--- title: "Firm360 Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Firm360. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Firm360 is a good fit for you!" source_url: "https://www.softwareadvice.com/accounting/firm360-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Time Tracking Software](https://www.softwareadvice.com/project-management/time-tracking-comparison/) / [Firm360](https://www.softwareadvice.com/accounting/firm360-profile/) / Firm360 Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/accounting/firm360-profile/) Reviews [Alternatives](https://www.softwareadvice.com/accounting/firm360-profile/alternatives/) # Firm360 User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 159 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.8/5 - Value for money: 4.6/5 - Functionality: 4.5/5 ### Rating distribution - 5 stars: 122 reviews (77%) - 4 stars: 29 reviews (18%) - 3 stars: 6 reviews (4%) - 2 stars: 0 reviews (0%) - 1 star: 2 reviews (1%) ### Most mentioned pros - Overall power of the software package to manage firm clients, including keeping time, invoicing, document storage, securely sending messages and documents back and forth between clients and accountants - We appreciate having time tracking, billing, project management, client communication, and document storage all in a single, organized platform. - Thanks to Firm360, we’ve saved hours each week, improved collaboration, and elevated the client experience. If you’re running an accounting firm and want to scale without burning out, this is the software you need. ### Most mentioned cons - 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. - The end user experience trying to access and upload to the portal on a mobile device is poor. - AI tools are currently lacking. ## Firm360 customer reviews Showing reviews 1-25 of 159 (page 1). ### Firm360-Amazing Software - Overall rating: 5/5 - Reviewer: Christine A. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Once you try it, you'll never go back to what you were using - Overall rating: 5/5 - Reviewer: Al F. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Bad User Experience - Overall rating: 1/5 - Reviewer: Julius G. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2024 - Review source details: This review was submitted organically. No incentive was offered Support is not very helpful. Very disappointing. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros The Project Management feature is great. #### Cons Unresolved Time Tracking issue which we have been dealing for months. #### Reasons for choosing Firm360 We are considering other products now because the support is not so helpful in resolving issues and they seem not open to receiving feedback or suggestions. --- ### Business Owner - Overall rating: 4/5 - Reviewer: Stephanie R. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered I have found productivity increasing and billing to be easier once I got started with it. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### All encompassing application - Overall rating: 4/5 - Reviewer: Kelly Y. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered Overall the application is great and we're learning new ways to use it every day. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Very user-friendly! It holds everything our Firm needs to function smoothly and keep client data in one application vs. 3-4 different ones. #### Cons I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text code gets to be obnoxious throughout the day. #### Reasons for choosing Firm360 Cost and reviews left by other users. It seemed to be a lot more user friendly than Canopy. #### Reasons for switching to Firm360 We wanted a program that keeps everything in one location rather than use 3-4 different applications. --- ### Very happy we made the change - Overall rating: 5/5 - Reviewer: Shauna M. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### McManus Tax Review - Overall rating: 5/5 - Reviewer: Nani W. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Easy to use. Easy to work with. All around grateful for this product. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I enjoy how user friendly it is. It's relatively easy to jump in and use it without having to have a background in programming. #### Cons I wish invoices could sync into QuickBooks desktop. I understand how the founder does his bookkeeping and sales tracking, but we enjoy having both recourses and do not typically put all our eggs in one basket... or data in this case. #### Reasons for choosing Firm360 I think that Canopy had a better portal system. We didn't have to have a social security number in there or put all "1s" so a client could access. The set up for clients was really easy and the payment system was also easy. Didn't' require a test deposit or anything like that. Simple click to pay. Also they have extended hours during tax season for customer service and tech support. And wow oh wow their customer support is super nice. Extremely patient, able to hear what we want in a system and be able to make it work with out trying to talk us out of what it is we want. Which is awesome. #### Reasons for switching to Firm360 They were extremely inconsistent, always having cloud issues and not having access to the site. The invoices weren't actually sending to our clients which we were unaware of. They offer sync agent into QuickBooks Desktop but that also didn't ever work fully. Their ACH payment system was always failing, and clients would constantly have to contact us to let us know. But more than anything, they would never ever respond. I would try and schedule follow up phone calls, or meetings or even just emails and they totally ghosted us. To this day, they never followed through with a resolution and literally don't even know we don't' use their product. --- ### It's as close to one size fits all as you can get - Overall rating: 5/5 - Reviewer: Crystal C. