--- 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/) / [Accounting Practice Management Software](https://www.softwareadvice.com/accounting-practice-management/) / [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: 173 ### 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: 131 reviews (76%) - 4 stars: 34 reviews (20%) - 3 stars: 6 reviews (3%) - 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 173 (page 1). ### Visually Appealing, Clear Layout, and Seamless Integrations - Overall rating: 4/5 - Reviewer: Matthew D. - Industry: Accounting - Company size: 11-50 employees - Product usage: daily - Reviewed: November 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Older systems that lack integration and were not maintained by their publishers are being replaced by firm360 #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 #### Pros Visually appealing, clear layout and format. integrates with existing softwares, unlimited support #### Cons Yet to find out, perhaps a more involved demo process than only being shown how it works through a screen (an interactive demo) --- ### Easy to Use and Runs Smoothly - Overall rating: 5/5 - Reviewer: Heather L. - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: November 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The billing and invoicing is streamlined #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 #### Pros Ease of usage and functioning on the site #### Cons The way it sorts open invoices could be improved --- ### Useful Client Process Hub, But the Interface Takes Time to Learn - Overall rating: 4/5 - Reviewer: Allison M. - Industry: Accounting - Company size: 11-50 employees - Product usage: 1-3 years · weekly - Reviewed: November 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I can go to a single place to find information on a client. #### Ratings breakdown - Ease of use: 4/5 #### Pros Once you get used to the interface - it provides a location to collect process information about a client. #### Cons Getting used to the interface. I don't find it particularly easy to navigate. --- ### Improving Transparency, Accountability, and Efficiency Across Our Firm - Overall rating: 4/5 - Reviewer: Hartmann A. - Industry: Accounting - Company size: 2-10 employees - Product usage: 1-3 years · daily - Reviewed: November 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Firm360 has helped solve several operational challenges for our firm. Clients now have better visibility into the status of their work, which has improved communication and transparency. Automated invoice reminders have strengthened our cash flow by reducing the need for manual collections efforts, and the ability to withhold document delivery until invoices are paid has encouraged more timely payments. While recurring projects still take time to manage, they have been extremely helpful in keeping clients on track for important deadlines and recurring services. Overall, Firm360 has improved both client accountability and internal efficiency. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 #### Pros Firm360's document management system has become an indispensable tool for our accounting firm. The quick merge feature saves valuable time on document preparation, Adobe editing tools make updates and signatures seamless, and the search functionality allows us to locate client information and historical records almost instantly. Having organized access to vital client documents has improved our efficiency, responsiveness, and overall client service. We highly recommend Firm360 to firms looking to streamline their operations and keep critical information readily accessible. #### Cons Project management needs improvement. While Firm360's document management system is excellent, the project management side can be challenging for firms managing a large volume of work. Having to manage deadlines and workflows at both the project and task levels creates extra complexity, especially when task date changes do not automatically update project timelines. For firms handling hundreds of active projects, moving due dates and adjusting workloads requires more manual effort than it should. Simplifying the relationship between tasks and projects and adding better date synchronization would greatly improve efficiency and scalability. --- ### Wealth Specialists - Overall rating: 4/5 - Reviewed: November 2026 - Industry: Accounting - Company size: Self-Employed The software is beneficial for managing tax workflows and document collection, making the process more organized. Users may find the interface less intuitive, indicating room for enhancement. Full review available after login on Software Advice --- ### Owner - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 2-10 employees The software's consolidation of practice management functions into one platform significantly improves organization and task tracking. There are suggestions for enhancements that could further refine the user experience. Full review available after login on Software Advice --- ### Bookkeeper & Personal Taxes - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 2-10 employees The firm primarily utilizes Firm360 for billing and invoicing, finding it to be a great fit for their needs. They were surprised by the extensive setup integration required, which they anticipated would be handled more by the support team. Full review available after login on Software Advice --- ### Senior Audior - Overall rating: 4/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 11-50 employees The reviewer values Firm360 for its ability to evolve and meet demands, indicating a strong trust in its future development. Despite its promise, it currently falls short in offering the desired customization for project workflows and billing. Full review available after login on Software Advice --- ### Manager - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 11-50 employees Users appreciate the simplicity and user-friendly nature of Firm360, which aids in project tracking. Nonetheless, the system can be challenging when it comes to creating accounts for new clients and their associated entities. Full review available after login on Software Advice --- ### Tax Senior - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 2-10 employees The software excels in providing visibility into project management, allowing users to see assignments and deadlines clearly. An area for improvement is the folder functionality, which could be more user-friendly by prioritizing folder views over a global document list. Full review available after login on Software Advice --- ### Principal - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 