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Free Up Time to Grow Your Accounting Practice

(12)

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Firm360 Pricing, Features, Reviews and Alternatives

Firm360 product overview

Price starts from

49

/user

Per month

What is Firm360?

Streamline your practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. This will free up your time to focus on growing your practice and delivering awesome service to your clients.

Key benefits of using Firm360

* Increase your firm's productivity with our project management solution
* Easily track time, generate invoices and collect client payments online
* Always find the documents you need when you need them
* Client portal for secure client communications
* Advanced Reporting for increased visibility

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Documentation
Live Online
Videos
Webinars

Firm360 pricing information

Value for money

4.6

/5

130

Starting from

49

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Firm360 features

Functionality

4.5

/5

130

Total features

107

10 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
Reporting/Analytics
Data Import/Export
Alerts/Notifications
Reporting & Statistics
Workflow Management
Customizable Reports

Firm360 users reviews

Overall Rating

4.7

/5

130

Positive reviews

95

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.87/10
Rating distribution

5

4

3

2

1

101

22

6

0

1

Pros
The time tracking by projected is great, and I love the ability to customize projects and tasks for specific clients without having to go back to Customer Service for help.
Tech support has been very responsive and helpful. I highly recommend Firm360 if you are looking for a software that will get you up and going quickly and affordably.
Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients.
Cons
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.
The most difficult thing is having to change how you run your practice to incorporate the program.
I think there are some repetitive features within the software.
CH
AvatarImg

Cyndi H.

Accounting, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Firm 360 Goes Above & Beyond

Reviewed 4 years ago

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.

Vendor response

Cyndi - Thanks for the feedback! As a note to anyone that reads this, Firm360 values user feedback and implemented the option to disable "client numbers" shortly after receiving this review. Thank you. Firm360 Team

KW
AvatarImg

Katie W.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Use Friendly and Lots of Customization Available

Reviewed 2 years ago

So far so good. Really like the user experience.

Pros

The time tracking by projected is great, and I love the ability to customize projects and tasks for specific clients without having to go back to Customer Service for help.

Cons

Nothing that I've seen yet other than the pain of changing software.

TM
AvatarImg

Tracy M.

Accounting, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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My opinion

Reviewed 2 years ago

Still learning & getting familiar with, there is room to improve to be more friendly and broader use by an accounting firm in my opinion.

Pros

Communicating with clients via portal and e-mail.

Cons

Documents filing system, automatic sort out system non-exiting, search criteria limitation. I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there was little time for training.

Vendor response

Tracy - thank you for taking time to provide us with this feedback! Please get in touch with our support team so that we can help you with the issues mentioned, and get you any needed additional training!

JS
AvatarImg

Joshua S.

Accounting, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Firm360 is the Practice Management Solution I've been looking for!

Reviewed 9 months ago

In my 25 years in this industry I have used many different products all claiming to save me time, money and be the best product for my business. I've gone from Big Time to OfficeTools, to PracticeCS, back to OfficeTools and now to Firm360. I have tested every other online practice management tool for accountands and all have fallen short except Firm360. Finally a product that has everything, is easy to learn and use, and support that is second to none.

Pros

Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our firm needs: Time tracking, project management, client management, client portal, invoicing, reporting, client communication. There are many programs out there but Firm360 is the first to have everything together in an easy to use online platform. Firm360 is also the only product that handles multiple locations correctly. I cannot forget the staff at Firm360. They are the BEST around! I've been in the tax and accounting industry for 25 years and have contacted all kinds of support services and NO ONE can touch the quality of support at Firm360! They treat you like your best friend!

Cons

The only con I can give Firm360 is not having a demo copy to play around with. I was apprehensive about transitioning to Firm360 without spending hours in the product myself. But I am so happy I made the jump. Never going back.

BC
AvatarImg

Brandon C.

Accounting, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Made for Accountants

Reviewed a year ago

Just an amazing company to do business with! With their firm management software and assistance, we have streamlined more of our processes and have become more efficient and profitable. Every other firm management software we researched and demoed seemed to be lacking for accountants until we found Firm 360, which is not surprising since accountants are the ones who founded the company and know the needs of accounting firms. Every month we get updates and in the year we’ve been with them, they have adapted and evolved their software as well as they listen to their customers.

Pros

Just an amazing company to do business with! With their firm management software and assistance, we have streamlined more of our processes and have become more efficient and profitable. Every other firm management software we researched and demoed seemed to be lacking for accountants until we found Firm 360, which is not surprising since accountants are the ones who founded the company and know the needs of accounting firms. Every month we get updates and in the year we’ve been with them, they have adapted and evolved their software as well as they listen to their customers.

Cons

We have been with firm 360 for a year. When you switch everything to one single system there are going to be small features that you would like to have. Every single month, they have listened their customers and implemented many of the suggestions. We get an email each month of new features to continue to make our life easier.

Firm360 FAQs

Q. What type of pricing plans does Firm360 offer?

Firm360 has the following pricing plans:
Starting from: $49.00/month
Pricing model: Subscription


Q. Who are the typical users of Firm360?

Firm360 has the following typical customers:
Small Business


Q. What languages does Firm360 support?

Firm360 supports the following languages:
English


Q. Does Firm360 offer an API?

No, Firm360 does not have an API available.


Q. What other apps does Firm360 integrate with?

Firm360 integrates with the following applications:
RightSignature, Zapier, Drake Tax, Stripe, Microsoft 365, UltraTax CS, QuickBooks Online, Lacerte Tax


Q. What level of support does Firm360 offer?

Firm360 offers the following support options:
Chat, Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum

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