Firm360 Overview

Firm360

By Firm Software

5★★★★★(62 Ratings)Write review

What is Firm360?

Firm360 is an all-in-one, cloud-based platform designed to streamline operations and dramatically increase productivity for accounting practices. It consolidates critical functions—including client management, project management, billing, reporting, and time tracking—into a single, seamless experience, replacing the need for five or more disparate software solutions. The platform creates transparency across all these areas, helping firms save an average of 10 hours per week per staff member in non-billable, administrative time within 30 days. By centralizing data and workflows, Firm360 aims to save firms significant time and money, providing everything needed to manage the practice efficiently and profitably from one unified dashboard.

Who it's for:

This software is built for accounting firm owners, partners, and managers who are frustrated with juggling multiple software systems. It is ideal for firms of any size looking to eliminate inefficiencies, recover wasted hours, and gain a holistic, transparent view of their practice's operations, projects, and financial performance.

Our verdict:

Firm360 is a powerful and ambitious consolidation platform for accounting firms. Its promise of significant time savings and operational transparency through a unified system is highly compelling, making it a potentially transformative tool for practices seeking to modernize and optimize their entire business management approach.

Firm360 Details

Firm360 Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

Firm360 Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

Firm360 Training options

Documentation

Live Online

In-Person

Videos

Webinars

Firm360 Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Firm360 Features

Most valued Firm360 features by users

Approval Workflow

Billing & Invoicing

Client Management

Client Portal

Document Management

Due Date Tracking

For CPA Firms

Project Management

Staff Management

Time Tracking

Approval Process Control

Scenario Planning

Tax Filing

Tax Forms

Workflow Management

Top Firm360 Alternatives & Competitors

1

Canopy

By Canopy

4.6★★★★★(359 Ratings)

Canopy is a modern, cloud-based practice management software built from the ground up for accounting firms. It integrates core firm operations such as client management, workflow automation, document storage, time tracki... Read More

2

Financial Cents

By Financial Cents

4.8★★★★★(159 Ratings)

Financial Cents is an all-in-one, easy-to-use practice management platform designed to help accounting firms scale their operations. It consolidates critical firm functions into a single solution, including staff managem... Read More

3

Xero

By Xero

4.4★★★★(4,676 Ratings)

Xero is a powerful and intuitive cloud-based accounting platform renowned for its strong double-entry accounting foundation and excellent cash flow management tools. It provides a real-time view of financials, making it ... Read More

4

BigTime

By BigTime Software

4.7★★★★★(1,293 Ratings)

BigTime is a comprehensive professional services automation (PSA) platform designed to help service-based firms?like consultancies, agencies, and legal firms?deliver billable work profitably. It streamlines the entir... Read More

5

BQE CORE Suite

By BQE Software

4.5★★★★★(1,185 Ratings)

BQE CORE Suite is an integrated business management platform originally designed for professional service firms (like architects, engineers, and consultants), and its CORE HR module is a key component. This HR module foc... Read More

6

Jetpack Workflow

By Jetpack Workflow

4.9★★★★★(108 Ratings)

Jetpack Workflow is a specialized software solution designed to help accounting and professional service firms standardize, track, and automate their unique client workflows. Recognizing that every firm's processes are d... Read More

7

Karbon

By Karbon

4.8★★★★★(338 Ratings)

Karbon is a collaborative practice management platform built exclusively for accounting firms. It centralizes workflows, communication, email, tasks, and client work on a single platform. Karbon is designed to replace sc... Read More

8

Biller Genie

By Biller Genie

5★★★★★(53 Ratings)

Biller Genie is an accounts receivable automation platform designed to accelerate cash flow and reduce administrative workload. It automates the invoice delivery, payment reminder, and collection process, integrating wit... Read More

9

Practice Ignition

By Practice Ignition

4.8★★★★★(205 Ratings)

Practice Ignition is a comprehensive commerce and client engagement platform built specifically for accounting and professional service firms. It consolidates the entire client lifecycle into one streamlined system, enco... Read More

10

AMTdirect

By Asset Management Technologies

3.7★★★★(41 Ratings)

AMTdirect is a robust lease administration and accounting software that provides organizations with real-time visibility into their entire real estate portfolio. It centralizes all critical information, including lease a... Read More