11-50 employees The software is user-friendly, allowing for easy time recording for each client and effective reporting. A drawback is the necessity to log in each time, which can disrupt the timing process. Full review available after login on Software Advice --- ### Admin Assistant / Bookkeeper - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 2-10 employees The reviewer appreciates the ease of use and helpful features of Firm360, particularly for document management. They noted that while the software is effective for tax prep, generating reports is less straightforward. Full review available after login on Software Advice --- ### Owner, administrator, user, bookkeeper - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 2-10 employees The user appreciates the platform's ability to keep everything organized in one place, which streamlines their workflow. They noted that printing from Lacerte is less efficient, needing multiple attempts to send the correct documents. Full review available after login on Software Advice --- ### Tax Preparer - Overall rating: 5/5 - Reviewed: November 2026 - Industry: Accounting - Company size: 11-50 employees The software is particularly useful for managing client interactions and keeping track of project tasks. While it offers great organizational features, some clients have experienced access issues. Full review available after login on Software Advice --- ### Firm360-Amazing Software - Overall rating: 5/5 - Reviewer: Christine A. - Industry: Accounting - Company size: 11-50 employees - Product usage: 1-3 years · daily - 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: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - 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. --- ### Firm360 is broadly excellent for firm management, quirks aside - Overall rating: 3/5 - Reviewer: John M. - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - 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. Generally speaking, using firm360 is largely painless. It is only when occasional issues with time tracking crop up or you need to do deep document searches that some friction can be encountered.2FA challenge frequency is almost certainly too high. If I step away from the desk for an hour, it shouldn't be necessary to get sent an authentication code while in the same browser session. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Project tracking is straight-forward and easy. File versioning is helpful when dealing with documents that get frequent edits. The recent addition of folders for files is very helpful for organizing client data. #### Cons I find that time tracking is extremely fiddly, especially when it comes to editing entries once they've been started. It isn't at all uncommon that I'll be rapidly juggling tasks and clients, so being able to edit individual punches in both time and date would be useful. Even the cheapest timeclock systems like do this *much* better than Firm360. --- ### Very happy we made the change - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 11-50 employees - Product usage: less than 1 year · daily - 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. --- ### McManus Tax Review - Overall rating: 5/5 - Reviewer: Nani W. - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - 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. --- ### It's as close to one size fits all as you can get - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - 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. #### 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: Verified Reviewer - Industry: Accounting - Company size: 11-50 employees - Product usage: less than 1 year · daily - 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. #### Vendor response Thank you for this feedback Debbie! Replied May 2022 --- ### Best Accounting/Tax Firm Management Software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · daily - Reviewed: September 2022 - Review source details: This review was submitted organically. No incentive was offered If you are looking for a practice management solution for your bookkeeping, payroll, tax, and consulting practice, look no further! Firm360 is the answer. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Firm360 is by far the best solution for accounting and tax practice management. The application is outstanding. It includes everything we could want in project management, document management, and even CRM. The staff is friendly and highly knowledgeable. Improvements are being made all the time. Good ideas from customers get the attention and action they deserve. #### Cons There is nothing I like least about this software. #### Vendor response Kevin - thanks for the feedback and kind words! We appreciate the feedback you have provided as you got used to the product, which helps us improve things for everyone. Replied October 2022 --- ### A Great Task Management Software - Overall rating: 5/5 - Reviewer: Ben W. - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: less than 1 year · daily - 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. I love the easy to use software and tabs. Since the majority of us work remote it's a good "home base" to have to make sure all your tasks are being completed and on time. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons I think there are some repetitive features within the software. Like activities, projects, and tasks. I feel like there could be only one or two of those options. Overall I think the software is user-friendly and very helpful for work-life organization. #### Vendor response Ben - Thank you for taking the time to provide us with this feedback! Replied May 2022 --- ### Great Software for Accountants!!! - Overall rating: 5/5 - Reviewer: Kendall F. - Industry: Accounting - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: August 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Powerful software package - Overall rating: 5/5 - Reviewer: Shayla B. - Industry: Accounting - Company size: 11-50 employees - Product usage: less than 1 year · daily - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 #### Cons It's not as visually organized as I'd prefer #### Vendor response Thanks for sharing your review, Shayla! We’re so glad to hear that Firm360’s all-in-one tools for time, invoicing, document storage, and secure client communication have been so powerful for your work. We appreciate your note on visuals. Our team is always looking for ways to make the experience more streamlined. If you have more suggestions, we’d love to hear from you at support@myfirm360.com Replied September 2025 ---