Firm360 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Firm360

4.7

(159)

Pricing

Starting at $49.00 per month

About Firm360

Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm.

From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place.

Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience.

More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help.

Firm360 Screenshots

Firm360 Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Basic

$49.00

per user, per month

Plan includes:

Client Management
Document Management
Secure Client Portal
Time Tracking and Billing
Basic Reporting
Collect Payments
Standard email support
Video based training

Standard

$79.00

per month

Plan includes:

Project Management
Automated A/R Collections
Advanced Reporting
Custom Fields
Integrations
Training and onboarding

Premium

$99.00

per month

Plan includes:

E-signature licenses
Integrations with Zapier and Open API
Premium training and onboarding
Dedicated Customer Success Manager
Premium email and phone support

Custom

Pricing available upon request

No plan information available

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Firm360 Features

Popular features found in Time Tracking
Activity Tracking
Alerts/Notifications
Automatic Time Capture
Billable & Non-Billable Hours
Clock In/Out
Employee Database
Employee Scheduling
Overtime Calculation
Project Time Tracking
Real-Time Updates
Task Management
Third-Party Integrations
More features of Firm360
Access Controls/Permissions
Accounting
Accounting Integration
ACH Payment Processing
Activity Dashboard
Approval Process Control
Approval Workflow
Assignment Management
Audit Management
Audit Trail
Bank Reconciliation
Billing & Invoicing
Billing Portal
Budget Management
Business Process Automation
Calendar Management
Charting
Client Management
Client Portal
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Credit Card Processing
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Deadline Management
Document Management
Document Storage
Drag & Drop
Due Date Tracking
Electronic Payments
Employee Management
Feedback Management
File Management
File Sharing
File Transfer
Financial Analysis
For Accountants
For CPA Firms
Hourly Billing
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
@mentions
Milestone Tracking
Mobile Access
Mobile Payments
Multiple Billing Rates
Multiple Projects
Online Invoicing
Online Payments
Online Time Tracking
Payment Processing
Payroll Management
Planning Tools
Prioritization
Productivity Analysis
Progress Tracking
Project Billing
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Tracking
Project Workflow
QuickBooks Integration
Real-Time Reporting
Recurring/Subscription Billing
Recurring Tasks
Reminders
Remote Support
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Resource Management
Rules-Based Workflow
Search/Filter
Secure Data Storage
Spreadsheet View
SSL Security
Staff Management
Status Tracking
Tagging
Task Board View
Task Editing
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Time & Expense Tracking
Timer
Timesheet Management
Time Tracking
To-Do List
Version Control
Workflow Configuration
Workflow Management

Firm360 Integrations

RightSignature

Integration rated 4.8 from 12 reviews

QuickBooks Online

Stripe

Microsoft 365

UltraTax CS

Zapier

See all 11 integrations

Firm360 User Reviews

Overall Rating

4.7

Ratings Breakdown

77%

18%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.8

Functionality

4.5

Ashleigh L.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 6 months

Review source

Reviewed December 2024

Love this software

Firm360 has been a game-changer for our accounting firm! The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind. From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and improved efficiency. I highly recommend Firm360 to any accounting firm looking to modernize their operations and stay ahead of the curve.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The customer support team is exceptional—they’re always responsive, knowledgeable, and willing to go the extra mile to ensure we get the most out of the platform.

Cons:

not really a con - but I wish that while searching through tasks you could drill down to the client custom fields like you can in projects.

Vendor Response

Thanks so much for your thoughtful review, Ashleigh! We’re thrilled to hear that Firm360 has been a game-changer for your firm and that our support team has been so helpful — that means a lot to us. Great callout on drilling down to client custom fields in tasks; we’ve shared that with our product team. If you have more ideas, we’d love to hear them at support@myfirm360.com

Replied September 2025

Benjamin B.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Reviewed September 2025

Firm360 Review

Our overall experience with Firm360 has been excellent. The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for managing clients, documents, and workflows. While there was a bit of a learning curve in the beginning, once our team became familiar with the system, it has been nothing but smooth sailing. We’ve seen noticeable improvements in efficiency, organization, and communication across our firm. The support team is always responsive and helpful, which makes the transition and ongoing use even better. Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our tax and accounting firm has been using Firm360, and we absolutely love it. The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document organization, and team collaboration all in one place. It’s intuitive, efficient, and truly designed with accountants in mind. What we appreciate most is how much time it saves us. Tasks that used to require multiple programs and manual check-ins are now centralized, which has boosted both our productivity and client service. The support team is also fantastic—responsive, knowledgeable, and always willing to help. Firm360 has become an essential part of how we run our firm. If you’re looking for an all-in-one solution to manage your accounting or tax practice, I couldn’t recommend it more highly.

