We like that we can see at a glance on our dashboard what work we have assigned to us as it comes in and the appropriate staff check in the projects.

The staff are very helpful and always timely. The Invoice creation process was smooth and saved me a lot of time.

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

This saves a lot of time and gives increased visibility into past billing. It still integrates with QBO and the invoices go in there.

I love having a centralized location for all my daily, monthly, and qtrly tasks. We can then break them down even further by different locations/departments.

Integration to our business was a pretty smooth process. Didn't take long to learn Firm360 because it is easy to use.

It is cost effective for small firms, and easy to use.

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

So far our experience with Firm 360 has been great.

I like the time and project tracking. It is very helpful with keeping up with the progress of the projects I am working with and I receive notices if additional info has been added to a project.

I love how everything is situated in one program. Its nice to have everything at my fingertips.

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

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.

Its a great tool that is easy to learn and navigate, and houses everything i need to run the work of my accounting practice.

One thing that I find I'm missing is the email function to be able to send and reply to emails.

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.

The addition of contacts to multiple clients can get messy. You have to know that a contact has been setup in order to access for another client.

The most difficult thing is having to change how you run your practice to incorporate the program.

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

This product is very user friendly and easy to use. I love the project function of it and being able to keep up with tasks that need to be completed.

Great onboarding, customer service response is terrific, easy to use.

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.

We're getting organized and everything straightened out like a big firm which will allow us to grow at a much faster pace with more control.

Our firm is still in the process of setting up our projects, but for what we have done, it is wonderful to have some organization for the company.

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

The sync to QBO feature makes Firm 360 very easy to use for updating client data, adding new clients, and most especially billing.

Firm360 is very easy to use and often customizable to our firm. Software suggestions were always welcomed and often implemented.

I joined the team only a week ago and so far, I am very impressed. The software is extremely easy to navigate and is designed specifically for our accounting purposes.

Firm360 is pretty intuitive and highly customizable.

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.

Love the program, love the team that is always responsive and take feedback into consideration for making their program better.

The software is very easy to use and did not take a lot of time to learn.

My team enjoys how easy it is to use, and the project management features crucial to how my Firm functions each day. Time entry is easy, and forecasting work is a breeze.

And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response.

Firm360 is a great product because it provides you the features you need without adding so many options that the product becomes bloated and not user friendly.

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.

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.

We have struggled to have an easy to use, easy to access with 2-factor authentication, and useful firm management system.

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

I looked for months for a solution that integrated time tracking, document management, and client task management in one solution.

Very happy with this sofware. It is a huge step above what we have used in the past and it is reasonably priced and offers excellent customer support.

Documents filing system, automatic sort out system non-exiting, search criteria limitation.

I was blown away and continue to be blown away with the software's ease of use which in my opinion makes it SO POWERFUL.

Easy to follows, prompt quality customer service, easy how to complete info in Forms.

This software is excellent for us and is affordable. There have been constant improvements over the time we have used the software making it an even better value.

The most impactful features are the POA upload and the integration of the IRS system. We love all the forms and the organization of the forms.

I think the software's help in completing things like Form 433-A are great because it tells you what is allowable, and gives ideas on items you may not have thought about including.

The software tool is easy to utilize, and the wealth of information shared via the various notices issued and response that the IRS is looking for to be made has been priceless to me.

Add to that, whenever I need to quickly pull an IRS transcript or respond to a client's letter from the IRS I have a wealth of tools at my fingertips.

I used to use Beyond415 and they had all of the IRS letters and notices, what each one meant, and what to do to respond. IRS Solutions has some of them, but many are missing.

I switched from them to another irs software and quickly came back when I realized how much more effective IRS Solutions was.

I have to say that these guys are incredible. If you have a support issue, they are responsive, they are constantly improving the software, and the value is great for what you get.

The integration with the IRS is phenomenal and makes it so easy to really determine the client’s status and needs.

Information is updated almost daily. Just a great team and great software that will help my business step to the next level faster than normally would be expected.

The only con is possibly the inability to start and stop payments for the software. Pitbull Tax offers that ability.

The client portal is what I love most. I can allow the client to participate in this process which is critical.

I chose IRS Solutions because it is logical, easy to use, it provides all the necessary tools for resolution cases, it is affordable, and great customer service.

Not only is the software great the customer service has been very good and the support through marketing and online classes is added value.

Overall, the people are nice, I love the monthly groups and the new Facebook. Customer service is awesome.

As an Enrolled Agent with 31 years experience dealing with the IRS, I use the program daily. It is a great value and it has improved my company efficiency in multiple ways.

There were so many features that I missed having that I ultimately stopped using the other software and came back to IRS Solutions.

A great value for the price. In addition, the classes offered are excellent.

I wouldn't have a tax or bankruptcy practice without IRS Solutions Software.

We have a large client load and IRS Solutions has managed it well. We also are very happy that [sensitive content hidden] take such a hands-on approach to making sure their clients are happy.

The support team is awesome. They will help you out whenever you get into a bind.

It is easy to use, interactive with the client and the support is excellent.

For anyone dealing with tax resolution issues this is a great help.

Best of all is the community. Everyone is really supportive and the means everything to me.

I didn’t expect them to respond until much later in the day. They have worked through the program with me, great training videos, and great support makes this a great company.

Customer Support is fantastic. They are always available to answer my questions.

I understand why the two-factor authentication exists, but I don't like it.

The system is easy to operate and the program integrates very well with the IRS main frame. The owners are very interested in improving the system and will implement new ideas provided by users.

I like that I can email templates to clients or potential clients along with them completing the 403 online and it helps identify the best opportunity for a client to reduce their lien.

Customer Service is well above the industry standard. I am very impressed with the management and their professionalism.

The system is very easy to set up. It is easy to use and it saves time and money in resolving clients tax problems and issues.

Excellent company with great support. I was having an issue early in the morning before business hours and sent an email to support about an issue.

It is a top notch practice mangement solution that helps me manage my cases with ease and confidence.

If IRS Solutions had all the features of THS, I would drop THS.

IRS Solutions Software helps me keep me super organized and on track when working on my Tax Resolution cases.

At first, I was quite skeptical especially when I saw the $7 initial monthly fee. Well, after a month of thinking about acquiring the software, I took the plunge and signed up.

I like the dashboard and having all my active cases showing and available to see updates.

I am very satisfied with my investment in this Software Tool. The software helps in understanding the forms and letters needed to properly advocate for your client.

US Dollar

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 productivity, then click the link and book a call. 

On the call we will discuss your situation and see if we can help. 

My name is Brandon Gray and I have been in the accounting industry for 15 years.  Now my passion is helping other firm owners reach their full potential. 
We have hundreds of users who rely on our platform to run their firms.

Click here to learn more: https://www.myfirm360.com

LongDescription

File Management

Commenting/Notes

Deadline Management

Project Workflow

Employee Management

Electronic Payments

Invoice History

Status Tracking

Billable & Non-Billable Hours

Billable Items Tracking

Payment Processing

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Project Templates

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Online Time Tracking

Charting

Progress Tracking

Task Board View

Bank Reconciliation

Financial Analysis

Mobile Payments

Workflow Configuration

Task Scheduling

Ad hoc Reporting

SSL Security

Project Billing

Credit Card Processing

Invoice Management

Transaction History

Project Planning/Scheduling

Timesheet Management

Project Management

Task Planning

Approval Process Control

Customizable Invoices

Rules-Based Workflow

For Accountants

Resource Management

Calendar Management

Customizable Fields

Collaboration Tools

Assignment Management

Productivity Analysis

Data Import/Export

Clock In/Out

Accounting

Multiple Projects

File Transfer

QuickBooks Integration

Audit Trail

Employee Time Tracking

Configurable Workflow

For CPA Firms

Project Time Tracking

Hourly Billing

Cost-to-Completion Tracking

Mobile Access

Online Payments

Planning Tools

Online Invoicing

Billing Portal

Spreadsheet View

Client Portal

ACH Payment Processing

Workflow Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Employee Database

Reporting & Statistics

Task Editing/Updating

Reminders

Invoice Creation

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Business Process Automation

Billing & Invoicing

Accounting Integration

Multiple Billing Rates

Audit Management

Real Time Reporting

Customizable Branding

To-Do List

Automatic Backup

Reporting/Analytics

Recurring Tasks

Contact Database

Parent Task

Prioritization

Payroll Management

Pricing can vary based on your needs. Please contact us for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

Firm360

Live Online

Webinars

Documentation

Videos

IRS Solutions® is an easy-to-use, fully-integrated tax resolution and IRS monitoring/alert platform that helps CPAs, Enrolled Agents, and other tax pros transform their practices and enjoy steady year-round revenue.  Earn more in fewer hours and become more efficient when you calculate and submit Offers in Compromise and Installment Agreements, manage IRS collection cases, respond to notices, submit forms and reports, communicate with and invoice clients, and process payments - all within a single system. Everything's updated regularly to reflect the latest regulations, forms, and notices. Grow your practice with other members-only benefits such as marketing tools, free continuing education, onboarding support, and online community. 

Tax Forms

3 users = $258/month or $2,580/year
Single user = $129/month or $1,290/year
Enterprise = Give us a call

Firm360 vs IRS Solutions Software

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons