Why SoftwareWorld Chooses Firm360:

“SoftwareWorld selected Firm360 based on its exceptional user reviews highlighting its comprehensive features tailored for accounting firms. Users praised its intuitive interface, seamless integration capabilities, and robust client management tools. The platform's efficiency in streamlining workflows and enhancing productivity stood out, making it a preferred choice for firms seeking to optimize their operations and improve client service.”

Highly Recommended

Firm360 Overview

Firm360 is an accounting practice management software tailored for accounting firms to streamline their daily operations, client communications, and project workflows. This software provides features like time tracking, invoicing, document management, and client portals, allowing accountants to efficiently manage multiple client accounts from a centralized system. With Firm360, accounting teams can monitor project progress, assign tasks, and track deadlines, ensuring timely service delivery. The software’s robust reporting tools enable firms to analyze performance, identify growth areas, and improve client engagement through transparent communications. Integrating with popular accounting tools, Firm360 simplifies data transfer and enhances collaboration among team members. Ideal for accounting professionals seeking to improve productivity, Firm360 supports organized workflows, boosts client satisfaction, and helps firms meet regulatory compliance, fostering a more efficient and effective practice.

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Firm360 Screenshot & Video

Contact Details

  • Vendor Name Firm Software
  • Founded 2019
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting

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Firm360 Features

  • Arrow Icon Billable & Non-Billable Hours
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Approval Process Control
  • Arrow Icon Payroll Management
  • Arrow Icon Vacation/Leave Tracking
  • Arrow Icon Employee Scheduling
  • Arrow Icon Attendance Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Employee Time Tracking
  • Arrow Icon Online Time Tracking
  • Arrow Icon Mobile Time Tracking
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Task Management
  • Arrow Icon Clock In/Out
  • Arrow Icon Timesheet Management
  • Arrow Icon Offline Time Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Leave Tracking
  • Arrow Icon Project Tracking
  • Arrow Icon Employee Database
  • Arrow Icon Reminders
  • Arrow Icon Sick Leave Tracking
  • Arrow Icon Overtime Calculation
  • Arrow Icon Project Management
  • Arrow Icon Real Time Updates
  • Arrow Icon Automatic Time Capture
  • Arrow Icon Employee Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Time Off Requests
  • Arrow Icon Accounting Integration
  • Arrow Icon Online Time Clock
  • Arrow Icon Milestone Tracking
  • Arrow Icon Testing/QA Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Projections
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Project Planning
  • Arrow Icon Project Scheduling
  • Arrow Icon Issue Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Client Portal
  • Arrow Icon Kanban Board
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Prioritization
  • Arrow Icon Risk Management
  • Arrow Icon Traditional Methodologies
  • Arrow Icon Task Management
  • Arrow Icon Status Tracking
  • Arrow Icon Resource Management
  • Arrow Icon Budget Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Agile Methodologies
  • Arrow Icon Activity Dashboard
  • Arrow Icon Idea Management
  • Arrow Icon Project Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Real Time Updates
  • Arrow Icon Approval Process Control
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Calendar Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon No-Code
  • Arrow Icon Email Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Real Time Reporting
  • Arrow Icon Rules-Based Workflow
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Task Management
  • Arrow Icon Search/Filter
  • Arrow Icon Monitoring
  • Arrow Icon Progress Tracking
  • Arrow Icon Document Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Template Management
  • Arrow Icon Workflow Configuration
  • Arrow Icon Business Process Automation
  • Arrow Icon Commenting/Notes
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Forms Management
  • Arrow Icon Project Workflow
  • Arrow Icon Task Scheduling
  • Arrow Icon Task Editing/Updating
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Calendar Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Create Subtasks
  • Arrow Icon Gamification
  • Arrow Icon Activity Tracking
  • Arrow Icon Prioritization
  • Arrow Icon Collaboration Tools
  • Arrow Icon To-Do List
  • Arrow Icon Project Planning
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Document Management
  • Arrow Icon Task Board View
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Assignment Management
  • Arrow Icon Status Tracking
  • Arrow Icon Email Management
  • Arrow Icon Recurring Tasks
  • Arrow Icon Project Tracking
  • Arrow Icon Time Tracking
  • Arrow Icon Task Tagging
  • Arrow Icon Deadline Management
  • Arrow Icon File Management
  • Arrow Icon Spreadsheet View
  • Arrow Icon Parent Task
  • Arrow Icon Search/Filter
  • Arrow Icon Staff Management
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Workflow Management
  • Arrow Icon Document Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Time Tracking
  • Arrow Icon Project Management
  • Arrow Icon For CPA Firms
  • Arrow Icon Approval Workflow
  • Arrow Icon Mobile Payments
  • Arrow Icon Billing Portal
  • Arrow Icon Project Billing
  • Arrow Icon Tax Calculation
  • Arrow Icon Multi-Currency
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Contact Database
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Credit Card Processing
  • Arrow Icon Customizable Invoices
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Processing
  • Arrow Icon Reminders
  • Arrow Icon Payment Processing
  • Arrow Icon Document Management
  • Arrow Icon Hourly Billing
  • Arrow Icon Contingency Billing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Tax Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Accounts Receivable
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Payment Collection
  • Arrow Icon General Ledger
  • Arrow Icon Expense Tracking
  • Arrow Icon Accounts Payable
  • Arrow Icon Bookkeeping Services Integration
  • Arrow Icon Payroll Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Spend Management
  • Arrow Icon Client Management
  • Arrow Icon Tax Forms
  • Arrow Icon Document Management
  • Arrow Icon Tax Filing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Status Tracking
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Communication Management
  • Arrow Icon Time Tracking
  • Arrow Icon For Tax Practices
  • Arrow Icon Assignment Management
  • Arrow Icon Messaging
  • Arrow Icon Productivity Analysis
  • Arrow Icon Time Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Progress Tracking
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Project Planning/Scheduling
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Task Management
  • Arrow Icon Resource Management

Firm360 Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$49 Per User

Firm360 FAQs

Firm360 is an accounting practice management software tailored for accounting firms to streamline their daily operations, client communications, and project workflows. This software provides features like time tracking, invoicing, document management, and client portals, allowing accountants to efficiently manage multiple client accounts from a centralized system. With Firm360, accounting teams can monitor project progress, assign tasks, and track deadlines, ensuring timely service delivery. The software’s robust reporting tools enable firms to analyze performance, identify growth areas, and improve client engagement through transparent communications. Integrating with popular accounting tools, Firm360 simplifies data transfer and enhances collaboration among team members. Ideal for accounting professionals seeking to improve productivity, Firm360 supports organized workflows, boosts client satisfaction, and helps firms meet regulatory compliance, fostering a more efficient and effective practice.

  • No, Firm360 does not offer a free version.

  • Yes, Firm360 offers a free trial.

  • No, Credit Card details are not required for the Firm360 trial.

  • Firm360 offers the following pricing plans & packages:

    Basic

    $49 Per User

  • Firm360 supports the following payment frequencies:

    • Monthly Subscription

  • No, Firm360 does not offer an API.

  • Firm360 offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Firm360 offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Firm360 supports the following languages:
    • English

  • Following are the typical users of the Firm360:
    • Self-Employed , Small-Business , Midsize-Business

  • Firm360 supports the following deployment:
    • Cloud Hosted

  • Firm360 supports the following devices and operating systems:
    • Web-Based

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