Cons:

Like any robust all-in-one platform, Firm360 does have a bit of a learning curve in the beginning. It takes some time for new users to get fully comfortable navigating all the features, but once you’re familiar with the system, it quickly becomes second nature and the efficiency gains are well worth it.

Reasons for switching to Firm360

We switched from our old software because it felt disjointed and limited. We were constantly jumping between multiple programs to handle client communication, document storage, and workflow tracking, which created inefficiencies and wasted valuable time. Firm360 offered us an all-in-one solution that centralized everything in a single platform. The ability to manage clients, track projects, and securely store documents in one place has been a game-changer. We wanted software that could grow with our firm and make our processes more efficient, and Firm360 has delivered exactly that.

Christine A.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2024

Firm360-Amazing Software

Overall it is a great product that is continually improving. I love how it's made for accounting firms. The features really make that obvious.

Ratings Breakdown

Ease of use

Value for money

Previously 4

Customer support

Functionality

Previously 3

Pros:

Firm360 is a great way to make information accessible firm wide. Emails can be linked which allows other so see information if needed. You can create letter templates which allows you to mass send engagement letters. Can also manage workflow using projects and tasks. Many great features of this software!

Cons:

There are occasionally some glitches on the website, but the support staff is very quick to respond and fix issues. It doesn't handle email sync well when there are multiple emails tied to a client.

Jennifer R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Reviewed September 2025

Love Firm360

It's been great. Their support is fantastic and they are quick to respond. Also, they are incredibly patient when training. Our firm had to find a new CRM platform when our old one was no longer being supported and we tried another cloud based platform prior to Firm360 and it was riddled with issues. We kept with it for 2 years and just couldn't deal with it any longer. The team at Firm360 made the transition easy and even though we had just learned and gotten used to the former one, switching again to a new one was a lot easier than expected.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Their project management is great, it meets most of our firms needs and once we were fully set up, it has really increased our efficency.

Cons:

Their billing portion could use some work. It would be great if their invoicing and statements were a little more personalizable.

Reasons for choosing Firm360

It met our firms needs the best. Also their support is very present.

Reasons for switching to Firm360

Too many issues with the platform. Very "buggy"

Vendor Response

Thank you so much for your thoughtful review, Jennifer! We’re thrilled to hear how smooth the transition was for your firm and that our project management tools are boosting your efficiency. It’s also wonderful to know our support team’s patience and responsiveness stood out during training. We hear your feedback on billing and invoicing personalization and have shared it with our product team. In the meantime, please don’t hesitate to reach out to support@myfirm360.com with any specific needs. We truly appreciate having you as part of the Firm360 community!

Replied September 2025

Melissa J.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 6 months

Reviewed September 2025

Easy to use

I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its simple to use, [sensitive content hidden] has been very responsive to messages and anytime anyone needed help, it is nice to track projects with.

Cons:

I think the only thing I have disliked so far is if I am on page 7, and click an client, if I hit the back space, it will take me back to page 1.

Reasons for switching to Firm360

Slow, couldn't customize once, had to use multiple interfaces to do what 360 does in once.

Vendor Response

Thanks so much for your review, Melissa! We’re thrilled to hear Firm360 has been such an upgrade for your team and that you’re finding it simple to use and helpful for tracking projects. We also appreciate you pointing out the back button behavior — feedback like that helps us improve the experience. If you have more ideas or run into other quirks, feel free to reach us anytime at support@myfirm360.com.

Replied September 2025

Al F.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2024

Once you try it, you'll never go back to what you were using

Overall experience has been great. I cannot say enough good things about their staff. It is refreshing to talk with folks that actually care and are able to help rather than read from a chatbot script!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is logically designed for accountants. Much easier to use than Onvio. Support is awesome! They actually care that you get the most out of Firm360.

Cons:

Not all projects show in the print driver. You have to go to the document once printed to Firm360 and assign the desired project.

Reasons for choosing Firm360

Firm360 is a better fit for our firm and represents great value.

Reasons for switching to Firm360

Onvio is complex and not very logical. Support was TERRIBLE. It seems that it was designed where support is a major profit center. The more you call, the more they make.

Matt P.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed December 2024

An excellent fit for our new firm

Firm360 has been an excellent fit for our new firm. It checked off boxes that others in the market couldn't, including the most reputable software companies. We're extremely happy with the decision we made to go with them!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Project templates, task management, client portal, document management.

Cons:

AI tools are currently lacking. Hoping they add this in the future.

Reasons for choosing Firm360

Document management was better. Liked the UI better.

Reasons for switching to Firm360

Outgrew our previous solution and needed something more robust

Vendor Response

Thanks for being a Firm360 customer, Matt! We’re so excited to hear that Firm360 has been the right fit for your new firm. It’s fantastic that tools like project templates, task management, the client portal, and document management are helping your team hit the ground running. Your feedback on AI is very helpful, and we’re always looking ahead to add more value. We’re honored you chose Firm360, and we look forward to growing with your firm.

Replied September 2025

Kendall F.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 12 months

Review source

Reviewed August 2024

Great Software for Accountants!!!

My overall experience has been great. The team at Firm 360 have always been quick and eager to help with any issues, questions, or concerns we have had. I would definitely recommend this to any accounting firm wanting to be primary digital.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My favorite feature on Firm 360 is that you can virtually track a project. You can update the project status to show who is working on it, and what step they are on. This saves a lot of confusion and running around when a client calls to ask our Admin team what the timeline of their return, bookkeeping, etc.

Cons:

There is not really anything that comes to mind when thinking about my least favorite feature. Firm 360 is constantly doing updates and informing us on "what's new." The team at Firm 360 are also open to suggestions which is great!

Reasons for switching to Firm360

The vault did not have a great capacity for our workflow. It also did not provide us with project workflow management.

Stephanie R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed October 2024

Business Owner

I have found productivity increasing and billing to be easier once I got started with it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Project and client management in one platform

Cons:

Not being able to change the hours to reflect on the client invoice differently that what the actual amount of time was for the project that was charged. Having a better way to note projects in order of priority. Being able to tag a person whenever you can comment.

Reasons for choosing Firm360

Because it is set up and based more toward accountants

Shauna M.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 12 months

Review source

Reviewed June 2024

Very happy we made the change

Fantastic. I'm biased because I chose it, but we have been very happy overall. The UX is leaps and bounds above PracticeCS. We also previously used GoFileRoom, and the ability to search for docs by typing in a word actually works in Firm360, and we replaced NetClientCS. With Firm360, the documents are immediately and reliably delivered to a client when we want. Our tax return delivery process is also much more streamlined.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The impetus for change was portal functionality. Clients have responded positively. We got document management in the bargain, much easier billing processes that result in getting paid sooner, better task management. Customer support is top notch! They care, are responsive and are continually improving their product based on feedback. The comparison leaves Thomson Reuters far behind in the dust.

Cons:

The setup of a new system is never fun, but they did offer us a lot of support in getting everything up and running. The cost for set up I listed is what we paid a third party to get our old data moved into the new system. We don't have all of the reports we were used to and have missed some of those, but we can easily export to Excel and manipulate the data to our heart's content. That was inexplicably difficult in Practice CS because it required a lot of data cleanup first. Would also be nice to be able to add "upload only" access for some users who need to upload bookkeeping or payroll info to us, but be restricted from other access.

Reasons for choosing Firm360

Billing features, support, and overall value for the amount paid. Allowed us to consolidate applications

Reasons for switching to Firm360

Mostly because we could no longer tolerate our old system. Client portals in NetClientCS were unreliable and hard for clients to use. PracticeCS was robust in features, but hard to use and difficult to learn because TR likes to paywall all their training. Support was spotty and often had long wait times and they charged us. Firm360 doesn't send us bills for support. I had the feeling that Firm360 would treat us right, and that has been the case without fail.

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