Firm360 is an all-in-one, cloud-based accounting practice management solution designed specifically to streamline your accounting practice and boost productivity. With Firm360, firms can eliminate the hassle of juggling multiple software by consolidating client management, project management, billing, reporting, and time tracking into one seamless platform. By automating routine tasks and enhancing workflow transparency, your staff can recoup valuable time—saving an average of 10 non-billable hours per week.

The platform is purpose-built for accounting and CPA firms, making it easy to manage day-to-day operations efficiently. Firm360’s intuitive interface and extensive functionality empower teams to collaborate, track project progress, and quickly generate actionable insights. This allows your firm to focus on delivering exceptional client service while maintaining complete control over your practice’s operations.

Key Features of Firm360

• Client Portals: Facilitate secure client communication through dedicated portals, ensuring that all client interactions and document exchanges are easily accessible.
• Automation and Consolidation: Reduce administrative burdens by automating client requests, reminders, and other routine tasks, allowing your team to concentrate on value-added activities.
• Project Management: Track assignments, update job statuses, and collaborate on projects with real-time visibility. This feature reduces confusion by clearly outlining who is working on what and when.
• Billing and Reporting: Simplify invoice creation and payment tracking while generating insightful reports on billing, time, and revenue that support informed decision-making.
• Onboarding Tools: Streamline new client onboarding with customizable templates, checklists, and an integrated “New Client” setup process.
• Document Organization: Organize, merge, and manage your documents efficiently to ensure everything is in one easily searchable location.

Firm360 is more than just software—it is a comprehensive solution that transforms how accounting practices operate. By leveraging the power of Accounting Practice Management technology, the platform offers a unified approach that makes your firm’s data secure, accessible, and actionable. The system’s commitment to continuous improvement means you benefit from frequent updates and enhancements based on real-world user feedback.

If you’re ready to save time and increase operational efficiency, learn more about exclusive offers and deals on our dedicated deals page. Firm360 is built to scale alongside your firm’s growth, ensuring that as your practice expands, your management tool remains robust and responsive.

Alternatives to Firm360

• JIRA
• TaxDome
• BigTime

Embrace the future of accounting with Firm360—a solution designed to simplify your operations and empower your team for lasting success.