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Firm360 description
Firm360 is an all-in-one cloud-based software designed for accounting firms to manage their practice. It combines project management, client communication, time tracking, billing, and reporting into one platform. This aims to reduce reliance on multiple software solutions, minimize manual entry, and improve staff productivity. Firm360 prioritizes user-friendly design and offers dedicated customer support for its users.
Who is Firm360 best for
Firm360 is a cloud-based software designed for accounting firms to manage their practice. It combines project management, client communication, time tracking, billing, and reporting into one platform. Users love its user-friendly interface, centralized platform, and excellent customer support. Some users dislike the limited invoice customization and occasional syncing issues. It offers transparent pricing plans suitable for different firm sizes.
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Ideal for small to medium-sized accounting firms.
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Best fit for finance, banking, and insurance companies.
Firm360 features
| Supported Client documents can be uploaded, stored, and managed. |
| Supported Firm360 offers a secure client portal for document access and other client interactions. |
| Supported Firm360 allows generating reports on time spent, billing, accounts receivable, and other metrics. |
| Supported Firm360 allows tracking time spent on tasks. |
| Supported Firm360 can automatically generate invoices based on tracked time. |
| Supported Firm360 facilitates people and project management, including resource allocation and progress tracking. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Firm360 reviews
We've summarised 139 Firm360 reviews (Firm360 Capterra reviews and Firm360 G2 reviews) and summarised the main points below.
- User-friendly interface and easy navigation.
- Centralized platform for project management, client communication, and billing.
- Excellent customer support responsiveness and helpfulness.
- Regular updates and improvements based on user feedback.
- Streamlined workflow and improved organization.
- Difficulty finding a support phone number.
- Limited customization options for invoices.
- Client portal access can be confusing.
- Some reporting features require exporting to Excel for further analysis.
- Occasional syncing issues with email and other software.
Firm360 pricing
The commentary is based on 12 reviews from Firm360 Capterra reviews and Firm360 G2 reviews.
Firm360 is considered a cost-effective solution, especially for small firms. Users appreciate its affordability and highlight the cost savings achieved by consolidating multiple software functionalities. While some mention higher pricing compared to competitors, the overall sentiment points towards good value for the features offered.
See the Firm360 pricing page.
Basic
Client Management, Document Management, Secure Client Portal, Time Tracking and Billing, Basic Reporting, Collect Payments (CC and ACH), E-Signature Integration (extra fee), Video-Based Training, Standard Email Support
Standard
Everything in Basic, Project Management, Automated A/R Collections, Advanced Reporting, Custom Fields, Integrations, Training and Onboarding, Standard Email Support
Premium
Everything in Basic + Standard, E-Signature Licenses Included, Integrations with Zapier and Open API, Premium Training and Onboarding, Dedicated Customer Success Manager, Premium Email and Phone Support
Firm360 alternatives
KarbonHas grown faster than Firm360 and offers a free trial. A popular Firm360 competitor for accounting firms, though some users find its email features and linear workflow limiting.Read more
UkuBetter ratings and positive pricing sentiment. Has more website traffic momentum. A Firm360 competitor and alternative.Read more
CanopyBetter fit for firms needing a client portal with a mobile app and scanning. Has stronger website traffic growth but slower employee growth. Less suitable for retail, consumer goods, software/IT, legal, and marketing industries. Firm360 alternative. Canopy competitor.Read more
OpenOfficeFree and open-source, a good Firm360 alternative for basic office tasks, but not specialized for accounting firms. Lacks client portals, time tracking, and billing features.Read more
KeeperMore bookkeeping and accounting-focused. Integrates with Xero and QuickBooks. A Firm360 alternative focused on automation and client communication. Has a client portal accessible via web and mobile apps.Read more
Firm360 FAQ
What is Firm360 and what does Firm360 do?
Firm360 is cloud-based software for accounting firms to manage their practice. It combines project management, client communication, time tracking, billing, and reporting in one platform. This streamlines workflows, improves productivity, and reduces reliance on multiple software solutions. It's known for its user-friendly design and excellent customer support.
How does Firm360 integrate with other tools?
Firm360 integrates with email and other software, though some users have reported occasional syncing issues. More details on specific integrations are not readily available. For a comprehensive list, contacting Firm360 directly is recommended.
What the main competitors of Firm360?
Top Firm360 competitors include Karbon, Uku, TaxDome, Canopy, Keeper, and TPS Cloud Axis. These alternatives offer similar features such as client management, workflow automation, and billing tools for accounting firms.
Is Firm360 legit?
Yes, Firm360 is a legitimate cloud-based software solution for accounting firms. It's known for its user-friendly interface and helpful customer support. Reviews on G2 and Capterra show positive user experiences. For more information, you can visit their website.
How much does Firm360 cost?
Firm360's pricing starts at $49/month for the Basic plan, $79/month for the Standard plan, and $99/month for the Premium plan. The best plan for your firm depends on your size and specific needs regarding features like project management, integrations, and support.
Is Firm360 customer service good?
Firm360's customer service is generally considered excellent and responsive. Users appreciate the helpful support team and their willingness to incorporate feedback for product improvements. However, some users have reported difficulty finding a direct support phone number.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.