Firm360
Run Your Firm With Clarity.
Firm360 is an all-in-one practice management system designed specifically for accounting firms. It addresses the challenge of fragmented workflows by consolidating projects, billing, time tracking, client communication, and document management into a single cloud-based platform, replacing disconnected tools and manual processes.
The platform includes modules for project management, client management, time and billing, advanced reporting, and a secure client portal with e-signature capabilities. It integrates with tax software such as UltraTax, Lacerte, Drake, and Intuit ProConnect Tax via a FileSync tool, and offers two-way syncing with QuickBooks Online. Additional integrations include Stripe for payment processing, Adobe for e-signatures, and Zapier for connecting with thousands of other apps. An AI Connector and AutoPrep tax automation feature are also available.
Firm360 is built for accounting firms of various sizes. It offers three standard plans: Basic, Standard, and Premium. The Basic plan has no user minimum, while the Standard plan has a three-user minimum. Pricing is based on annual billing, and custom pricing is available for firms with 20 or more users or those needing premium add-on services.
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