadlines, and staff assignments
- Accounting practices seeking integrated time tracking, billing, document management, and client portals
- Practice CS users evaluating a modern practice management replacement
- Firms wanting guided onboarding and team training
Look elsewhere if
- Businesses needing software unrelated to accounting practice management
- Organizations requiring a listed local service area or on-site support
Specialties
- Accounting practice management software
- Project and deadline visibility
- Time tracking and billing
- Client portal management
- Tax automation
What makes them different
- Built by accountants for accounting firms
- Full-time US-based support team with no outsourcing
- Dashboard displays projects, deadlines, and staff assignments without running a report
- Most firms are fully operational after four focused training sessions
- Reportedly serves more than 300,000 clients
- Response time
- Fast-track setup, with most firms fully up and running after four focused training sessions
Distilled from this business's own website.
Contact & Location
- Website
- http://www.myfirm360.com/
- gsap@3.13.0
Services
- Project management
- Document management
- Client management
- Client portal
- e-Signature
- Advanced reporting
- Integrations
- Practice automation
- First-class support