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

I like that its a one stop shop to view and organize my to do. See where projects are, whats coming up due, and run reports on revenue coverage and client realization.

There are a couple small things i would do to beef up the planning and workflow. Mainly on how the information is viewed on my scrren. i wish i could see on my dashboard how many hours of work i have, so when I view my dashboard or my teams dashboard i can see who is overloaded and who isnt. An App for my phone would be great too!

The time tracking is attributed to projects. The projects have tasks and subtasks that can be assigned to individual users. Very customizable. Support is excellent.

The system does everything i need it to. My employees dont complain like they did with past systems. I cant think of a con

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.

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.

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.

Our overall experience is a 10. We can tell that a CPA was involved in the set-up/design of the product and that is very helpful. We also like that Firm360 is very active and dynamic and changing with new technology, and not in a way that is trying to sell additional products. They simply enhance their offering in response to client feedback. Very, very strong customer support.

The best experience to date has been customer service. They are incredibly responsive not only to questions, but also client feedback and suggestions. We have been amazed at this aspect. We asked a general question about an option that would make things easier for us. We received a prompt answer to our question and a question from Firm360 about why we were asking. Within 2 weeks they made a change to the entire platform incorporating our request into the software. Without even being asked. They seem to recognize that other clients may have the same issues and work to make changes and improve the product every month.

It takes some work to set up the product and do so efficiently. Like anything, you get out of it what you put into it. Be willing to think about how you want processes to work before setting up the structure in Firm360. We have found that rather than simply setting up our Firm360, we are evaluating why we do certain things and if they are even necessary. In the end, this is a good exercise and pay dividends, but we have found that you should be prepared to spend time thinking about your processes and why they are in place before incorporating them into Firm360. But perhaps we are/were more inefficient than other firms. We also liked the document management product we are using (FileCenter) a little better (scanning, editing, etc), but Firm360 does have document management in place, and I suspect that over time the scanning and editing (currently you edit thru Adobe) will improve. It was a minor issue for us.

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 .

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.

Non consistency within the program with Alphabetized lists . Report options and some of the billing analysis needs to be a bit more robust.

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.

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.

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.

Firm360 has been fundamental in helping us digitize our practice and move to the 21st century. We utilize the platform for time tracking, billing, document management and the client portal. Our staff and clients all find the system intuitive and easy to use.

The best part of Firm360 is the support. They are responsive and listen to your concerns and suggestions.

The mobile functionality is good, but it would be nice to be able to access the platform through a standalone app.

Fantastic

Ease of use and great features. It has many features that are consistently being improved every month.

No complaints thus far. All of the features are great.

I love that Firm360 functions exactly as the name suggests - it's a firm management software that covers all the bases. I looked for months for a solution that integrated time tracking, document management, and client task management in one solution. Firm360 is the only one out there.

I'd love a continuous client sync w QuickBooks Online

Great customer service and response times.

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.

There are really no features that have been an issue overall very user friendly.

We now have a view of pending and closed projects, how much time is being spent on a client, and all those other pesky management dynamics that keep your business' "black hole" to a minimum.

The software is incredibly easy to learn and use. Firm360 staff work hard at fixing issues quickly and are very responsive to feedback.

The report and search functions are still in the early days and need to be fleshed out. Right now many reports have to be exported to csv then created in excel. The search/filter functions aren't available on all input fields. There is no true integration with Outlook.

I have had a great experience with Firm360. The software is really easy to use and figure out, and fits all of the needs for my job. The support for Fimr360 is great. Someone always gets back to me very quickly and they have always been helpful.

I think this software is user-friendly and was very easy to figure out. I love how easy it is to take payments from clients, create invoices, track project progress, and find client information.

It would be helpful if the software had an accounts receivable ledger to track all of the invoices and payments from clients in one place. We have had clients that want proof that they did or did not pay for an invoice and I have to create something to send them to show each invoice sent to them and each payment that we received from them.

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.

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.

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.

We are more aware of who is assigned to what and the status of the projects and tasks. Invoicing is much easier that going through QuickBooks.

All the features we use are important to keep the firm running smoothly and efficiently.

There were some small bumps in the road at first, but the 360 Support Staff is awesome and helped in any areas we needed. I used to use a different practice management software at my former firm, and I will say 360 has more benefits and integrates well with our tax software.

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

administration/management needs improvement when using the software via mobile

Firm360 helped me to find where I was losing money on clients. The client realization reporting is wonderful.

The best feature for me is project management. I am easily able to keep all of my client's work up to date and never forget a step.

I'm having a hard time coming up with what I like least about Firm360. Honestly the only things I can think of are very minor. Example is having to click "hide closed" tasks each time I go into a project.

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.

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.

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

The software is phenomenal, anything we did not understand was clearly explained when we called for help. If we had an issue it was addressed within hours in most cases and even the training was top notch. We are very old school and they helped teach us how to utilize the software to better manage our workflow and practice management.

Easy to set-up super product support great analytics for firm management

I still want to touch the paper, but I don't need to as it is all digital

They continue to develop it into a more useful tool and open to suggestions of feature improvements.

Ease of use, client/contact management system, simple time tracking, integrated document management.

Transition was difficult do to amount of files moved and time entries imported, but helped us along the way.

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. Firm 360 did a great job of helping make multi site a possibility.

Do not use qb online. Would like to have better integration or more robust reporting options.

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. The team behind Firm360 is also very responsive to customer support issues and quickly resolves issues to get you back up and running.

Nothing comes to mind, but perhaps some of the categories on the client information page are unnecessary.

After a years time, I would be happy to share my review on Firm360. We really do need to set aside the time to utilize the program to its full capacity to fully understand its benefits.

We are still very early in the game learning the software and utilizing its features in our office. We are struggling to set aside the time to learn with the current volume of work in our office. I feel after we have a stronger knowledge of the software, we are not going to know how we functioned without it.

Wish that we could see the email correspondence when we send documents to our clients.

Having a full overview of everything in one place has helped in problem solving & answering any questions that may arise in relation to clients or staff.

Having all the features of project, document & time management along with client billing all located in the same platform has saved time and made it easier to review content.

Continuous enhancements have solved any minor negative aspects to any of the features.

The customer service is unmatched. Software is easy to use, very user friendly, and always adapting to the needs of the user.

Some of the reports could be more informative and easier to use.

In my 25 years in this industry I have used many different products all claiming to save me time, money and be the best product for my business. I've gone from Big Time to OfficeTools, to PracticeCS, back to OfficeTools and now to Firm360. I have tested every other online practice management tool for accountands and all have fallen short except Firm360. Finally a product that has everything, is easy to learn and use, and support that is second to none.

Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our firm needs: Time tracking, project management, client management, client portal, invoicing, reporting, client communication. There are many programs out there but Firm360 is the first to have everything together in an easy to use online platform. Firm360 is also the only product that handles multiple locations correctly. I cannot forget the staff at Firm360. They are the BEST around! I've been in the tax and accounting industry for 25 years and have contacted all kinds of support services and NO ONE can touch the quality of support at Firm360! They treat you like your best friend!

The only con I can give Firm360 is not having a demo copy to play around with. I was apprehensive about transitioning to Firm360 without spending hours in the product myself. But I am so happy I made the jump. Never going back.