About Firm360

Get More Work Done With Firm360.

Streamline your practice with our all-in-one platform has everything you need to run your firm.

Some recent client results: Banks, Gray & Crumpler - 25% productivity increase, reduced income tax return delivery process by ~100 clicks, 50% average outstanding accounts receivable balance Peerless CFO Services - moved project tracking from spreadsheets so they could grow their team Holloway Milikan CPAs & Advisors - was able to grow their team 50% after implementing our processes Mark Ashman CPA - "Our processes are smoother and there’s less confusion. We’re saving time all over the place."

If you are a partner at an accounting firm in the US, and you want to streamline your processes and drastically improve team produ...


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8 Reviews of Firm360

Average User Ratings

Overall

5 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(8)

8

4 stars

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3 stars

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2 stars

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1 stars

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Showing 1 - 8 of 8 results

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October 2020

Janet from Peerless CFO Services

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Love Firm 360!

Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone.

Pros

This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution! And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following. Can't speak highly enough of [SENSITIVE CONTENT HIDDEN] and their Firm 360 product!

Cons

Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point.

Reasons for Choosing Firm360

The ease in implementation and on-going maintenance was a major factor in choosing Firm 360 over these other Company software. Excel was what we were using before, but we outgrew it. We tried to implement Aero last year and it was so complex, we weren't successful in getting the data loaded or the employees understanding how best to use the software. We made the right choice by far!

Reasons for Switching to Firm360

Excel wasn't enough. We were growing and couldn't keep all the data (uncorrupted) in Excel any longer.

October 2020

Clay from Lehman Software

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Firm360 time and billing is great

We mostly use it for tracking our time and generating invoices. Previously were using spreadsheets and QBO. This saves a lot of time and gives increased visibility into past billing. It still integrates with QBO and the invoices go in there.

Pros

We mostly use it for tracking our time and generating invoices, which is great.

Cons

For security reasons, they wont let users stay logged in, so we have to log in each day in the morning.

Reasons for Choosing Firm360

Cheaper, more user friendly, most comprehensive set of features

October 2020

Ken from Banks, Gray & Crumpler, PLLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

October 2020

BGC Firm360 Review

Great experience!!!

Pros

It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.

Cons

I don't have anything I dislike about Firm360

Reasons for Switching to Firm360

Cost and combination into one platform.

October 2020

Cyndi from Peerless CFO Services

Company Size: 11-50 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Firm 360 Goes Above & Beyond

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.

Reasons for Choosing Firm360

Firm 360 was developed by a CPA for his own firm and took their specific needs into account when deciding what features to implement. Other software, while it would probably have worked with some "work arounds", Firm 360 meets our needs so much better because it was designed with accounting firms in mind. Also, the [SENSITIVE CONTENT HIDDEN] really listened to what we wanted/needed and has added features that allows us to further utilize the software into our firm for greater success.

October 2020

Natalie from Banks, Gray & Crumpler, PLLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Awesome product

Pros

The workflow management is my favorite thing about this software. I can track so many different projects and also keep an eye on my other team members work load.

Cons

I haven't found anything that I don't like about this software.

Reasons for Choosing Firm360

Cost savings; ease of use

Reasons for Switching to Firm360

Cost savings

October 2020

Kayla from Banks, Gray, & Crumpler, PLLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Great Software

Firm360 has improved my day to day experience at work by providing a sort of dashboard that holds all the days activities and information in one place.

Pros

It is easy to navigate to client information quickly. The time management feature is also great to keep up with billable hours.

Cons

It would be nice to have an integration/app for a tablet to use when customers come in the door.

Reasons for Switching to Firm360

Firm360 is more of an all in one software and much more user friendly than Practice CS.

October 2020

Marie from Banks, Gray & Crumpler, PLLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

October 2020

Firm 360 use

Having a full overview of everything in one place has helped in problem solving & answering any questions that may arise in relation to clients or staff.

Pros

Having all the features of project, document & time management along with client billing all located in the same platform has saved time and made it easier to review content.

Cons

Continuous enhancements have solved any minor negative aspects to any of the features.

October 2020

Betsy from Banks, Gray & Crumpler, PLLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

October 2020

Firm 360 review

Pros

I like that you can navigate from place to place with links on the page.

Cons

In viewing the project history, it is hard for me to follow the steps as the go from step to step.