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, I am very happy in Firm360. I was able to ditch what I felt was antiquated software (Thomson CS) and streamline processes. It is rich with functionality and can handle a firm that doesn't do JUST tax returns. I think a lot of firm management software focuses too much on just the tax work. Firm360 is much more than that and continues to improve constantly. I will be able to easily scale my business thanks to them. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to implement, easy to use. It has many features, and they are making consistent improvements every month. The clients like it and have had no trouble accessing the client portal and using the document upload. I also like that you can merge documents into one PDF. #### Cons I wish there were a mobile app for clients and my firm. Sometimes I'm on the go and would like to take a quick note on a client with my phone. I also wish that you could structure things by folder, and send automated tasks for clients. Organizers (customizable) would be nice too. #### Reasons for switching to Firm360 I had various software subscriptions because there wasn't one solution that could do mostly everything until I found Firm360. #### Vendor response Crystal - thanks for the input! FYI we are currently working on most of the items you mentioned on your "wish list" below so keep that feedback coming! Replied June 2022 --- ### First Time User Well Pleased - Overall rating: 4/5 - Reviewer: Debbie W. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Love the program, love the team that is always responsive and take feedback into consideration for making their program better. An experience that has overwhelming been much better than prior experiences than other companies. Would recommend to others . #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The software is user friendly, easy to learn. For the most part makes sense on how it flows. Once you have the knack of how it works with Adobe Acrobat life becomes much easier. #### Cons Non consistency within the program with Alphabetized lists . Report options and some of the billing analysis needs to be a bit more robust. #### Reasons for choosing Firm360 We liked the introduction we received and the people we met behind the product. Ease it appeared of use and the support promised. The reasonable price for the product also was considered. #### Reasons for switching to Firm360 lack of customer support, down time with the system, cost for poor service #### Vendor response Thank you for this feedback Debbie! Replied May 2022 --- ### Highly Recommend Firm 360 - Overall rating: 5/5 - Reviewer: Denise B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered I have enjoyed learning the software and the normal frustrations when you are learning new software have been very minimal. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of learning and use. I am a new user to this software and have found it very easy to use. #### Cons As a new user to the software, I have not found anything. I have been amazed at the capabilities and various uses for the software. #### Vendor response Thanks for being a Firm360 customer, Denise! We’re so glad to hear that your learning curve has been smooth and that you’ve found the software both easy to use and powerful. It’s wonderful to know it’s been a positive experience from the start. If you ever have ideas as you continue exploring, we’d love to hear them! Replied September 2025 --- ### It's a whole new world! - Overall rating: 5/5 - Reviewer: Jodi A. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered Overall the product was exactly what we needed to organize our practice. Timekeeping and reporting functions are easy to use and Dashboard is a great way to track your "To do" list. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love the ease of use and customer support. #### Cons Although there is a way to have emails automatically get linked to clients there is not a way to easily create projects from the email. --- ### Very useful - Overall rating: 5/5 - Reviewer: Mario M. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It made it so easy to look for a project and assigned tasks. It's so easy to reassign to others and receive back. It's supper easy to use and helpful to keep your files organized. #### Cons It's so easy even for a new user like me to get used to it. --- ### I Love Firm360! - Overall rating: 5/5 - Reviewer: Kim T. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It has been wonderful to take 4 different systems that we had to be in to do our jobs and knock it down to one system. We are now able to look in one place for everything that we need to know about our clients. From an administrative point of view, we can see so many more things than before and we only have to go to this one system to find what we need. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love how it is so intuitive! It has everything that you need to know about the client right there at your fingertips, from communications to invoicing and all of the documents that pertain to engagements that we are performing for our clients. #### Cons I haven't found anything that I don't like about this system yet. #### Reasons for choosing Firm360 It was right for us. It had everything we were looking for and more all in one system! #### Reasons for switching to Firm360 We have been searching for a solution for so long and we just happened to stumble onto Firm360 and I'm so glad that we did. #### Vendor response Kim, Thank you so much for the feedback! We love hearing that we have had a positive impact on firms like yours. Replied July 2021 --- ### Firm360 - Overall rating: 4/5 - Reviewer: Whitney S. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2022 - Review source details: This review was submitted organically. No incentive was offered The Firm360 team has been great to work with, always responsive to questions and suggestions/needs. We were using Practice CS, FileCabinet CS (neither have had major updates for years) and NetClient CS. We saved money and went down to one software product! They helped us successfully implement the program and continue to provide great support for the product. We have had no issues with downtime, and the occasional bugs, that will happen with any software, are quickly resolved. We have been very happy with our change to Firm360! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros * Easy to use * Clients do not have to remember passwords; the SMS text adds better security * We were able to eliminate 2 software packages plus NetClient portals to a single product. * Company and developers have been VERY responsive to suggestions for improvements and have implemented changes far quicker than other software companies we have dealt with. * Support is primarily email, but company did accommodate calls when needed. Overall support has been good. #### Cons Having to download documents to print and not have a print driver to print directly into the program. The ability to upload directly from Adobe is helpful with this process, but still one extra step. #### Reasons for choosing Firm360 Retaining the ability to still print invoices for some of our mature clients that do not want emailed invoices, more flexibility within the program, and we felt very comfortable with the sales process and the team. #### Reasons for switching to Firm360 Pricing and the ability to combine our needs being met by multiple products into a single product. #### Vendor response Whitney - thank you for the feedback! we love hearing from happy users. Replied September 2022 --- ### Firm360 The right Software to run your Firm Efficiently - Overall rating: 4/5 - Reviewer: Alessandro C. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros You can tell that an accountant heavily influenced the program. Everything works as expected, and adoption and buy-in are very easy. All the data is presented in easy-to-use sections, and it has directly allowed us to provide superior customer service to our clients. The Project module and tasks allow employees and managers to keep track of workflow, budgets, and target due dates. We have used several Practice Management systems (Practice, CCH Axcess, Office Tools). When it was time to change, I researched many of the top ones in 2023. Firm360 was the best program by far. #### Cons The weak part of this software is the billing. It seems as though it was an afterthought. It does the basics well; however, it is not very robust. There are many issues that were a step back for us as a firm. The customer service and support have been great, so we are hoping that over time, this part of the program will become stronger. --- ### Best workflow and time management software for an average sized CPA Firm. - Overall rating: 5/5 - Reviewer: Joseph H. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like the time keeping feature and how easy it is to navigate through different clients with the touch of a button. We have in the past used Practice software, but this is way more efficient and it is 100% easier to find what you need and get to where you want to go. Plus the portal feature of this product is outstanding and easy for our clients to navigate. #### Cons The only thing I really disliked about this sofware is trying to manage my projects on the dashboard. I think there should be more sort options based off much needed date triggers. I spent alot of time trying to manage my projects in a logical order. #### Reasons for switching to Firm360 Cost and efficiency. --- ### Firm 360 Goes Above & Beyond - Overall rating: 5/5 - Reviewer: Cyndi H. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response Cyndi - Thanks for the feedback! As a note to anyone that reads this, Firm360 values user feedback and implemented the option to disable "client numbers" shortly after receiving this review. Thank you. Firm360 Team Replied September 2021 --- ### Firm360 - Great Solution for Small Firms - Overall rating: 5/5 - Reviewer: Tempi B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2023 - Review source details: This review was submitted organically. No incentive was offered We've been using Firm360 for several months now and with each monthly feature update we are loving it even more. We are a very small firm that needed an affordable yet effective CRM solution and Firm360 has filled that need. I've implemented other software programs and this one has been the easiest by far to get up and running. It has also been very intuitive and user friendly for our employees. They have picked it up quickly and across the board feel it has been a great addition. Tech support has been very responsive and helpful. I highly recommend Firm360 if you are looking for a software that will get you up and going quickly and affordably. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The implementation of Firm360 was really easy as that sort of thing goes. We also like having all our client information and documents in one place. It is a game changer. #### Cons When we first came on board we didn't realize that some of the features we wanted were only available at the upper subscription tier which we were not using. #### Reasons for choosing Firm360 Cost was a major driver and also ease of implementation. Canopy was more expensive and seemed more time consuming in getting it up and running. Firm360 just seemed a better fit and we were right. --- ### Firm360 Kansas - Overall rating: 5/5 - Reviewer: Jessica S. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall i have enjoyed my experience and easy access with firm360 and i am sure with a few updates and tweaks it will be the go to for all accountants. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love how easy it is to navigate once you have the playing field down. Its nice to be able to have all of your documents organized in one area. #### Cons The one thing i disliked was not being able to move recurring projects from one client to another when combining a client with a business. --- ### Still learning all aspects of Firm360 - Overall rating: 4/5 - Reviewer: Virginia S. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. So far...so good. As mentioned earlier, I'm still learning and I look forward to finding all the benefits that F360 has to offer me as a user with our business. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like the search field and it shortens my time in looking for a specific client along with their project or information. I like the ease of creating an invoice as well as how to apply a payment and later being able to review all that information. I'm still learning different aspects of the product and how to use them to my benefit. #### Cons When a client uploads a document to the portal, I would like to receive some form of notification that a document has been uploaded. Asking the client to email us saying there is a document uploaded doesn't seem right. I would also like to see a hyperlink that can be clicked on when you "add a contact" so you can toggle back and forth if needed. I don't like going "out of a client" and then have to search for another one that was tied to the first one. #### Vendor response Virginia - Thank you for the feedback! I believe the couple of things you mentioned can be accomplished, we will reach out to show you how. Replied May 2022 --- ### Game Changer! - Overall rating: 5/5 - Reviewer: Becki N. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Our experience with Firm360 has been nothing short of exceptional! Every suggestion we have made to improve functionality has been met with enthusiasm and implemented within a short period of time. We have been fortunate enough to take advantage of new features by opting into beta testing. This program has allowed us to streamline several time-consuming processes during our busiest season and improved our organization as a whole. I highly recommend Firm360! #### Cons Everytime we find something that is "missing" we send an email requesting the feature to be added. Next thing you know it is a new feature! --- ### Easy to use - Overall rating: 5/5 - Reviewer: Sandra R. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2024 - Review source details: This review was submitted organically. No incentive was offered Great customer service and response times. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Very simple to set up clients, link contacts and set projects. Like that you can drag n drop documents, edit and check in new version if changes need to be made. #### Cons There are really no features that have been an issue overall very user friendly. --- ### Love Firm360! - Overall rating: 5/5 - Reviewer: Maureen L. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered I use this all day every day. I don't know how I functioned before! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, ability to set up recurring projects, and associate documents with projects. #### Cons There have been a few kinks that have been worked out. The support staff is very responsive to correcting any issues. --- ### Amazing and easy to use - Overall rating: 5/5 - Reviewer: TAMMY O. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered LOVE It!!! It saves so much time and is easy to navigate. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The print to file feature saves so much time! #### Cons Search bar in printing to file is small and hard to click on. --- ### Year One of Firm 360 - Overall rating: 5/5 - Reviewer: Melanie G. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We use Firm 360 on a daily basis to track billable/non billable hours + extract reports to track trends. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Most impactful feature for our daily use is time tracking used for billable hours. Navigation is easy once you work with the program for a while. #### Cons Some search/integration/report features could be better- the Firm 360 team are open to suggested improvements. #### Vendor response Melanie - Thanks for your input!! Replied June 2022 ## More reviews [Next reviews](https://www.softwareadvice.com/accounting/firm360-profile/reviews/?page=2) --- Firm360 Reviews, Pros and Cons - 2026 Software Advice