Firm360 vs Monograph

Clockify

Jira

Asana

Clockify is a time tracking app that helps teams track work hours across projects. Managers can measure employee productivity, track the progress of every project and do all necessary reporting and administration work in one place.

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Staff Accountant 

Customer service can be condescending and rude.

President

They helped us successfully implement the program and continue to provide great support for the product.  

Project Coordinator, Executive Assistant

They care, are responsive and are continually improving their product based on feedback.  

Track time and handle billing without disrupting team workflows. Your staff can log hours, generate invoices, collect payments online, and automate receivables — with speed and ease — so more time is focused on client work, not chasing down payments.

Access Controls/Permissions

Accounting

Accounting Integration

ACH Payment Processing

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

Charting

Client Management

Client Portal

Clock In/Out

Collaboration Tools

Commenting/Notes

Configurable Workflow

Contact Database

Credit Card Processing

Customizable Branding

Customizable Dashboard

Customizable Fields

Customizable Invoices

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Deadline Management

Document Management

Document Storage

Drag & Drop

Due Date Tracking

Electronic Payments

Employee Database

Employee Management

Feedback Management

File Management

File Sharing

File Transfer

Financial Analysis

For Accountants

For CPA Firms

Hourly Billing

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

@mentions

Milestone Tracking

Mobile Access

Mobile Payments

Multiple Billing Rates

Multiple Projects

Online Invoicing

Online Payments

Online Time Tracking

Payment Processing

Payroll Management

Planning Tools

Prioritization

Productivity Analysis

Progress Tracking

Project Billing

Project Management

Project Planning

Project Planning/Scheduling

Project Templates

Project Time Tracking

Project Tracking

Project Workflow

QuickBooks Integration

Real-Time Reporting

Recurring/Subscription Billing

Recurring Tasks

Reminders

Remote Support

Reporting/Analytics

Reporting/Project Tracking

Reporting & Statistics

Resource Management

Rules-Based Workflow

Search/Filter

Secure Data Storage

Spreadsheet View

SSL Security

Staff Management

Status Tracking

Tagging

Task Board View

Task Editing

Task Management

By industry, Firm360 reviewers are most commonly professionals in accounting (94%). The most frequent use case for Firm360 cited by reviewers is time tracking (72% of reviewers).

Users and use cases

The Firm360 integration most frequently cited by reviewers is RightSignature, a digital signature product rated 4.7 out of 5 for its integration with Firm360.

Integrations

Firm360 is a time tracking tool with key features that include online time tracking, task management, and more.

Proprietary

Firm360

Web-based

Windows

Canopy

TaxDome

Financial Cents

Mango Practice Management

monday.com

BigTime

Basic

Standard

Premium

Custom

Chief Operating Officer

The Project module and tasks allow employees and managers to keep track of workflow, budgets, and target due dates.

Accountant

Organization and collaboration are a big win with Firm360. As business moves toward paperless, this platform assists with teamwork and client satisfaction in an increasingly digital age.

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.  

Enrolled Agent and President

The portal makes it easy for clients to securely upload and access documents, saving us countless back-and-forth emails.

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.

Admin

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.

Administrative Assistant

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.

Office Manager

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.

Senior Tax Accountant

It's an all-in-one platform for managing accounting practices and their responses.

Ownner

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.

Before switching, I was juggling multiple systems, endless emails, and sticky-note reminders.

We got document management in the bargain, much easier billing processes that result in getting paid sooner, better task management.  

Director of Operations

We do more fractional accounting services and not as much tax services. While the tool is still valuable and is a solution for us, sometimes our clients can get a little confused.

We have used several Practice Management systems (Practice, CCH Axcess, Office Tools). When it was time to change, I researched many of the top ones in 2023.

Problems with PDF document management and syncing.

Features for managing documents were criticized for being customer-centric.

Easy to use, powerful workflows, excellent client portal with invoice and merchant service and top-notch customer support.

Audit Manager

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.

We’ve seen noticeable improvements in efficiency, organization, and communication across our firm.

All the data is presented in easy-to-use sections, and it has directly allowed us to provide superior customer service to our clients.

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.

Office Manager 

Customer support, onboarding sessions, personalized training, unlimited portal storage, constant improvements are just a few of our favorite features.

The user interface is intuitive and easy to navigate, making it simple for our team to access and utilize all the features without a steep learning curve.

Getting clients set up to access the client portal has had a few stumbles

It’s intuitive, efficient, and truly designed with accountants in mind.

Firm360 makes so many tasks more organized and efficient than software I've used.

President and owner

The customizations and ease of managing multiple projects at once.

Our tax return delivery process is also much more streamlined.

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.

Payroll Specialist

Keeping track of tasks is a great part of the product.

Owner

Keeps documents all central for employee access and review and saves time on multiple client request for files.

Bookkeeper

Like that you can drag n drop documents, edit and check in new version if changes need to be made.

Not all projects show in the print driver.

El Jefe

Not that many; had a couple difficult times with navigation but really limited

The support team is also fantastic—responsive, knowledgeable, and always willing to help.

Made by an accountant for an accountant; great features, consistency of support and ease of use.

Partner 

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.

Partner

Firm360 has been an excellent fit for our new firm.

It is capable of managing different aspects of our practice, from straight-forward corporate year-end file preparation, to the longer-term steps of an Estate project, and specialty tax engagements.

I like that I am able to see everything I have planed for each week and manage my time on a project and that  our firm is able to see how we are progressing in out projects in a timely manner.

In the end, this is a good exercise and pay dividends, but we have found that you should be prepared to spend time thinking about your processes and why they are in place before incorporating them into Firm360.   But perhaps we are/were more inefficient than other firms.  

Senior Tax Associate

The report and billing features allow us to track in real time what our employees are doing, and we can then bill clients quickly and efficiently.

Certified Public Accountant

When we first came on board we didn't realize that some of the features we wanted were only available at the upper subscription tier which we were not using.  

Also, they are incredibly patient when training.  

Their support is fantastic and they are quick to respond.  

Managing Partner

It has been a quality firm management tool that allows us to really see where our staff spend their time and what are profitability is on individual clients and projects, whether those are hourly or flat-fee.

Tax Partner

Our tax department and operational accounting department are able to utilize the same software.

Firm360 vs Monograph Comparison (2026)

Firm360

Monograph

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives