Limited invoice formatting. Lack of report showing time/wip for each user.

Our changeover wasn't too cumbersome. I'd say most items that are frustrating end up being user error.

I do have one con the statements can be a little confusing to read. I think that once a payment is applied it should not appear on the statement.

Invoicing system is pretty good. It's important for me to see how much time my employee spent on each client and TPS does an excellent job.3.

We were very excited to have a locally stored program that is NOT cloud based (though they have that option) which is very inexpensive considering everything it provides.

The workflow management is very useful as well as the ability to sync to QuickBooks Online.

Sometimes it might be hard to delete or edit an entry if someone is working on it.

Entering time when one begins a time entry in the morning and completes it in the PM...this should not be this difficult and oftentimes start time entry is lost.

I can't say enough about your support staff and how wonderful they are.

Ease of use and reliability has always been the strongest feature.

I like that the interface is extremely user friendly with instructional videos available with each tab.

Time entry for employees is easy, straightforward and requires very little time. The ability to live-track time has improved time tracking compliance.

A very functional (and detailed) time tracking, billing and general practice management tool. Have significantly upgrade the UI so much better to use than even a few years ago.

The integration,  support over the phone or email.

It is a user friendly, online software that helps us with both record timing and to stay on track on work that needs to be done.

It's a great value for the price. I would love it if TPS becomes full-bodied practice management software.

I have a good experience using TPS. It has helped our company keep track of our work and billing clients.

Our overall experience has been great, we've been really happy with the product and the various functions.

It has been a wonderful change and I recommend TPS all the time.

Integration has been very smooth, easy for staff adapt to, imbedded tutorial videos very helpful. Overall we have been very pleased with the variety of components and logical flow of TPS Cloud.

When we are unable to access system due to errors.

I just can't say enough good things about your support staff and how much they have helped me during the transition into the Cloud.

Sensitive content hidden]was so helpful and kind and I plan to continue communicating with her for further assistance.

The program works great for me over the years and the technical support is outstandingly great as well.

Sensitive content hidden] is super helpful and makes the process of using TPS cloud a breeze. She always solves every issue I have or just general questions.

The product is very easy to use and what isn't easy is usually easily remedied by the helpful support people.

The software is easy to learn and is intuitive. There are good standard reports that help manage the practice.

The reports that I use are easy to read. The conversion from the old version of TPS toTPS Axis was seamless and all of our old data was migrated into Axis in about 2 weeks.

The report names are confusing because they are all so similar. I have a hard time getting the reports I want, so just use a few that I understand.

Our employees love that Axis is cloud-based, so staff can enter their time remotely.

Adding new clients  - the process always feel awkward, and takes just a few more clicks than it should need to. Looking up history is clumsy at times.

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.

US Dollar

TPS Cloud Axis was designed with accountants in mind– particularly small to  large scale accounting firms. Reasonably priced, we’re The Affordable Choice!

You will be able to:

- Avoid double entry with real bi-directional sync with QuickBooks online.
- Easily track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. 
- Simplify time tracking and produce more accurate and detailed invoices.
- Secure communication with clients via email and clients' portal with unlimited storage.
- Dashboard powered by Power BI that will provide a better understanding of your firm.
- Keep your tasks from slipping through the crack with our easy-to-use Office  and employees calendar workflow calendar .




LongDescription

Invoice History

Recurring/Subscription Billing

Customizable Reports

Activity Tracking

Mobile Payments

Project Billing

Invoice Management

Timesheet Management

Customizable Invoices

Accounting

Hourly Billing

Multi-Currency

Online Invoicing

Real Time Data

Client Portal

Sales Tax Management

Workflow Management

Email Management

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Invoice Creation

Time & Expense Tracking

Customizable Templates

Billing & Invoicing

Accounting Integration

Expense Tracking

Real Time Reporting

Customizable Branding

Contact Database

Billing Portal

Employee Management

Electronic Payments

Due Date Tracking

Time Tracking

Document Storage

Vacation/Leave Tracking

Timer

Progress Tracking

Workflow Configuration

Financial Management

Credit Card Processing

Time Tracking by Client

For Accountants

Calendar Management

Customizable Fields

Collaboration Tools

Template Management

Data Import/Export

QuickBooks Integration

Configurable Workflow

For CPA Firms

Project Time Tracking

Mobile Access

Online Payments

Time Tracking by Project

Role-Based Permissions

Budgeting/Forecasting

Payment Collection

Reporting/Analytics

Account Reconciliation

Appointment Management

Approval Workflow

Summary Reports

Client Management

Staff Management

Secure Data Storage

Task Progress Tracking

Third-Party Integrations

Task Management

Document Management

Access Controls/Permissions

Cash Flow Management

Entrepreneur – $13/month/User

For small firms and sole practitioners who want to quickly capture time, invoice with over 200 standard reports. process invoices.
•	Full Time & Billing

Pro – $18/month/User

For growing firms who want full time & billing with Workflow and CRM capabilities.
•	Full Time & Billing
•	Full Practice Management/Workflow
•	Bi- directional Email

Ultimate – $25/month/User

For fast-growing, multi-office firms, future Synch with Quick books Online and full budgeting in Workflow.
•	Full Time & Billing
•	Full Practice Management
•	Consolidated Office Reporting 
•	Dashboard: Employee and Partner
•	Consolidated Office Reporting



Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

TPS Cloud Axis

Webinars

Videos

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

File Management

Commenting/Notes

Deadline Management

Project Workflow

Status Tracking

Billable & Non-Billable Hours

Billable Items Tracking

Payment Processing

Project Templates

Online Time Tracking

Charting

Task Board View

Bank Reconciliation

Financial Analysis

Task Scheduling

Ad hoc Reporting

SSL Security

Transaction History

Project Planning/Scheduling

Project Management

Task Planning

Approval Process Control

Rules-Based Workflow

Resource Management

Assignment Management

Productivity Analysis

Clock In/Out

Multiple Projects

File Transfer

Audit Trail

Employee Time Tracking

Cost-to-Completion Tracking

Planning Tools

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

TPS Cloud Axis vs Firm360

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons